Geopolitics Alpha

The Jones Act is suppressing demand for American shipping

Published . Updated .

SHIPPINGThe Jones Act is suppressingdemand for American shippingGEOPOLITICS ALPHA

This report is about container shipping.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF+64.8% 18d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “jones act” (container shipping) in this story.

  • IYT iShares U.S. Transportation ETF

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

  • ZIM ZIM Integrated Shipping Services-1.2% 30d

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

  • KEX Kirby-4.0% 18d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-3.51%-11.34%base+0.00%after closeafter closeafter close
IYT-0.99%-0.31%base+0.85%after closeafter closeafter close
ZIM-1.23%-0.66%base+0.58%after closeafter closeafter close
MATX+1.35%+2.85%base+1.96%after closeafter closeafter close
KEX+2.50%+3.08%base+0.65%after closeafter closeafter close
DAC-1.41%+0.02%base+1.41%after 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

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The Jones Act is suppressing demand for American shipping Reason Foundation

Source: Reason Foundation

Amplify Commodity Trust (BWET) since “The Jones Act is suppressing demand for American shipping,” compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day0.00%still updating
Amplify Commodity Trust (BWET)three days earlier-11.34%final price
Amplify Commodity Trust (BWET)five days earlier-3.51%final price
Danaos (DAC)that day+1.41%still updating
Danaos (DAC)three days earlier+0.02%final price
Danaos (DAC)five days earlier-1.41%final price
Ishares Tr (IYT)that day+0.85%still updating
Ishares Tr (IYT)three days earlier-0.31%final price
Ishares Tr (IYT)five days earlier-0.99%final price
Kirby (KEX)that day+0.65%still updating
Kirby (KEX)three days earlier+3.08%final price
Kirby (KEX)five days earlier+2.50%final price
Matson (MATX)that day+1.96%still updating
Matson (MATX)three days earlier+2.85%final price
Matson (MATX)five days earlier+1.35%final price
ZIM Integrated Shipping Services (ZIM)that day+0.58%still updating
ZIM Integrated Shipping Services (ZIM)three days earlier-0.66%final price
ZIM Integrated Shipping Services (ZIM)five days earlier-1.23%final price

Who is named in “The Jones Act is suppressing demand for American shipping”

Companies carried with this story

  • BWET Amplify Commodity Trust

    In “The Jones Act is suppressing demand for American shipping,” 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 “jones act” (container shipping) in this story

  • IYT Ishares Tr

    For “The Jones Act is suppressing demand for American shipping,” 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 “jones act” (container shipping) in this story

  • ZIM ZIM Integrated Shipping Services

    In “The Jones Act is suppressing demand for American shipping,” 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 “jones act” (container shipping) in this story

  • MATX Matson

    For “The Jones Act is suppressing demand for American shipping,” 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 “jones act” (container shipping) in this story

  • KEX Kirby

    For “The Jones Act is suppressing demand for American shipping,” Kirby (KEX) is linked, with no stored direction, medium confidence. Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “jones act” (container shipping) in this story

  • DAC Danaos

    In “The Jones Act is suppressing demand for American shipping,” 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 “jones act” (container shipping) in this story

Amplify Commodity Trust (BWET) and the shipping link

The 26 Oct 2026 story “The Jones Act is suppressing demand for American shipping” 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 “jones act” (container shipping) in this story

Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “jones act” (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 14 sessions. The latest close on file is 900.02. ZIM traded between 27.01 and 30.98 across 20 sessions. The latest close on file is 29.35.

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

46 out of 100Price not final

“The Jones Act is suppressing demand for American shipping” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.