LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began
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This report is about natural gas and defense. Names like OXY and XOM typically gain because 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.
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.
- 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.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) 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.
- XOM ExxonMobil Holdings-2.7% 17d
Oil producers earn more when crude prices rise. Linked by “hormuz” in this story
- CVX Chevron+3.0% 30d
Oil producers earn more when crude prices rise. Linked by “crude + prices” 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 |
| ITA | +0.66% | -4.98% | base | after close | after close | after close | after close |
| USO | +10.89% | +3.88% | 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 |
| XOM | +7.73% | +0.33% | base | after close | after close | after close | after close |
| CVX | +6.86% | +1.02% | base | after close | 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.
LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began Crude Oil Prices Today | OilPrice.com
17 earlier Strait of Hormuz stories for United States Natural Gas Fund (UNG)
Across 17 earlier stories, United States Natural Gas Fund (UNG) the next day averaged +0.44%. The largest gain was +0.44% and the largest drop was +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% | 8 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | -2.60% | -2.60% | -2.60% | 8 |
| United States Oil Fund (USO) | the next day | -6.17% | -3.69% | -6.32% | 17 |
| United States Oil Fund (USO) | three days later | -11.61% | -1.37% | -12.25% | 17 |
- 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
The price since 10 Nov 2026: United States Natural Gas Fund (UNG) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| CVX | three days earlier | +1.02% | final price |
| CVX | five days earlier | +6.86% | final price |
| 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 |
| United States Oil Fund (USO) | three days earlier | +3.88% | final price |
| United States Oil Fund (USO) | five days earlier | +10.89% | 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 |
| ExxonMobil Holdings (XOM) | three days earlier | +0.33% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +7.73% | 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.
- 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.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 27 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 48 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 69 days before publication. Filed 7 Oct 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.
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. “LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began” is tagged to Strait of Hormuz.
Companies in energy around United States Natural Gas Fund (UNG)
Likely winners
- OXY Occidental Petroleum
In “LNG Traffic Through Hormuz Hits 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
For “LNG Traffic Through Hormuz Hits 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
In “LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began,” 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
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began.” 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
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began.” 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
For “LNG Traffic Through Hormuz Hits 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)
United States Natural Gas Fund (UNG) is the company in “LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began,” the 10 Nov 2026 Strait of Hormuz story.
For United States Natural Gas Fund (UNG), the reason on file says 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
What this energy story puts on the calendar
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 solid the energy case looks
46 out of 100
“LNG Traffic Through Hormuz Hits Highest Level Since Iran War Began” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.