Hormuz LNG Shipments Reach Highest Level Since Iran War Began
Published . Updated .
Key takeaways
- Liquefied natural gas (LNG) tanker traffic through the Strait of Hormuz rose to 31 laden vessels in October, the highest monthly volume since the US-Iran conflict disrupted shipping in February 2026, according to vessel-tracking data Reuters cited .
- Exposed: UNG, XLE, ITA, USO, OXY
- Market reaction: price tracking starts with the next trading session.
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Liquefied natural gas (LNG) tanker traffic through the Strait of Hormuz rose to 31 laden vessels in October, the highest monthly volume since the US-Iran conflict disrupted shipping in February 2026, according to vessel-tracking data Reuters cited .
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+6.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- LNG Cheniere Energy+3.1% 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-5.9% 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
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 |
|---|---|---|---|---|---|---|---|
| UNG | -9.43% | -8.04% | base | after close | after close | after close | after close |
| XLE | +7.65% | -0.44% | base | after close | after close | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| ITA | +0.66% | -4.98% | base | after close | after close | after close | after close |
| LNG | +9.18% | -1.92% | base | after close | after close | after close | after close |
| EQT | +8.66% | +1.40% | base | after close | after close | after close | after close |
| KMINo price data for this ticker | — | — | — | — | — | — | — |
| WMBNo price data for this ticker | — | — | — | — | — | — | — |
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.
Hormuz LNG Shipments Reach Highest Level Since Iran War Began Egypt Oil & Gas
Source: Egypt Oil & Gas
16 earlier Strait of Hormuz stories for United States Natural Gas Fund (UNG)
United States Natural Gas Fund (UNG) the next day, across 16 earlier stories: average +0.44%, largest gain +0.44%, largest drop +0.44%, from 3 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Natural Gas Fund (UNG) | the next day | +0.44% | +0.44% | +0.44% | 3 |
| United States Natural Gas Fund (UNG) | three days later | +1.98% | +1.98% | +1.98% | 3 |
| Select Sector Spdr Tr (XLE) | the next day | -4.31% | -1.51% | -4.71% | 8 |
| Select Sector Spdr Tr (XLE) | three days later | -10.04% | -0.87% | -11.35% | 8 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +3.18% | +3.18% | +3.18% | 7 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | -2.60% | -2.60% | -2.60% | 7 |
| United States Oil Fund (USO) | the next day | -6.16% | -3.69% | -6.32% | 16 |
| United States Oil Fund (USO) | three days later | -11.57% | -1.37% | -12.25% | 16 |
- Iran's IRGC: 2 'violating' oil tankers exploded after hitting mines in Hormuz
- Oil slips as Iran says Qatar-brokered plan could reopen Hormuz in two days
- Two oil tankers explode after hitting mine in Hormuz Strait, IRGC spokesperson says
- Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval
- Oil Falls Ahead of U.S. Midterms Despite Hormuz Tensions on Hopes for Diplomatic Solution
- Shafaq News..IRGC Navy: Two oil tankers explode in Hormuz
Price since this story was published: United States Natural Gas Fund (UNG)
| Company | When | Move | Status |
|---|---|---|---|
| Eqt (EQT) | three days earlier | +1.40% | final price |
| Eqt (EQT) | five days earlier | +8.66% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -4.98% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.66% | final price |
| Cheniere Energy (LNG) | three days earlier | -1.92% | final price |
| Cheniere Energy (LNG) | five days earlier | +9.18% | final price |
| United States Natural Gas Fund (UNG) | three days earlier | -8.04% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | -9.43% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.44% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +7.65% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 75 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 85 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 88 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 63 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 82 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 83 days before publication. Filed 17 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 81 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 27 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 71 days before publication. Filed 25 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).
Strait of Hormuz, seven days against thirty
Geopolitics Alpha has 178 stories about Strait of Hormuz from the past 7 days and 660 stories from the past 30. That is about its usual pace over the past month. “Hormuz LNG Shipments Reach Highest Level Since Iran War Began” is tagged to Strait of Hormuz.
Who collects and who pays in energy
The side that tends to collect
- OXY Occidental Petroleum
In “Hormuz LNG Shipments Reach Highest Level Since Iran War Began,” Occidental Petroleum (OXY) tends to benefit, medium confidence. Reason on file: Occidental Petroleum (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- XOM ExxonMobil Holdings
In “Hormuz LNG Shipments Reach Highest Level Since Iran War Began,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: Oil producers earn more when crude prices rise. Linked by “hormuz” in this story
No up or down call on file
- UNG United States Natural Gas Fund
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Hormuz LNG Shipments Reach Highest Level Since Iran War Began.” 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 “Hormuz LNG Shipments Reach Highest Level Since Iran War Began,” 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
- ITA IShares U.S. Aerospace & Defense ETF
In “Hormuz LNG Shipments Reach Highest Level Since Iran War Began,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
- USO United States Oil Fund
In “Hormuz LNG Shipments Reach Highest Level Since Iran War Began,” 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 “iran” (oil) in this story
How energy news reaches United States Natural Gas Fund (UNG)
On 10 Nov 2026, “Hormuz LNG Shipments Reach Highest Level Since Iran War Began” is the story that connects United States Natural Gas Fund (UNG) to Strait of Hormuz.
What ties United States Natural Gas Fund (UNG) to the headline is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
Dates and price levels for United States Natural Gas Fund (UNG)
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. 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 strong the case is around United States Natural Gas Fund (UNG)
46 out of 100
“Hormuz LNG Shipments Reach Highest Level Since Iran War Began” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.