LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?
Published . Updated .
Shell is doubling down on LNG, but the energy giant's commodity risk could make Energy Transfer a better option.
Directly affected
Indirectly affected
- USO United States Oil Fund+8.2% 30d
This fund moves with oil prices. Linked by “lng + export” in this story
- XLE Energy Select Sector SPDR+7.4% 30d
A fund of energy companies. Linked by “lng + export” in this story
- BNO United States Brent Oil Fund+14.2% 30d
Tracks Brent, the global crude benchmark. Linked by “lng + export” in this story
- BWET Breakwave Tanker Shipping ETF+64.8% 18d
Tanker freight rates move when crude trade flows shift. Linked by “lng + export” in this story
- XOP SPDR S&P Oil & Gas Exploration+4.2% 30d
A fund of oil and gas producers. Linked by “lng + export” in this story
- LNG Cheniere Energy+8.9% 30d
Cheniere Energy is a natural gas company in the watchlist universe. Linked by “lng export” in this story
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SHEL | -3.11% | -2.58% | base | after close | after close | after close | after close |
| ET | -1.71% | -1.47% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| BNONo price data for this ticker | — | — | — | — | — | — | — |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| XOP | -1.09% | -1.32% | base | after close | after close | after close | after close |
| LNGNo 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.
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LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It? The Motley Fool
Source: The Motley Fool
How far United States Oil Fund (USO) has moved since 26 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| ET | three days earlier | -1.47% | final price |
| ET | five days earlier | -1.71% | final price |
| SHEL | three days earlier | -2.58% | final price |
| SHEL | five days earlier | -3.11% | final price |
| United States Oil Fund (USO) | three days earlier | -5.78% | final price |
| United States Oil Fund (USO) | five days earlier | -5.13% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -1.69% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -2.19% | final price |
| State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) | three days earlier | -1.32% | final price |
| State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) | five days earlier | -1.09% | final price |
United States Oil Fund (USO) on one side of this energy story
The side that tends to collect
- USO United States Oil Fund
In “LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?,” United States Oil Fund (USO) tends to benefit, medium confidence. Reason on file: This fund moves with oil prices. Linked by “lng + export” in this story
- XLE Select Sector Spdr Tr
For “LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?,” Select Sector Spdr Tr (XLE) tends to benefit, medium confidence. Reason on file: A fund of energy companies. Linked by “lng + export” in this story
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) tends to benefit, medium confidence. Reason on file: A fund of oil and gas producers. Linked by “lng + export” in this story
No up or down call on file
- BNO United States Brent Oil Fund
In “LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?,” United States Brent Oil Fund (BNO) is linked, with no stored direction, medium confidence. Reason on file: Tracks Brent, the global crude benchmark. Linked by “lng + export” in this story
- BWET Amplify Commodity Trust
In “LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Tanker freight rates move when crude trade flows shift. Linked by “lng + export” in this story
- LNG Cheniere Energy
For “LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy is a natural gas company in the watchlist universe. Linked by “lng export” in this story
United States Oil Fund (USO) and the energy link
“LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?” (26 Oct 2026) reaches United States Oil Fund (USO) through Energy.
The link for United States Oil Fund (USO) is this: This fund moves with oil prices. Linked by “lng + export” in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: A fund of energy companies. Linked by “lng + export” in this story
Price levels for United States Oil Fund (USO)
BNO traded between 58.70 and 71.28 across 20 sessions. The latest close on file is 70.98. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 169.55. XLE traded between 60.95 and 69.72 across 20 sessions. The latest close on file is 69.32.
How strong the case is around United States Oil Fund (USO)
46 out of 100
“LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.