Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Are Falling as Iran Deal Nears
WTI crude has dropped 7 percent in five days, even as Brent hovers near $98. In this episode of Energy Economics with Fexingo, Lucas and Luna unpack the disconnect: oil prices are sliding on hopes of an Iran deal, but the broader energy complex—natural gas, clean energy ETFs—is barely moving. They drill into the specific mechanism: how a potential return of Iranian barrels changes the supply calculus, why the market is pricing in a deal before it's signed, and what that means for oil stocks like Exxon and Chevron, which are down 2-3 percent this week. They also explore why clean energy…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.