Cheniere Energy signs huge LNG deal with Qatar after country faces damage during Iran war
Published . Updated .
This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.
Directly affected
- LNG Cheniere Energy+3.6%
Named in this report.
Indirectly affected
- FRO Frontline+1.5%
Tanker operators earn more when freight rates spike
- INSW International Seaways
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund+0.9%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+4.9%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- ZIM ZIM Integrated Shipping-1.9%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LNG | +0.86% | -1.27% | base | after close | after close | after close | after close |
| FRO | +2.38% | -1.82% | base | after close | after close | after close | after close |
| INSW | +1.36% | -3.49% | base | after close | after close | after close | after close |
| DHT | -2.28% | -3.23% | base | after close | after close | after close | after close |
| TNK | +1.72% | -0.66% | base | after close | after close | after close | after close |
| USO | -0.46% | -1.11% | base | after close | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | after close | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | after close | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | after close | after close | after close | after close |
| ZIM | +0.53% | +0.29% | base | after close | after close | after close | after close |
| DAL | -4.91% | -3.24% | 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.
Market Call
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Cheniere Energy signs huge LNG deal with Qatar after country faces damage during Iran war The Business Journals
Source: The Business Journals
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | three days earlier | -3.24% | final price |
| DAL | five days earlier | -4.91% | final price |
| DHT | three days earlier | -3.23% | final price |
| DHT | five days earlier | -2.28% | final price |
| FRO | three days earlier | -1.82% | final price |
| FRO | five days earlier | +2.38% | final price |
| INSW | three days earlier | -3.49% | final price |
| INSW | five days earlier | +1.36% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| LNG | three days earlier | -1.27% | final price |
| LNG | five days earlier | +0.86% | final price |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| TNK | three days earlier | -0.66% | final price |
| TNK | five days earlier | +1.72% | final price |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
| ZIM | three days earlier | +0.29% | final price |
| ZIM | five days earlier | +0.53% | final price |
Energy
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 35 days before publication. Filed 13 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).
How solid the energy case looks
12 out of 100
“Cheniere Energy signs huge LNG deal with Qatar after country faces damage during Iran war” scores 12 out of 100. The score uses 1 sources.