Shipping Strikes In Hormuz Leave Both Sides With Economic Pain
Published . Updated .
This report is about container shipping and oil. Names like XOM typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “hormuz” (oil) in this story.
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+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story.
- MATX Matson-5.7% 9d
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+13.4% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “hormuz” (oil) in this story.
- KEX Kirby+3.8% 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 |
|---|---|---|---|---|---|---|---|
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| MATXNo price data for this ticker | — | — | — | — | — | — | — |
| ZIM | +4.03% | +4.49% | base | after close | after close | after close | after close |
| XOMNo price data for this ticker | — | — | — | — | — | — | — |
| KEXNo price data for this ticker | — | — | — | — | — | — | — |
| DACNo price data for this ticker | — | — | — | — | — | — | — |
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.
Market Call
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Shipping Strikes In Hormuz Leave Both Sides With Economic Pain Bloomberg
Source: Bloomberg
Earlier shipping stories for Amplify Commodity Trust (BWET): 15 cases
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | +2.69% | +6.10% | -3.69% | 15 |
| United States Oil Fund (USO) | three days later | +2.12% | +4.59% | -1.37% | 15 |
| ExxonMobil Holdings (XOM) | the next day | +2.38% | +3.24% | -1.64% | 15 |
| ExxonMobil Holdings (XOM) | three days later | +1.52% | +2.18% | -0.44% | 15 |
- Trump claims Iran is 'faking hits' in Hormuz to drive up oil prices ahead of midterms
- Iran says 7 oil tankers damaged in Strait of Hormuz, and other Middle East news
- Iran says 7 oil tankers were attacked in the Strait of Hormuz as fears grow of a return to war
- Iran says 7 oil tankers attacked in the Strait of Hormuz as fears of a return to war grow
- Iran’s Revolutionary Guards report two oil tankers struck mines in the Strait of Hormuz
- Iran says 7 oil tankers attacked in the Strait of Hormuz as fears grow of a return to war
Amplify Commodity Trust (BWET) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| United States Oil Fund (USO) | three days earlier | -1.29% | final price |
| United States Oil Fund (USO) | five days earlier | -1.54% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | +4.49% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | +4.03% | final price |
Congressional trades in Amplify Commodity Trust (BWET) around 31 Oct 2026
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 17 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 61 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 166 stories about Strait of Hormuz from the past 7 days and 428 stories from the past 30. That is faster than its usual pace over the past month. “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain” is tagged to Strait of Hormuz.
Who gains and who loses around Amplify Commodity Trust (BWET)
Companies that tend to gain
- XOM ExxonMobil Holdings
For “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “hormuz” (oil) in this story
No up or down call on file
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain.” Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
- IYT Ishares Tr
In “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain,” 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
- USO United States Oil Fund
For “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story
- MATX Matson
For “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain,” 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
How shipping news reaches Amplify Commodity Trust (BWET)
On 31 Oct 2026, “Shipping Strikes In Hormuz Leave Both Sides With Economic Pain” 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
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 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. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83.
The shipping score for Amplify Commodity Trust (BWET)
46 out of 100
“Shipping Strikes In Hormuz Leave Both Sides With Economic Pain” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.