Geopolitics Alpha

TotalEnergies signs 5-year LNG deal for 1.6m tonnes

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, UNG, XOM, CVX
  • Market reaction: price tracking starts with the next trading session.

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ENERGYTotalEnergies signs 5-year LNGdeal for 1.6m tonnesTTEGEOPOLITICS ALPHA

This report is about oil and natural gas.

Directly affected

  • TTE TotalEnergies SE

    Named in this report.

Indirectly affected

  • USO United States Oil Fund+8.9% 30d

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

  • XLE Energy Select Sector SPDR+8.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “totalenergies” (oil) in this story.

  • UNG United States Natural Gas Fund-17.0% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • XOM ExxonMobil Holdings+6.2% 16d

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

  • CVX Chevron+12.5% 30d

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

  • LNG Cheniere Energy+14.1% 30d

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

  • COP ConocoPhillips+4.8% 30d

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

  • EQT Eqt+3.2% 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TTE-0.44%+1.36%baseafter closeafter closeafter closeafter close
USO+4.37%+7.30%baseafter closeafter closeafter closeafter close
XLE+1.44%+2.16%baseafter closeafter closeafter closeafter close
UNG+6.94%+1.94%baseafter closeafter closeafter closeafter close
XOM+0.06%+1.89%baseafter closeafter closeafter closeafter close
CVX+0.19%+1.58%baseafter closeafter closeafter closeafter close
LNG-3.81%+2.35%baseafter closeafter closeafter closeafter close
COP+0.74%+2.12%baseafter closeafter closeafter closeafter close
EQT+2.63%-0.55%baseafter closeafter closeafter closeafter 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 5-year LNG deal for 1.6m tonnes grafa.com

Source: grafa.com

How far United States Oil Fund (USO) has moved since 3 Nov 2026

CompanyWhenMoveStatus
Conocophillips (COP)three days earlier+2.12%final price
Conocophillips (COP)five days earlier+0.74%final price
Chevron (CVX)three days earlier+1.58%final price
Chevron (CVX)five days earlier+0.19%final price
Eqt (EQT)three days earlier-0.55%final price
Eqt (EQT)five days earlier+2.63%final price
Cheniere Energy (LNG)three days earlier+2.35%final price
Cheniere Energy (LNG)five days earlier-3.81%final price
TTEthree days earlier+1.36%final price
TTEfive days earlier-0.44%final price
United States Natural Gas Fund (UNG)three days earlier+1.94%final price
United States Natural Gas Fund (UNG)five days earlier+6.94%final price
United States Oil Fund (USO)three days earlier+7.30%final price
United States Oil Fund (USO)five days earlier+4.37%final price
Select Sector Spdr Tr (XLE)three days earlier+2.16%final price
Select Sector Spdr Tr (XLE)five days earlier+1.44%final price
ExxonMobil Holdings (XOM)three days earlier+1.89%final price
ExxonMobil Holdings (XOM)five days earlier+0.06%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).

Who gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” 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 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” 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 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” 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

    Chevron (CVX) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story

  • LNG Cheniere Energy

    Cheniere Energy (LNG) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” 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

  • COP Conocophillips

    For “TotalEnergies signs 5-year LNG deal for 1.6m tonnes,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “totalenergies” (oil) in this story

  • EQT Eqt

    Eqt (EQT) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes.” Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story

How energy news reaches United States Oil Fund (USO)

The 3 Nov 2026 story “TotalEnergies signs 5-year LNG deal for 1.6m tonnes” names United States Oil Fund (USO) because of 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

Also listed, Select Sector Spdr Tr (XLE): 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 8.95 and 11.43 across 20 sessions. The latest close on file is 9.01. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 156.89. XLE traded between 62.95 and 70.15 across 20 sessions. The latest close on file is 67.26.

What the saved facts support for United States Oil Fund (USO)

46 out of 100

“TotalEnergies signs 5-year LNG deal for 1.6m tonnes” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.