Geopolitics Alpha

ST LNG eyes 2027 FID for Texas port

Published . Updated .

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ENERGYST LNG eyes 2027 FID for TexasportGEOPOLITICS ALPHA

This report is about natural gas and container shipping.

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 “lng” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+7.4% 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 “port” (container shipping) in this story.

  • LNG Cheniere Energy+14.7% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

  • ZIM ZIM Integrated Shipping Services+4.7% 30d

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

  • EQT Eqt-0.2% 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.

  • MATX Matson-3.2% 13d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNG+5.45%+4.74%base-0.77%+0.44%+2.15%+1.98%
XLE-0.51%-2.20%base-3.91%-4.71%-9.28%-11.35%
BWET-4.39%-3.93%base-2.78%-10.37%-24.41%-28.03%
LNG-8.99%-9.90%base-5.68%-5.81%-11.62%-14.69%
ZIM+4.03%+4.49%base-0.14%+3.29%+0.48%—
EQT-0.98%+1.53%base-0.96%-2.03%-5.15%-8.58%
KMI+0.21%-0.89%base-3.37%-2.89%-6.91%-10.23%
MATX+2.55%+2.06%base-1.12%-0.85%-5.91%-4.60%

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.

ST LNG eyes 2027 FID for Texas port Oil & Gas Middle East

Source: Oil & Gas Middle East

Energy

CompanyWhenMoveStatus
BWETthat day-2.78%final price
BWETthe next day-10.37%final price
BWETtwo days later-24.41%final price
BWETthree days later-28.03%final price
BWETthree days earlier-3.93%final price
BWETfive days earlier-4.39%final price
EQTthat day-0.96%final price
EQTthe next day-2.03%final price
EQTtwo days later-5.15%final price
EQTthree days later-8.58%final price
EQTthree days earlier+1.53%final price
EQTfive days earlier-0.98%final price
KMIthat day-3.37%final price
KMIthe next day-2.89%final price
KMItwo days later-6.91%final price
KMIthree days later-10.23%final price
KMIthree days earlier-0.89%final price
KMIfive days earlier+0.21%final price
LNGthat day-5.68%final price
LNGthe next day-5.81%final price
LNGtwo days later-11.62%final price
LNGthree days later-14.69%final price
LNGthree days earlier-9.90%final price
LNGfive days earlier-8.99%final price
MATXthat day-1.12%final price
MATXthe next day-0.85%final price
MATXtwo days later-5.91%final price
MATXthree days later-4.60%final price
MATXthree days earlier+2.06%final price
MATXfive days earlier+2.55%final price
UNGthat day-0.77%final price
UNGthe next day+0.44%final price
UNGtwo days later+2.15%final price
UNGthree days later+1.98%final price
UNGthree days earlier+4.74%final price
UNGfive days earlier+5.45%final price
XLEthat day-3.91%final price
XLEthe next day-4.71%final price
XLEtwo days later-9.28%final price
XLEthree days later-11.35%final price
XLEthree days earlier-2.20%final price
XLEfive days earlier-0.51%final price
ZIMthat day-0.14%final price
ZIMthe next day+3.29%final price
ZIMtwo days later+0.48%final price
ZIMthree days earlier+4.49%final price
ZIMfive days earlier+4.03%final price

Trades by members of Congress and officials in the stocks in this story

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).

How solid “ST LNG eyes 2027 FID for Texas port” looks

12 out of 100

“ST LNG eyes 2027 FID for Texas port” scores 12 out of 100. The score uses 1 sources.