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 Gasoline Is Falling Faster Than Oil This Time
Episode 52 of Energy Economics with Fexingo. Oil prices have dropped sharply in early June 2026—WTI crude fell from $95 to near $84 in just a week, and Brent…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Gas Prices Stay High When Oil Drops 4 Dollars
Oil prices have fallen sharply over the past week — WTI crude dropped nearly 4 dollars, Brent is below 98. Yet at the pump, regular gasoline sits at $4.15 a…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Falling Even as Gas Prices Stay High
Oil prices have dropped 7 percent in five days, with WTI crude dipping to $84.88 and Brent to $87.33. Yet regular gasoline still averages $4.15 a gallon, down…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Iran Deal Could Crush Oil Prices Below 80
Crude is falling fast — WTI dropped 7% in a week as markets price in a potential Iran nuclear deal. Lucas and Luna break down the specific numbers: what an…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Are Falling as Iran Deal Nears
WTI crude has dropped 7 percent in five days, even as Brent hovers near $98. In this episode of Energy Economics with Fexingo, Lucas and Luna unpack the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Oil Drops 8 Percent on Iran Deal Hopes What Happens Next
Episode 47 of Energy Economics with Fexingo examines the dramatic 8.2% drop in oil prices over five sessions on news of a potential U.S.-Iran deal reopening…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Hidden Cost of U.S. Oil Export Infrastructure
Episode 46 of Energy Economics with Fexingo. Oil prices just dropped 6% in a week on hopes of a U.S.-Iran deal. Lucas and Luna drill into what that headline…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Dropped 4 Percent on Iran Strike Cancellation
On June 11, 2026, President Trump canceled planned strikes against Iran moments before they were set to launch. The Dow surged 700 points and crude oil tumbled…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Kuwait Airspace Closure Spikes Oil Above 95
On June 11, 2026, Brent crude sits at $97.50 and WTI at $95, driven by the Kuwait airspace closure and escalating Iran conflict. Lucas and Luna break down why…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Inflation Is Hitting 3-Year Highs as Oil Rises
Episode 43 of Energy Economics with Fexingo: oil at $95 a barrel, CPI at a 3-year high of 334, and clean energy stocks crashing. Lucas and Luna dig into why…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why LNG Export Capacity Is Becoming a Strategic Liability
Lucas and Luna unpack a counterintuitive risk in America's LNG boom: as the US becomes the world's largest exporter of liquefied natural gas…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Sank 26 Percent in a Week
As oil prices hold near $90 and clean energy stocks broadly tumble, Enphase Energy has cratered 26 percent in five trading days. Lucas and Luna break down what…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Companies Are Hedging Like Crazy
Episode 40 of Energy Economics digs into the quiet hedging frenzy sweeping oil producers. With WTI around $96 and Brent near $98 as of early June 2026…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Gas Prices Take Forever to Drop Even When Oil Crashes
Lucas and Luna crack open the puzzle that frustrates every driver: oil prices plunge, yet gas pumps barely budge. On June 8, 2026, WTI crude is around 91…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Rising as Clean Energy Stocks Crash in June 2026
Episode 38 of Energy Economics with Fexingo. Lucas and Luna examine the stunning divergence in June 2026: WTI crude at $96, up from $91 a week ago, while the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Growing Financial Cost of US Oil Export Capacity
As OPEC+ approves a fourth output quota hike since the Hormuz closure and Brent crude holds near $98 a barrel, a less-noticed bottleneck is emerging: US oil…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Clean Energy Stocks Are Falling While Oil Holds Steady
Episode 36 of Energy Economics with Fexingo. Oil is holding above $90 a barrel, but clean energy stocks are getting crushed—ICLN down 7.5%, TAN down 10%…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Battery Storage Is Crashing While Solar Stocks Sink
Episode 35 of Energy Economics with Fexingo. Lucas and Luna dig into a brutal June 2026 week for clean energy stocks — the Invesco Solar ETF and the iShares…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Clean Energy Stocks Are Falling Despite High Oil Prices
Oil is above 90 dollars a barrel, but clean energy stocks are getting crushed. This week, the Invesco Solar ETF, ticker T-A-N, dropped 10 percent. Enphase…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Clean Energy Stocks Are Falling While Solar Companies Struggle
On June 5, 2026, clean energy ETFs like ICLN and TAN have dropped sharply this week, while traditional energy stocks like Chevron and ConocoPhillips are up…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Utilities Are Overbuilding Gas Plants Beyond Reliability
Episode 32 of Energy Economics with Fexingo dives into a surprising trend: even as renewable capacity surges, U.S. utilities are building new natural gas…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Utilities Are Buying Gas Plants as Renewables Surge
Episode 31 of Energy Economics with Fexingo: Why utilities like NextEra Energy are investing in new natural gas plants even as solar and wind capacity grows…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Shell Is Spending More on Shareholders Than on Oil Production
Episode 30 of Energy Economics digs into Shell's 2025 annual report showing $23 billion returned to shareholders versus $18 billion in capital spending…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Shell Is Spending More on Shareholders Than on Oil Production
Episode 29 of Energy Economics with Fexingo digs into a quiet but telling shift: Shell and other European majors are returning record cash to shareholders…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why First Solar Is Surging While Big Oil Dithers
Episode 28 of Energy Economics with Fexingo. Lucas and Luna dig into the 13.6% weekly surge in First Solar stock as of June 3, 2026, while energy giants like…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Summer Gasoline Dilemma Refiners and Drivers Face
In this episode of Energy Economics with Fexingo, Lucas and Luna dig into a surprising disconnect: crude oil prices are up 5% in the past week, yet gasoline at…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Refiners Are Still Making Money Even as Oil Rebounds
After weeks of falling crude prices, oil has bounced back to $91 a barrel. But while that might seem bad for refiners — who buy oil as their raw material — the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Refiner Profit Machine When Oil Crashes
Episode 25 of Energy Economics with Fexingo dives into the surprising mechanics of refining margins when crude prices plummet. With WTI near 91 dollars and…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Refining Is Profitable When Oil Crashes
Episode 24 of Energy Economics with Fexingo. Oil is tumbling — WTI crude fell to $89.88 a barrel — but gasoline prices are barely budging, and refinery stocks…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Refiners Are Making Bank While Oil Prices Collapse
WTI crude has plunged 7 percent in a week to around 87 dollars a barrel. Yet gasoline at the pump has barely budged, hovering near 4.47 a gallon. In this…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why First Solar Is Surging While Oil Tumbles in May 2026
Episode 22 of Energy Economics with Fexingo explores the growing divergence between solar stocks and oil prices, using First Solar's 19 percent surge over…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Falling Faster Than Gas Prices
Episode 21 of Energy Economics with Fexingo digs into a puzzle that's frustrating drivers everywhere: crude oil has plunged, but the price at the pump has…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Gas Prices Are Stubborn Despite Oil's Plunge
Oil has dropped more than 7% in a week, yet the national average for regular gasoline has barely budged — falling just two cents to $4.47 a gallon. In Episode…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Natural Gas and Oil Divergence Is a Story of Summer Demand
Episode 19 of Energy Economics with Fexingo drills into the widening gap between crashing oil and surging natural gas in late May 2026. Lucas and Luna examine…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Natural Gas Is Surging While Oil Craters in May 2026
Why is natural gas up nearly 14% in a week while oil is crashing? Lucas and Luna dive into the diverging fortunes of these two commodities, examining the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Natural Gas Oil Divergence May 2026 Explained
Episode 17 of Energy Economics with Fexingo dives into the sharp divergence between natural gas and crude oil in late May 2026. While WTI crude dropped 8% in…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Energy Stock Disconnect: Oil Falls While Solar Surges
Lucas and Luna examine the dramatic divergence in energy markets in late May 2026: crude oil is down sharply — WTI dropped 5.1% in five days and Brent 8.2% —…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Is Outperforming Even Other Solar Stocks
Episode 15 of Energy Economics: While crude oil is in freefall—WTI down over 7 percent in five days—solar stocks are surging. But one name is leaving the rest…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Are Falling Faster Than Crude in 2026
Brent crude is down 7.4 percent in a week. But energy stocks like ExxonMobil and Chevron have fallen even more—Exxon is off 7.8 percent. Lucas and Luna unpack…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Stocks Are Falling Faster Than Crude
Oil prices are down sharply in late May 2026, but the stocks of major producers like ExxonMobil and Chevron are falling even faster. In this episode, Lucas and…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Rising Amid Middle East Strikes
Lucas and Luna break down the paradox of oil prices climbing on U.S. military strikes in Iran even as a diplomatic deal remains on the table. They explore how…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Energy Is Surging While Oil Tumbles
Episode 11 of Energy Economics with Fexingo: Why Enphase Energy is up 29% in a week while crude oil drops 10%. Lucas and Luna break down the microinverter…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Are Surging While Oil Craters in May 2026
Episode 10 of Energy Economics zooms in on the stunning divergence this week: WTI crude is down over 10% in five days, while solar stocks like Enphase Energy…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Falling While Stocks Hold Steady
With WTI crude down over 10% in a single week but energy stocks only slipping a few percent, Lucas and Luna explore the disconnect. They drill into the…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Natural Gas and Oil Are Diverging
WTI crude has fallen 10 percent in five days while natural gas is up 4 percent. Lucas and Luna dig into the structural factors behind the decoupling — from…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Geopolitics Is Dismantling the Oil Risk Premium
This episode of Energy Economics with Fexingo examines how a potential US-Iran ceasefire extension is reshaping oil markets. Lucas and Luna break down the 11…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Are Surging While Oil Tumbles in 2026
Lucas and Luna unpack the May 2026 market divergence where solar stocks like Enphase surged 29% and First Solar gained 10%, while WTI crude dropped 11% in five…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Enphase Energy Surges 27 Percent as Solar Stocks Rally
Episode 5 of Energy Economics with Fexingo dives into the stunning divergence between oil and solar stocks as of May 22, 2026. Lucas and Luna analyze Enphase…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Oil Rally Is Hiding a Divide Between Brent and WTI
Oil prices are climbing again — but not all barrels are created equal. WTI crude has plunged 10% in five days while Brent holds above $104. Lucas and Luna…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Barrel Price Disconnect WTI Crude Drops While Gas Stays High
Lucas and Luna dig into a weird disconnect in energy economics: WTI crude has fallen over ten percent in the last week, yet the national average for regular…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Oil Prices Drop While Energy Stocks Rally
In this episode of Energy Economics, Lucas and Luna explore a strange divergence: crude oil prices have tumbled over the past week, with WTI down more than 8…
- Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Enphase Energy Up 13 Percent in a Down Clean-Energy Week
On May 19, 2026, the energy market sends mixed signals: WTI crude sits above $101 a barrel, up nearly 3% in a week, while clean-energy ETFs like ICLN and TAN…