APA+50.66%12.5%
BAK-15.76%12.5%
EOG+33.21%12.5%
LB+60.37%12.5%
NOG+0.88%12.5%
SM+79.14%12.5%
TPL+44.58%12.5%
VG+110.34%12.5%
As of Jul 27, 2026, 7:41 AM ET
Supply Shock in MidEast Long '26: U.S. Produced Energy Constituents
APA CorporationAPA | 12.5% | 0.23% | 5.72% | 14.54% | 50.66% | 20.20% | 80.75% | 95.10% | $12.78B |
Braskem S.A.BAK | 12.5% | 0.61% | -6.93% | 5.74% | -15.76% | -35.12% | -32.84% | -24.47% | $980.6M |
EOG Resources, Inc.EOG | 12.5% | -3.85% | 2.11% | 8.78% | 33.21% | 12.74% | 7.63% | 18.16% | $77.97B |
LandBridge Company LLCLB | 12.5% | 2.24% | -0.38% | 8.49% | 60.37% | 5.46% | 5.92% | 39.75% | $5.88B |
Northern Oil and Gas, Inc.NOG | 12.5% | -0.64% | 7.55% | 23.35% | 0.88% | -21.49% | -25.39% | -21.07% | $2.30B |
SM Energy CompanySM | 12.5% | -0.88% | 11.76% | 29.09% | 79.14% | 44.83% | 13.83% | 23.94% | $7.96B |
Texas Pacific Land CorporationTPL | 12.5% | -2.42% | -0.16% | 0.06% | 44.58% | -20.70% | -10.02% | 27.67% | $28.93B |
Venture Global, Inc.VG | 12.5% | -5.38% | 8.43% | 30.05% | 110.34% | 48.04% | 44.76% | -1.08% | $34.94B |
| Theme return | — | -1.26% | 3.51% | 14.63% | 47.79% | 7.01% | 18.28% | 26.23% | — |
| Average | 12.5% | -1.26% | 3.51% | 15.01% | 45.43% | 6.75% | 10.58% | 19.75% | $21.47B |
| Median | 12.5% | -0.76% | 3.92% | 11.66% | 47.62% | 9.10% | 6.78% | 21.05% | $10.37B |
| Std Dev | 0.0% | 2.33% | 5.62% | 10.52% | 37.88% | 28.89% | 34.89% | 35.74% | $24.28B |
| Min | 12.5% | -5.38% | -6.93% | 0.06% | -15.76% | -35.12% | -32.84% | -24.47% | $980.6M |
| Max | 12.5% | 2.24% | 11.76% | 30.05% | 110.34% | 48.04% | 80.75% | 95.10% | $77.97B |
| % Positive Tickers | 37.50% | 62.50% | 100.00% | 87.50% | 62.50% | 62.50% | 62.50% |
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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.