Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist
Published . Updated .
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This report is about natural gas and oil.
Directly affected
- GS Goldman Sachs Group-5.4% 30d
Named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-17.0% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+8.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- USO United States Oil Fund+8.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “lng” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “lng” (tanker shipping) in this story.
- LNG Cheniere Energy+14.1% 30d
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+3.2% 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.
- KMI Kinder Morgan+4.8% 6d
Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (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 “lng” (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 |
|---|---|---|---|---|---|---|---|
| GS | +1.48% | +3.20% | base | -0.26% | after close | after close | after close |
| UNG | +6.94% | +1.94% | base | +1.50% | after close | after close | after close |
| XLE | +1.44% | +2.16% | base | -0.60% | after close | after close | after close |
| USO | +4.37% | +7.30% | base | +1.03% | after close | after close | after close |
| BWET | -1.54% | +2.86% | base | -7.81% | after close | after close | after close |
| LNG | -3.81% | +2.35% | base | +0.34% | after close | after close | after close |
| EQT | +2.63% | -0.55% | base | -0.28% | after close | after close | after close |
| KMI | +3.48% | +3.80% | base | +1.13% | after close | after close | after close |
| WMB | +4.07% | +5.18% | base | +2.67% | 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.
Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist Oil & Gas 360
Source: Oil & Gas 360
Price since this story was published: United States Natural Gas Fund (UNG)
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -7.81% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +2.86% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -1.54% | final price |
| Eqt (EQT) | that day | -0.28% | still updating |
| Eqt (EQT) | three days earlier | -0.55% | final price |
| Eqt (EQT) | five days earlier | +2.63% | final price |
| GS | that day | -0.26% | still updating |
| GS | three days earlier | +3.20% | final price |
| GS | five days earlier | +1.48% | final price |
| Kinder Morgan (KMI) | that day | +1.13% | still updating |
| Kinder Morgan (KMI) | three days earlier | +3.80% | final price |
| Kinder Morgan (KMI) | five days earlier | +3.48% | final price |
| Cheniere Energy (LNG) | that day | +0.34% | still updating |
| Cheniere Energy (LNG) | three days earlier | +2.35% | final price |
| Cheniere Energy (LNG) | five days earlier | -3.81% | final price |
| United States Natural Gas Fund (UNG) | that day | +1.50% | still updating |
| United States Natural Gas Fund (UNG) | three days earlier | +1.94% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | +6.94% | final price |
| United States Oil Fund (USO) | that day | +1.03% | still updating |
| United States Oil Fund (USO) | three days earlier | +7.30% | final price |
| United States Oil Fund (USO) | five days earlier | +4.37% | final price |
| Williams Companies (WMB) | that day | +2.67% | still updating |
| Williams Companies (WMB) | three days earlier | +5.18% | final price |
| Williams Companies (WMB) | five days earlier | +4.07% | final price |
| Select Sector Spdr Tr (XLE) | that day | -0.60% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | +2.16% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +1.44% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Goldman Sachs Group (GS), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael Rulli bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 3 Sep 2026. That is 61 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 26 Aug 2026. That is 69 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 68 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Eqt (EQT), worth $1,001 - $15,000 on 17 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 81 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 56 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 75 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 76 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).
The Middle East count beside this story
Geopolitics Alpha has 0 stories about Middle East from the past 7 days and 0 stories from the past 30. “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist” is tagged to Middle East.
United States Natural Gas Fund (UNG) on one side of this energy story
Companies carried with this story
- UNG United States Natural Gas Fund
For “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist,” 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
In “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- USO United States Oil Fund
In “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “lng” (oil) in this story
- BWET Amplify Commodity Trust
For “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “lng” (tanker shipping) in this story
- LNG Cheniere Energy
In “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. 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
- EQT Eqt
For “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist,” Eqt (EQT) is linked, with no stored direction, medium confidence. 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
- KMI Kinder Morgan
Kinder Morgan (KMI) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist.” 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
- WMB Williams Companies
Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist.” Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
What Middle East means for United States Natural Gas Fund (UNG)
“Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist” (3 Nov 2026) reaches United States Natural Gas Fund (UNG) through Middle East.
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
What this energy story puts on the calendar
UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.01. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 156.89. XLE traded between 62.95 and 70.15 across 20 sessions. The latest close on file is 67.26.
How strong the case is around United States Natural Gas Fund (UNG)
46 out of 100Price not final
“Goldman lifts 2027 gas outlook as Middle East LNG disruptions persist” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.