Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Carbon Cost of Iran Deal Oil
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 difference versus existing OPEC supply, and why the Biden-era emissions rules make this a compliance risk for U.S. refiners. The episode also explores the structural problem that no one in the headlines is…
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