UNGUnited States Natural Gas Fund

Appears in these Strategy Maps

• Giga Energy

  Commodity inputDirection unclear24 conn

  Retail-accessible natural gas price exposure through rolling front-month NYMEX futures positions.

  Evidence as of 2026-07-15

• Giga Energy

  Commodity inputDirection unclear24 conn

  Retail-accessible natural gas price exposure through rolling front-month NYMEX futures positions.

  Evidence as of 2026-07-15

• Cargill

  Commodity inputPrice could fallInferred7 conn

  Natural gas futures price exposure — Cargill's primary thermal energy input for grain drying, oilseed crushing, ingredient manufacturing, and processing facilities globally.

  Evidence as of 2026-07-17

• OpenAI

  Commodity inputPrice could fall21 conn

  Direct exposure to Henry Hub natural gas spot prices through front-month futures, tracking the primary marginal fuel for US electricity generation in data center regions.

  Evidence as of 2026-07-16

• Anthropic

  Commodity inputPrice could fall9 conn

  Equity ETF tracking NYMEX natural gas futures providing liquid exposure to the primary fuel driving US data center electricity costs.

  Evidence as of 2026-07-16

• Helion Energy

  Commodity inputHedge — rises if the theme fallsEvidence aging12 conn

  Natural gas prices drive electricity generation costs for traditional competitors and shape the economic value proposition of fusion baseload power versus gas-fired generation.

  Evidence as of 2023-05-10

• Shield AI

  Commodity inputPrice could fallSpeculative3 conn

  Natural gas price exposure affecting electricity costs for AI model training and edge compute chip manufacturing supply chain.

  Evidence as of 2026-07-17

• Blue Origin

  Commodity inputPrice could fallEvidence aging17 conn

  Natural gas prices shape Blue Origin's methane propellant costs for BE-4 engines and New Glenn missions using liquid methane fuel.

  Evidence as of 2024-01-15

• Runway

  Commodity inputPrice could fallInferred8 conn

  Natural gas prices drive electricity generation costs in key US datacenter regions where Runway likely trains models and serves inference workloads.

  Evidence as of 2026-07-23