Geopolitics Alpha

Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs

Published . Updated .

Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs

Qatar Gas Transport Company (Nakilat) said Sunday that its LNG carrier Al Mayeda was struck by unidentified objects while sailing through the Arabian Gulf on Friday evening, amid escalating attacks on commercial vessels and growing risks to energy shipments through the Strait of

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.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.

  • XLF Financial Select Sector SPDR-3.5% 30d

    Financial Select Sector SPDR: it holds insurers. Linked by “insurance” (insurers) in this story.

  • QAT iShares MSCI Qatar ETF

    iShares MSCI Qatar ETF holds stocks listed in Qatar, which this story is about (“qatari”).

  • ZIM ZIM Integrated Shipping Services+1.3% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • MATX Matson-5.7% 9d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • DAC Danaos

    Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNGNo price data for this ticker———————
XLENo price data for this ticker———————
BWETNo price data for this ticker———————
XLFNo price data for this ticker———————
QATNo price data for this ticker———————
ZIM+4.03%+4.49%baseafter closeafter closeafter closeafter close
MATX+2.55%+2.06%baseafter closeafter closeafter closeafter close
DAC+0.47%+0.95%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.

Market Call

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Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs Forbes Middle East

Source: Forbes Middle East

What happened to United States Natural Gas Fund (UNG) the last 11 times Persian Gulf was in the news

CompanyWhenAverageLargest gainLargest dropPrices
Select Sector Spdr Tr (XLE)the next day-0.56%+0.71%-1.69%9
Select Sector Spdr Tr (XLE)three days later-0.31%+0.52%-0.87%5

Price since this story was published: United States Natural Gas Fund (UNG)

CompanyWhenMoveStatus
DACthree days earlier+0.95%final price
DACfive days earlier+0.47%final price
Matson (MATX)three days earlier+2.06%final price
Matson (MATX)five days earlier+2.55%final price
ZIM Integrated Shipping Services (ZIM)three days earlier+4.49%final price
ZIM Integrated Shipping Services (ZIM)five days earlier+4.03%final price

Persian Gulf on the map for this story

Persian Gulf

Geopolitics Alpha has 13 stories about Persian Gulf from the past 7 days and 44 stories from the past 30. That is about its usual pace over the past month. “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs” is tagged to Persian Gulf.

Who gains and who pays if Persian Gulf stays in the story

Companies carried with this story

  • 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 “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs.” 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

    For “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs,” 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

  • BWET Amplify Commodity Trust

    For “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

  • XLF Select Sector Spdr Tr

    In “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Financial Select Sector SPDR: it holds insurers. Linked by “insurance” (insurers) in this story

  • QAT Ishares Tr

    Ishares Tr (QAT) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs.” Reason on file: iShares MSCI Qatar ETF holds stocks listed in Qatar, which this story is about (“qatari”)

  • ZIM ZIM Integrated Shipping Services

    ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs.” Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

  • LNG Cheniere Energy

    Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs.” Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story

  • MATX Matson

    In “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs,” Matson (MATX) is linked, with no stored direction, medium confidence. Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

From Persian Gulf to United States Natural Gas Fund (UNG)

On 1 Nov 2026, “Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs” is the story that connects United States Natural Gas Fund (UNG) to Persian Gulf.

United States Natural Gas Fund (UNG) is on the page because United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Dates and price levels for United States Natural Gas Fund (UNG)

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.08. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

The energy score for United States Natural Gas Fund (UNG)

46 out of 100

“Qatari LNG Carrier Hit Amid Surge In Gulf Shipping Attacks, Rising Insurance Costs” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.