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 PowerHow Gasoline Prices Stay High While Crude Slides
Today on Fexingo's Energy Economics, we unpack the stubborn gap between falling crude prices and sticky gasoline. WTI sits around $83.90, but regular…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Prices Fell Faster Than Gasoline
Crude is down almost six percent in a week, yet gasoline at the pump barely budges. Lucas and Luna unpack the refining margin squeeze behind the disconnect —…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Refiners Are Squeezed Between Cheap Crude and Pricey Gasoline
Crude oil has slid nearly seven percent in a week — West Texas Intermediate is hovering in the low eighties — yet the national average for regular gasoline has…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Is Sticking at Four Dollars While Crude Slips
Gasoline prices in the U.S. have been hovering around four dollars a gallon even as crude oil pulls back. On this episode of Energy Economics, Lucas and Luna…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gas Prices Ignore Falling Oil Prices
Gasoline prices are stuck near four dollars a gallon even as crude oil slides. In this episode of Energy Economics, Lucas and Luna dig into the refining…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Producers Are Winning While Refiners Struggle
In this episode of Energy Economics, Lucas and Luna dig into a striking divergence in the energy market: crude oil is climbing while refining margins are…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Energy Stocks Are Outpacing the Commodity Itself
WTI crude is up more than three percent in a week, but energy equities are climbing even faster. ConocoPhillips jumped nearly six percent in five days while…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Giants Outpace Clean Energy Despite the Green Push
On this episode of Energy Economics, Lucas and Luna explore a striking market divergence: while crude oil prices have climbed to $86 a barrel, clean energy…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Prices Are Sticking at Four Dollars
Gasoline is averaging $4.05 a gallon even as crude prices wobble. Lucas and Luna break down why the gap between the price of oil and the price at the pump has…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Is Up While Clean Energy Stocks Slide
Crude is rallying on Middle East tensions while solar and wind stocks tumble. Lucas and Luna unpack the decoupling: why oil and clean energy are moving in…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gas Prices Stay High While Crude Slips
On this episode of Energy Economics, Lucas and Luna dig into a puzzle that's been frustrating drivers all summer: crude oil is down from its spring peak…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerThe Strategic Petroleum Reserve Dilemma of 2026
On this episode of Energy Economics, Lucas and Luna dig into a data point that's been nagging at the back of the energy complex: the Strategic Petroleum…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Cheap Natural Gas Is Rewriting the Power Grid
This episode of Energy Economics with Fexingo digs into the surprising story of natural gas prices in mid-2026: Henry Hub is hovering around $2.79 per MMBtu…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Refining Margins Are Reshaping Gasoline Prices
In this episode of Energy Economics with Fexingo, Lucas and Luna dig into a puzzle that's been frustrating drivers all summer: crude oil prices have been…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Refining Margins Are Crushing Oil Investors
Crude is up, gasoline is down, and refiners are squeezed. Lucas and Luna unpack the refining margin crunch of August 2026: why WTI at 84 dollars a barrel and…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Is Up While Gasoline Falls
Oil prices have climbed over six percent in the last five sessions, yet the price at the pump is actually drifting lower. In this episode, Lucas and Luna…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil's Rebound Is Leaving Refiners Behind
Oil prices have bounced hard — West Texas Intermediate is up nearly eight percent in five days, and Brent has followed. But gasoline at the pump is still above…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy the Strategic Petroleum Reserve Is at 1983 Lows
The U.S. Strategic Petroleum Reserve has fallen below 300 million barrels for the first time since 1983. Lucas and Luna unpack what that actually means: why…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow the Gulf Refining Glut Is Quietly Reshaping Oil Prices
In this episode of Energy Economics, Lucas and Luna dig into a puzzle: crude oil is sliding, yet gasoline at the pump stays stubbornly above $4 a gallon. They…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Clean Energy Stocks Are Outpacing Oil
On this episode of Energy Economics, hosts Lucas and Luna dig into a striking market split: while oil prices slide and energy majors like Exxon and Chevron…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Stays High While Oil Prices Slide
Gasoline prices are hovering above four dollars a gallon even as crude oil slides. In this episode, Lucas and Luna unpack the widening crack spread, the role…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Natural Gas Prices Are Falling Even as Oil Holds Steady
This week, natural gas futures dropped five percent while crude oil slipped less than four percent, and the divergence is telling. Lucas and Luna unpack…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Falling Oil Prices Are Hiding Gasoline Pain
In this episode of Energy Economics, Lucas and Luna unpack a strange disconnect: crude oil is down sharply — West Texas Intermediate fell more than 11 percent…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Solar Stocks Surge While Oil Tumbles
In this episode of Energy Economics, Lucas and Luna explore the striking divergence between solar stocks and oil prices. While crude oil has plunged nearly 10%…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Solar Stocks Are Surging While Oil Tumbles
On this episode of Energy Economics, Lucas and Luna dig into a striking divergence: crude oil prices have slid over the past week — WTI down to around $80 a…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Stays High While Crude Falls
Lucas and Luna break down the surprising divergence between falling crude prices and stubbornly high gasoline costs. With WTI down from $91 to $84 a barrel but…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Stays High While Crude Oil Falls
Lucas and Luna unpack the persistent gap between falling crude prices and stubbornly high gasoline costs. With WTI down to 84 dollars after a 12 percent crash…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Is Rising While Crude Oil Falls
In this episode of Energy Economics with Fexingo, Lucas and Luna explore a puzzling divergence: even as WTI crude has dropped from $91.74 to $84.20 per barrel…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerOil Futures Jump on Iran Strike While Clean Energy Crashes
After last week's de-escalation-driven selloff, oil futures are spiking again following the U.S. strike on Iran. WTI crude futures are up 2.6% in the past…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil and Clean Energy Stocks Are Falling Together
In this episode, Lucas and Luna explore the unusual simultaneous sell-off in oil and clean energy stocks. With WTI crude dropping 5.6% to $84.33 and the…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Is Falling Despite the Iran Strike Escalation
Oil prices have dropped nearly 10 percent in the past week even as the U.S. and Iran exchange strikes in the Middle East. Lucas and Luna dig into the…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerOil's 14 Percent Weekly Crash and Its Economic Ripple Effects
Crude oil futures just suffered their steepest weekly drop in over two years, with WTI plunging 14% to $78.93 and Brent falling 16% to $83.93. Meanwhile, the…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Hormuz Deescalation Sent Oil Crashing 12 Percent
Oil prices just suffered their biggest weekly drop in three years, with WTI crude tumbling 12.5% in five days. The catalyst? Surprise diplomatic talks between…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Energy Stocks Are Defying the Oil Price Drop
Crude oil just suffered its steepest weekly drop in months, with WTI falling over 5% to $82.35 a barrel. But energy stocks like ExxonMobil and Chevron are…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy a 5% Oil Drop Doesn't Mean Lower Gas Prices Yet
West Texas Intermediate crude slid below $85 a barrel on Iran ceasefire hopes, yet regular gasoline remains at $4.00 a gallon. In this episode, Lucas and Luna…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerThe Caspian Sea Crisis Widens the Oil Price Gap
The Brent-WTI crude spread has ballooned to nearly $8 a barrel, the widest in months. Lucas and Luna examine how Ukraine's strike on Iranian vessels in…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Falling Inflation Expectations Override Rising Oil Prices
Oil surged more than 5% in five days, with WTI futures above $89 and Brent near $97. But the bond market's 10-year breakeven inflation rate actually…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Gasoline Is Above 4 Dollars While Core Inflation Is Cooling
The national average for regular gasoline just crossed $4.00 a gallon, up from $3.85 a week ago. Yet core inflation — which strips out food and energy — is…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Oil Futures Contango Is Reshaping Producer Hedging
Episode 134 of Energy Economics with Fexingo dives into contango—a market structure where oil futures trade above spot prices. As of July 24, 2026, WTI crude…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow a 12 Percent Weekly Oil Surge Is Rattling the Fed
With Brent crude topping 100 dollars and WTI up 12 percent in five days, this episode of Energy Economics with Fexingo unpacks what the surge means for the…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Tops 98 Dollars as Tanker Strikes Reshape Risk
In this episode of Energy Economics with Fexingo, hosts Lucas and Luna break down the Houthi strikes on Saudi oil tankers that sent crude above $98. Lucas…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy China's Coal Power Surge Complicates Global Climate Goals
China is building more coal-fired power plants than the rest of the world combined, even as it leads in solar and wind installations. In this episode, Lucas…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow a Nuclear Revival Is Reshaping US Power Markets
Lucas and Luna explore the surprising resurgence of nuclear power in the United States. With AI data centers demanding round-the-clock electricity and natural…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Hurricane Season Is Sending Oil Above 85
Oil prices have surged past $85 a barrel, and it's not just geopolitics. This episode of Energy Economics with Fexingo looks at how an active Atlantic…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Solar Stocks Are Crashing While Oil Booms
Lucas and Luna dig into one of the sharpest divergences in markets right now: crude oil surging while solar stocks collapse. With WTI up 6.6% in a week and…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Iran Conflict Is Driving Oil Above 90 Dollars
In this episode of Energy Economics, Lucas and Luna examine how renewed Middle East hostilities are pushing oil prices higher, with WTI crude up 3.9% in five…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow a Nickel Glut Is Reshaping the EV Battery Race
Episode 126 of Energy Economics with Fexingo digs into the global nickel surplus that's reshaping electric vehicle battery costs. Lucas and Luna break…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Weather Shocks Are Driving Oil Above 90 Dollars
Brent crude has breached $90 a barrel for the first time in months, and this episode of Energy Economics with Fexingo digs into the real driver: extreme…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy a Major Carbon Pipeline Collapsed in July 2026
On July 19, 2026, the Midwest Carbon Express pipeline — a $3.5 billion project designed to transport captured CO2 from ethanol plants to underground storage —…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow a Nickel Glut Is Reshaping the EV Battery Race
This episode of Energy Economics with Fexingo dives into the global nickel market, which is sitting on a massive oversupply that has crushed prices and upended…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow AI Data Centers Are Reshaping Natural Gas Demand
The US power grid is facing an unexpected surge in electricity demand from AI data centers, and natural gas is filling the gap. With Henry Hub natural gas…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy the IEA Now Sees Peak Oil Demand by 2030
Episode 121 of Energy Economics with Fexingo dives into the International Energy Agency's latest World Energy Outlook, which for the first time projects…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Shell Oil Profits Fund Giant Share Buybacks
In a mid-July 2026 energy market defined by rising crude prices and falling clean-energy stocks, Shell's latest buyback announcement raises a fundamental…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Oil Stocks Are Surging While Solar Stocks Tumble in July 2026
In this episode of Energy Economics with Fexingo, Lucas and Luna dive into the growing divergence between oil and renewable energy stocks in July 2026. While…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Inflation Is Quietly Reshaping Energy Stock Bets
Energy stocks in July 2026 are polarised: oil majors like ExxonMobil and Chevron are up more than 5% in a week, while clean energy ETFs like iShares Global…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerWhy Brazil Tariffs Could Reshape Global Energy Trade
Episode 117 of Energy Economics with Fexingo explores how the new 25% US tariff on Brazilian goods could ripple through energy markets. Lucas and Luna examine…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Falling Inflation Is Reshaping Energy Stock Bets
With CPI cooling for the third straight month in June 2026, Lucas and Luna dig into the connection between inflation trends and the recent divergence between…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Cheap Natural Gas Is Reshaping US Power Markets
Episode 115 of Energy Economics with Fexingo. The hosts Lucas and Luna explore the surprising divergence in US energy markets this July 2026: while crude oil…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow Cheap Natural Gas Is Reshaping US Power Markets
Episode 114 of Energy Economics with Fexingo examines a quiet revolution in US power markets: natural gas prices have collapsed while oil surges. Lucas and…
Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of PowerHow the Hormuz Toll Plan Is Already Moving Oil Prices
West Texas Intermediate crude jumped nearly 10 percent in the last five trading days as the US escalated strikes against Iranian military assets and revived…