Shows / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Every weekday, Lucas and Luna examine the forces that shape global energy markets — from OPEC production quotas and Brent crude benchmarks to the levelized cost of solar and wind. They dissect how policy announcements, storage breakthroughs, and shifting demand from China to Europe reprice the barrel and the kilowatt-hour. The conversations are tied to specific data: this week's EIA inventory report, the latest IRENA cost study, a named utility's coal-to-renewables transition. Lucas frames the…
Episodes
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Your Power Bill Is Defying Oil Prices
Oil prices have climbed above one hundred dollars a barrel, yet your monthly electricity statement isn't rising in lockstep. We explore the structural…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Real Cost of Keeping the Lights On
Lucas and Luna dissect the widening gap between wholesale power markets and consumer electricity bills, using today's natural gas surge and grid…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Is Defying The Oil Market
With WTI crude holding near one hundred seven dollars while Henry Hub natural gas languishes around three dollars, we explore the structural divergence in…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The AI Power Premium Reshaping Energy Markets
As artificial intelligence infrastructure expands rapidly through late 2026, data centers are consuming a disproportionate share of grid capacity and driving…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Inflation Tax on Your Energy Bill
With WTI crude at one hundred seven dollars and regular gasoline hitting four twenty-eight, we look past the pump to the real story: the invisible tax embedded…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Invisible Tax On Your Electricity Bill
Lucas and Luna unpack the hidden structural costs reshaping residential power pricing in late 2026. With WTI crude holding near one hundred seven dollars per…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of Grid Bottlenecks
Lucas and Luna examine how transmission constraints, not just fuel prices, are driving electricity costs in late 2026. With the S&P 500 reacting to oil spikes…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Your Electricity Bill Defies Oil Prices
Oil prices are fluctuating wildly, yet your monthly electricity bill feels completely disconnected from crude markets. In this episode of Energy Economics…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of AI Energy Demand
As data centers gobble up power, the grid faces a new stress test. Lucas and Luna explore how artificial intelligence is reshaping electricity markets, why…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Prices Surge While Gas Prices Fall
In today's episode, Lucas and Luna tackle the confusing divergence between rising global crude prices and falling gasoline pump prices. With Brent crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Stranded Asset Trap in Oil and Gas
Brent crude is trading near one hundred twenty six dollars a barrel while clean energy stocks like First Solar and Enphase are selling off sharply. Lucas and…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Geopolitical Oil Shock and Power Prices
Lucas and Luna dissect the sharp divergence between crude oil and gasoline prices in mid-October 2026. With Brent crude hitting one hundred twenty six dollars…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Rallies While Renewables Sell Off
With Brent crude climbing above one hundred twenty-six dollars per barrel and major renewable stocks like First Solar down nearly four percent this week, we…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Tax on Your Electricity Bill
With Brent crude touching one hundred twenty six dollars a barrel while gasoline prices dip, the disconnect in energy markets is stark. This episode explores…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Stranded Asset Trap in Oil and Gas
With Brent crude holding above one hundred twenty-five dollars per barrel while regular gasoline prices dip below four dollars and forty cents, we are seeing a…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Your Gas Pump Price Defies Oil Markets
Lucas and Luna dissect the puzzling divergence between falling global crude benchmarks and stubbornly high gasoline prices in October 2026. With WTI crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Prices Are Surging While Gas Prices Fall
On this episode of Energy Economics, Lucas and Luna dissect the puzzling divergence between crude oil benchmarks and retail fuel costs. With Brent crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Diesel Pivot Reshaping Global Energy Markets
Lucas and Luna examine how a recent diplomatic agreement to supply Russian diesel to U.S. and global markets is rewiring energy economics. With Brent crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Grid Bottleneck Stalling Clean Energy
We dig into the paradox of October 2026 where oil prices are climbing while renewable equity indices like TAN and ENPH are slipping. The disconnect isn't…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Supertanker Premium Reshaping Energy Costs
With Brent crude holding near one hundred and twenty-five dollars while WTI trades around ninety-six, the spread isn't just about geography anymore. We…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of Stranded Energy Assets
As Brent crude hovers near one hundred fourteen dollars and natural gas rallies, a quiet crisis is brewing in the energy sector. This episode examines the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Stranded Asset Trap in Oil and Gas
Lucas and Luna explore why traditional energy companies are quietly hedging their bets as renewable costs plummet. With Brent crude hovering near 114 dollars…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Stranded Cost of Powering Your EV
We examine the hidden infrastructure gap slowing electric vehicle adoption in October 2026. While battery costs have dropped, grid interconnection queues and…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Stranded Cost of Powering Your EV
Electric vehicle adoption has surged, but the grid infrastructure is lagging. With WTI crude at ninety-six dollars and gasoline prices steady at four…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Real Cost of Powering Your Car
We look at why electric vehicle adoption is slowing despite falling oil prices. With WTI crude at 96 dollars and gasoline near 4.50 dollars, the total cost of…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Oil Prices Rewire Your Grocery Bill
Lucas and Luna explore the direct transmission mechanism between crude oil volatility and the prices you see at the supermarket. With Brent crude holding near…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Falls While Gas Prices Stay High
With Brent crude hovering near one hundred fourteen dollars and WTI around ninety six, gasoline prices remain stubbornly high despite falling oil futures…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Energy Stocks Rose While Crude Oil Fell
On September twenty-ninth, two thousand twenty-six, WTI crude oil dropped five point six percent in just five days, yet major energy stocks like Exxon Mobil…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Energy Price Scissors Reshaping Corporate Strategy
Lucas and Luna unpack the widening gap between Brent crude at $114.90 and falling solar stocks like First Solar, which dropped fourteen percent in five days…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of Your Electricity Bill
Lucas and Luna unpack why gasoline prices are rising even as crude oil falls, focusing on the refinery margin squeeze and the specific role of diesel demand…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Gas Prices Rose While Oil Fell
On September twenty-sixth, two thousand twenty-six, West Texas Intermediate crude oil dropped three and a half percent to ninety-two dollars while regular…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Natural Gas Rally That Is Reshaping Energy Markets
With Henry Hub natural gas prices climbing sharply in late September 2026, the energy sector is facing a critical divergence from oil markets. While crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Oil-Renewables Price Scissors of September 2026
Lucas and Luna break down the diverging paths of crude oil and renewable equities this September. With Brent crude climbing toward one hundred fourteen dollars…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Gas Prices Rose While Oil Fell
On September 23, 2026, a puzzling divergence gripped energy markets: Brent crude dropped to $114.90 while US regular gasoline climbed to $4.48 per gallon…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Diesel Export Ban That Will Rewire Global Oil Markets
Brent crude just spiked to $130.80 a barrel while WTI hovers near $107, creating a historic price scissors that is straining the US economy. Lucas and Luna…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Oil-Renewables Price Scissors of September 2026
In late September 2026, Brent crude hit $130.8 while renewable ETFs like TAN climbed, creating a historic divergence in energy markets. Lucas and Luna dissect…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Energy Volatility Is Reshaping Supply Chains
With Brent crude hitting one hundred thirty dollars a barrel while gasoline prices climb, we examine how energy volatility is quietly rewriting supply chain…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Brent Crude Hits $130 While WTI Stalls
Brent crude just jumped to $130.80 a barrel while West Texas Intermediate holds near $107. This episode unpacks the widening gap between global and US oil…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The $130 Brent Crude Shock and Consumer Reality
With Brent crude hitting one hundred thirty dollars a barrel and regular gasoline at four dollars and thirty-two cents, the energy economics landscape in…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Peak Oil Meets the AI Power Crunch
Oil prices are climbing while renewable infrastructure struggles to keep pace with data center demand. We look at how WTI crude hitting one hundred seven…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of Grid Bottlenecks
With WTI crude at $107 and the S&P 500 reacting to a surprise Fed rate hike, energy markets are sending mixed signals. We drill into why clean energy stocks…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Oil Prices Rewire Your Grocery Bill
With WTI crude oil trading near ninety-seven dollars and regular gasoline hitting four dollars and thirty-two cents, the link between energy markets and your…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The AI Power Crisis Is Reshaping Energy Markets
We break down why electricity demand from data centers is now the single biggest driver of energy policy, outpacing even oil price volatility. With WTI crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Strait of Hormuz Shock and Oil Prices
A vessel strike in the Strait of Hormuz has sent WTI crude to one hundred dollars and Brent to over one hundred nine dollars in just five days. Lucas and Luna…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why China's Oil Demand Is Driving Global Prices
Crude oil has just completed a dramatic roundtrip back to one hundred dollars per barrel, with Brent touching one hundred and nine dollars. But this rally…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Grid Bottleneck Stalling Clean Energy
Lucas and Luna examine why the US power grid is becoming the primary bottleneck for economic growth in late 2026. With WTI crude oil near ninety seven dollars…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Oil Shock That Is Reshaping US Inflation Expectations
Crude oil has surged past one hundred dollars a barrel, pushing Brent near one hundred and ten, while gasoline prices hold steady above four dollars. This…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why AI Data Centers Are Straining the Power Grid
The S&P 500 slid three hundred points this week as international crude topped one hundred dollars, but the real story isn't just oil. It is the hidden…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Oil Shocks Rewire Your Grocery Bill
Oil prices are climbing back toward ninety-three dollars a barrel, yet the impact on your wallet looks different than it did in twenty-twenty-two. This episode…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Stranded Cost of the Green Transition
Oil prices are hovering near ninety-one dollars a barrel, yet renewable energy stocks like First Solar and Enphase are struggling to find their footing. We…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why AI Data Centers Are Eating Rural Land Markets
We are looking at how artificial intelligence infrastructure is reshaping the American rural economy in September 2026. With WTI crude oil holding near…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of Keeping the Lights On
With WTI crude holding near ninety-one dollars and gasoline prices hovering around four dollars per gallon, the energy transition is facing a critical…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Real Cost of Keeping the Lights On
With WTI crude holding near ninety-one dollars and gasoline prices stubbornly hovering around four dollars, we are looking at a strange dislocation in the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Tax on Your Electric Bill
We look at why electricity costs are rising despite falling natural gas prices. With WTI crude up to ninety-one dollars and core PCE sticky, we explore the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of the Grid Transition
Oil prices are surging while clean energy stocks slide, but the real story isn't just about commodity cycles. We look at why grid infrastructure costs are…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Energy Giants Beat Clean Tech in 2026
On September first, twenty twenty-six, the divergence between fossil fuel majors and renewable energy stocks has never been starker. While oil giants like…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Gasoline Prices Defy Falling Crude
This episode explores why gasoline prices at the pump remain stubbornly high even as crude oil prices dip. With WTI crude down from $86.34 to $83.90 and Brent…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Prices Are Fighting the Green Energy Trade
Crude is up, gasoline is stuck near four dollars, and clean energy stocks are sliding. In episode 175 of Energy Economics, Lucas and Luna untangle the August…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Venezuela Oil Deal That Could Reshape Supply
On August 28, 2026, the Trump administration announced a deal with Venezuela to secure access to more than 65 billion barrels of oil reserves. Lucas and Luna…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Gasoline Outruns Crude in August
Gasoline prices have climbed to $4.08 a gallon while WTI crude has slipped to $83.90 a barrel. Why the disconnect? In this episode, Lucas and Luna dig into the…