Murphy Oil Bets on Israeli Gas Near Leviathan
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Murphy Oil and Ratio Energies won six Israeli gas licenses 25 km from Leviathan, replacing Eni as the Iran war keeps Hormuz shipping at risk.
Directly affected
- MUR Murphy Oil
Named in this report.
Indirectly affected
- USO United States Oil Fund
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- UNG United States Natural Gas Fund
United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.
- BWET Breakwave Tanker Shipping ETF
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.
- EIS iShares MSCI Israel ETF
iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israeli”).
- XOM ExxonMobil Holdings
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- EQT Eqt
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MUR | +11.57% | -0.06% | base | -4.03% | after close | after close | after close |
| USO | +5.62% | -2.06% | base | -3.90% | after close | after close | after close |
| XLE | +9.12% | +3.08% | base | +0.56% | after close | after close | after close |
| UNG | -3.53% | -0.64% | base | +8.24% | after close | after close | after close |
| BWET | +35.08% | +5.02% | base | -13.59% | after close | after close | after close |
| EIS | +3.35% | +0.97% | base | +2.40% | after close | after close | after close |
| XOM | +8.37% | +2.16% | base | -0.67% | after close | after close | after close |
| CVX | +7.15% | +2.05% | base | -1.18% | after close | after close | after close |
| EQT | +11.04% | +6.35% | base | +0.98% | 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.
Murphy Oil Bets on Israeli Gas Near Leviathan Crude Oil Prices Today | OilPrice.com
How United States Oil Fund (USO) moved after the last 17 energy shocks
Across 17 earlier stories, United States Oil Fund (USO) the next day averaged -6.13%. The largest gain was -3.69% and the largest drop was -6.32%, from 14 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -6.13% | -3.69% | -6.32% | 14 |
| United States Oil Fund (USO) | three days later | -11.47% | -1.37% | -12.25% | 14 |
| Select Sector Spdr Tr (XLE) | the next day | -4.35% | -1.51% | -4.71% | 9 |
| Select Sector Spdr Tr (XLE) | three days later | -10.24% | -0.87% | -11.87% | 9 |
| United States Natural Gas Fund (UNG) | the next day | +0.44% | +0.44% | +0.44% | 1 |
| United States Natural Gas Fund (UNG) | three days later | +1.98% | +1.98% | +1.98% | 1 |
| Amplify Commodity Trust (BWET) | the next day | -10.37% | -10.37% | -10.37% | 16 |
| Amplify Commodity Trust (BWET) | three days later | -28.03% | -28.03% | -28.03% | 16 |
- Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg
- OPEC+ December Output Targets Unchanged Amid Hormuz Closure
- Shafaq News..Iran: Tanker struck mine east of Hormuz
- Higher Strait of Hormuz flows help close the gap in product tanker rates
- Iran Reports Explosions on Two Oil Tankers in Strait of Hormuz
- Global oil supply down nearly 1 bln barrels since Hormuz disruption, warns ADNOC CEO
United States Oil Fund (USO) since “Murphy Oil Bets on Israeli Gas Near Leviathan,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -13.59% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | +5.02% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.08% | final price |
| Chevron (CVX) | that day | -1.18% | final price |
| Chevron (CVX) | three days earlier | +2.05% | final price |
| Chevron (CVX) | five days earlier | +7.15% | final price |
| Ishares (EIS) | that day | +2.40% | final price |
| Ishares (EIS) | three days earlier | +0.97% | final price |
| Ishares (EIS) | five days earlier | +3.35% | final price |
| Eqt (EQT) | that day | +0.98% | final price |
| Eqt (EQT) | three days earlier | +6.35% | final price |
| Eqt (EQT) | five days earlier | +11.04% | final price |
| MUR | that day | -4.03% | final price |
| MUR | three days earlier | -0.06% | final price |
| MUR | five days earlier | +11.57% | final price |
| United States Natural Gas Fund (UNG) | that day | +8.24% | 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 |
| United States Oil Fund (USO) | that day | -3.90% | final price |
| United States Oil Fund (USO) | three days earlier | -2.06% | final price |
| United States Oil Fund (USO) | five days earlier | +5.62% | final price |
| Select Sector Spdr Tr (XLE) | that day | +0.56% | 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 |
| ExxonMobil Holdings (XOM) | that day | -0.67% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +2.16% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +8.37% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 26 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 70 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 26 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 47 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 68 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 74 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 84 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 87 days before publication. Filed 14 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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 173 stories about Strait of Hormuz from the past 7 days and 649 stories from the past 30. That is about its usual pace over the past month. “Murphy Oil Bets on Israeli Gas Near Leviathan” is tagged to Strait of Hormuz.
Who gains and who pays if Strait of Hormuz stays in the story
Companies carried with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Murphy Oil Bets on Israeli Gas Near Leviathan.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
- XLE Select Sector Spdr Tr
For “Murphy Oil Bets on Israeli Gas Near Leviathan,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
- UNG United States Natural Gas Fund
For “Murphy Oil Bets on Israeli Gas Near Leviathan,” 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” (natural gas) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Murphy Oil Bets on Israeli Gas Near Leviathan.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story
- EIS Ishares
For “Murphy Oil Bets on Israeli Gas Near Leviathan,” Ishares (EIS) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israeli”)
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Murphy Oil Bets on Israeli Gas Near Leviathan.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- CVX Chevron
In “Murphy Oil Bets on Israeli Gas Near Leviathan,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- EQT Eqt
For “Murphy Oil Bets on Israeli Gas Near Leviathan,” 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” (natural gas) in this story
How energy news reaches United States Oil Fund (USO)
“Murphy Oil Bets on Israeli Gas Near Leviathan” (9 Nov 2026) reaches United States Oil Fund (USO) through Strait of Hormuz.
What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
Dates in the story, and the United States Oil Fund (USO) price range
UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.34. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. 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
“Murphy Oil Bets on Israeli Gas Near Leviathan” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.