Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Prices Are Falling Even as Oil Holds Steady
This week, natural gas futures dropped five percent while crude oil slipped less than four percent, and the divergence is telling. Lucas and Luna unpack what's driving the disconnect: mild weather, record production from the Permian, and a quiet shift in how the market prices the fall. They also look at why gasoline at the pump stays above four dollars, and what the continued weakness in gas means for the energy sector's earnings. With the S&P 500's energy components down and clean energy ETFs up, the episode asks whether the old oil-versus-renewables trade is losing its edge…
The skinny
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