Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Oil-Renewables Price Scissors of September 2026
In late September 2026, Brent crude hit $130.8 while renewable ETFs like TAN climbed, creating a historic divergence in energy markets. Lucas and Luna dissect how this price scissors effect is reshaping corporate procurement strategies, forcing utilities to hedge between volatile fossil fuels and capital-intensive clean power. They examine why companies are locking in long-term renewable contracts even as oil prices surge, and what the widening gap means for inflation expectations and grid reliability heading into the fourth quarter.
#EnergyEconomics #OilPrices #RenewableEnergy #BrentCrude…
The skinny
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