Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Wholesale Energy Market
In Episode 55 of Stagflation Conversations, Lucas and Luna drill into how persistent stagflation is quietly transforming the wholesale energy market. With wholesale prices surging 1.1% in May 2026—far above expectations—and consumer prices hitting 4.2% annually, the hosts unpack what this means for energy traders, utilities, and everyday consumers. They focus on the widening spread between spot and forward power prices, a signal that markets are pricing in sustained inflation and sluggish growth. Lucas traces the trend back to the 1970s energy crises, comparing today's Iran…
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