Geopolitics Alpha

Mozambique-South Africa LNG Terminal Deal Seen by January

Published . Updated .

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ENERGYMozambique-South Africa LNGTerminal Deal Seen by JanuaryGEOPOLITICS ALPHA

This report is about natural gas and South Africa.

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+7.5% 30d

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

  • EZA iShares MSCI South Africa ETF+1.1% 6d

    iShares MSCI South Africa ETF holds stocks listed in South Africa, which this story is about (“south africa”).

  • LNG Cheniere Energy+11.8% 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+0.4% 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.

  • SSL Sasol

    Sasol (crude petroleum and natural gas, with business in South Africa): 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

TickerT-5T-3T-1T0T+1T+2T+3
UNG-10.79%-0.62%baseafter closeafter closeafter closeafter close
XLE-4.15%-3.23%baseafter closeafter closeafter closeafter close
EZA+2.39%+3.43%baseafter closeafter closeafter closeafter close
LNG-10.18%-5.18%baseafter closeafter closeafter closeafter close
EQT-5.70%-0.70%baseafter closeafter closeafter closeafter close
KMI-6.46%-2.59%baseafter closeafter closeafter closeafter close
SSL+3.60%-2.76%baseafter closeafter closeafter closeafter 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.

Mozambique-South Africa LNG Terminal Deal Seen by January Energy Connects

Source: Energy Connects

Energy

CompanyWhenMoveStatus
EQTthree days earlier-0.70%final price
EQTfive days earlier-5.70%final price
EZAthree days earlier+3.43%final price
EZAfive days earlier+2.39%final price
KMIthree days earlier-2.59%final price
KMIfive days earlier-6.46%final price
LNGthree days earlier-5.18%final price
LNGfive days earlier-10.18%final price
SSLthree days earlier-2.76%final price
SSLfive days earlier+3.60%final price
UNGthree days earlier-0.62%final price
UNGfive days earlier-10.79%final price
XLEthree days earlier-3.23%final price
XLEfive days earlier-4.15%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).

How solid “Mozambique-South Africa LNG Terminal Deal Seen by January” looks

12 out of 100

“Mozambique-South Africa LNG Terminal Deal Seen by January” scores 12 out of 100. The score uses 1 sources.