Geopolitics Alpha

Dry Bulk Shipping: Capesize Market Rebounding

Published . Updated .

SHIPPINGDry Bulk Shipping: Capesize MarketReboundingGEOPOLITICS ALPHA

The market gathered momentum through the week, with improving sentiment and stronger fixing activity across both basins driving a broad-based recovery. The Pacific initially remained relatively subdued, with C5 fixtures holding around the high $13s to $14 as miners maintained a

Directly affected

  • No company is named in this report.

Indirectly affected

  • BDRY Breakwave Dry Bulk Shipping ETF-11.6% 14d

    Breakwave Dry Bulk Shipping ETF: it tracks dry-bulk freight rates. Linked by “dry bulk” (dry-bulk shipping) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • PICK iShares MSCI Global Metals & Mining Producers ETF-7.0% 30d

    iShares MSCI Global Metals & Mining Producers ETF: it holds metals and mining companies. Linked by “miners” (metals & mining) in this story.

  • SBLK Star Bulk Carriers-10.5% 30d

    Star Bulk Carriers (deep sea foreign transportation of freight): bulk carriers earn more when freight rates rise. Linked by “dry bulk” (dry-bulk shipping) in this story.

  • GNK Genco Shipping & Trading-4.7% 30d

    Genco Shipping & Trading (deep sea foreign transportation of freight): bulk carriers earn more when freight rates rise. Linked by “dry bulk” (dry-bulk shipping) in this story.

  • ZIM ZIM Integrated Shipping Services+1.3% 30d

    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-5.7% 9d

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

  • KEX Kirby+3.8% 30d

    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
BDRYNo price data for this ticker———————
BWETNo price data for this ticker———————
PICKNo price data for this ticker———————
SBLK+2.63%+1.66%baseafter closeafter closeafter closeafter close
GNKNo price data for this ticker———————
ZIM+4.03%+4.49%baseafter closeafter closeafter closeafter close
MATX+2.55%+2.06%baseafter closeafter closeafter closeafter close
KEXNo price data for this ticker———————

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.

Market Call

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Dry Bulk Shipping: Capesize Market Rebounding Hellenic Shipping News

Source: Hellenic Shipping News

The price since 1 Nov 2026: Amplify Commodity Trust (BDRY) versus the S&P 500

CompanyWhenMoveStatus
Matson (MATX)three days earlier+2.06%final price
Matson (MATX)five days earlier+2.55%final price
Star Bulk Carriers (SBLK)three days earlier+1.66%final price
Star Bulk Carriers (SBLK)five days earlier+2.63%final price
ZIM Integrated Shipping Services (ZIM)three days earlier+4.49%final price
ZIM Integrated Shipping Services (ZIM)five days earlier+4.03%final price

Who gains and who loses around Amplify Commodity Trust (BDRY)

Companies tied to this story

  • BDRY Amplify Commodity Trust

    In “Dry Bulk Shipping: Capesize Market Rebounding,” Amplify Commodity Trust (BDRY) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Dry Bulk Shipping ETF: it tracks dry-bulk freight rates. Linked by “dry bulk” (dry-bulk shipping) in this story

  • BWET Amplify Commodity Trust

    In “Dry Bulk Shipping: Capesize Market Rebounding,” 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 “shipping” (container shipping) in this story

  • SBLK Star Bulk Carriers

    For “Dry Bulk Shipping: Capesize Market Rebounding,” Star Bulk Carriers (SBLK) is linked, with no stored direction, medium confidence. Reason on file: Star Bulk Carriers (deep sea foreign transportation of freight): bulk carriers earn more when freight rates rise. Linked by “dry bulk” (dry-bulk shipping) in this story

  • GNK Genco Shipping & Trading

    Genco Shipping & Trading (GNK) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Dry Bulk Shipping: Capesize Market Rebounding.” Reason on file: Genco Shipping & Trading (deep sea foreign transportation of freight): bulk carriers earn more when freight rates rise. Linked by “dry bulk” (dry-bulk shipping) in this story

  • ZIM ZIM Integrated Shipping Services

    ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Dry Bulk Shipping: Capesize Market Rebounding.” 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 1 Nov 2026 story “Dry Bulk Shipping: Capesize Market Rebounding.” 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

    In “Dry Bulk Shipping: Capesize Market Rebounding,” 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

  • DAC Danaos

    Danaos (DAC) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Dry Bulk Shipping: Capesize Market Rebounding.” Reason on file: Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

Amplify Commodity Trust (BDRY) and the shipping link

Amplify Commodity Trust (BDRY) is the company in “Dry Bulk Shipping: Capesize Market Rebounding,” the 1 Nov 2026 Shipping story.

The link for Amplify Commodity Trust (BDRY) is this: Breakwave Dry Bulk Shipping ETF: it tracks dry-bulk freight rates. Linked by “dry bulk” (dry-bulk shipping) in this story

Also listed, Amplify Commodity Trust (BWET): Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

Dates and price levels for Amplify Commodity Trust (BDRY)

BDRY traded between 12.07 and 14.51 across 14 sessions. The latest close on file is 12.49. BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. SBLK traded between 27.71 and 31.02 across 20 sessions. The latest close on file is 28.36.

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

46 out of 100

“Dry Bulk Shipping: Capesize Market Rebounding” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.