Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of U.S. Oil Export Infrastructure
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 new risk when geopolitical leverage cuts both ways. With WTI at $95 and Brent at $97.50, the spread between them is shrinking, and that margin is the canary in the coalmine for export…
The skinny
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