Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How the IEA Finally Changed Its Oil Forecast
In this episode of Energy Economics with Fexingo, Lucas and Luna dig into a quiet but significant shift: the International Energy Agency (IEA) just revised its long-term oil demand forecast upward for the first time in years. They explore what drove the change — from surprising developing-world demand to stalled EV adoption — and what it means for investors watching the oil vs. renewables split. With WTI hovering near $71 and clean energy ETFs down 4% this week, the hosts ask whether the IEA is finally admitting its peak-oil narrative was premature. Lucas points to the agency's new…
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