Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas and Oil Are Diverging
WTI crude has fallen 10 percent in five days while natural gas is up 4 percent. Lucas and Luna dig into the structural factors behind the decoupling — from storage levels to Iran deal speculation to the price of a gallon of gas at $4.49. They also explore what the divergence means for the XLE energy sector ETF, which is down 1.8 percent this week despite the oil drop. A focused look at two commodities moving in opposite directions and what it signals about the economy heading into summer 2026.
#NaturalGas #CrudeOil #WTI #HenryHub #EnergySector #XLE #IranDeal #StraitOfHormuz #Inflation…
The skinny
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