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 PowerThe 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…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Oil-Renewables Divergence Matters for Investors
Lucas and Luna dig into the growing divergence between oil and clean energy stocks in July 2026. With WTI crude around $75 and Brent near $79, energy stocks…
- 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…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Gasoline Is Falling While Oil Rises in July 2026
In Episode 109 of Energy Economics with Fexingo, Lucas and Luna unpack a strange divergence: WTI crude is up 1.4% this week, but regular gasoline has dropped…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why US Refiners Are Thriving While Drillers Struggle
US oil refiners are running near full capacity and posting strong margins, even as crude oil production growth stalls. Lucas and Luna examine the structural…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Rise as Clean Energy ETFs Fall in July 2026
This episode of Energy Economics unpacks the growing decoupling between oil stocks and clean energy ETFs in July 2026. With WTI crude up more than 4 percent in…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Natural Gas Decoupled in July 2026
In this episode, Lucas and Luna explore the growing divergence between crude oil and natural gas prices. WTI crude has risen nearly 4 percent in the past five…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Clean Energy ETFs Are Falling While Oil Rallies
Oil prices are up more than 5% in the last five days, but clean energy ETFs like ICLN and TAN are down. Lucas and Luna break down the divergence: oil is…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Is Diverging from Oil in July 2026
Lucas and Luna dig into a striking market anomaly: while crude oil has rallied 4-5% in the past week, natural gas has dropped 7.6%. They explore the structural…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
What the Oil-Renewables Split Means for Your Portfolio
With crude oil surging 6.6 percent in a week while clean energy ETFs like TAN drop 6.3 percent, Lucas and Luna drill into the mechanics behind the latest…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Surging While Solar Stocks Crash in July 2026
WTI crude has jumped 7% in five days to $73.53 while the Invesco Solar ETF TAN has dropped 7%. Lucas and Luna examine the growing divergence between fossil…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Oil Jumps as Mideast Tensions Reshape Energy Markets
WTI crude oil surged 8% in five days to $74 a barrel as U.S. airstrikes against Iran stoked supply fears. Lucas and Luna examine why oil is spiking while clean…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Spiking While Solar Stocks Keep Falling
Episode 100 of Energy Economics with Fexingo drills into a striking divergence: West Texas Intermediate crude jumped 5.9% in five days to $72.71 as US strikes…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why US Refiners Are Running Hot While Oil Drillers Cool Off
Episode 99 of Energy Economics with Fexingo. Lucas and Luna dig into a striking divergence: US refiners are posting fat margins and running near full capacity…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Is Down 7 Percent While Oil Holds Steady
In this episode of Energy Economics with Fexingo, Lucas and Luna dig into the widening gap between oil and solar stocks. WTI crude has held near $69 a barrel…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why US Oil Production Growth Has Hit a Wall
US oil production growth has flatlined despite high prices. Lucas and Luna dive into the reasons: Permian Basin depletion, shareholder discipline, and rising…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why US Oil Production Growth Has Hit a Wall
Lucas and Luna dive into why US oil output growth is stalling despite high prices, examining the Permian Basin's 'infill drilling' exhaustion…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase and First Solar Are Crashing While Oil Holds Steady
Episode 95 of Energy Economics with Fexingo examines the sharp divergence between oil and clean energy stocks in mid-2026. With WTI crude hovering around $71…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Is Down 9 Percent While Oil Holds Steady
Episode 94 of Energy Economics with Fexingo: Why did Enphase Energy plunge 9.5% in five days while crude oil barely budged? Lucas and Luna drill into the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase and First Solar Are Crashing While Oil Holds Steady
On this episode of Energy Economics with Fexingo, Lucas and Luna dig into the brutal divergence between solar stocks and crude oil in early July 2026. While…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why PJMs Emergency Grid Actions Matter for Energy Prices
The largest US power grid, PJM, has escalated emergency measures to avoid blackouts amid extreme heat and surging demand from AI data centers. In this episode…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Extreme Heat Is Testing US Power Grids and Energy Markets
As an extreme heat wave threatens the US power grid just before July Fourth, Lucas and Luna dig into the data behind electricity supply, demand, and pricing…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Solar Are Decoupling in Opposite Directions
Episode 90 of Energy Economics with Fexingo: Lucas and Luna unpack the sharp divergence between oil and solar stocks in early July 2026. While WTI crude hovers…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Renewables Are Decoupling Again
WTI crude is down 3.1% over five days while solar giant Enphase has plunged 10.1% and First Solar has dropped 7.8%; clean energy stocks are selling off even…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Whats Driving the Divergence Between Oil and Gas Prices
Episode 88 of Energy Economics with Fexingo digs into a puzzle that's playing out right now: West Texas Intermediate crude has dropped to around…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Refiners Are Making Money While Oil Prices Fall
WTI crude is down 1.4% in five days, but refining stocks like Valero and Marathon Petroleum are holding up. Lucas and Luna break down the divergence: crack…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Iran Oil Exports at a 20% Premium Reshape Global Prices
Iran claims to be selling oil at a 20% premium, with 40 million barrels exported after the end of the US blockade. WTI crude is at $68.95, while Brent has…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Oil at 69 as Iran Unlocks Exports at a Premium
WTI crude has slipped to $69.60 as Iran announces it is selling oil at a 20% premium after exporting 40 million barrels. Lucas and Luna break down why Iran can…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Solar Stocks Are Moving in Opposite Directions
Crude oil is down five percent over the last week while solar stocks are up. Lucas and Luna unpack what's driving the divergence. They look at falling WTI…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Prices Are Falling Despite Rising Power Demand
Natural gas futures dropped over 5% in the last week, even as power demand from AI data centers surges. Lucas and Luna dig into the disconnect: why the Henry…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar and Clean Energy Stocks Are Diverging from Oil
Episode 82 of Energy Economics with Fexingo digs into the growing disconnect between oil prices and clean energy stocks. With WTI crude around $79 and Brent at…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
AI Data Centers Are Reshaping Energy Markets
This episode examines how the surging electricity demand from AI data centers is reshaping energy markets and creating new dynamics in the shift to renewables…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Is Surging as Oil Stumbles
In Episode 80 of Energy Economics with Fexingo, Lucas and Luna explore the growing divergence between crude oil and natural gas markets. With WTI crude sliding…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why WTI Dropped Below 70 on Iran Strikes But Gas Prices Stayed Sticky
WTI crude briefly dipped below $70 a barrel after the US struck Iranian targets in response to a tanker hit in the Strait of Hormuz. But retail gasoline only…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Tanker Attacks Oil Prices More Than You Think
On June 27, 2026, a tanker was struck in the Strait of Hormuz as U.S.-Iran tensions escalate. But instead of spiking, WTI crude dropped 7.5% in five days to…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why WTI Dropped Below 70 as US Strikes Iran
Episode 77 of Energy Economics examines the sharp 7.5% weekly drop in WTI crude, which fell below $70 a barrel on June 26 after the US struck Iranian targets…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Clean Energy Stocks Are Falling Faster Than Oil This Week
The clean energy sector is getting crushed. This week, the iShares Global Clean Energy ETF (ICLN) dropped 9.2 percent, while WTI crude slipped 'only'…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Are Falling Faster Than Oil
Episode 75 of Energy Economics examines a surprising divergence: while WTI crude stabilizes near $71, clean energy ETFs like ICLN and TAN have dropped 4-5% in…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Clean Energy Stocks Are Falling Faster Than Oil
Oil is down but clean energy stocks like Enphase and First Solar are dropping even more. Lucas and Luna dig into the data behind the divergence: the ICLN clean…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Down and Natural Gas Is Quietly Rising
Oil prices have erased their wartime gains as tanker traffic resumes through the Strait of Hormuz, with WTI crude falling to $69 a barrel. But natural gas is…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Oil Price Drop Is Not Good News for the Economy
Crude oil has fallen 8 percent in the last five days, with WTI now below $71 a barrel. But Lucas and Luna explain why this isn't the economic tailwind it…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Prices Are Falling While Gas Costs Stay High
Lucas and Luna break down the growing disconnect between crude oil prices and the price at the pump. With WTI crude down over 5% in the last week but gasoline…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Factory Job Cuts Are Weakening Oil Demand More Than Supply
Oil prices are down 4.5 percent in a week, but the driver isn't the Strait of Hormuz or OPEC — it's a collapse in factory employment that's…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas Is Rising While Oil Drops
Crude oil is down nearly 5 percent in a week, but natural gas is up almost 5 percent. Lucas and Luna break down the divergence: LNG exports, summer demand, and…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Oil Stock Crash Is Sending a Signal About Earnings
Even as crude oil wobbles around 73 dollars a barrel, oil stocks are falling faster — the XLE energy ETF is down more than 3 percent in a week while WTI is…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Are Falling Faster Than Crude Oil
Crude oil is down modestly this week, but energy stocks are getting crushed — XLE has fallen over 6% in five days, and ExxonMobil, Chevron, and ConocoPhillips…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Are Plunging Faster Than Crude Itself
In Episode 66 of Energy Economics with Fexingo, Lucas and Luna examine a striking divergence in today's markets: crude oil is down about 5% this week, but…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Natural Gas Became the New Safe Haven in an Oil Crisis
In this episode of Energy Economics with Fexingo, Lucas and Luna explore the surprising divergence between oil and natural gas markets in mid-2026. While WTI…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Plunges as the Strait of Hormuz Closes Again
Episode 64 of Energy Economics with Fexingo digs into the paradox of crude prices dropping sharply even as Iran reportedly closes the Strait of Hormuz again…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Oil-Gasoline Gap Finally Narrows
Episode 63: Lucas and Luna break down why after months of sticky gasoline prices, the gap between crude oil and pump prices is finally closing. With WTI crude…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Drops While Gas Prices Stay Sticky
Episode 62 of Energy Economics with Fexingo. WTI crude has slid 5% in a week to $76.50, but the national average for regular gasoline is still $4.05 a gallon…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Gas Stations Are Gaming the Price Drop
Lucas and Luna break down why retail gasoline isn't falling as fast as crude oil in June 2026, even with WTI down to $76 a barrel. They examine the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Down 7 Percent in a Week and What It Means for Gas Prices
On this episode of Energy Economics with Fexingo, Lucas and Luna examine why crude oil has fallen 7.6 percent in the last five days — the sharpest weekly drop…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Is down 13 Percent in a Week
Enphase Energy has dropped 13 percent in five trading days, far outpacing the broader selloff in solar and clean energy stocks. Lucas and Luna unpack the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Dropped 9 Percent in a Week
WTI crude oil has plunged over 10% in five days to $75.60 a barrel, with Brent falling 9.4% to $79.13. Ironically, clean energy stocks like Enphase Energy are…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Three Iranian Tankers Test a New Oil Price Normal
Episode 57 of Energy Economics with Fexingo examines the surprising escape of three Iranian tankers from a U.S. blockade and what it means for oil prices. With…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Down 14 Percent While Clean Energy Stocks Surge
Oil just had its worst week in months — WTI crude fell 14.4% in five days — while clean energy stocks like First Solar and the Invesco Solar ETF jumped. Lucas…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Chinese Demand Drop Is Hitting Oil Harder Than Supply Cuts
Oil has cratered more than eight percent in five days, with WTI crude now at $80.36 a barrel. The usual suspects — Middle East tensions, OPEC+ meetings —…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Carbon Cost of Iran Deal Oil
Oil crashed 10 percent this week on the Iran deal announcement. But Lucas and Luna unpack the hidden carbon cost that the market is ignoring: how much new…
- 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…