Why Energy Surges While Coffee Crashes in July 2026

The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · Jul 25, 2026 · 7m · transcript

In late July 2026, crude oil is soaring—WTI up 7.3% in a week to $89, Brent up 8.5% to $97—while coffee futures are plunging 6.2%. Lucas and Luna explore the widening gap between energy and soft commodities. They examine supply constraints from OPEC+ cuts and geopolitical risk driving oil, versus a global coffee glut from bumper harvests and tepid demand. With inflation easing (core CPI ticking down), they ask: does this divergence signal a ‘demand divergence’ between industrial and consumer staples? A sharp, data-driven look at what the split tells us about the global economy.

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