Despite new record, Port of LA chief warns of tariff-driven planning risk

Published 13 Oct 2026, 19:46 UTC. Updated 14 Oct 2026, 01:26 UTC.

Despite new record, Port of LA chief warns of tariff-driven planning risk FreightWaves

Directly affected

No company is named in this report.

Indirectly affected

LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
RTX RTX
Defense contractors get more work when conflict spending rises
NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
GD General Dynamics
Defense contractors get more work when conflict spending rises
AAPL Apple
Sales and supply chains are exposed to a new tariff
NKE Nike
Sales and supply chains are exposed to a new tariff
ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
MATX Matson
Container lines are exposed when a shipping lane is disrupted
ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
BA Boeing
Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	—	—	—	—	—	—	—
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
AAPL	-2.15%	-0.18%	—	+0.08%	+0.58%	+0.25%	+0.69%
NKE	—	—	—	—	—	—	—
ZIM	—	—	—	—	—	—	—
MATX	—	—	—	—	—	—	—
ITA	+1.03%	-0.59%	—	-0.98%	-0.89%	+0.37%	+1.47%
BA	+0.18%	-0.93%	—	-1.56%	-2.60%	-0.40%	+0.30%

Despite new record, Port of LA chief warns of tariff-driven planning risk FreightWaves

Source: FreightWaves

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

Since the first closing price after “Despite new record, Port of LA chief warns of tariff-driven planning risk,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.83% difference versus that group of stocks.

Company	When	Move	Status
AAPL	that day	+0.08%	final price
AAPL	the next day	+0.58%	final price
AAPL	two days later	+0.25%	final price
AAPL	three days later	+0.69%	final price
AAPL	three days earlier	-0.18%	final price
AAPL	five days earlier	-2.15%	final price
BA	that day	-1.56%	final price
BA	the next day	-2.60%	final price
BA	two days later	-0.40%	final price
BA	three days later	+0.30%	final price
BA	three days earlier	-0.93%	final price
BA	five days earlier	+0.18%	final price
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
HII	that day	-2.41%	final price
HII	the next day	+0.16%	final price
HII	two days later	+1.23%	final price
HII	three days later	+2.87%	final price
HII	three days earlier	+0.38%	final price
HII	five days earlier	-0.10%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	that day	-0.98%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	the next day	-0.89%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	two days later	+0.37%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days later	+1.47%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days earlier	-0.59%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	five days earlier	+1.03%	final price

ITA

SPY

XLI

Taiwan Strait on the map for this story

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Despite new record, Port of LA chief warns of tariff-driven planning risk.” The recent pace is rising.

Taiwan Strait stories

Who collects and who pays in defense

Companies carried with this story

ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Despite new record, Port of LA chief warns of tariff-driven planning risk.” Reason on file: Material security escalation can alter defense demand expectations and risk premia
XAR Spdr Series Trust
In “Despite new record, Port of LA chief warns of tariff-driven planning risk,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
ASC Ardmore Shipping
In “Despite new record, Port of LA chief warns of tariff-driven planning risk,” Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence. Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
DSX Diana Shipping
For “Despite new record, Port of LA chief warns of tariff-driven planning risk,” Diana Shipping (DSX) is linked, with no stored direction, medium confidence. Reason on file: GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ILPT Industrial Logistics Properties Trust
In “Despite new record, Port of LA chief warns of tariff-driven planning risk,” Industrial Logistics Properties Trust (ILPT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ILPT as a RELATED security because its canonical security name directly matches this event's themes: logistics. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ODFL Old Dominion Freight Line
For “Despite new record, Port of LA chief warns of tariff-driven planning risk,” Old Dominion Freight Line (ODFL) is linked, with no stored direction, medium confidence. Reason on file: GA selected ODFL as a RELATED security because its canonical security name directly matches this event's themes: freight. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ONEW OneWater Marine
In “Despite new record, Port of LA chief warns of tariff-driven planning risk,” OneWater Marine (ONEW) is linked, with no stored direction, medium confidence. Reason on file: GA selected ONEW as a RELATED security because its canonical security name directly matches this event's themes: marine. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ZIM ZIM Integrated Shipping Services
ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Despite new record, Port of LA chief warns of tariff-driven planning risk.” Reason on file: GA selected ZIM as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

The 13 Oct 2026 story “Despite new record, Port of LA chief warns of tariff-driven planning risk” names IShares U.S. Aerospace & Defense ETF (ITA) because of Taiwan Strait.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because Material security escalation can alter defense demand expectations and risk premia

Spdr Series Trust (XAR) is here too. Its reason reads: Material security escalation can alter defense demand expectations and risk premia

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ASC traded between 17.21 and 20.50 across 20 sessions. The latest close on file is 18.50. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Despite new record, Port of LA chief warns of tariff-driven planning risk” scores 46 out of 100. The score uses 1 sources, and 11 linked companies.