Geopolitics Alpha

Dropping Qatar LNG deal seen saving Poland's Orlen up to $2 billion

Published . Updated .

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ENERGYDropping Qatar LNG deal seensaving Poland's Orlen up to $2billionGEOPOLITICS ALPHA

This report is about natural gas and oil.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund

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

  • XLE Energy Select Sector SPDR

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

  • USO United States Oil Fund

    United States Oil Fund: its price follows crude oil. Linked by “lng” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “lng” (tanker shipping) in this story.

  • EPOL iShares MSCI Poland ETF

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

  • QAT iShares MSCI Qatar ETF

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

  • LNG Cheniere Energy

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

  • EQT Eqt

    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-10.79%-0.62%base-3.82%after closeafter closeafter close
XLE-4.15%-3.23%base+0.12%after closeafter closeafter close
USO+1.59%-3.20%base-0.93%after closeafter closeafter close
BWET+16.99%-9.44%base+5.27%after closeafter closeafter close
EPOL-2.66%-0.50%base+0.16%after closeafter closeafter close
QAT-1.87%+0.00%baseafter closeafter closeafter closeafter close
LNG-10.18%-5.18%base-0.74%after closeafter closeafter close
EQT-5.70%-0.70%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.

Dropping Qatar LNG deal seen saving Poland's Orlen up to $2 billion Reuters

Source: Reuters

Energy

CompanyWhenMoveStatus
BWETthat day+5.27%still updating
BWETthree days earlier-9.44%final price
BWETfive days earlier+16.99%final price
EPOLthat day+0.16%still updating
EPOLthree days earlier-0.50%final price
EPOLfive days earlier-2.66%final price
EQTthat day+0.61%still updating
EQTthree days earlier-0.70%final price
EQTfive days earlier-5.70%final price
LNGthat day-0.74%still updating
LNGthree days earlier-5.18%final price
LNGfive days earlier-10.18%final price
QATthree days earlier0.00%final price
QATfive days earlier-1.87%final price
UNGthat day-3.82%still updating
UNGthree days earlier-0.62%final price
UNGfive days earlier-10.79%final price
USOthat day-0.93%still updating
USOthree days earlier-3.20%final price
USOfive days earlier+1.59%final price
XLEthat day+0.12%still updating
XLEthree days earlier-3.23%final price
XLEfive days earlier-4.15%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).

How solid the energy case looks

12 out of 100Price not final

“Dropping Qatar LNG deal seen saving Poland's Orlen up to $2 billion” scores 12 out of 100. The score uses 1 sources. The price is not final yet.