Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Prices Are Falling Despite Rising Power Demand
Natural gas futures dropped over 5% in the last week, even as power demand from AI data centers surges. Lucas and Luna dig into the disconnect: why the Henry Hub spot price sits at $3.16 while utilities like NextEra Energy and First Solar are riding a renewables boom. They unpack the role of record storage inventories, a mild start to summer, and the market's bet that the AI-driven load won't materialize quickly enough to tighten supply. Plus, why this matters for your electricity bill and for clean energy stocks like Enphase and SolarEdge, which are moving in opposite directions…
The skinny
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