Geopolitics Alpha

Intermodal Freight Volume Remains Elevated in October

Published . Updated .

Intermodal Freight Volume Remains Elevated in October Material Handling & Logistics

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • GSG ISHARES S&P GSCI COMMODITY-

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • DBA INVESCO DB MULTI-SECTOR COMM

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • UGA UNITED STATES GASOLINE FUND LP

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • MOO VANECK ETF TRUST

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC-1.85%-2.49%—+0.32%-2.30%-3.91%-5.70%
GSL+2.96%+0.29%—+1.55%+1.42%-3.39%-5.81%
SBLK———————
GOGL-1.26%+0.00%—+0.00%+0.00%+0.00%+0.00%
GSG-1.75%-1.22%—+0.94%+1.91%+1.44%+1.39%
DBA+0.44%+0.60%—+0.37%+0.35%-0.23%-0.11%
UGA———————
MOO———————

Intermodal Freight Volume Remains Elevated in October Material Handling & Logistics

Source: Material Handling & Logistics

The price since 12 Oct 2026: iShares S&P GSCI Commodity-Indexed Trust (GSG) versus the S&P 500

Since the first closing price after “Intermodal Freight Volume Remains Elevated in October,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +0.71%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.18% difference versus the market. industrial stocks (XLI) is -1.14%, a +1.85% difference versus that group of stocks.

CompanyWhenMoveStatus
DACthat day+0.32%final price
DACthe next day-2.30%final price
DACtwo days later-3.91%final price
DACthree days later-5.70%final price
DACthree days earlier-2.49%final price
DACfive days earlier-1.85%final price
Invesco Db Agriculture Fund (DBA)that day+0.37%final price
Invesco Db Agriculture Fund (DBA)the next day+0.35%final price
Invesco Db Agriculture Fund (DBA)two days later-0.23%final price
Invesco Db Agriculture Fund (DBA)three days later-0.11%final price
Invesco Db Agriculture Fund (DBA)three days earlier+0.60%final price
Invesco Db Agriculture Fund (DBA)five days earlier+0.44%final price
GOGLthat day0.00%final price
GOGLthe next day0.00%final price
GOGLtwo days later0.00%final price
GOGLthree days later0.00%final price
GOGLthree days earlier0.00%final price
GOGLfive days earlier-1.26%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)that day+0.94%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)the next day+1.91%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)two days later+1.44%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days later+1.39%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days earlier-1.22%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)five days earlier-1.75%final price
GSLthat day+1.55%final price
GSLthe next day+1.42%final price
GSLtwo days later-3.39%final price
GSLthree days later-5.81%final price
GSLthree days earlier+0.29%final price
GSLfive days earlier+2.96%final price
GSG
SPY
XLI

Who gains and who loses around iShares S&P GSCI Commodity-Indexed Trust (GSG)

Companies tied to this story

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “Intermodal Freight Volume Remains Elevated in October,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Intermodal Freight Volume Remains Elevated in October.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • UGA United States Gasoline Fund

    In “Intermodal Freight Volume Remains Elevated in October,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    For “Intermodal Freight Volume Remains Elevated in October,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    For “Intermodal Freight Volume Remains Elevated in October,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Intermodal Freight Volume Remains Elevated in October.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Intermodal Freight Volume Remains Elevated in October.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    For “Intermodal Freight Volume Remains Elevated in October,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

How shipping news reaches iShares S&P GSCI Commodity-Indexed Trust (GSG)

“Intermodal Freight Volume Remains Elevated in October” (12 Oct 2026) reaches iShares S&P GSCI Commodity-Indexed Trust (GSG) through Shipping.

The link for iShares S&P GSCI Commodity-Indexed Trust (GSG) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, Invesco Db Agriculture Fund (DBA), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

What this shipping story puts on the calendar

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

What the saved facts support for iShares S&P GSCI Commodity-Indexed Trust (GSG)

46 out of 100

“Intermodal Freight Volume Remains Elevated in October” scores 46 out of 100. The score uses 1 sources, and 16 linked companies.