Theme
Supply Shock in MidEast Long '26: U.S. Produced Energy☆
8 tickers$164.38B market cap
10D rank10D#515of 1,239 themes/1,239#7of 11 in Supply Shock in MidEast Long/11 Supply Shock in MidEast Long

APA+75.71%12.5%

BAK-48.14%12.5%

EOG+34.73%12.5%

LB+68.67%12.5%

NOG+8.83%12.5%

SM+87.36%12.5%

TPL+18.03%12.5%

VG+91.72%12.5%
As of Oct 2, 2026, 9:55 PM ET
Supply Shock in MidEast Long '26: U.S. Produced Energy Constituents
APA CorporationAPA | 12.5% | 0.78% | 0.65% | -4.75% | -1.77% | 75.71% | 40.19% | 110.81% | 82.00% | 76.76% | 129.95% | $15.44B |
Braskem S.A.BAK | 12.5% | 0.00% | -8.38% | -22.34% | -1.29% | -48.14% | -60.05% | -58.65% | -39.04% | -78.71% | -91.43% | $617.7M |
EOG Resources, Inc.EOG | 12.5% | 0.05% | 1.41% | -5.02% | 0.12% | 34.73% | 14.03% | 8.86% | 28.16% | 9.65% | 102.65% | $75.30B |
LandBridge Company LLCLB | 12.5% | 3.74% | -5.07% | -3.51% | 2.14% | 68.67% | 10.92% | 11.40% | 46.21% | 93.39% | 265.39% | $6.45B |
Northern Oil and Gas, Inc.NOG | 12.5% | 1.32% | 2.43% | -12.16% | -0.66% | 8.83% | -15.31% | -19.52% | -1.02% | -34.01% | 29.19% | $2.59B |
SM Energy CompanySM | 12.5% | 0.51% | 2.42% | -8.74% | -0.91% | 87.36% | 51.48% | 19.05% | 44.34% | -15.62% | 38.19% | $8.45B |
Texas Pacific Land CorporationTPL | 12.5% | 1.11% | -4.57% | -7.71% | 0.75% | 18.03% | -35.27% | -26.54% | 5.29% | 5.91% | 180.97% | $23.46B |
Venture Global, Inc.VG | 12.5% | 2.82% | 1.28% | -11.24% | 2.39% | 91.72% | 34.93% | 31.94% | -4.85% | -44.91% | -44.91% | $32.06B |
| Theme return | — | 1.29% | -1.23% | -8.31% | 1.08% | 43.88% | 4.17% | 15.15% | 27.24% | 3.11% | 58.88% | — |
| Average | 12.5% | 1.29% | -1.23% | -9.43% | 0.10% | 42.11% | 5.11% | 9.67% | 20.14% | 1.56% | 76.25% | $20.55B |
| Median | 12.5% | 0.95% | 0.97% | -8.22% | -0.27% | 51.70% | 12.48% | 10.13% | 16.73% | -4.85% | 70.42% | $11.94B |
| Std Dev | 0.0% | 1.25% | 3.88% | 5.67% | 1.45% | 45.04% | 36.53% | 46.97% | 35.27% | 55.15% | 109.99% | $22.99B |
| Min | 12.5% | 0.00% | -8.38% | -22.34% | -1.77% | -48.14% | -60.05% | -58.65% | -39.04% | -78.71% | -91.43% | $617.7M |
| Max | 12.5% | 3.74% | 2.43% | -3.51% | 2.39% | 91.72% | 51.48% | 110.81% | 82.00% | 93.39% | 265.39% | $75.30B |
| % Positive Tickers | 87.50% | 62.50% | 0.00% | 50.00% | 87.50% | 62.50% | 62.50% | 62.50% | 50.00% | 75.00% |