Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Strait of Hormuz Toll and What It Means for Oil Markets
On July 13, 2026, the Trump administration proposed a 20% toll on cargo passing through the Strait of Hormuz and restarted the Iran blockade. Lucas and Luna unpack what this means for oil prices, energy stocks, and the broader economy. With WTI crude already at $69.60 and Brent at $69.60, the new policy could tighten global supply further. They discuss how the blockade impacts different energy sectors—from refiners to drillers—and why clean energy ETFs are still falling despite the oil rally. Tune in for a grounded look at the geopolitics of energy and what investors should watch next…
The skinny
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