Qatar agrees to buy U.S. LNG to 2054 as war disrupts supply
Published . Updated .
QatarEnergy signed a deal with Cheniere Energy to buy 4 million tons a year, the Middle East nation’s first such U.S. offtake deal as its own production has been throttled by the Iran war.
Directly affected
- LNG Cheniere Energy+3.6%
Named in this report.
Indirectly affected
- FRO Frontline+1.5%
Tanker operators earn more when freight rates spike
- INSW International Seaways
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund+0.9%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+4.9%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LNG | -1.82% | +0.79% | base | +0.97% | +2.97% | after close | after close |
| FRO | +2.40% | -1.15% | base | -0.12% | +0.45% | after close | after close |
| INSW | +1.62% | -5.88% | base | -2.56% | -1.18% | after close | after close |
| DHT | -2.94% | -4.60% | base | -0.04% | +1.49% | after close | after close |
| TNK | +1.23% | -1.21% | base | -0.71% | +0.11% | after close | after close |
| USO | -1.53% | +0.69% | base | +1.72% | after close | after close | after close |
| XLE | -2.35% | -0.51% | base | -0.84% | after close | after close | after close |
| LMT | -3.46% | -0.65% | base | +6.92% | after close | after close | after close |
| RTX | -2.43% | +0.25% | base | +1.56% | +0.44% | after close | after close |
| XOM | -1.88% | +0.08% | base | +0.06% | after close | after close | after close |
| DAL | +0.50% | -3.92% | base | +2.03% | -1.07% | 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.
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Qatar agrees to buy U.S. LNG to 2054 as war disrupts supply Transport Topics
Source: Transport Topics
Middle East
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | +2.03% | final price |
| DAL | the next day | -1.07% | still updating |
| DAL | three days earlier | -3.92% | final price |
| DAL | five days earlier | +0.50% | final price |
| DHT | that day | -0.04% | final price |
| DHT | the next day | +1.49% | still updating |
| DHT | three days earlier | -4.60% | final price |
| DHT | five days earlier | -2.94% | final price |
| FRO | that day | -0.12% | final price |
| FRO | the next day | +0.45% | still updating |
| FRO | three days earlier | -1.15% | final price |
| FRO | five days earlier | +2.40% | final price |
| INSW | that day | -2.56% | final price |
| INSW | the next day | -1.18% | still updating |
| INSW | three days earlier | -5.88% | final price |
| INSW | five days earlier | +1.62% | final price |
| LMT | that day | +6.92% | final price |
| LMT | three days earlier | -0.65% | final price |
| LMT | five days earlier | -3.46% | final price |
| LNG | that day | +0.97% | final price |
| LNG | the next day | +2.97% | still updating |
| LNG | three days earlier | +0.79% | final price |
| LNG | five days earlier | -1.82% | final price |
| RTX | that day | +1.56% | final price |
| RTX | the next day | +0.44% | still updating |
| RTX | three days earlier | +0.25% | final price |
| RTX | five days earlier | -2.43% | final price |
| TNK | that day | -0.71% | final price |
| TNK | the next day | +0.11% | still updating |
| TNK | three days earlier | -1.21% | final price |
| TNK | five days earlier | +1.23% | final price |
| USO | that day | +1.72% | final price |
| USO | three days earlier | +0.69% | final price |
| USO | five days earlier | -1.53% | final price |
| XLE | that day | -0.84% | final price |
| XLE | three days earlier | -0.51% | final price |
| XLE | five days earlier | -2.35% | final price |
| XOM | that day | +0.06% | final price |
| XOM | three days earlier | +0.08% | final price |
| XOM | five days earlier | -1.88% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 35 days before publication. Filed 13 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 52 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 Sep 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: Middle East
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How solid the energy case looks
12 out of 100Price not final
“Qatar agrees to buy U.S. LNG to 2054 as war disrupts supply” scores 12 out of 100. The score uses 1 sources. The price is not final yet.