Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets
Published . Updated .
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+70.4% 19d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- ZIM ZIM Integrated Shipping Services-0.1% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- UPS United Parcel Service-9.1% 13d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- FDX FedEx-2.5% 30d
FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- UNP Union Pacific+4.2% 30d
Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- DAC Danaos
Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (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 “freight” (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 | -3.51% | +0.00% | base | after close | after close | after close | after close |
| IYT | -1.05% | +1.53% | base | after close | after close | after close | after close |
| ZIM | -1.34% | -1.63% | base | after close | after close | after close | after close |
| UPS | -1.70% | +1.28% | base | after close | after close | after close | after close |
| FDX | -0.63% | +1.09% | base | after close | after close | after close | after close |
| UNP | -3.15% | +0.38% | base | after close | after close | after close | after close |
| DAC | -0.63% | -0.15% | base | after close | after close | after close | after close |
| MATX | +3.59% | -0.77% | 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.
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Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets Institute for Supply Management (ISM)
The price since 27 Oct 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | 0.00% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -3.51% | final price |
| Danaos (DAC) | three days earlier | -0.15% | final price |
| Danaos (DAC) | five days earlier | -0.63% | final price |
| Fedex (FDX) | three days earlier | +1.09% | final price |
| Fedex (FDX) | five days earlier | -0.63% | final price |
| Ishares Tr (IYT) | three days earlier | +1.53% | final price |
| Ishares Tr (IYT) | five days earlier | -1.05% | final price |
| Matson (MATX) | three days earlier | -0.77% | final price |
| Matson (MATX) | five days earlier | +3.59% | final price |
| Union Pacific (UNP) | three days earlier | +0.38% | final price |
| Union Pacific (UNP) | five days earlier | -3.15% | final price |
| United Parcel Service (UPS) | three days earlier | +1.28% | final price |
| United Parcel Service (UPS) | five days earlier | -1.70% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | -1.63% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | -1.34% | final price |
Members of Congress who traded Amplify Commodity Trust (BWET) near this story
- Rep. Rick Larsen sold Fedex (FDX), worth $1,001 - $15,000 on 8 Oct 2026. That is 19 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Fedex (FDX) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Fedex (FDX), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 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).
Who gains and who loses around Amplify Commodity Trust (BWET)
Companies carried with this story
- BWET Amplify Commodity Trust
For “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets,” 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 “freight” (container shipping) in this story
- IYT Ishares Tr
In “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets,” 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 “freight” (container shipping) in this story
- ZIM ZIM Integrated Shipping Services
For “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets,” 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 “freight” (container shipping) in this story
- UPS United Parcel Service
United Parcel Service (UPS) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets.” Reason on file: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
- FDX Fedex
For “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets,” Fedex (FDX) is linked, with no stored direction, medium confidence. Reason on file: FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
- UNP Union Pacific
For “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets,” 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 “supply chain” (transport and logistics) in this story
- DAC Danaos
In “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets,” 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 “freight” (container shipping) in this story
- MATX Matson
Matson (MATX) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
Amplify Commodity Trust (BWET) and the shipping link
On 27 Oct 2026, “Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets” is the story that connects Amplify Commodity Trust (BWET) to Shipping.
For Amplify Commodity Trust (BWET), the reason on file says Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (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 “freight” (container shipping) in this story
Dates and price levels for Amplify Commodity Trust (BWET)
BWET traded between 788.51 and 1047.07 across 15 sessions. The latest close on file is 931.01. ZIM traded between 27.01 and 30.98 across 20 sessions. The latest close on file is 29.53.
What the saved facts support for Amplify Commodity Trust (BWET)
46 out of 100
“Supply Chain Roundtable: Freight, Frights and 47-Tab Spreadsheets” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.