Why Energy Stocks Are Plunging While Crude Holds Steady

Lucas and Luna break down a glaring disconnect: crude oil is holding above $90 a barrel, but energy stocks like ExxonMobil, Chevron, and ConocoPhillips have dropped 5-6% in the last week. Why? They trace the divergence to rising inflation data, the stubborn Iran ceasefire impasse, and a futures curve that's squeezing producer margins. Plus, they examine the broader commodity picture — gold near $4,532, natural gas surging 11% — and what it says about capital rotation. A focused 12-minute look at why the stock market and the physical commodity are telling two different stories. #CrudeOil #EnergyStocks #ExxonMobil #Chevron #ConocoPhillips #Gold #NaturalGas #Inflation #CPI #IranPeaceTalks #FuturesCurve #Commodities #Economics #FexingoBusiness #BusinessPodcast #StockMarket #OilPrice #ProducerMargins Keep every episode free: buymeacoffee.com/fexingo