Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Natural Gas Is Quietly Outperforming Oil
In this episode of The Commodities Economy, Lucas and Luna dig into a surprising divergence in the energy complex: natural gas is up four percent on the week while crude is surging seven percent. They explain why gas is rallying on its own fundamentals—hot weather, rising LNG export demand, and a late-summer stockpile build that's tighter than usual—and why oil's jump is more about geopolitical headlines than physical barrels. They also unpack what the cooling CPI print and ten-year breakeven inflation tell us about the Fed's next move, and why that matters for commodity…
The skinny
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