Natural Gas Is Surging While Oil Craters in May 2026

Why is natural gas up nearly 14% in a week while oil is crashing? Lucas and Luna dive into the diverging fortunes of these two commodities, examining the drivers: a hot summer forecast, low storage levels, and geopolitical risk in the Middle East that's hitting oil but sparing gas. They also look at what the surge in gas means for electricity prices and the renewable energy transition, with solar stocks like First Solar up 22% as fossil fuels wobble. Plus: a listener question about whether the gas rally can last. #NaturalGas #OilCrash #EnergyMarkets #HenryHub #WTI #Brent #SummerForecast #StorageLevels #Geopolitics #MiddleEast #Iran #SolarStocks #FirstSolar #EnphaseEnergy #Renewables #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo