Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Strait of Hormuz Shock and Oil Prices
A vessel strike in the Strait of Hormuz has sent WTI crude to one hundred dollars and Brent to over one hundred nine dollars in just five days. Lucas and Luna unpack how this single geopolitical flashpoint is rewriting risk premiums, squeezing refiners who thought they had a margin buffer, and testing the resilience of global supply chains. With natural gas prices slipping and AI data centers straining the grid, we look at why oil volatility is back with a vengeance while other energy sectors sit still. The conversation drills into the mechanics of the chokepoint, the immediate impact on…
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