South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle)
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This report is about container shipping and defense.
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.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- USO United States Oil Fund-0.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story.
- EWY iShares MSCI South Korea ETF-21.2% 30d
iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“south korea”).
- 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 “shipping” (container shipping) in this story.
- MATX Matson-2.7% 8d
Matson (water transportation): 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 | +35.08% | +5.02% | base | after close | after close | after close | after close |
| IYT | +2.62% | +5.05% | base | after close | after close | after close | after close |
| ITA | +3.67% | +2.77% | base | after close | after close | after close | after close |
| USO | +5.62% | -2.06% | base | after close | after close | after close | after close |
| EWY | +10.67% | +11.14% | base | after close | after close | after close | after close |
| FXI | -4.96% | -1.02% | base | after close | after close | after close | after close |
| ZIM | +1.38% | +2.00% | base | after close | after close | after close | after close |
| MATX | +4.55% | -0.52% | 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.
South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle) Modern Tokyo Times
Source: Modern Tokyo Times
How Amplify Commodity Trust (BWET) moved across the last 10 defense stories
Amplify Commodity Trust (BWET) the next day, across 10 earlier stories: average +1.08%, largest gain +4.46%, largest drop -2.78%, from 9 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | +1.08% | +4.46% | -2.78% | 9 |
| Amplify Commodity Trust (BWET) | three days later | -13.65% | +1.56% | -24.41% | 9 |
| Ishares Tr (IYT) | the next day | -0.71% | -0.71% | -0.71% | 1 |
| Ishares Tr (IYT) | three days later | +1.12% | +1.12% | +1.12% | 1 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +0.40% | +0.98% | +0.11% | 3 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | +0.88% | +4.19% | -0.77% | 3 |
| United States Oil Fund (USO) | the next day | -2.66% | +2.20% | -6.80% | 10 |
| United States Oil Fund (USO) | three days later | -9.22% | -4.19% | -13.51% | 10 |
- Gulf Oil Producers Build Tanker Fleet as Security Risks Mount Around Hormuz
- Strait of Hormuz Watch: Vessel Attacks Persist
- 3 oil tankers struck mines in the Strait of Hormuz, Iran says
- Qatar becomes largest buyer of LNG from US amid Hormuz disruption
- QatarEnergy Continues LNG Buying Spree to Hedge Future Hormuz Disruptions
- EXCLUSIVE: QatarEnergy buys US, other LNG to hedge future Hormuz disruptions
Price since this story was published: Amplify Commodity Trust (BWET)
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +5.02% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.08% | final price |
| Ishares Msci South Korea Etf (EWY) | three days earlier | +11.14% | final price |
| Ishares Msci South Korea Etf (EWY) | five days earlier | +10.67% | 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 U.S. Aerospace & Defense ETF (ITA) | three days earlier | +2.77% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +3.67% | final price |
| Ishares Tr (IYT) | three days earlier | +5.05% | final price |
| Ishares Tr (IYT) | five days earlier | +2.62% | final price |
| Matson (MATX) | three days earlier | -0.52% | final price |
| Matson (MATX) | five days earlier | +4.55% | final price |
| United States Oil Fund (USO) | three days earlier | -2.06% | final price |
| United States Oil Fund (USO) | five days earlier | +5.62% | 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 |
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 157 stories about Strait of Hormuz from the past 7 days and 554 stories from the past 30. That is about its usual pace over the past month. “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle)” is tagged to Strait of Hormuz.
Who collects and who pays in defense
Companies mentioned with this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle).” Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
- IYT Ishares Tr
In “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle),” 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
- ITA IShares U.S. Aerospace & Defense ETF
For “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle),” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story
- USO United States Oil Fund
In “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle),” 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
- EWY Ishares Msci South Korea Etf
Ishares Msci South Korea Etf (EWY) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle).” Reason on file: iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“south korea”)
- FXI Ishares China Large-Cap Etf
In “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle),” 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
ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle).” 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
For “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle),” 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
From Strait of Hormuz to Amplify Commodity Trust (BWET)
Amplify Commodity Trust (BWET) is the company in “South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle),” the 7 Nov 2026 Strait of Hormuz story.
For Amplify Commodity Trust (BWET), the reason on file says 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
What this defense story puts on the calendar
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.
How solid the defense case looks
46 out of 100
“South Korea Military Mission to Protect Commercial Shipping in the Strait of Hormuz (China and Japan Fiddle)” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.