Geopolitics Alpha

Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project

Published . Updated .

Environmental Assessments; Availability, etc.:

Directly affected

  • RLBY Reliability

    Named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RLBY———————
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

Environmental Assessments; Availability, etc.:

Source: federal-register-public-inspection

The price since 7 Oct 2026: FENY versus the S&P 500

Since the first closing price after “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” FENY is +3.51%. The S&P 500 fund (SPY) is -0.94% over the same days, a +4.45% difference versus the market.

FENY
SPY

Who gains and who loses around FENY

Companies tied to this story

  • FENY

    In “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    In “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • IEZ Ishares U.S. Oil Equipment & Services Etf

    Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 7 Oct 2026 story “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 7 Oct 2026 story “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • UGA United States Gasoline Fund

    In “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence in the 7 Oct 2026 story “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • VDE Vanguard World Fd

    For “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • IBAT Ishares Energy Storage & Materials Etf

    In “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” Ishares Energy Storage & Materials Etf (IBAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected IBAT as a RELATED security because its canonical security name directly matches this event's themes: storage, energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

FENY

FENY is the company in “Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project,” the 7 Oct 2026 this story story.

FENY is on the page because Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Also listed, State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP): Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Dates and price levels for FENY

FENY traded between 34.72 and 37.59 across 10 sessions. The latest close on file is 37.19. IEZ traded between 25.75 and 28.18 across 20 sessions. The latest close on file is 26.76. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.

A simple score for FENY

46 out of 100

“Environmental Assessments; Availability, etc.: Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Proposed Critical Energy Reliability Link Project” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.