Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics
Published . Updated .
Key takeaways
- Hapag-Lloyd announced higher ocean tariff rates from North Europe to South East India, Sri Lanka and Bangladesh for 20-foot and 40-foot dry containers, effective December 1, 2026, until further notice.
- Exposed: XLI, XRT, AAXJ, VGK, CAT
- Market reaction: XLI +4.2% on the day; XRT +3.7% on the day; CAT +7.1% on the day
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Hapag-Lloyd announced higher ocean tariff rates from North Europe to South East India, Sri Lanka and Bangladesh for 20-foot and 40-foot dry containers, effective December 1, 2026, until further notice.
Directly affected
- HPGLY Hapag-Lloyd (ETR: HLAG)
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “container” (container shipping) in this story.
- VGK Vanguard FTSE Europe ETF
Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”).
- AAXJ iShares MSCI All Country Asia ex Japan ETF-11.0% 11d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”).
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Europe
- EFA iShares MSCI EAFE ETF-0.7% 6d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe
- CAT Caterpillar-31.9% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| HPGLYNon-US listing (OTC); price checks may stay empty | — | — | — | — | — | — | — |
| XLI | +4.34% | +4.15% | base | +4.24% | after close | after close | after close |
| XRT | +1.17% | +4.73% | base | +3.68% | after close | after close | after close |
| BWET | +35.08% | +5.02% | base | -13.59% | after close | after close | after close |
| VGK | +0.86% | +3.36% | base | +3.06% | after close | after close | after close |
| AAXJ | +3.50% | +4.44% | base | +2.92% | after close | after close | after close |
| BWX | -0.16% | +0.37% | base | +0.79% | after close | after close | after close |
| EFA | +1.79% | +3.78% | base | +3.04% | after close | after close | after close |
| CAT | +9.84% | +5.82% | base | +7.10% | after close | after close | after 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.
Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics IndexBox
Source: IndexBox
Select Sector Spdr Tr (XLI) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Ishares Msci Asia Ex-Japan (AAXJ) | that day | +2.92% | final price |
| Ishares Msci Asia Ex-Japan (AAXJ) | three days earlier | +4.44% | final price |
| Ishares Msci Asia Ex-Japan (AAXJ) | five days earlier | +3.50% | final price |
| BWET | that day | -13.59% | final price |
| BWET | three days earlier | +5.02% | final price |
| BWET | five days earlier | +35.08% | final price |
| BWX | that day | +0.79% | final price |
| BWX | three days earlier | +0.37% | final price |
| BWX | five days earlier | -0.16% | final price |
| Caterpillar (CAT) | that day | +7.10% | final price |
| Caterpillar (CAT) | three days earlier | +5.82% | final price |
| Caterpillar (CAT) | five days earlier | +9.84% | final price |
| EFA | that day | +3.04% | final price |
| EFA | three days earlier | +3.78% | final price |
| EFA | five days earlier | +1.79% | final price |
| Vanguard Intl Equity Index F (VGK) | that day | +3.06% | final price |
| Vanguard Intl Equity Index F (VGK) | three days earlier | +3.36% | final price |
| Vanguard Intl Equity Index F (VGK) | five days earlier | +0.86% | final price |
| Select Sector Spdr Tr (XLI) | that day | +4.24% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | +4.15% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | +4.34% | final price |
| Spdr Series Trust (XRT) | that day | +3.68% | final price |
| Spdr Series Trust (XRT) | three days earlier | +4.73% | final price |
| Spdr Series Trust (XRT) | five days earlier | +1.17% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 61 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 42 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 42 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 74 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 80 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLI)
Companies mentioned with this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics.” Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- AAXJ Ishares Msci Asia Ex-Japan
For “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics,” Ishares Msci Asia Ex-Japan (AAXJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)
- VGK Vanguard Intl Equity Index F
In “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”)
- CAT Caterpillar
For “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
For “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics.” Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
For “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
Select Sector Spdr Tr (XLI)
“Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics” (9 Nov 2026) reaches Select Sector Spdr Tr (XLI) through this story.
For Select Sector Spdr Tr (XLI), the reason on file says Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Also listed, Spdr Series Trust (XRT): SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Dates in the story, and the Select Sector Spdr Tr (XLI) price range
Dates written in “Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics”: oot and 40-foot dry containers, effective (1 December 2026).
AAXJ traded between 106.27 and 119.65 across 7 sessions. The latest close on file is 107.13. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.
A simple score for Select Sector Spdr Tr (XLI)
46 out of 100
“Hapag-Lloyd Ocean Tariff Increase: North Europe to South Asia from December 1, 2026 - News and Statistics” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.