Geopolitics Alpha

Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot

Published . Updated .

Key takeaways

  • VesselBot says emissions intensity improved across five of six vessel-size categories.
  • Exposed: BWET, IYT, MATX, ZIM, KEX
  • Market reaction: price tracking starts with the next trading session.

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SHIPPINGContainer Shipping EmissionsIntensity Varies by Up to 35%Between Carriers: VesselBotGEOPOLITICS ALPHA

VesselBot says emissions intensity improved across five of six vessel-size categories.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story.

  • MATX Matson-3.7% 7d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story.

  • ZIM ZIM Integrated Shipping Services-1.2% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story.

  • KEX Kirby-7.5% 30d

    Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story.

  • DAC Danaos

    Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+38.94%+24.54%baseafter closeafter closeafter closeafter close
IYT-0.44%+0.77%baseafter closeafter closeafter closeafter close
MATX+4.82%+3.93%baseafter closeafter closeafter closeafter close
ZIM+3.37%+6.77%baseafter closeafter closeafter closeafter close
KEX+20.63%+18.14%baseafter closeafter closeafter closeafter close
DAC+5.90%+3.05%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot Ship & Bunker

Source: Ship & Bunker

Amplify Commodity Trust (BWET) since this story, compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+24.54%final price
Amplify Commodity Trust (BWET)five days earlier+38.94%final price
Danaos (DAC)three days earlier+3.05%final price
Danaos (DAC)five days earlier+5.90%final price
Ishares Tr (IYT)three days earlier+0.77%final price
Ishares Tr (IYT)five days earlier-0.44%final price
Kirby (KEX)three days earlier+18.14%final price
Kirby (KEX)five days earlier+20.63%final price
Matson (MATX)three days earlier+3.93%final price
Matson (MATX)five days earlier+4.82%final price
ZIM Integrated Shipping Services (ZIM)three days earlier+6.77%final price
ZIM Integrated Shipping Services (ZIM)five days earlier+3.37%final price

Who collects and who pays in shipping

Companies mentioned with this story

  • BWET Amplify Commodity Trust

    For “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story

  • IYT Ishares Tr

    Ishares Tr (IYT) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot.” Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story

  • MATX Matson

    Matson (MATX) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story

  • ZIM ZIM Integrated Shipping Services

    For “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story

  • KEX Kirby

    Kirby (KEX) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot.” Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story

  • DAC Danaos

    Danaos (DAC) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot.” Reason on file: Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “container” (container shipping) in this story

How shipping news reaches Amplify Commodity Trust (BWET)

On 6 Nov 2026, “Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot” is the story that connects Amplify Commodity Trust (BWET) to Shipping.

For Amplify Commodity Trust (BWET), the reason on file says Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story

Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story

Dates and price levels for Amplify Commodity Trust (BWET)

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. MATX traded between 204.01 and 233.52 across 7 sessions. The latest close on file is 211.51.

How solid the shipping case looks

46 out of 100

“Container Shipping Emissions Intensity Varies by Up to 35% Between Carriers: VesselBot” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.