Eurodollar University

The Biggest Gas vs. Oil Divergence in History (Here's What It Means)

July 18, 2026·20 min
Episode Description from the Publisher

The divergence between oil and gas prices is now historic, and one simple calculation explains everything. That calculation is at a record high, and it’s not even close. What it shows is why gas remains so expensive and is likely to stay that way for some time even though prices have fallen substantially from their wartime peak. Even though demand for oil has plummeted, and I mean plunged in places like China, and it’s not all that great elsewhere. So why are gasoline and diesel still so expensive?Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.clickorlando.com/video/news/2026/07/10/gas-price-roller-coaster-what-drivers-are-saying-as-pump-prices-spike-again/https://en.macromicro.me/series/4934/crude-oil-cracking-spreadhttps://www.eia.gov/todayinenergy/detail.php?id=1630https://www.eia.gov/finance/markets/products/prices.phphttps://www.bloomberg.com/news/videos/2026-07-13/ships-transit-the-strait-of-hormuz-in-secret-videohttps://www.bloomberg.com/news/videos/2026-03-05/china-orders-suspension-of-diesel-gasoline-exports-videohttps://www.cbsnews.com/detroit/video/diesel-fuel-tops-5-a-gallon/https://www.reuters.com/business/energy/us-refiner-margins-hit-new-records-fuel-shortage-concerns-grow-2026-07-16/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

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