Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains
Published . Updated .
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Costs for Sodium Lauroyl Sarcosinate, Sodium Lauryl Sulphate (SLS) and Sodium Lauryl Ether Sulphate (SLES) are anticipated to remain firm as buoyant intra-Asia tanker freight could hinder chemical.
Directly affected
- SLS SELLAS Life Sciences Group+4.2% 30d
Named in this report.
Indirectly affected
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- AAXJ iShares MSCI All Country Asia ex Japan ETF-7.7% 14d
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 Asia
- EFA iShares MSCI EAFE ETF-1.5% 9d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Asia
- FRO Frontline+10.3% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways-4.8% 13d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker 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 |
|---|---|---|---|---|---|---|---|
| SLS | +17.14% | +9.08% | base | after close | after close | after close | after close |
| IYT | -2.21% | -1.20% | base | after close | after close | after close | after close |
| BWET | +7.18% | +11.56% | base | after close | after close | after close | after close |
| AAXJ | +3.95% | +0.02% | base | after close | after close | after close | after close |
| BWX | +0.16% | +0.49% | base | after close | after close | after close | after close |
| EFA | +0.59% | +0.25% | base | after close | after close | after close | after close |
| FRO | +5.87% | +8.47% | base | after close | after close | after close | after close |
| DHT | +2.17% | +4.51% | base | after close | after close | after close | after close |
| INSW | +6.60% | +6.75% | base | after close | 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.
Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains ChemAnalyst
Source: ChemAnalyst
The price since 4 Nov 2026: Ishares Msci Asia Ex-Japan (AAXJ) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Ishares Msci Asia Ex-Japan (AAXJ) | three days earlier | +0.02% | final price |
| Ishares Msci Asia Ex-Japan (AAXJ) | five days earlier | +3.95% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | +11.56% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +7.18% | final price |
| Spdr Series Trust (BWX) | three days earlier | +0.49% | final price |
| Spdr Series Trust (BWX) | five days earlier | +0.16% | final price |
| DHT Holdings (DHT) | three days earlier | +4.51% | final price |
| DHT Holdings (DHT) | five days earlier | +2.17% | final price |
| Ishares Tr (EFA) | three days earlier | +0.25% | final price |
| Ishares Tr (EFA) | five days earlier | +0.59% | final price |
| Frontline (FRO) | three days earlier | +8.47% | final price |
| Frontline (FRO) | five days earlier | +5.87% | final price |
| INSW | three days earlier | +6.75% | final price |
| INSW | five days earlier | +6.60% | final price |
| Ishares Tr (IYT) | three days earlier | -1.20% | final price |
| Ishares Tr (IYT) | five days earlier | -2.21% | final price |
| SLS | three days earlier | +9.08% | final price |
| SLS | five days earlier | +17.14% | final price |
Congressional trades in Ishares Msci Asia Ex-Japan (AAXJ) around 4 Nov 2026
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).
Companies in energy around Ishares Msci Asia Ex-Japan (AAXJ)
Likely winners
- FRO Frontline
For “Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains,” Frontline (FRO) tends to benefit, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- DHT DHT Holdings
In “Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- AAXJ Ishares Msci Asia Ex-Japan
Ishares Msci Asia Ex-Japan (AAXJ) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains.” Reason on file: iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)
- BWX Spdr Series Trust
In “Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains,” Spdr Series Trust (BWX) is linked, with no stored direction, medium confidence. Reason on file: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Asia
- EFA Ishares Tr
For “Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains,” Ishares Tr (EFA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Asia
- IYT Ishares Tr
For “Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story
Ishares Msci Asia Ex-Japan (AAXJ) and the energy link
“Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains” (4 Nov 2026) reaches Ishares Msci Asia Ex-Japan (AAXJ) through Energy.
For Ishares Msci Asia Ex-Japan (AAXJ), the reason on file says iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)
Spdr Series Trust (BWX) is here too. Its reason reads: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Asia
Dates and price levels for Ishares Msci Asia Ex-Japan (AAXJ)
AAXJ traded between 106.27 and 120.47 across 12 sessions. The latest close on file is 107.13. EFA traded between 102.00 and 104.68 across 6 sessions. The latest close on file is 103.46.
How strong the case is around Ishares Msci Asia Ex-Japan (AAXJ)
46 out of 100
“Rising Intra-Asia Tanker Freight Rates Threaten Palm-Derived Surfactant Supply Chains” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.