Geopolitics Alpha

Stock market: China’s coal and shipping stocks outperform tech stocks

Published . Updated .

SHIPPINGStock market: China’s coal andshipping stocks outperform techstocksGEOPOLITICS 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 “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.

  • XME SPDR S&P Metals & Mining ETF-11.3% 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-5.0% 30d

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

  • BTU Peabody Energy-18.8% 30d

    Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) 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.

  • 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.

  • CNR Core Natural Resources-4.3% 30d

    Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-4.39%-3.93%baseafter closeafter closeafter closeafter close
IYT-1.16%-1.02%baseafter closeafter closeafter closeafter close
XME-1.86%+3.58%baseafter closeafter closeafter closeafter close
FXI-1.87%-2.01%baseafter closeafter closeafter closeafter close
BTU+0.63%+1.44%baseafter closeafter closeafter closeafter close
ZIM+4.03%+4.49%baseafter closeafter closeafter closeafter close
MATX+2.55%+2.06%baseafter closeafter closeafter closeafter close
CNR+1.84%+1.68%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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Stock market: China’s coal and shipping stocks outperform tech stocks Table.Briefings

Source: Table.Briefings

Amplify Commodity Trust (BWET) since this story, compared with the market

CompanyWhenMoveStatus
Peabody Energy (BTU)three days earlier+1.44%final price
Peabody Energy (BTU)five days earlier+0.63%final price
Amplify Commodity Trust (BWET)three days earlier-3.93%final price
Amplify Commodity Trust (BWET)five days earlier-4.39%final price
Core Natural Resources (CNR)three days earlier+1.68%final price
Core Natural Resources (CNR)five days earlier+1.84%final price
Ishares China Large-Cap Etf (FXI)three days earlier-2.01%final price
Ishares China Large-Cap Etf (FXI)five days earlier-1.87%final price
Ishares Tr (IYT)three days earlier-1.02%final price
Ishares Tr (IYT)five days earlier-1.16%final price
Matson (MATX)three days earlier+2.06%final price
Matson (MATX)five days earlier+2.55%final price
Spdr Series Trust (XME)three days earlier+3.58%final price
Spdr Series Trust (XME)five days earlier-1.86%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

Who collects and who pays in shipping

Companies carried with this story

  • BWET Amplify Commodity Trust

    In “Stock market: China’s coal and shipping stocks outperform tech stocks,” 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

    In “Stock market: China’s coal and shipping stocks outperform tech stocks,” 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

  • XME Spdr Series Trust

    Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Stock market: China’s coal and shipping stocks outperform tech stocks.” 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 “Stock market: China’s coal and shipping stocks outperform tech stocks,” 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”)

  • BTU Peabody Energy

    In “Stock market: China’s coal and shipping stocks outperform tech stocks,” Peabody Energy (BTU) is linked, with no stored direction, medium confidence. Reason on file: Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

  • ZIM ZIM Integrated Shipping Services

    For “Stock market: China’s coal and shipping stocks outperform tech stocks,” 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

    For “Stock market: China’s coal and shipping stocks outperform tech stocks,” 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

  • CNR Core Natural Resources

    Core Natural Resources (CNR) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Stock market: China’s coal and shipping stocks outperform tech stocks.” Reason on file: Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

How shipping news reaches Amplify Commodity Trust (BWET)

The 1 Nov 2026 story “Stock market: China’s coal and shipping stocks outperform tech stocks” names Amplify Commodity Trust (BWET) because of Shipping.

Amplify Commodity Trust (BWET) is on the page because Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

Ishares Tr (IYT) is here too. Its reason reads: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

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. XME traded between 95.15 and 109.02 across 20 sessions. The latest close on file is 97.82.

The shipping score for Amplify Commodity Trust (BWET)

46 out of 100

“Stock market: China’s coal and shipping stocks outperform tech stocks” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.