A Natural Gas Project Off Alaska’s Coast May Be a Russian Ploy for Intel on the Arctic
Published . Updated .
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Contractors for Polar Train LNG have been surveying the frigid Beaufort Sea for a natural gas project along Alaska’s North Slope. But CEO Joel Riddle resigned, claiming it’s all a Russian ploy.
Directly affected
- INTC Intel-48.7% 30d
Named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-13.5% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “natural gas” (natural gas) in this story.
- XLE Energy Select Sector SPDR+7.4% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “natural gas” (natural gas) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “natural gas” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “natural gas” (tanker shipping) in this story.
- LNG Cheniere Energy+14.7% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “natural gas” (natural gas) in this story.
- EQT Eqt-0.2% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “natural gas” (natural gas) in this story.
- KMI Kinder Morgan
Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “natural 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 “natural gas” (natural gas) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| INTC | +1.90% | -12.06% | base | -2.12% | +5.29% | +3.10% | +0.49% |
| UNG | -9.43% | -8.04% | base | +3.33% | +1.29% | +3.97% | +0.60% |
| XLE | +7.65% | -0.44% | base | +0.44% | +2.03% | +3.79% | +4.79% |
| USO | +10.89% | +3.88% | base | -0.84% | -0.76% | +2.59% | +2.07% |
| BWET | +44.12% | +15.72% | base | -10.42% | -6.03% | -1.08% | +5.37% |
| LNG | +9.18% | -1.92% | base | +2.98% | +6.82% | +8.60% | +8.37% |
| EQT | +8.66% | +1.40% | base | +4.18% | +5.55% | +4.91% | +5.81% |
| KMI | +7.55% | -1.24% | base | +2.03% | +3.30% | +4.74% | +4.41% |
| WMB | +9.06% | -3.34% | base | +1.53% | +3.68% | +4.51% | +3.99% |
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.
A Natural Gas Project Off Alaska’s Coast May Be a Russian Ploy for Intel on the Arctic ProPublica
Source: ProPublica
Arctic
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | -10.42% | final price |
| BWET | the next day | -6.03% | final price |
| BWET | two days later | -1.08% | final price |
| BWET | three days later | +5.37% | final price |
| BWET | three days earlier | +15.72% | final price |
| BWET | five days earlier | +44.12% | final price |
| EQT | that day | +4.18% | final price |
| EQT | the next day | +5.55% | final price |
| EQT | two days later | +4.91% | final price |
| EQT | three days later | +5.81% | final price |
| EQT | three days earlier | +1.40% | final price |
| EQT | five days earlier | +8.66% | final price |
| INTC | that day | -2.12% | final price |
| INTC | the next day | +5.29% | final price |
| INTC | two days later | +3.10% | final price |
| INTC | three days later | +0.49% | final price |
| INTC | three days earlier | -12.06% | final price |
| INTC | five days earlier | +1.90% | final price |
| KMI | that day | +2.03% | final price |
| KMI | the next day | +3.30% | final price |
| KMI | two days later | +4.74% | final price |
| KMI | three days later | +4.41% | final price |
| KMI | three days earlier | -1.24% | final price |
| KMI | five days earlier | +7.55% | final price |
| LNG | that day | +2.98% | final price |
| LNG | the next day | +6.82% | final price |
| LNG | two days later | +8.60% | final price |
| LNG | three days later | +8.37% | final price |
| LNG | three days earlier | -1.92% | final price |
| LNG | five days earlier | +9.18% | final price |
| UNG | that day | +3.33% | final price |
| UNG | the next day | +1.29% | final price |
| UNG | two days later | +3.97% | final price |
| UNG | three days later | +0.60% | final price |
| UNG | three days earlier | -8.04% | final price |
| UNG | five days earlier | -9.43% | final price |
| USO | that day | -0.84% | final price |
| USO | the next day | -0.76% | final price |
| USO | two days later | +2.59% | final price |
| USO | three days later | +2.07% | final price |
| USO | three days earlier | +3.88% | final price |
| USO | five days earlier | +10.89% | final price |
| WMB | that day | +1.53% | final price |
| WMB | the next day | +3.68% | final price |
| WMB | two days later | +4.51% | final price |
| WMB | three days later | +3.99% | final price |
| WMB | three days earlier | -3.34% | final price |
| WMB | five days earlier | +9.06% | final price |
| XLE | that day | +0.44% | final price |
| XLE | the next day | +2.03% | final price |
| XLE | two days later | +3.79% | final price |
| XLE | three days later | +4.79% | final price |
| XLE | three days earlier | -0.44% | final price |
| XLE | five days earlier | +7.65% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a dependent child), worth $1,001 - $15,000 on 21 Oct 2026. That is 20 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 67 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 75 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought EQT, worth $1,001 - $15,000 on 17 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 88 days before publication. Filed 14 Oct 2026. View the filing.
- Sen. Alan Armstrong sold Williams Companies (WMB) (jointly held), worth $250,001 - $500,000 on 8 Sep 2026. That is 63 days before publication. Filed 22 Oct 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $15,001 - $50,000 on 20 Aug 2026. That is 82 days before publication. Filed 17 Sep 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $1,001 - $15,000 on 19 Aug 2026. That is 83 days before publication. Filed 17 Sep 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).
Where this story sits: Arctic
Geopolitics Alpha has 18 stories about Arctic from the past 7 days and 59 stories from the past 30. That is about its usual pace over the past month. “A Natural Gas Project Off Alaska’s Coast May Be a Russian Ploy for Intel on the Arctic” is tagged to Arctic.
How solid the energy case looks
12 out of 100
“A Natural Gas Project Off Alaska’s Coast May Be a Russian Ploy for Intel on the Arctic” scores 12 out of 100. The score uses 1 sources.