Geopolitics Alpha

Cosco Shipping Development books 16 VLCC newbuilds

Published . Updated .

Key takeaways

  • Exposed: BWET, FRO, DHT, INSW, TNK
  • Market reaction: price tracking starts with the next trading session.

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SHIPPINGCosco Shipping Development books16 VLCC newbuildsGEOPOLITICS ALPHA

This report is about tanker shipping and container shipping. Names like FRO and DHT typically gain because frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF

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

  • FRO Frontline

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story.

  • DHT DHT Holdings

    DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story.

  • INSW International Seaways

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story.

  • TNK Teekay Tankers

    Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story.

  • ZIM ZIM Integrated Shipping Services

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

  • MATX Matson

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

  • KEX Kirby

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+16.99%-9.44%baseafter closeafter closeafter closeafter close
FRO-2.89%-6.19%baseafter closeafter closeafter closeafter close
DHT-7.22%-6.64%baseafter closeafter closeafter closeafter close
INSW-6.17%-6.05%baseafter closeafter closeafter closeafter close
TNK-2.69%-3.04%baseafter closeafter closeafter closeafter close
ZIM-4.43%-3.95%baseafter closeafter closeafter closeafter close
MATX-0.66%-2.89%baseafter closeafter closeafter closeafter close
KEX-5.74%-3.31%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.

Cosco Shipping Development books 16 VLCC newbuilds Seatrade Maritime News

Source: Seatrade Maritime News

Price since this story was published: Amplify Commodity Trust (BWET)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier-9.44%final price
Amplify Commodity Trust (BWET)five days earlier+16.99%final price
DHT Holdings (DHT)three days earlier-6.64%final price
DHT Holdings (DHT)five days earlier-7.22%final price
Frontline (FRO)three days earlier-6.19%final price
Frontline (FRO)five days earlier-2.89%final price
International Seaways (INSW)three days earlier-6.05%final price
International Seaways (INSW)five days earlier-6.17%final price
Kirby (KEX)three days earlier-3.31%final price
Kirby (KEX)five days earlier-5.74%final price
Matson (MATX)three days earlier-2.89%final price
Matson (MATX)five days earlier-0.66%final price
Teekay Tankers (TNK)three days earlier-3.04%final price
Teekay Tankers (TNK)five days earlier-2.69%final price
ZIM Integrated Shipping Services (ZIM)three days earlier-3.95%final price
ZIM Integrated Shipping Services (ZIM)five days earlier-4.43%final price

Who is named in “Cosco Shipping Development books 16 VLCC newbuilds”

The side that tends to collect

  • FRO Frontline

    Frontline (FRO) tends to benefit, medium confidence in the 13 Nov 2026 story “Cosco Shipping Development books 16 VLCC newbuilds.” Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story

  • DHT DHT Holdings

    In “Cosco Shipping Development books 16 VLCC newbuilds,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story

  • INSW International Seaways

    International Seaways (INSW) tends to benefit, medium confidence in the 13 Nov 2026 story “Cosco Shipping Development books 16 VLCC newbuilds.” Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story

  • TNK Teekay Tankers

    In “Cosco Shipping Development books 16 VLCC newbuilds,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story

No up or down call on file

  • BWET Amplify Commodity Trust

    In “Cosco Shipping Development books 16 VLCC newbuilds,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “vlcc” (tanker shipping) in this story

  • ZIM ZIM Integrated Shipping Services

    ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Cosco Shipping Development books 16 VLCC newbuilds.” 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 “shipping” (container shipping) in this story

  • MATX Matson

    Matson (MATX) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Cosco Shipping Development books 16 VLCC newbuilds.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

  • KEX Kirby

    For “Cosco Shipping Development books 16 VLCC newbuilds,” Kirby (KEX) is linked, with no stored direction, medium confidence. Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

Amplify Commodity Trust (BWET) and the shipping link

On 13 Nov 2026, “Cosco Shipping Development books 16 VLCC newbuilds” is the story that connects Amplify Commodity Trust (BWET) to Shipping.

Amplify Commodity Trust (BWET) is on the page because Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “vlcc” (tanker shipping) in this story

Also listed, Frontline (FRO): Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “vlcc” (tanker shipping) in this story

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. FRO traded between 47.51 and 59.74 across 20 sessions. The latest close on file is 48.49.

How strong the case is around Amplify Commodity Trust (BWET)

46 out of 100

“Cosco Shipping Development books 16 VLCC newbuilds” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.