Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Is Surging as Oil Stumbles
In Episode 80 of Energy Economics with Fexingo, Lucas and Luna explore the growing divergence between crude oil and natural gas markets. With WTI crude sliding 5.4% in a week to $69.23 per barrel amid geopolitical tensions and demand fears, natural gas futures have climbed 4.2% to $3.28 per MMBtu. The hosts drill into the supply-demand dynamics driving gas higher—including LNG export demand and a hotter-than-normal summer forecast—while clean energy stocks like Enphase and First Solar tumble 9% and the broader energy sector struggles. They also discuss what this split means for electricity…
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