Geopolitics Alpha

TotalEnergies, ADNOC Gas sign 1.6 million-tonne LNG deal

Published . Updated .

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.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

TotalEnergies, ADNOC Gas sign 1.6 million-tonne LNG deal

- Deliveries under five-year agreement for up to 1.6 million tonnes of LNG are expected to begin by end of 2026 - Anadolu Agency

Directly affected

  • TTE TotalEnergies SE

    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+7.5% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “totalenergies” (oil) in this story.

  • LNG Cheniere Energy+11.8% 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+0.4% 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.

  • 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.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TTE+0.22%+2.97%base-2.49%-4.30%-5.26%-5.10%
UNG+4.28%-0.44%base+1.70%+1.54%+2.41%+10.86%
XLE+2.64%+4.95%base-4.79%-6.96%-7.59%-7.07%
USO+5.38%+6.75%base-8.03%-6.32%-5.71%-9.82%
LNG-4.34%+6.17%base-6.16%-9.42%-10.65%-8.10%
EQT+3.64%+2.07%base-3.18%-6.68%-8.40%-8.06%
KMI+2.07%+2.98%base-4.13%-7.56%-8.50%-7.01%
WMB+2.46%+2.59%base-6.36%-11.51%-11.59%-8.40%
XOM+2.57%+5.49%base-4.52%-6.87%-6.39%-7.18%

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.

TotalEnergies, ADNOC Gas sign 1.6 million-tonne LNG deal Anadolu Ajansı

Source: Anadolu Ajansı

Energy

CompanyWhenMoveStatus
EQTthat day-3.18%final price
EQTthe next day-6.68%final price
EQTtwo days later-8.40%final price
EQTthree days later-8.06%final price
EQTthree days earlier+2.07%final price
EQTfive days earlier+3.64%final price
KMIthat day-4.13%final price
KMIthe next day-7.56%final price
KMItwo days later-8.50%final price
KMIthree days later-7.01%final price
KMIthree days earlier+2.98%final price
KMIfive days earlier+2.07%final price
LNGthat day-6.16%final price
LNGthe next day-9.42%final price
LNGtwo days later-10.65%final price
LNGthree days later-8.10%final price
LNGthree days earlier+6.17%final price
LNGfive days earlier-4.34%final price
TTEthat day-2.49%final price
TTEthe next day-4.30%final price
TTEtwo days later-5.26%final price
TTEthree days later-5.10%final price
TTEthree days earlier+2.97%final price
TTEfive days earlier+0.22%final price
UNGthat day+1.70%final price
UNGthe next day+1.54%final price
UNGtwo days later+2.41%final price
UNGthree days later+10.86%final price
UNGthree days earlier-0.44%final price
UNGfive days earlier+4.28%final price
USOthat day-8.03%final price
USOthe next day-6.32%final price
USOtwo days later-5.71%final price
USOthree days later-9.82%final price
USOthree days earlier+6.75%final price
USOfive days earlier+5.38%final price
WMBthat day-6.36%final price
WMBthe next day-11.51%final price
WMBtwo days later-11.59%final price
WMBthree days later-8.40%final price
WMBthree days earlier+2.59%final price
WMBfive days earlier+2.46%final price
XLEthat day-4.79%final price
XLEthe next day-6.96%final price
XLEtwo days later-7.59%final price
XLEthree days later-7.07%final price
XLEthree days earlier+4.95%final price
XLEfive days earlier+2.64%final price
XOMthat day-4.52%final price
XOMthe next day-6.87%final price
XOMtwo days later-6.39%final price
XOMthree days later-7.18%final price
XOMthree days earlier+5.49%final price
XOMfive days earlier+2.57%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 the energy case looks

12 out of 100

“TotalEnergies, ADNOC Gas sign 1.6 million-tonne LNG deal” scores 12 out of 100. The score uses 1 sources.