Geopolitics Alpha

[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY

Published . Updated .

Key takeaways

  • Exposed: BWET, IYT, XME, FXI, ZIM
  • Market reaction: price tracking starts with the next trading session.

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SHIPPING[SMM Coal and Coke Shipping]China's coal port arrivals lastweek were 7.87 million mt, down 7…GEOPOLITICS ALPHA

This report is about container shipping and coal.

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 “port” (container shipping) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “port” (container shipping) in this story.

  • XME SPDR S&P Metals & Mining ETF-7.3% 30d

    SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story.

  • FXI iShares China Large-Cap ETF-5.1% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • ZIM ZIM Integrated Shipping Services-2.4% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “port” (container shipping) in this story.

  • MATX Matson-3.5% 9d

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

  • KEX Kirby-12.6% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+35.08%+5.02%baseafter closeafter closeafter closeafter close
IYT+2.62%+5.05%baseafter closeafter closeafter closeafter close
XME+4.46%+2.47%baseafter closeafter closeafter closeafter close
FXI-4.96%-1.02%baseafter closeafter closeafter closeafter close
ZIM+1.38%+2.00%baseafter closeafter closeafter closeafter close
MATX+4.55%-0.52%baseafter closeafter closeafter closeafter close
KEX+16.23%+5.83%baseafter closeafter closeafter closeafter close
DAC+3.99%+3.01%baseafter closeafter 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.

[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY Shanghai Metals Market

Source: Shanghai Metals Market

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

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+5.02%final price
Amplify Commodity Trust (BWET)five days earlier+35.08%final price
Danaos (DAC)three days earlier+3.01%final price
Danaos (DAC)five days earlier+3.99%final price
Ishares China Large-Cap Etf (FXI)three days earlier-1.02%final price
Ishares China Large-Cap Etf (FXI)five days earlier-4.96%final price
Ishares Tr (IYT)three days earlier+5.05%final price
Ishares Tr (IYT)five days earlier+2.62%final price
Kirby (KEX)three days earlier+5.83%final price
Kirby (KEX)five days earlier+16.23%final price
Matson (MATX)three days earlier-0.52%final price
Matson (MATX)five days earlier+4.55%final price
Spdr Series Trust (XME)three days earlier+2.47%final price
Spdr Series Trust (XME)five days earlier+4.46%final price
ZIM Integrated Shipping Services (ZIM)three days earlier+2.00%final price
ZIM Integrated Shipping Services (ZIM)five days earlier+1.38%final price

Companies in shipping around Amplify Commodity Trust (BWET)

Companies mentioned with this story

  • BWET Amplify Commodity Trust

    In “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” 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 “port” (container shipping) in this story

  • IYT Ishares Tr

    Ishares Tr (IYT) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY.” Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “port” (container shipping) in this story

  • XME Spdr Series Trust

    For “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story

  • FXI Ishares China Large-Cap Etf

    In “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

  • ZIM ZIM Integrated Shipping Services

    In “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” 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 “port” (container shipping) in this story

  • MATX Matson

    For “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” 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 “port” (container shipping) in this story

  • KEX Kirby

    Kirby (KEX) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY.” Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “port” (container shipping) in this story

  • DAC Danaos

    For “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” 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 “port” (container shipping) in this story

How shipping news reaches Amplify Commodity Trust (BWET)

Amplify Commodity Trust (BWET) is the company in “[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY,” the 8 Nov 2026 Shipping story.

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

Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “port” (container shipping) in this story

The price range for Amplify Commodity Trust (BWET), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. XME traded between 95.15 and 109.02 across 20 sessions. The latest close on file is 97.66.

How strong the case is around Amplify Commodity Trust (BWET)

54 out of 100

“[SMM Coal and Coke Shipping] China's coal port arrivals last week were 7.87 million mt, down 7% WoW and down 3% YoY” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.