Geopolitics Alpha

Jim Welty: Pa. natural gas key to winning global AI race

Published . Updated .

Jim Welty: Pa. natural gas key to winning global AI race

A data center is to be constructed on the site of the former Cheswick Generating Station in Springdale. (Sean Stipp | TribLive)

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-7.0% 30d

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

  • XLE Energy Select Sector SPDR+6.5% 30d

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

  • QQQ Invesco QQQ+1.7% 18d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • LNG Cheniere Energy+11.9% 30d

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

  • EQT Eqt+5.8% 30d

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

  • KMI Kinder Morgan+4.2% 7d

    Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “natural gas” (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 “natural gas” (natural gas) in this story.

  • GOOGL Alphabet-6.5% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNGNo price data for this ticker———————
XLE-0.12%+1.60%base+0.34%after closeafter closeafter close
QQQNo price data for this ticker———————
LNGNo price data for this ticker———————
EQTNo price data for this ticker———————
KMINo price data for this ticker———————
WMBNo price data for this ticker———————
GOOGLNo 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.

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.

Jim Welty: Pa. natural gas key to winning global AI race TribLIVE.com

Source: TribLIVE.com

The price since 28 Oct 2026: United States Natural Gas Fund (UNG) versus the S&P 500

CompanyWhenMoveStatus
Select Sector Spdr Tr (XLE)that day+0.34%final price
Select Sector Spdr Tr (XLE)three days earlier+1.60%final price
Select Sector Spdr Tr (XLE)five days earlier-0.12%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

    United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Jim Welty: Pa. natural gas key to winning global AI race.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “natural gas” (natural gas) in this story

  • XLE Select Sector Spdr Tr

    In “Jim Welty: Pa. natural gas key to winning global AI race,” 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 “natural gas” (natural gas) in this story

  • QQQ Invesco Qqq Trust, Series 1

    In “Jim Welty: Pa. natural gas key to winning global AI race,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • LNG Cheniere Energy

    In “Jim Welty: Pa. natural gas key to winning global AI race,” 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 “natural gas” (natural gas) in this story

  • EQT Eqt

    In “Jim Welty: Pa. natural gas key to winning global AI race,” 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 “natural gas” (natural gas) in this story

  • KMI Kinder Morgan

    In “Jim Welty: Pa. natural gas key to winning global AI race,” 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 “natural gas” (natural gas) in this story

  • WMB Williams Companies

    Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Jim Welty: Pa. natural gas key to winning global AI race.” Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “natural gas” (natural gas) in this story

  • MSFT Microsoft

    For “Jim Welty: Pa. natural gas key to winning global AI race,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

How energy news reaches United States Natural Gas Fund (UNG)

United States Natural Gas Fund (UNG) is the company in “Jim Welty: Pa. natural gas key to winning global AI race,” the 28 Oct 2026 Energy story.

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 “natural gas” (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 “natural gas” (natural gas) in this story

Dates and price levels for United States Natural Gas Fund (UNG)

QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 721.22. UNG traded between 9.31 and 11.43 across 20 sessions. The latest close on file is 9.63. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.23.

How strong the case is around United States Natural Gas Fund (UNG)

46 out of 100

“Jim Welty: Pa. natural gas key to winning global AI race” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.