Iran Shipping Update – November 4, 2026
Published . Updated .
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The maritime security environment across the region remains highly volatile. Iranian attacks on commercial shipping in the Strait of Hormuz continue to disrupt maritime traffic, while Iran-backed Houthi threats and attacks around the Bab el-Mandeb pose a renewed risk to shipping
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- MATX Matson-5.4% 7d
Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container 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.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.
- KEX Kirby+2.8% 30d
Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.
- DAC Danaos
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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | +7.18% | +11.56% | base | -15.67% | after close | after close | after close |
| IYT | -2.21% | -1.20% | base | +2.92% | after close | after close | after close |
| USO | +5.38% | +6.75% | base | -8.03% | after close | after close | after close |
| MATX | +2.94% | +0.86% | base | -5.10% | after close | after close | after close |
| ZIM | +1.16% | -3.19% | base | -2.73% | after close | after close | after close |
| XOM | +2.57% | +5.49% | base | -4.52% | after close | after close | after close |
| KEX | +3.58% | +2.10% | base | -9.25% | after close | after close | after close |
| DAC | +3.75% | +2.77% | base | -0.19% | 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.
Iran Shipping Update – November 4, 2026 United Against Nuclear Iran | UANI
6 earlier Strait of Hormuz stories for Amplify Commodity Trust (BWET)
In the last 6 similar stories, Amplify Commodity Trust (BWET) moved an average of +2.07% the next day. The best was +4.46% and the worst was +0.48%, from 5 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | +2.07% | +4.46% | +0.48% | 5 |
| Amplify Commodity Trust (BWET) | three days later | +3.38% | +4.59% | +1.56% | 5 |
| Ishares Tr (IYT) | the next day | +0.14% | +0.14% | +0.14% | 1 |
| Ishares Tr (IYT) | three days later | +1.18% | +1.18% | +1.18% | 1 |
| Matson (MATX) | the next day | -0.48% | -0.48% | -0.48% | 3 |
| Matson (MATX) | three days later | -2.49% | -2.49% | -2.49% | 1 |
| ZIM Integrated Shipping Services (ZIM) | the next day | -0.26% | +0.44% | -1.65% | 6 |
| ZIM Integrated Shipping Services (ZIM) | three days later | -4.37% | -4.20% | -4.63% | 5 |
- Iran Says Oil Tanker Hit Naval Mines in Strait of Hormuz
- Precious metals weaken as Hormuz uncertainty keeps oil elevated ahead of Fed decision - Kitco AM Report
- Iran threatens 'legal action' against South Korean shipping company in Strait of Hormuz
- Oil Tanker Catches Fire After Hitting Naval Mine Near Strait of Hormuz
- How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing
- The Arab Dark Fleet Keeping Hormuz Oil Flowing
The price since 4 Nov 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -15.67% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | +11.56% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +7.18% | final price |
| Danaos (DAC) | that day | -0.19% | final price |
| Danaos (DAC) | three days earlier | +2.77% | final price |
| Danaos (DAC) | five days earlier | +3.75% | final price |
| Ishares Tr (IYT) | that day | +2.92% | final price |
| Ishares Tr (IYT) | three days earlier | -1.20% | final price |
| Ishares Tr (IYT) | five days earlier | -2.21% | final price |
| Kirby (KEX) | that day | -9.25% | final price |
| Kirby (KEX) | three days earlier | +2.10% | final price |
| Kirby (KEX) | five days earlier | +3.58% | final price |
| Matson (MATX) | that day | -5.10% | final price |
| Matson (MATX) | three days earlier | +0.86% | final price |
| Matson (MATX) | five days earlier | +2.94% | final price |
| USO | that day | -8.03% | final price |
| USO | three days earlier | +6.75% | final price |
| USO | five days earlier | +5.38% | final price |
| XOM | that day | -4.52% | final price |
| XOM | three days earlier | +5.49% | final price |
| XOM | five days earlier | +2.57% | final price |
| ZIM Integrated Shipping Services (ZIM) | that day | -2.73% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | -3.19% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | +1.16% | final price |
Members of Congress who traded Amplify Commodity Trust (BWET) near this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 65 days before publication. Filed 25 Sep 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).
How busy Strait of Hormuz has been lately
Geopolitics Alpha has 195 stories about Strait of Hormuz from the past 7 days and 512 stories from the past 30. That is faster than its usual pace over the past month. “Iran Shipping Update – November 4, 2026” is tagged to Strait of Hormuz.
Who gains and who loses around Amplify Commodity Trust (BWET)
Companies tied to this story
- BWET Amplify Commodity Trust
In “Iran Shipping Update – November 4, 2026,” 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
- IYT Ishares Tr
In “Iran Shipping Update – November 4, 2026,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
- MATX Matson
Matson (MATX) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Iran Shipping Update – November 4, 2026.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story
- ZIM ZIM Integrated Shipping Services
In “Iran Shipping Update – November 4, 2026,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. 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
- KEX Kirby
For “Iran Shipping Update – November 4, 2026,” 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
For “Iran Shipping Update – November 4, 2026,” Danaos (DAC) is linked, with no stored direction, medium confidence. 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 (BWET) and the shipping link
On 4 Nov 2026, “Iran Shipping Update – November 4, 2026” is the story that connects Amplify Commodity Trust (BWET) to Strait of Hormuz.
What ties Amplify Commodity Trust (BWET) to the headline is this: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
Dates and 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. MATX traded between 219.11 and 233.52 across 6 sessions. The latest close on file is 223.01.
A simple score for Amplify Commodity Trust (BWET)
46 out of 100
“Iran Shipping Update – November 4, 2026” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.