TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply
Published . Updated .
This report is about oil and natural gas. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story.
Directly affected
- TTE TotalEnergies SE
Named in this report.
Indirectly affected
- USO United States Oil Fund+9.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “totalenergies” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “totalenergies” (oil) in this story.
- UNG United States Natural Gas Fund-11.9% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- XOM ExxonMobil Holdings+10.9% 15d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story.
- CVX Chevron+10.5% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story.
- OXY Occidental Petroleum+1.5% 30d
Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story.
- LNG Cheniere Energy+18.9% 30d
Cheniere Energy (natural gas distribution): 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 |
|---|---|---|---|---|---|---|---|
| TTENo price data for this ticker | — | — | — | — | — | — | — |
| USO | +0.80% | -2.73% | base | +1.28% | after close | after close | after close |
| XLE | +0.88% | -0.71% | base | +1.54% | after close | after close | after close |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| XOM | +0.03% | -1.79% | base | +1.87% | after close | after close | after close |
| CVXNo price data for this ticker | — | — | — | — | — | — | — |
| OXYNo price data for this ticker | — | — | — | — | — | — | — |
| LNGNo 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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TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply Natural Gas Intelligence
Source: Natural Gas Intelligence
United States Oil Fund (USO) compared with energy stocks (XLE) since 30 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| United States Oil Fund (USO) | that day | +1.28% | still updating |
| United States Oil Fund (USO) | three days earlier | -2.73% | final price |
| United States Oil Fund (USO) | five days earlier | +0.80% | final price |
| Select Sector Spdr Tr (XLE) | that day | +1.54% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.71% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +0.88% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.87% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | -1.79% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +0.03% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 16 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 60 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 16 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 37 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 58 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 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 gains and who loses around United States Oil Fund (USO)
Likely winners
- XOM ExxonMobil Holdings
For “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story
- CVX Chevron
In “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” Chevron (CVX) tends to benefit, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story
- OXY Occidental Petroleum
For “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” Occidental Petroleum (OXY) tends to benefit, medium confidence. Reason on file: Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story
No up or down call on file
- USO United States Oil Fund
In “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “totalenergies” (oil) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “totalenergies” (oil) in this story
- UNG United States Natural Gas Fund
For “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” 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
- ITA IShares U.S. Aerospace & Defense ETF
For “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
How energy news reaches United States Oil Fund (USO)
United States Oil Fund (USO) is the company in “TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply,” the 30 Oct 2026 Energy story.
What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “totalenergies” (oil) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “totalenergies” (oil) in this story
The price range for United States Oil Fund (USO), and the dates in the story
UNG traded between 9.11 and 11.43 across 20 sessions. The latest close on file is 9.19. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 168.21. XLE traded between 61.91 and 69.86 across 20 sessions. The latest close on file is 68.72.
A simple score for United States Oil Fund (USO)
46 out of 100Price not final
“TotalEnergies Sees LNG Prices Moving Higher as Iran War Squeezes Supply” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.