Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Is Diverging from Oil in July 2026
Lucas and Luna dig into a striking market anomaly: while crude oil has rallied 4-5% in the past week, natural gas has dropped 7.6%. They explore the structural factors behind the split—LNG export capacity, storage surpluses, and the fading winter premium—and what it means for energy stocks and the broader inflation picture. Drawing on the latest data from July 9, 2026, including Henry Hub at $3.00/MMBtu and WTI near $72, they discuss why gas is cheap even as oil climbs, and how this divergence affects everything from utility bills to the energy transition. A focused, numbers-driven…
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