APA+85.06%12.5%
BAK-33.22%12.5%
EOG+40.00%12.5%
LB+77.69%12.5%
NOG+19.84%12.5%
SM+104.84%12.5%
TPL+30.23%12.5%
VG+124.19%12.5%
As of Sep 10, 2026, 5:04 AM ET
Supply Shock in MidEast Long '26: U.S. Produced Energy Constituents
APA CorporationAPA | 12.5% | 2.96% | 5.41% | 9.31% | 1.22% | 85.06% | 47.65% | 122.02% | 96.54% | 93.18% | 171.84% | $15.85B |
Braskem S.A.BAK | 12.5% | 2.60% | 17.26% | -11.66% | 19.39% | -33.22% | -48.56% | -46.76% | -40.12% | -69.83% | -90.63% | $785.0M |
EOG Resources, Inc.EOG | 12.5% | 1.14% | 2.55% | 3.37% | -0.90% | 40.00% | 18.48% | 13.11% | 22.24% | 23.75% | 162.53% | $78.30B |
LandBridge Company LLCLB | 12.5% | -1.63% | -0.03% | 6.36% | 1.25% | 77.69% | 16.85% | 17.36% | 66.40% | 148.83% | 279.00% | $6.69B |
Northern Oil and Gas, Inc.NOG | 12.5% | 0.19% | 0.00% | 9.54% | -2.39% | 19.84% | -6.74% | -11.37% | 3.59% | -18.20% | 81.19% | $2.80B |
SM Energy CompanySM | 12.5% | 0.58% | 3.71% | 19.58% | 0.43% | 104.84% | 65.60% | 30.16% | 43.07% | 1.38% | 109.56% | $9.11B |
Texas Pacific Land CorporationTPL | 12.5% | -2.05% | 2.66% | 6.74% | 1.12% | 30.23% | -28.57% | -18.95% | 19.90% | 42.79% | 195.41% | $25.80B |
Venture Global, Inc.VG | 12.5% | 3.80% | 7.83% | 7.22% | 1.19% | 124.19% | 57.79% | 54.29% | 9.89% | -35.85% | -35.85% | $37.34B |
| Theme return | — | 0.95% | 4.92% | 13.47% | 2.78% | 57.64% | 14.14% | 26.16% | 38.10% | 24.46% | 96.27% | — |
| Average | 12.5% | 0.95% | 4.92% | 6.31% | 2.66% | 56.08% | 15.31% | 19.98% | 27.69% | 23.26% | 109.13% | $22.08B |
| Median | 12.5% | 0.86% | 3.19% | 6.98% | 1.16% | 58.85% | 17.67% | 15.24% | 21.07% | 12.57% | 136.05% | $12.48B |
| Std Dev | 0.0% | 1.98% | 5.27% | 8.12% | 6.44% | 48.14% | 38.54% | 48.35% | 38.83% | 66.52% | 114.45% | $24.18B |
| Min | 12.5% | -2.05% | -0.03% | -11.66% | -2.39% | -33.22% | -48.56% | -46.76% | -40.12% | -69.83% | -90.63% | $785.0M |
| Max | 12.5% | 3.80% | 17.26% | 19.58% | 19.39% | 124.19% | 65.60% | 122.02% | 96.54% | 148.83% | 279.00% | $78.30B |
| % Positive Tickers | 75.00% | 75.00% | 87.50% | 75.00% | 87.50% | 62.50% | 62.50% | 87.50% | 62.50% | 75.00% |
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About this theme
Supply Shock in MidEast Long '26: U.S. Produced Energy tracks 8 publicly listed stocks in this theme: APA, BAK, EOG, LB, NOG, SM, TPL, VG. See the constituent table for details.