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

This episode of Energy Economics with Fexingo examines how a potential US-Iran ceasefire extension is reshaping oil markets. Lucas and Luna break down the 11 percent weekly drop in WTI crude to $96.60, despite gasoline staying above $4.49 and core CPI rising. They explore why the 'risk premium' built into crude prices is unwinding, what it means for energy stocks and the broader inflation picture,...

Lucas and Luna unpack the May 2026 market divergence where solar stocks like Enphase surged 29% and First Solar gained 10%, while WTI crude dropped 11% in five days. They examine the statistical rotation out of energy into renewable equities, the macro narrative around peak oil demand and tariff-driven solar manufacturing reshoring, and whether this is a tactical shift or the start of a structural...

Episode 5 of Energy Economics with Fexingo dives into the stunning divergence between oil and solar stocks as of May 22, 2026. Lucas and Luna analyze Enphase Energy's 27 percent weekly gain against a backdrop of sliding crude prices—WTI crude at $95.84, down nearly 12 percent in five days. They unpack whether the rally in clean energy names like First Solar and the Invesco Solar ETF reflects genui...

Oil prices are climbing again — but not all barrels are created equal. WTI crude has plunged 10% in five days while Brent holds above $104. Lucas and Luna unpack the growing divergence between the two benchmarks, explain what refinery dynamics and geopolitical risk are doing to the spread, and ask whether this disconnect signals something bigger for energy markets. With specific data from the late...

Lucas and Luna dig into a weird disconnect in energy economics: WTI crude has fallen over ten percent in the last week, yet the national average for regular gasoline is barely budging at four forty-nine a gallon. They unpack the refining bottleneck, the role of renewable fuel blending mandates, and what the bond market is saying about inflation expectations. Along the way they look at why natural...

In this episode of Energy Economics, Lucas and Luna explore a strange divergence: crude oil prices have tumbled over the past week, with WTI down more than 8 percent, yet energy stocks like ExxonMobil and Chevron are up 3 percent or more. They dig into what's driving the disconnect—refining margins, shareholder returns, and the market's view of long-term oil demand. They also touch on the broader...

On May 19, 2026, the energy market sends mixed signals: WTI crude sits above $101 a barrel, up nearly 3% in a week, while clean-energy ETFs like ICLN and TAN are down over 3.5%. Yet within that sell-off, Enphase Energy surged 13.3% in five days — a stark divergence from First Solar, which fell 4%. Lucas and Luna dig into the microinverter maker's specific advantage: its U.S. manufacturing capacity...