Geopolitics Alpha

8-K - NATIONAL FUEL GAS CO (0000070145) (Filer)

Published . Updated .

Key takeaways

  • 8-K - NATIONAL FUEL GAS filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: NFG, UNG, XLE, LNG, EQT
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - NATIONAL FUEL GAS CO(0000070145) (Filer)NFGGEOPOLITICS ALPHA

8-K - NATIONAL FUEL GAS filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • NFG National Fuel Gas-1.7% 30d

    Named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-16.0% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • LNG Cheniere Energy+13.7% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

  • EQT Eqt+7.6% 30d

    Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

  • KMI Kinder Morgan+5.0% 5d

    Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

  • WMB The Williams Companies

    The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NFG+3.71%+4.12%baseafter closeafter closeafter closeafter close
UNG-0.97%-2.86%baseafter closeafter closeafter closeafter close
XLE+8.20%+5.91%baseafter closeafter closeafter closeafter close
LNG+9.22%+6.72%baseafter closeafter closeafter closeafter close
EQT+3.85%+4.42%baseafter closeafter closeafter closeafter close
KMI+7.75%+3.81%baseafter closeafter closeafter closeafter close
WMB+10.31%+4.88%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.

Filed: 2026-11-04 AccNo: 0001193125-26-447515 Size: 8 MB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

National Fuel Gas (NFG) since “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” compared with the market

CompanyWhenMoveStatus
Eqt (EQT)three days earlier+4.42%final price
Eqt (EQT)five days earlier+3.85%final price
Kinder Morgan (KMI)three days earlier+3.81%final price
Kinder Morgan (KMI)five days earlier+7.75%final price
Cheniere Energy (LNG)three days earlier+6.72%final price
Cheniere Energy (LNG)five days earlier+9.22%final price
National Fuel Gas (NFG)three days earlier+4.12%final price
National Fuel Gas (NFG)five days earlier+3.71%final price
United States Natural Gas Fund (UNG)three days earlier-2.86%final price
United States Natural Gas Fund (UNG)five days earlier-0.97%final price
Williams Companies (WMB)three days earlier+4.88%final price
Williams Companies (WMB)five days earlier+10.31%final price
Select Sector Spdr Tr (XLE)three days earlier+5.91%final price
Select Sector Spdr Tr (XLE)five days earlier+8.20%final price

Trades by members of Congress and officials in the stocks in this story

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 National Fuel Gas (NFG)

Companies mentioned with this story

  • NFG National Fuel Gas

    For “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” National Fuel Gas (NFG) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> NFG

  • UNG United States Natural Gas Fund

    In “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • XLE Select Sector Spdr Tr

    In “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • LNG Cheniere Energy

    For “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

  • EQT Eqt

    In “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” Eqt (EQT) is linked, with no stored direction, medium confidence. Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

  • KMI Kinder Morgan

    Kinder Morgan (KMI) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer).” Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

  • WMB Williams Companies

    In “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer),” Williams Companies (WMB) is linked, with no stored direction, medium confidence. Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story

How “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer)” reaches National Fuel Gas (NFG)

On 4 Nov 2026, “8-K - NATIONAL FUEL GAS CO (0000070145) (Filer)” is the story that connects National Fuel Gas (NFG) to this story.

The link for National Fuel Gas (NFG) is this: SEC 8-K filing -> direct issuer disclosure -> NFG

United States Natural Gas Fund (UNG) is here too. Its reason reads: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

Price levels for National Fuel Gas (NFG)

NFG traded between 75.40 and 81.81 across 20 sessions. The latest close on file is 78.62. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.12. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

What the saved facts support for National Fuel Gas (NFG)

46 out of 100

“8-K - NATIONAL FUEL GAS CO (0000070145) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.