Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Energy Stocks Are Plunging While Crude Holds Steady
Lucas and Luna break down a glaring disconnect: crude oil is holding above $90 a barrel, but energy stocks like ExxonMobil, Chevron, and ConocoPhillips have dropped 5-6% in the last week. Why? They trace the divergence to rising inflation data, the stubborn Iran ceasefire impasse, and a futures curve that's squeezing producer margins. Plus, they examine the broader commodity picture — gold near $4,532, natural gas surging 11% — and what it says about capital rotation. A focused 12-minute look at why the stock market and the physical commodity are telling two different stories.
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The skinny
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