Geopolitics Alpha

Shipping costs climb as holidays approach

Published . Updated .

Key takeaways

  • Exposed: BWET, IYT, UPS, ZIM, MATX
  • Market reaction: BWET +5.3% on the day; IYT −1.1% on the day; UPS −1.8% on the day

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Shipping costs climb as holidays approach

This report is about container shipping and transport and logistics.

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.

  • UPS United Parcel Service+15.3% 16d

    United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story.

  • ZIM ZIM Integrated Shipping Services+1.8% 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-3.4% 12d

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

  • FDX FedEx+12.4% 30d

    FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story.

  • KEX Kirby-7.4% 30d

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

  • UNP Union Pacific+6.1% 30d

    Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+23.15%+6.41%base+5.26%after closeafter closeafter close
IYT-2.93%-0.87%base-1.08%after closeafter closeafter close
UPS-1.25%-1.35%base-1.81%after closeafter closeafter close
ZIM-5.29%-1.71%base+0.90%after closeafter closeafter close
MATX+0.69%-1.93%base+0.49%after closeafter closeafter close
FDX-1.79%-1.18%base-0.99%after closeafter closeafter close
KEX-6.69%-2.91%base+0.29%after closeafter closeafter close
UNP-1.36%-1.65%base+0.72%after closeafter closeafter 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.

Shipping costs climb as holidays approach WDBJ7

Source: WDBJ7

Price since this story was published: Amplify Commodity Trust (BWET)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day+5.26%final price
Amplify Commodity Trust (BWET)three days earlier+6.41%final price
Amplify Commodity Trust (BWET)five days earlier+23.15%final price
Fedex (FDX)that day-0.99%final price
Fedex (FDX)three days earlier-1.18%final price
Fedex (FDX)five days earlier-1.79%final price
Ishares Tr (IYT)that day-1.08%final price
Ishares Tr (IYT)three days earlier-0.87%final price
Ishares Tr (IYT)five days earlier-2.93%final price
Kirby (KEX)that day+0.29%final price
Kirby (KEX)three days earlier-2.91%final price
Kirby (KEX)five days earlier-6.69%final price
Matson (MATX)that day+0.49%final price
Matson (MATX)three days earlier-1.93%final price
Matson (MATX)five days earlier+0.69%final price
Union Pacific (UNP)that day+0.72%final price
Union Pacific (UNP)three days earlier-1.65%final price
Union Pacific (UNP)five days earlier-1.36%final price
United Parcel Service (UPS)that day-1.81%final price
United Parcel Service (UPS)three days earlier-1.35%final price
United Parcel Service (UPS)five days earlier-1.25%final price
ZIM Integrated Shipping Services (ZIM)that day+0.90%final price
ZIM Integrated Shipping Services (ZIM)three days earlier-1.71%final price
ZIM Integrated Shipping Services (ZIM)five days earlier-5.29%final price

Members of Congress who traded Amplify Commodity Trust (BWET) near this story

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 collects and who pays in shipping

Companies tied to this story

  • BWET Amplify Commodity Trust

    For “Shipping costs climb as holidays approach,” 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

    For “Shipping costs climb as holidays approach,” 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

  • UPS United Parcel Service

    United Parcel Service (UPS) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Shipping costs climb as holidays approach.” Reason on file: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story

  • ZIM ZIM Integrated Shipping Services

    In “Shipping costs climb as holidays approach,” 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

  • MATX Matson

    In “Shipping costs climb as holidays approach,” Matson (MATX) is linked, with no stored direction, medium confidence. Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

  • FDX Fedex

    Fedex (FDX) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Shipping costs climb as holidays approach.” Reason on file: FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story

  • KEX Kirby

    In “Shipping costs climb as holidays approach,” 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

  • UNP Union Pacific

    In “Shipping costs climb as holidays approach,” Union Pacific (UNP) is linked, with no stored direction, medium confidence. Reason on file: Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story

Amplify Commodity Trust (BWET) and the shipping link

On 12 Nov 2026, “Shipping costs climb as holidays approach” is the story that connects Amplify Commodity Trust (BWET) to Shipping.

The link for Amplify Commodity Trust (BWET) is this: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

A second company, Ishares Tr (IYT), is listed for a different reason: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

Dates in the story, and the Amplify Commodity Trust (BWET) price range

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. UPS traded between 91.59 and 114.94 across 14 sessions. The latest close on file is 108.31.

A simple score for Amplify Commodity Trust (BWET)

46 out of 100

“Shipping costs climb as holidays approach” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.