QatarEnergy Continues LNG Buying Spree to Hedge Future Hormuz Disruptions
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QatarEnergy is buying long-term supplies of liquefied natural gas from the US and other producers as part of a trading strategy designed to generate revenue if exports through the Strait of Hormuz are disrupted in the future, CEO Saad Sherida Al-Kaabi told Reuters on Thursday.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-19.6% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- USO United States Oil Fund-5.0% 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.
- LNG Cheniere Energy+5.7% 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+5.1% 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.
- WMB The Williams Companies
The Williams Companies (natural gas transmission): 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| UNG | +4.10% | +0.68% | base | -3.42% | -4.52% | -5.26% | -4.10% |
| XLE | -1.29% | +1.72% | base | +0.37% | +2.25% | -1.75% | -2.57% |
| USO | -2.52% | -0.26% | base | +0.91% | +1.30% | -5.95% | -5.11% |
| BWET | -0.47% | -0.47% | base | +4.09% | +4.09% | +1.20% | -6.70% |
| LNG | -3.58% | +1.01% | base | +7.15% | +10.99% | +4.69% | +4.54% |
| EQT | -2.81% | -2.47% | base | -2.99% | -1.51% | -2.45% | -3.51% |
| KMI | +0.42% | +1.10% | base | +1.21% | +0.89% | -2.50% | -2.03% |
| WMB | -4.89% | -3.35% | base | +0.82% | +0.13% | -4.14% | -2.40% |
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.
QatarEnergy Continues LNG Buying Spree to Hedge Future Hormuz Disruptions gCaptain
Source: gCaptain
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | +4.09% | final price |
| BWET | the next day | +4.09% | final price |
| BWET | two days later | +1.20% | final price |
| BWET | three days later | -6.70% | final price |
| BWET | three days earlier | -0.47% | final price |
| BWET | five days earlier | -0.47% | final price |
| EQT | that day | -2.99% | final price |
| EQT | the next day | -1.51% | final price |
| EQT | two days later | -2.45% | final price |
| EQT | three days later | -3.51% | final price |
| EQT | three days earlier | -2.47% | final price |
| EQT | five days earlier | -2.81% | final price |
| KMI | that day | +1.21% | final price |
| KMI | the next day | +0.89% | final price |
| KMI | two days later | -2.50% | final price |
| KMI | three days later | -2.03% | final price |
| KMI | three days earlier | +1.10% | final price |
| KMI | five days earlier | +0.42% | final price |
| LNG | that day | +7.15% | final price |
| LNG | the next day | +10.99% | final price |
| LNG | two days later | +4.69% | final price |
| LNG | three days later | +4.54% | final price |
| LNG | three days earlier | +1.01% | final price |
| LNG | five days earlier | -3.58% | final price |
| UNG | that day | -3.42% | final price |
| UNG | the next day | -4.52% | final price |
| UNG | two days later | -5.26% | final price |
| UNG | three days later | -4.10% | final price |
| UNG | three days earlier | +0.68% | final price |
| UNG | five days earlier | +4.10% | final price |
| USO | that day | +0.91% | final price |
| USO | the next day | +1.30% | final price |
| USO | two days later | -5.95% | final price |
| USO | three days later | -5.11% | final price |
| USO | three days earlier | -0.26% | final price |
| USO | five days earlier | -2.52% | final price |
| WMB | that day | +0.82% | final price |
| WMB | the next day | +0.13% | final price |
| WMB | two days later | -4.14% | final price |
| WMB | three days later | -2.40% | final price |
| WMB | three days earlier | -3.35% | final price |
| WMB | five days earlier | -4.89% | final price |
| XLE | that day | +0.37% | final price |
| XLE | the next day | +2.25% | final price |
| XLE | two days later | -1.75% | final price |
| XLE | three days later | -2.57% | final price |
| XLE | three days earlier | +1.72% | final price |
| XLE | five days earlier | -1.29% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought EQT, worth $1,001 - $15,000 on 17 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 76 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Kinder Morgan (KMI), worth $1,001 - $15,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Sen. Alan Armstrong sold Williams Companies (WMB) (jointly held), worth $250,001 - $500,000 on 8 Sep 2026. That is 51 days before publication. Filed 22 Oct 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $15,001 - $50,000 on 20 Aug 2026. That is 70 days before publication. Filed 17 Sep 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $1,001 - $15,000 on 19 Aug 2026. That is 71 days before publication. Filed 17 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).
The Strait of Hormuz count beside this story
Geopolitics Alpha has 181 stories about Strait of Hormuz from the past 7 days and 537 stories from the past 30. That is faster than its usual pace over the past month. “QatarEnergy Continues LNG Buying Spree to Hedge Future Hormuz Disruptions” is tagged to Strait of Hormuz.
How solid the energy case looks
12 out of 100
“QatarEnergy Continues LNG Buying Spree to Hedge Future Hormuz Disruptions” scores 12 out of 100. The score uses 1 sources.