Geopolitics Alpha

Column: LNG is a detour on inevitable road to solar power

Published . Updated .

Key takeaways

  • In Hawaii, energy solutions should be community solutions that ensure resiliency and safety.
  • Exposed: UNG, XLE, TAN, FSLR, LNG
  • Market reaction: UNG +2.6% on the day; XLE +1.5% on the day; TAN −3.6% on the day

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

Column: LNG is a detour on inevitable road to solar power

In Hawaii, energy solutions should be community solutions that ensure resiliency and safety. As Hawaii weighs a proposal from Tokyo-based JERA Co. Inc. to build a liquefied natural gas (LNG) power plant and terminal on Oahu — a roughly $2 billion project — with questionable

Directly affected

  • No company is 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 “lng” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+7.5% 30d

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

  • TAN Invesco Solar ETF-5.1% 18d

    Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.

  • XLU Utilities Select Sector SPDR+7.7% 18d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) in this story.

  • EWJ iShares MSCI Japan ETF-0.6% 13d

    iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“tokyo”).

  • LNG Cheniere Energy+11.8% 30d

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

  • EQT Eqt+0.4% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNG-9.22%-1.27%base+2.65%after closeafter closeafter close
XLE-2.64%-2.21%base+1.50%after closeafter closeafter close
TAN+0.27%+2.84%base-3.64%after closeafter closeafter close
XLU-1.16%-0.05%base-0.02%after closeafter closeafter close
EWJ-4.13%-0.69%base-0.68%after closeafter closeafter close
LNG-8.19%-6.39%base+1.67%after closeafter closeafter close
KMI-4.40%-3.20%base+1.39%after closeafter closeafter close
EQT-3.93%-5.26%base-0.61%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.

Column: LNG is a detour on inevitable road to solar power Honolulu Star-Advertiser

Source: Honolulu Star-Advertiser

Price since this story was published: United States Natural Gas Fund (UNG)

CompanyWhenMoveStatus
Eqt (EQT)that day-0.61%final price
Eqt (EQT)three days earlier-5.26%final price
Eqt (EQT)five days earlier-3.93%final price
EWJthat day-0.68%final price
EWJthree days earlier-0.69%final price
EWJfive days earlier-4.13%final price
Kinder Morgan (KMI)that day+1.39%final price
Kinder Morgan (KMI)three days earlier-3.20%final price
Kinder Morgan (KMI)five days earlier-4.40%final price
Cheniere Energy (LNG)that day+1.67%final price
Cheniere Energy (LNG)three days earlier-6.39%final price
Cheniere Energy (LNG)five days earlier-8.19%final price
Invesco Solar Etf (TAN)that day-3.64%final price
Invesco Solar Etf (TAN)three days earlier+2.84%final price
Invesco Solar Etf (TAN)five days earlier+0.27%final price
United States Natural Gas Fund (UNG)that day+2.65%final price
United States Natural Gas Fund (UNG)three days earlier-1.27%final price
United States Natural Gas Fund (UNG)five days earlier-9.22%final price
Select Sector Spdr Tr (XLE)that day+1.50%final price
Select Sector Spdr Tr (XLE)three days earlier-2.21%final price
Select Sector Spdr Tr (XLE)five days earlier-2.64%final price
XLUthat day-0.02%final price
XLUthree days earlier-0.05%final price
XLUfive days earlier-1.16%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).

United States Natural Gas Fund (UNG) on one side of this energy story

Companies carried with this story

  • UNG United States Natural Gas Fund

    In “Column: LNG is a detour on inevitable road to solar power,” 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 “lng” (natural gas) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Column: LNG is a detour on inevitable road to solar power.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • TAN Invesco Solar Etf

    For “Column: LNG is a detour on inevitable road to solar power,” Invesco Solar Etf (TAN) is linked, with no stored direction, medium confidence. Reason on file: Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story

  • FSLR First Solar

    For “Column: LNG is a detour on inevitable road to solar power,” First Solar (FSLR) is linked, with no stored direction, medium confidence. Reason on file: First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story

  • LNG Cheniere Energy

    Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Column: LNG is a detour on inevitable road to solar power.” Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story

  • NEE Nextera Energy

    Nextera Energy (NEE) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Column: LNG is a detour on inevitable road to solar power.” Reason on file: NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story

  • KMI Kinder Morgan

    In “Column: LNG is a detour on inevitable road to solar power,” Kinder Morgan (KMI) is linked, with no stored direction, medium confidence. Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story

  • EQT Eqt

    Eqt (EQT) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Column: LNG is a detour on inevitable road to solar power.” Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story

How “Column: LNG is a detour on inevitable road to solar power” reaches United States Natural Gas Fund (UNG)

The 12 Nov 2026 story “Column: LNG is a detour on inevitable road to solar power” names United States Natural Gas Fund (UNG) because of Energy.

The link for United States Natural Gas Fund (UNG) is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

The price range for United States Natural Gas Fund (UNG), and the dates in the story

TAN traded between 40.77 and 44.71 across 16 sessions. The latest close on file is 41.77. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.34. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid the energy case looks

46 out of 100

“Column: LNG is a detour on inevitable road to solar power” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.