Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Rising Amid Middle East Strikes
Lucas and Luna break down the paradox of oil prices climbing on U.S. military strikes in Iran even as a diplomatic deal remains on the table. They explore how the Strait of Hormuz risk premium is reshaping the barrel, why Brent and WTI are diverging again, and what the 10-year breakeven inflation rate tells us about market expectations. Plus, why solar stocks like Enphase Energy are surging 29 percent in the same week oil jumps — and what that says about investor conviction in a multi-speed energy transition.
#OilPrices #MiddleEast #Iran #StraitOfHormuz #BrentCrude #WTI #Inflation…
The skinny
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