Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars
Published . Updated .
This report is about natural gas and lithium and batteries.
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 “natural gas” (natural gas) in this story.
- XLE Energy Select Sector SPDR+12.1% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “natural gas” (natural gas) in this story.
- LIT Global X Lithium & Battery Tech ETF-1.2% 6d
Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “batteries” (lithium and batteries) in this story.
- TAN Invesco Solar ETF-6.4% 30d
Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) 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 “natural gas” (natural gas) in this story.
- ALB Albemarle-19.4% 30d
Albemarle (plastic materials, synth resins and nonvulcan elastomers): battery-metal producers move with EV and battery demand. Linked by “batteries” (lithium and batteries) 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 “natural gas” (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 “natural gas” (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 |
|---|---|---|---|---|---|---|---|
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | -0.51% | -2.20% | base | -1.84% | after close | after close | after close |
| LITNo price data for this ticker | — | — | — | — | — | — | — |
| TANNo price data for this ticker | — | — | — | — | — | — | — |
| LNGNo price data for this ticker | — | — | — | — | — | — | — |
| ALBNo price data for this ticker | — | — | — | — | — | — | — |
| KMINo price data for this ticker | — | — | — | — | — | — | — |
| EQTNo 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.
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Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars Natural Gas Intelligence
Source: Natural Gas Intelligence
United States Natural Gas Fund (UNG) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| 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. Rohit Khanna bought Albemarle (ALB) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- 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).
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 “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” 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 “natural gas” (natural gas) in this story
- XLE Select Sector Spdr Tr
For “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” 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 “natural gas” (natural gas) in this story
- LIT Global X Fds
In “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” Global X Fds (LIT) is linked, with no stored direction, medium confidence. Reason on file: Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “batteries” (lithium and batteries) in this story
- TAN Invesco Solar Etf
In “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” Invesco Solar Etf (TAN) is linked, with no stored direction, medium confidence. Reason on file: Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
- LNG Cheniere Energy
For “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” 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 “natural gas” (natural gas) in this story
- KMI Kinder Morgan
For “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” 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 “natural gas” (natural gas) in this story
- EQT Eqt
For “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” 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 “natural gas” (natural gas) in this story
- WMB Williams Companies
In “Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars,” 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 “natural gas” (natural gas) in this story
How energy news reaches United States Natural Gas Fund (UNG)
“Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars” (2 Nov 2026) reaches United States Natural Gas Fund (UNG) through Energy.
United States Natural Gas Fund (UNG) is on the page because United States Natural Gas Fund: it follows natural-gas prices. Linked by “natural gas” (natural gas) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it follows natural-gas prices. Linked by “natural gas” (natural gas) in this story
What this energy story puts on the calendar
LIT traded between 68.93 and 71.34 across 3 sessions. The latest close on file is 69.08. 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.
What the saved facts support for United States Natural Gas Fund (UNG)
46 out of 100Price not final
“Solar, Batteries Threatening Natural Gas Market Share as Power Demand Soars” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.