Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan
Published . Updated .
Key takeaways
- Iran is considering a long-term project to build a natural gas pipeline with Russia, with a planned annual capacity of up to 110 billion cubic meters, Iranian Ambassador to Moscow Kazem Jalali has announced.
- Exposed: UNG, XLE, USO, AMLP, LNG
- Market reaction: price tracking starts with the next trading session.
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Iran is considering a long-term project to build a natural gas pipeline with Russia, with a planned annual capacity of up to 110 billion cubic meters, Iranian Ambassador to Moscow Kazem Jalali has announced.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-13.5% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas pipeline” (natural gas) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas pipeline” (natural gas) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “gas pipeline” (oil) in this story.
- AMLP Alerian MLP ETF-1.7% 30d
Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story.
- LNG Cheniere Energy+3.1% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas pipeline” (natural gas) in this story.
- EQT Eqt-5.9% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas pipeline” (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 “gas pipeline” (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 “gas pipeline” (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 | -3.53% | -0.64% | base | after close | after close | after close | after close |
| XLE | +9.12% | +3.08% | base | after close | after close | after close | after close |
| USO | +5.62% | -2.06% | base | after close | after close | after close | after close |
| AMLPNo price data for this ticker | — | — | — | — | — | — | — |
| LNG | +12.08% | +5.02% | base | after close | after close | after close | after close |
| EQT | +11.04% | +6.35% | base | after close | after close | after close | after close |
| KMI | +9.25% | +5.24% | base | after close | after close | after close | after close |
| WMB | +11.09% | +5.91% | base | after close | 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.
Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan Caspian Post
Source: Caspian Post
United States Natural Gas Fund (UNG) compared with energy stocks (XLE) since 8 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Eqt (EQT) | three days earlier | +6.35% | final price |
| Eqt (EQT) | five days earlier | +11.04% | final price |
| Kinder Morgan (KMI) | three days earlier | +5.24% | final price |
| Kinder Morgan (KMI) | five days earlier | +9.25% | final price |
| Cheniere Energy (LNG) | three days earlier | +5.02% | final price |
| Cheniere Energy (LNG) | five days earlier | +12.08% | 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) | three days earlier | -2.06% | final price |
| United States Oil Fund (USO) | five days earlier | +5.62% | final price |
| Williams Companies (WMB) | three days earlier | +5.91% | final price |
| Williams Companies (WMB) | five days earlier | +11.09% | 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 |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 73 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 83 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 86 days before publication. Filed 14 Oct 2026. View the filing.
- Sen. Alan Armstrong sold Williams Companies (WMB) (jointly held), worth $250,001 - $500,000 on 8 Sep 2026. That is 61 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 80 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 81 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).
United States Natural Gas Fund (UNG) on one side of this energy story
Companies carried with this story
- UNG United States Natural Gas Fund
For “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan,” 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 pipeline” (natural gas) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas pipeline” (natural gas) in this story
- USO United States Oil Fund
In “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan,” 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 “gas pipeline” (oil) in this story
- AMLP Alps Etf Tr
In “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan,” Alps Etf Tr (AMLP) is linked, with no stored direction, medium confidence. Reason on file: Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story
- LNG Cheniere Energy
Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan.” Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas pipeline” (natural gas) in this story
- EQT Eqt
In “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan,” 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 pipeline” (natural gas) in this story
- KMI Kinder Morgan
Kinder Morgan (KMI) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan.” Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas pipeline” (natural gas) in this story
- WMB Williams Companies
Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan.” Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “gas pipeline” (natural gas) in this story
United States Natural Gas Fund (UNG) and the energy link
On 8 Nov 2026, “Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan” is the story that connects United States Natural Gas Fund (UNG) to Energy.
The link for United States Natural Gas Fund (UNG) is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas pipeline” (natural gas) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas pipeline” (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 9.34. 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.
What the saved facts support for United States Natural Gas Fund (UNG)
46 out of 100
“Russia, Iran Eye Major Gas Pipeline Project Through Azerbaijan” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.