Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops
Published . Updated .
Venture Global has achieved commercial operations at Phase 1 of its LNG project in Louisiana, with Shell lifting the facility's first cargo.
Directly affected
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.
- LNG Cheniere Energy+20.1% 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+4.1% 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+4.2% 7d
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 |
|---|---|---|---|---|---|---|---|
| SHEL | -1.66% | -3.31% | base | -2.80% | after close | after close | after close |
| VG | -7.03% | -2.84% | base | -4.90% | after close | after close | after close |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | -0.51% | -2.20% | base | -1.84% | after close | after close | after close |
| LNGNo price data for this ticker | — | — | — | — | — | — | — |
| EQTNo price data for this ticker | — | — | — | — | — | — | — |
| KMINo price data for this ticker | — | — | — | — | — | — | — |
| WMBNo 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
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops Offshore Energy
Source: Offshore Energy
United States Natural Gas Fund (UNG) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| SHEL | that day | -2.80% | still updating |
| SHEL | three days earlier | -3.31% | final price |
| SHEL | five days earlier | -1.66% | final price |
| VG | that day | -4.90% | still updating |
| VG | three days earlier | -2.84% | final price |
| VG | five days earlier | -7.03% | final price |
| Select Sector Spdr Tr (XLE) | that day | -1.84% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.20% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -0.51% | 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 67 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 77 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 80 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 55 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 74 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 75 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).
Who collects and who pays in energy
Companies carried with this story
- UNG United States Natural Gas Fund
In “Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops,” 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 “lng” (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 2 Nov 2026 story “Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- LNG Cheniere Energy
For “Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. 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
- EQT Eqt
In “Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops,” 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 “lng” (natural gas) in this story
- KMI Kinder Morgan
In “Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops,” Kinder Morgan (KMI) is linked, with no stored direction, medium confidence. Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- WMB Williams Companies
In “Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops,” Williams Companies (WMB) is linked, with no stored direction, medium confidence. Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
How energy news reaches United States Natural Gas Fund (UNG)
“Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops” (2 Nov 2026) reaches United States Natural Gas Fund (UNG) through Energy.
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
The price range for United States Natural Gas Fund (UNG), and the dates in the story
LNG traded between 267.94 and 330.66 across 20 sessions. The latest close on file is 330.35. 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.
How solid the energy case looks
46 out of 100Price not final
“Shell lifts first cargo as Venture Global’s US LNG project kicks off commercial ops” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.