Geopolitics Alpha

TotalEnergies signs five-year LNG supply deal with ADNOC Gas

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ENERGYTotalEnergies signs five-year LNGsupply deal with ADNOC GasTTEGEOPOLITICS ALPHA

This report is about natural gas and oil.

Directly affected

  • TTE TotalEnergies SE

    Named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-11.6% 30d

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

  • XLE Energy Select Sector SPDR+12.1% 30d

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

  • USO United States Oil Fund+13.9% 30d

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

  • LNG Cheniere Energy+20.1% 30d

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

  • EQT Eqt+4.2% 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.

  • KMI Kinder Morgan+4.8% 6d

    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+10.6% 15d

    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-0.44%+1.36%baseafter closeafter closeafter closeafter close
UNG+6.94%+1.94%baseafter closeafter closeafter closeafter close
XLE+1.44%+2.16%baseafter closeafter closeafter closeafter close
USO+4.37%+7.30%baseafter closeafter closeafter closeafter close
LNG-3.81%+2.35%baseafter closeafter closeafter closeafter close
EQT+2.63%-0.55%baseafter closeafter closeafter closeafter close
KMI+3.48%+3.80%baseafter closeafter closeafter closeafter close
WMB+4.07%+5.18%baseafter closeafter closeafter closeafter close
XOM+0.06%+1.89%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.

Market Call

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TotalEnergies signs five-year LNG supply deal with ADNOC Gas Reuters

Source: Reuters

United States Natural Gas Fund (UNG) compared with energy stocks (XLE) since 3 Nov 2026

CompanyWhenMoveStatus
Eqt (EQT)three days earlier-0.55%final price
Eqt (EQT)five days earlier+2.63%final price
Kinder Morgan (KMI)three days earlier+3.80%final price
Kinder Morgan (KMI)five days earlier+3.48%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
Williams Companies (WMB)three days earlier+5.18%final price
Williams Companies (WMB)five days earlier+4.07%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 Natural Gas Fund (UNG)

Companies mentioned with this story

  • UNG United States Natural Gas Fund

    For “TotalEnergies signs five-year LNG supply deal with ADNOC Gas,” 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

  • 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 five-year LNG supply deal with ADNOC Gas.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • USO United States Oil Fund

    For “TotalEnergies signs five-year LNG supply deal with ADNOC Gas,” 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

  • LNG Cheniere Energy

    In “TotalEnergies signs five-year LNG supply deal with ADNOC Gas,” 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

  • EQT Eqt

    For “TotalEnergies signs five-year LNG supply deal with ADNOC Gas,” Eqt (EQT) is linked, with no stored direction, medium confidence. 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

  • KMI Kinder Morgan

    In “TotalEnergies signs five-year LNG supply deal with ADNOC Gas,” 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 “lng” (natural gas) in this story

  • WMB Williams Companies

    Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “TotalEnergies signs five-year LNG supply deal with ADNOC Gas.” Reason on file: 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

    In “TotalEnergies signs five-year LNG supply deal with ADNOC Gas,” ExxonMobil Holdings (XOM) is linked, with no stored direction, 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

How energy news reaches United States Natural Gas Fund (UNG)

“TotalEnergies signs five-year LNG supply deal with ADNOC Gas” (3 Nov 2026) reaches United States Natural Gas Fund (UNG) through Energy.

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

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Dates in the story, and the United States Natural Gas Fund (UNG) price range

UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.08. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

What the saved facts support for United States Natural Gas Fund (UNG)

46 out of 100

“TotalEnergies signs five-year LNG supply deal with ADNOC Gas” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.