Why Natural Gas and Oil Are Diverging

WTI crude has fallen 10 percent in five days while natural gas is up 4 percent. Lucas and Luna dig into the structural factors behind the decoupling — from storage levels to Iran deal speculation to the price of a gallon of gas at $4.49. They also explore what the divergence means for the XLE energy sector ETF, which is down 1.8 percent this week despite the oil drop. A focused look at two commodities moving in opposite directions and what it signals about the economy heading into summer 2026. #NaturalGas #CrudeOil #WTI #HenryHub #EnergySector #XLE #IranDeal #StraitOfHormuz #Inflation #GasPrices #CPI #EnergyEconomics #Commodities #Decoupling #SummerDemand #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo