Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Falling While Stocks Hold Steady
With WTI crude down over 10% in a single week but energy stocks only slipping a few percent, Lucas and Luna explore the disconnect. They drill into the breakdown between crude futures and the companies that produce them, looking at how hedging, refining margins, and investor sentiment create a buffer. They also examine why President Trump's cautious tone on Iran negotiations is removing the risk premium that had been baked into oil prices. Using specific data from the May 24 close, they walk through what the divergence means for portfolio positioning and for anyone watching gas prices at…
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