Geopolitics Alpha

MOPCO: Gas Supply Cut Increases to 33%

Published . Updated .

Key takeaways

  • Misr Fertilizers Production Company (MOPCO) said its natural gas intake has been further reduced, bringing the total supply cut to 33%, compared with a 20% reduction reported just a week ago.
  • Exposed: UNG, XLE, LNG, EQT, KMI
  • Market reaction: price tracking starts with the next trading session.

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MOPCO: Gas Supply Cut Increases to 33%

Misr Fertilizers Production Company (MOPCO) said its natural gas intake has been further reduced, bringing the total supply cut to 33%, compared with a 20% reduction reported just a week ago. The company said it had been notified of the new reduction, stressing that its

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

  • XLE Energy Select Sector SPDR+6.9% 30d

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

  • MOO VanEck Agribusiness ETF-2.7% 30d

    VanEck Agribusiness ETF: it holds agribusiness and fertilizer firms. Linked by “fertilizer” (fertilizer) 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 “gas supply” (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 “gas supply” (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 “gas supply” (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 “gas supply” (natural gas) in this story.

  • NTR Nutrien-4.0% 30d

    Nutrien (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “fertilizer” (fertilizer) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNG-3.53%-0.64%baseafter closeafter closeafter closeafter close
XLE+9.12%+3.08%baseafter closeafter closeafter closeafter close
MOONo price data for this ticker———————
LNG+12.08%+5.02%baseafter closeafter closeafter closeafter close
EQT+11.04%+6.35%baseafter closeafter closeafter closeafter close
KMI+9.25%+5.24%baseafter closeafter closeafter closeafter close
WMB+11.09%+5.91%baseafter closeafter closeafter closeafter close
NTRNo 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.

MOPCO: Gas Supply Cut Increases to 33% Egypt Oil & Gas

Source: Egypt Oil & Gas

The price since 8 Nov 2026: United States Natural Gas Fund (UNG) versus the S&P 500

CompanyWhenMoveStatus
Eqt (EQT)three days earlier+6.35%final price
Eqt (EQT)five days earlier+11.04%final price
Kinder Morgan (KMI)three days earlier+5.24%final price
Kinder Morgan (KMI)five days earlier+9.25%final price
Cheniere Energy (LNG)three days earlier+5.02%final price
Cheniere Energy (LNG)five days earlier+12.08%final price
United States Natural Gas Fund (UNG)three days earlier-0.64%final price
United States Natural Gas Fund (UNG)five days earlier-3.53%final price
Williams Companies (WMB)three days earlier+5.91%final price
Williams Companies (WMB)five days earlier+11.09%final price
Select Sector Spdr Tr (XLE)three days earlier+3.08%final price
Select Sector Spdr Tr (XLE)five days earlier+9.12%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).

Who collects and who pays in energy

Companies carried with this story

  • UNG United States Natural Gas Fund

    In “MOPCO: Gas Supply Cut Increases to 33%,” 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 “gas supply” (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 8 Nov 2026 story “MOPCO: Gas Supply Cut Increases to 33%.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas supply” (natural gas) in this story

  • LNG Cheniere Energy

    In “MOPCO: Gas Supply Cut Increases to 33%,” 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 “gas supply” (natural gas) in this story

  • EQT Eqt

    In “MOPCO: Gas Supply Cut Increases to 33%,” 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 “gas supply” (natural gas) in this story

  • KMI Kinder Morgan

    For “MOPCO: Gas Supply Cut Increases to 33%,” 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 “gas supply” (natural gas) in this story

  • WMB Williams Companies

    In “MOPCO: Gas Supply Cut Increases to 33%,” Williams Companies (WMB) is linked, with no stored direction, medium confidence. Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas supply” (natural gas) in this story

United States Natural Gas Fund (UNG) and the energy link

United States Natural Gas Fund (UNG) is the company in “MOPCO: Gas Supply Cut Increases to 33%,” the 8 Nov 2026 Energy story.

United States Natural Gas Fund (UNG) is on the page because United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas supply” (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 “gas supply” (natural gas) in this story

Price levels for United States Natural Gas Fund (UNG)

LNG traded between 274.21 and 330.66 across 20 sessions. The latest close on file is 277.99. 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.

A simple score for United States Natural Gas Fund (UNG)

46 out of 100

“MOPCO: Gas Supply Cut Increases to 33%” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.