The Permian Could Need Even More Gas Production
Published . Updated .
Even the region’s famous associated gas production may fall behind demand growth.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-7.8% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.
- XLE Energy Select Sector SPDR+6.2% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.
- LNG Cheniere Energy+10.3% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.
- EQT Eqt+5.7% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (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 “gas” (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” (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 | +0.88% | -0.71% | base | after close | 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.
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The Permian Could Need Even More Gas Production American Oil & Gas Reporter
Source: American Oil & Gas Reporter
How far United States Natural Gas Fund (UNG) has moved since 29 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| Select Sector Spdr Tr (XLE) | three days earlier | -0.71% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +0.88% | 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 63 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 73 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 76 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Kinder Morgan (KMI), worth $1,001 - $15,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Sen. Alan Armstrong sold Williams Companies (WMB) (jointly held), worth $250,001 - $500,000 on 8 Sep 2026. That is 51 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 70 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 71 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 is named in “The Permian Could Need Even More Gas Production”
Companies tied to this story
- UNG United States Natural Gas Fund
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “The Permian Could Need Even More Gas Production.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story
- XLE Select Sector Spdr Tr
For “The Permian Could Need Even More Gas Production,” 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 “gas” (natural gas) in this story
- LNG Cheniere Energy
Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “The Permian Could Need Even More Gas Production.” Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story
- EQT Eqt
Eqt (EQT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “The Permian Could Need Even More Gas Production.” Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story
- KMI Kinder Morgan
For “The Permian Could Need Even More Gas Production,” 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 “gas” (natural gas) in this story
- WMB Williams Companies
For “The Permian Could Need Even More Gas Production,” 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 “gas” (natural gas) in this story
How energy news reaches United States Natural Gas Fund (UNG)
United States Natural Gas Fund (UNG) is the company in “The Permian Could Need Even More Gas Production,” the 29 Oct 2026 Energy story.
What ties United States Natural Gas Fund (UNG) to the headline is this: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story
The price range for United States Natural Gas Fund (UNG), and the dates in the story
LNG traded between 259.65 and 304.40 across 20 sessions. The latest close on file is 297.62. UNG traded between 9.31 and 11.43 across 20 sessions. The latest close on file is 9.51. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.46.
The energy score for United States Natural Gas Fund (UNG)
54 out of 100
“The Permian Could Need Even More Gas Production” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.