Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval
Published . Updated .
This report is about natural gas and oil. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-11.6% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+12.1% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “lng” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “lng” (tanker shipping) in this story.
- EEM iShares MSCI Emerging Markets ETF-0.3% 30d
iShares MSCI Emerging Markets ETF holds stocks listed in emerging markets, which this story is about (“pakistan”).
- XOM ExxonMobil Holdings+13.4% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story.
- CVX Chevron+15.7% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story.
- OXY Occidental Petroleum+1.5% 30d
Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | -0.51% | -2.20% | base | after close | after close | after close | after close |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| EEMNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -1.45% | -2.77% | base | after close | after close | after close | after close |
| CVX | -1.54% | -2.69% | base | after close | after close | after close | after close |
| OXYNo 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.
Market Call
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Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval Bloomberg
Source: Bloomberg
Earlier energy stories for United States Natural Gas Fund (UNG): 14 cases
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Select Sector Spdr Tr (XLE) | the next day | +1.63% | +2.88% | -1.51% | 14 |
| Select Sector Spdr Tr (XLE) | three days later | +0.68% | +1.30% | -0.87% | 14 |
| United States Oil Fund (USO) | the next day | +0.86% | +2.68% | -3.69% | 14 |
| United States Oil Fund (USO) | three days later | +1.45% | +2.58% | -1.37% | 14 |
- Aramco’s plan to supersize Hormuz bypass pipeline could take years—and do little for oil prices
- Hormuz LNG Crossings Increase as Qatar Steps Up Dark Loadings
- Iran says 7 oil tankers damaged in Strait of Hormuz
- Gold heads for steep weekly loss as Hormuz tensions lift crude toward five-month highs - Kitco AM Report
- Oil spill hits UAE beaches as tanker attacks multiply near Hormuz
- South Korean Shipowner Sinokor Dominates Hormuz Transits as Oil Flows Rebound
United States Natural Gas Fund (UNG) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Chevron (CVX) | three days earlier | -2.69% | final price |
| Chevron (CVX) | five days earlier | -1.54% | final price |
| United States Oil Fund (USO) | three days earlier | -1.29% | final price |
| United States Oil Fund (USO) | five days earlier | -1.54% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.20% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -0.51% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -2.77% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.45% | 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 18 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 62 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 18 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 39 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 60 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 72 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).
How busy Strait of Hormuz has been lately
Geopolitics Alpha has 179 stories about Strait of Hormuz from the past 7 days and 449 stories from the past 30. That is faster than its usual pace over the past month. “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval” is tagged to Strait of Hormuz.
Companies in energy around United States Natural Gas Fund (UNG)
Likely winners
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) tends to benefit, medium confidence in the 1 Nov 2026 story “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story
- CVX Chevron
In “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval,” Chevron (CVX) tends to benefit, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story
- OXY Occidental Petroleum
For “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval,” Occidental Petroleum (OXY) tends to benefit, medium confidence. Reason on file: Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “lng” (oil) in this story
No up or down call on file
- UNG United States Natural Gas Fund
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval.” 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
In “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- USO United States Oil Fund
For “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval,” 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 “lng” (oil) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “lng” (tanker shipping) in this story
United States Natural Gas Fund (UNG) and the energy link
“Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval” (1 Nov 2026) reaches United States Natural Gas Fund (UNG) through Strait of Hormuz.
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
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
Dates in the story, and the United States Natural Gas Fund (UNG) price range
UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.08. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.
How strong the case is around United States Natural Gas Fund (UNG)
46 out of 100
“Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.