Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why PJMs Emergency Grid Actions Matter for Energy Prices
The largest US power grid, PJM, has escalated emergency measures to avoid blackouts amid extreme heat and surging demand from AI data centers. In this episode, Lucas and Luna break down what this means for natural gas prices, electricity costs, and the energy transition. They discuss how PJM's capacity market is struggling to keep up, why natural gas is benefiting in the short term, and whether renewables can fill the gap. With Henry Hub at $3.33 per million British thermal units and WTI crude at $71.90 per barrel, the hosts connect the dots between grid reliability, fuel switching, and…
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