How Cheap Natural Gas Is Reshaping US Power Markets

Episode 115 of Energy Economics with Fexingo. The hosts Lucas and Luna explore the surprising divergence in US energy markets this July 2026: while crude oil has surged nearly 12% in five days on geopolitical fears, natural gas prices have actually edged lower. They drill into why Henry Hub is stuck near $2.91 per million British thermal units even as WTI tops $79, and what that means for power generation, utility stocks like NextEra Energy, and the broader push toward renewables. A close look at how cheap gas is squeezing coal, forcing nuclear plants into early retirement, and complicating the economics of solar and wind — with real data from the latest EIA storage report and implications for your portfolio. #EnergyEconomics #NaturalGas #OilPrices #HenryHub #WTI #Renewables #PowerMarkets #Utilities #NextEraEnergy #Coal #Nuclear #EIA #EnergyTransition #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #July2026 Keep every episode free: buymeacoffee.com/fexingo