APA+43.05%12.5%
BAK-23.39%12.5%
EOG+27.83%12.5%
LB+54.63%12.5%
NOG-7.92%12.5%
SM+56.51%12.5%
TPL+32.96%12.5%
VG+82.26%12.5%
As of Aug 6, 2026, 4:25 AM ET
Supply Shock in MidEast Long '26: U.S. Produced Energy Constituents
APA CorporationAPA | 12.5% | -3.18% | -4.12% | 6.78% | -7.13% | 43.05% | 14.13% | 71.62% | 95.91% | $12.25B |
Braskem S.A.BAK | 12.5% | -0.88% | -8.13% | -5.44% | -3.00% | -23.39% | -40.99% | -38.92% | -28.25% | $900.8M |
EOG Resources, Inc.EOG | 12.5% | -6.47% | -8.31% | 3.74% | -9.72% | 27.83% | 8.18% | 3.28% | 15.13% | $71.49B |
LandBridge Company LLCLB | 12.5% | 2.65% | -0.92% | 0.97% | -2.44% | 54.63% | 1.68% | 2.13% | 28.09% | $5.82B |
Northern Oil and Gas, Inc.NOG | 12.5% | -3.28% | -6.66% | 13.82% | -6.52% | -7.92% | -28.34% | -31.90% | -18.06% | $2.15B |
SM Energy CompanySM | 12.5% | -6.54% | -12.56% | 10.13% | -10.76% | 56.51% | 26.54% | -0.55% | 11.36% | $6.96B |
Texas Pacific Land CorporationTPL | 12.5% | -3.45% | -8.95% | -5.19% | -5.14% | 32.96% | -27.08% | -17.25% | 20.94% | $26.34B |
Venture Global, Inc.VG | 12.5% | -3.19% | -13.14% | 14.56% | -7.10% | 82.26% | 28.28% | 25.43% | -12.91% | $30.35B |
| Theme return | — | -3.04% | -7.85% | 5.43% | -5.07% | 38.49% | 0.27% | 10.84% | 19.72% | — |
| Average | 12.5% | -3.04% | -7.85% | 4.92% | -6.48% | 33.24% | -2.20% | 1.73% | 14.03% | $19.53B |
| Median | 12.5% | -3.23% | -8.22% | 5.26% | -6.81% | 38.00% | 4.93% | 0.79% | 13.25% | $9.60B |
| Std Dev | 0.0% | 2.77% | 3.79% | 7.33% | 2.74% | 32.46% | 24.88% | 32.78% | 36.23% | $22.11B |
| Min | 12.5% | -6.54% | -13.14% | -5.44% | -10.76% | -23.39% | -40.99% | -38.92% | -28.25% | $900.8M |
| Max | 12.5% | 2.65% | -0.92% | 14.56% | -2.44% | 82.26% | 28.28% | 71.62% | 95.91% | $71.49B |
| % Positive Tickers | 12.50% | 0.00% | 75.00% | 0.00% | 75.00% | 62.50% | 50.00% | 62.50% |
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.
