Why Natural Gas Is Surging as Oil Stumbles episode artwork

EPISODE · Jun 28, 2026 · 5 MIN

Why Natural Gas Is Surging as Oil Stumbles

from Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power · host Fexingo

In Episode 80 of Energy Economics with Fexingo, Lucas and Luna explore the growing divergence between crude oil and natural gas markets. With WTI crude sliding 5.4% in a week to $69.23 per barrel amid geopolitical tensions and demand fears, natural gas futures have climbed 4.2% to $3.28 per MMBtu. The hosts drill into the supply-demand dynamics driving gas higher—including LNG export demand and a hotter-than-normal summer forecast—while clean energy stocks like Enphase and First Solar tumble 9% and the broader energy sector struggles. They also discuss what this split means for electricity prices and the global energy transition. A data-rich, conversation-driven episode that avoids the macro headlines to focus on one specific market signal. #NaturalGas #CrudeOil #WTI #EnergyMarkets #LNG #LucasAndLuna #Economics #EnergyEconomics #FexingoBusiness #BusinessPodcast #Commodities #CleanEnergy #SummerDemand #SupplyDemand #Geopolitics #Investing #HourlyPrices #ElectricityCosts Keep every episode free: buymeacoffee.com/fexingo

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Why Natural Gas Is Surging as Oil Stumbles

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This episode was published on June 28, 2026.

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