TotalEnergies signs 15-year LNG supply deal with Chinese energy group
Published . Updated .
Key takeaways
- TotalEnergies has signed a preliminary 15-year agreement to supply China’s Jiangsu Guoxin Group with 900,000 tonnes of liquefied natural gas (LNG) annually.
- Exposed: USO, XLE, UNG, BWET, FXI
- Market reaction: USO −2.5% on the day (still updating); BWET −12.0% on the day (still updating); LNG −4.0% on the day (still updating)
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TotalEnergies has signed a preliminary 15-year agreement to supply China’s Jiangsu Guoxin Group with 900,000 tonnes of liquefied natural gas (LNG) annually. The deal comes as the French energy major looks to expand its long-term presence in one of the world’s largest gas markets.
Directly affected
- TTE TotalEnergies SE
Named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-16.0% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “totalenergies” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “totalenergies” (tanker shipping) in this story.
- FXI iShares China Large-Cap ETF-5.1% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).
- EWQ iShares MSCI France ETF-5.8% 9d
iShares MSCI France ETF holds stocks listed in France, which this story is about (“french”).
- LNG Cheniere Energy+13.7% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- EQT Eqt+7.6% 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TTE | +0.22% | +2.97% | base | after close | after close | after close | after close |
| UNG | +4.28% | -0.44% | base | -0.22% | after close | after close | after close |
| XLE | +2.64% | +4.95% | base | after close | after close | after close | after close |
| USO | +5.38% | +6.75% | base | -2.52% | after close | after close | after close |
| BWET | +7.18% | +11.56% | base | -12.01% | after close | after close | after close |
| FXI | -2.21% | -0.21% | base | after close | after close | after close | after close |
| EWQ | -1.68% | -0.67% | base | +2.70% | after close | after close | after close |
| LNG | -4.34% | +6.17% | base | -3.98% | after close | after close | after close |
| EQT | +3.64% | +2.07% | base | -1.93% | after close | after close | after close |
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 signs 15-year LNG supply deal with Chinese energy group gasworld
Source: gasworld
The price since 4 Nov 2026: United States Oil Fund (USO) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -12.01% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +11.56% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +7.18% | final price |
| EQT | that day | -1.93% | still updating |
| EQT | three days earlier | +2.07% | final price |
| EQT | five days earlier | +3.64% | final price |
| EWQ | that day | +2.70% | still updating |
| EWQ | three days earlier | -0.67% | final price |
| EWQ | five days earlier | -1.68% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | -0.21% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -2.21% | final price |
| Cheniere Energy (LNG) | that day | -3.98% | still updating |
| Cheniere Energy (LNG) | three days earlier | +6.17% | final price |
| Cheniere Energy (LNG) | five days earlier | -4.34% | final price |
| TTE | three days earlier | +2.97% | final price |
| TTE | five days earlier | +0.22% | final price |
| United States Natural Gas Fund (UNG) | that day | -0.22% | still updating |
| United States Natural Gas Fund (UNG) | three days earlier | -0.44% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | +4.28% | final price |
| United States Oil Fund (USO) | that day | -2.52% | still updating |
| United States Oil Fund (USO) | three days earlier | +6.75% | final price |
| United States Oil Fund (USO) | five days earlier | +5.38% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +4.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.64% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought EQT, worth $1,001 - $15,000 on 17 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 82 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 21 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 65 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 21 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 42 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 63 days before publication. Filed 7 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)
Companies carried with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “TotalEnergies signs 15-year LNG supply deal with Chinese energy group.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “totalenergies” (oil) in this story
- XLE Select Sector Spdr Tr
For “TotalEnergies signs 15-year LNG supply deal with Chinese energy group,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. 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
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “TotalEnergies signs 15-year LNG supply deal with Chinese energy group.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “TotalEnergies signs 15-year LNG supply deal with Chinese energy group.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “totalenergies” (tanker shipping) in this story
- FXI Ishares China Large-Cap Etf
For “TotalEnergies signs 15-year LNG supply deal with Chinese energy group,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”)
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “TotalEnergies signs 15-year LNG supply deal with Chinese energy group.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story
- LNG Cheniere Energy
In “TotalEnergies signs 15-year LNG supply deal with Chinese energy group,” 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 “lng” (natural gas) in this story
- CVX Chevron
In “TotalEnergies signs 15-year LNG supply deal with Chinese energy group,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story
How energy news reaches United States Oil Fund (USO)
“TotalEnergies signs 15-year LNG supply deal with Chinese energy group” (4 Nov 2026) reaches United States Oil Fund (USO) through Energy.
United States Oil Fund (USO) is on the page because 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
Dates and price levels for United States Oil Fund (USO)
UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.12. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
The energy score for United States Oil Fund (USO)
46 out of 100Price not final
“TotalEnergies signs 15-year LNG supply deal with Chinese energy group” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.