Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Falling Faster Than Gasoline This Time
Even as WTI crude has crashed more than 10 percent in a week to near $81 per barrel, the price at the pump has barely budged — falling only from $4.30 to $4.15. In this episode, Lucas and Luna break down the structural reasons gasoline is sticky on the way down: refinery margins, seasonal blending requirements, and the new export dynamics that decouple domestic crude prices from retail fuel. They also explore how the U.S.-Iran peace deal and potential reopening of the Strait of Hormuz could finally break the bottleneck. Along the way, they discuss why the XLE energy sector index is down only…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.