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

Episode 57 of Energy Economics with Fexingo examines the surprising escape of three Iranian tankers from a U.S. blockade and what it means for oil prices. With WTI crude at $75 a barrel — down 11.5% in five days — and Brent at $78.65, Lucas and Luna drill into the strange dynamics of a market that is crashing while geopolitical risk is rising. They explore how the prospect of an Iran deal is flood...

Oil just had its worst week in months — WTI crude fell 14.4% in five days — while clean energy stocks like First Solar and the Invesco Solar ETF jumped. Lucas and Luna dig into the mechanics of this decoupling: the Iran deal, Chinese demand fears, and why solar stocks are rallying even as interest rates stay elevated. Plus, they look at what's different about this sell-off versus the oil crashes o...

Oil has cratered more than eight percent in five days, with WTI crude now at $80.36 a barrel. The usual suspects — Middle East tensions, OPEC+ meetings — aren't driving this slide. Instead, Lucas and Luna dig into a quieter force: China's economy. Fresh data shows retail sales in China posted their first drop in over three years, and the Bank of Japan just hiked rates to one percent, the highest s...

Oil crashed 10 percent this week on the Iran deal announcement. But Lucas and Luna unpack the hidden carbon cost that the market is ignoring: how much new supply actually hits the market, what it means for OPEC+ unity, and why the quality of Iranian crude matters for global emissions. They walk through the numbers: 1.3 million barrels per day of potential Iranian exports, the sulfur content differ...

Even as WTI crude has crashed more than 10 percent in a week to near $81 per barrel, the price at the pump has barely budged — falling only from $4.30 to $4.15. In this episode, Lucas and Luna break down the structural reasons gasoline is sticky on the way down: refinery margins, seasonal blending requirements, and the new export dynamics that decouple domestic crude prices from retail fuel. They...

Episode 52 of Energy Economics with Fexingo. Oil prices have dropped sharply in early June 2026—WTI crude fell from $95 to near $84 in just a week, and Brent is below $88. But unlike past episodes where gasoline lagged oil declines, regular gas at the pump has dropped from $4.30 to $4.15 over the same period. Lucas and Luna examine why this time is different: refining margins are collapsing as new...

Oil prices have fallen sharply over the past week — WTI crude dropped nearly 4 dollars, Brent is below 98. Yet at the pump, regular gasoline sits at $4.15 a gallon, barely budging from last month's peak. Lucas and Luna explain the mechanics behind the 'rocket and feather' pattern in gas pricing: why retail prices shoot up fast when crude rises but trickle down slowly when crude falls. They walk th...

Oil prices have dropped 7 percent in five days, with WTI crude dipping to $84.88 and Brent to $87.33. Yet regular gasoline still averages $4.15 a gallon, down only modestly from $4.30. Lucas and Luna unpack the structural disconnect: why crude is sliding on Iran deal hopes while retail fuel remains sticky, the role of refinery margins and summer demand, and what the 10-year breakeven inflation rat...

Crude is falling fast — WTI dropped 7% in a week as markets price in a potential Iran nuclear deal. Lucas and Luna break down the specific numbers: what an extra 1.5 million barrels per day of Iranian supply would do to global balances, why the selloff accelerated on June 12, and how the oil market has already started discounting a deal that isn't signed yet. They also examine why gasoline prices...

WTI crude has dropped 7 percent in five days, even as Brent hovers near $98. In this episode of Energy Economics with Fexingo, Lucas and Luna unpack the disconnect: oil prices are sliding on hopes of an Iran deal, but the broader energy complex—natural gas, clean energy ETFs—is barely moving. They drill into the specific mechanism: how a potential return of Iranian barrels changes the supply calcu...

Episode 47 of Energy Economics with Fexingo examines the dramatic 8.2% drop in oil prices over five sessions on news of a potential U.S.-Iran deal reopening the Strait of Hormuz and lifting sanctions. Lucas and Luna walk through what's really happening: Brent crude at $86.48 a barrel, the market pricing in a wave of Iranian supply, and why the slide might be overdone. They dig into the mechanics o...

Episode 46 of Energy Economics with Fexingo. Oil prices just dropped 6% in a week on hopes of a U.S.-Iran deal. Lucas and Luna drill into what that headline misses: America's export infrastructure is a giant, expensive bet that's now paying off in an unexpected way. They trace how the U.S. became the world's top oil exporter, the hundreds of billions invested in terminals and pipelines, and the ne...

On June 11, 2026, President Trump canceled planned strikes against Iran moments before they were set to launch. The Dow surged 700 points and crude oil tumbled more than 4 percent in minutes. Lucas and Luna unpack exactly why the market reacted so violently — and why this moment reveals a deeper fragility in oil prices that goes far beyond geopolitics. They walk through the specific mechanism: how...

On June 11, 2026, Brent crude sits at $97.50 and WTI at $95, driven by the Kuwait airspace closure and escalating Iran conflict. Lucas and Luna break down why this geopolitical risk is different from past spikes, focusing on the chokepoint at the Strait of Hormuz and how oil markets are pricing in a 'long grind' rather than a quick resolution. They discuss the 10-year breakeven inflation rate hitt...

Episode 43 of Energy Economics with Fexingo: oil at $95 a barrel, CPI at a 3-year high of 334, and clean energy stocks crashing. Lucas and Luna dig into why inflation is sticky despite falling gas prices—and how the disconnect between oil and renewables is reshaping the energy economy. They unpack the Trump-Iran headline, the collapse in Enphase and First Solar, and what the data says about the co...

Lucas and Luna unpack a counterintuitive risk in America's LNG boom: as the US becomes the world's largest exporter of liquefied natural gas, domestic prices are increasingly tied to volatile global markets. Using the recent 4.6% drop in Henry Hub futures to $3.08 per MMBtu against a backdrop of geopolitical tension in the Middle East, they explain how export terminals can turn a windfall into a v...

As oil prices hold near $90 and clean energy stocks broadly tumble, Enphase Energy has cratered 26 percent in five trading days. Lucas and Luna break down what happened: a short-seller report alleging channel stuffing, the broader solar slowdown, and why the stock's plunge may reflect real risks — not just sector contagion. They also look at what this means for the residential solar industry and w...

Episode 40 of Energy Economics digs into the quiet hedging frenzy sweeping oil producers. With WTI around $96 and Brent near $98 as of early June 2026, producers are locking in prices for future production at a record pace. Lucas explains how hedging works, why it matters for stock investors, and why the surge in hedging activity signals uncertainty about where oil is headed. Luna points out that...

Lucas and Luna crack open the puzzle that frustrates every driver: oil prices plunge, yet gas pumps barely budge. On June 8, 2026, WTI crude is around 91 dollars a barrel, down more than 5 percent in the last five days, but regular gasoline is still averaging 4.30 a gallon nationally. Why doesn't the price at the pump fall in lockstep with crude? The answer is a mix of refinery capacity constraint...

Episode 38 of Energy Economics with Fexingo. Lucas and Luna examine the stunning divergence in June 2026: WTI crude at $96, up from $91 a week ago, while the Invesco Solar ETF (TAN) has plunged 10% in five days and Enphase Energy is down 12%. The hosts unpack the geopolitical catalyst—new Iran-Israel strikes threatening a fragile ceasefire—and the structural story: surging US oil exports are tight...

As OPEC+ approves a fourth output quota hike since the Hormuz closure and Brent crude holds near $98 a barrel, a less-noticed bottleneck is emerging: US oil export infrastructure. Lucas and Luna break down why the Permian Basin's surging production is running into terminal constraints, how that affects the WTI-Brent spread, and what it means for gasoline prices heading into summer 2026. With the W...

Episode 36 of Energy Economics with Fexingo. Oil is holding above $90 a barrel, but clean energy stocks are getting crushed—ICLN down 7.5%, TAN down 10%, Enphase down 12% in the last five days. Lucas and Luna unpack why this divergence is happening. The Iran conflict and rising bond yields are reshaping the risk calculus. But the bigger story is a structural headwind: the Inflation Reduction Act's...

Episode 35 of Energy Economics with Fexingo. Lucas and Luna dig into a brutal June 2026 week for clean energy stocks — the Invesco Solar ETF and the iShares Global Clean Energy ETF both plunged over 7% while oil and gas names held steady. But the real story isn't solar; it's battery storage. Enphase Energy, a major inverter and battery play, dropped 12% in five days, far worse than First Solar's 8...

Oil is above 90 dollars a barrel, but clean energy stocks are getting crushed. This week, the Invesco Solar ETF, ticker T-A-N, dropped 10 percent. Enphase Energy fell 12 percent. First Solar lost nearly 8 percent. Meanwhile, the S&P 500 energy sector is basically flat. So what’s going on? Lucas and Luna dig into the macro forces creating this divergence: rising interest rates, the Nasdaq sell-off,...

On June 5, 2026, clean energy ETFs like ICLN and TAN have dropped sharply this week, while traditional energy stocks like Chevron and ConocoPhillips are up. Lucas and Luna explore why this divergence is happening, focusing on higher interest rates, policy uncertainty, and the surprising resilience of oil stocks. They discuss how rising bond yields and a stronger dollar pressure long-duration growt...