Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power

Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power podcast cover
Fexingo Economics

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 macro picture — reserve currencies, inflation pass-through, sovereign risk — while Luna presses on real-world implications for manufacturers, commuters, and portfolio managers. No hot takes; just the actual numbers behind the headlines. For listeners who need to understand not just what oil or electricity costs today, but why — and what that means for the next investment, contract, or policy decision. Who wins and who loses when the price of power shifts by a dollar?

#EnergyEconomics#OilPrices#RenewableEnergy#BrentCrude#SolarCost#WindPower#OPEC#EIAInventory#IRENA#EnergyTransition#ElectricityMarkets#CommodityTrading#CarbonPricing#EnergyPolicy#NaturalGas#Business#FexingoBusiness#Economics

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Episodes

146 episodes

Why Gasoline Stays High While Crude Oil Falls

Aug 1, 2026 · 10:19
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Why Gasoline Is Rising While Crude Oil Falls

Jul 30, 2026 · 5:33
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Oil Futures Jump on Iran Strike While Clean Energy Crashes

Jul 30, 2026 · 6:18
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Why Oil and Clean Energy Stocks Are Falling Together

Jul 29, 2026 · 6:59
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Why Oil Is Falling Despite the Iran Strike Escalation

Jul 29, 2026 · 6:51
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Oil's 14 Percent Weekly Crash and Its Economic Ripple Effects

Jul 28, 2026 · 5:59
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How Hormuz Deescalation Sent Oil Crashing 12 Percent

Jul 28, 2026 · 5:37
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Why Energy Stocks Are Defying the Oil Price Drop

Jul 27, 2026 · 6:13
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Why a 5% Oil Drop Doesn't Mean Lower Gas Prices Yet

Jul 27, 2026 · 6:17
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The Caspian Sea Crisis Widens the Oil Price Gap

Jul 26, 2026 · 6:46
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Why Falling Inflation Expectations Override Rising Oil Prices

Jul 26, 2026 · 4:39
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Why Gasoline Is Above 4 Dollars While Core Inflation Is Cooling

Jul 25, 2026 · 7:09
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How Oil Futures Contango Is Reshaping Producer Hedging

Jul 24, 2026 · 6:54
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How a 12 Percent Weekly Oil Surge Is Rattling the Fed

Jul 23, 2026 · 6:31
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Why Oil Tops 98 Dollars as Tanker Strikes Reshape Risk

Jul 23, 2026 · 10:19
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Why China's Coal Power Surge Complicates Global Climate Goals

Jul 23, 2026 · 8:29
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How a Nuclear Revival Is Reshaping US Power Markets

Jul 22, 2026 · 7:50
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Why Hurricane Season Is Sending Oil Above 85

Jul 22, 2026 · 7:42
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Why Solar Stocks Are Crashing While Oil Booms

Jul 21, 2026 · 9:20
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How Iran Conflict Is Driving Oil Above 90 Dollars

Jul 21, 2026 · 8:05
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How a Nickel Glut Is Reshaping the EV Battery Race

Jul 20, 2026 · 7:52
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How Weather Shocks Are Driving Oil Above 90 Dollars

Jul 20, 2026 · 8:35
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Why a Major Carbon Pipeline Collapsed in July 2026

Jul 19, 2026 · 14:12
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How a Nickel Glut Is Reshaping the EV Battery Race

Jul 19, 2026 · 7:37
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How AI Data Centers Are Reshaping Natural Gas Demand

Jul 18, 2026 · 8:04
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Why the IEA Now Sees Peak Oil Demand by 2030

Jul 18, 2026 · 7:50
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How Shell Oil Profits Fund Giant Share Buybacks

Jul 17, 2026 · 10:13
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Why Oil Stocks Are Surging While Solar Stocks Tumble in July 2026

Jul 17, 2026 · 7:32
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How Inflation Is Quietly Reshaping Energy Stock Bets

Jul 16, 2026 · 8:22
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Why Brazil Tariffs Could Reshape Global Energy Trade

Jul 16, 2026 · 9:45
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How Falling Inflation Is Reshaping Energy Stock Bets

Jul 15, 2026 · 7:01
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How Cheap Natural Gas Is Reshaping US Power Markets

Jul 15, 2026 · 5:36
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How Cheap Natural Gas Is Reshaping US Power Markets

Jul 14, 2026 · 9:35
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How the Hormuz Toll Plan Is Already Moving Oil Prices

Jul 14, 2026 · 9:03
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The Strait of Hormuz Toll and What It Means for Oil Markets

Jul 13, 2026 · 8:28
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Why the Oil-Renewables Divergence Matters for Investors

Jul 13, 2026 · 9:58
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How the IEA Finally Changed Its Oil Forecast

Jul 12, 2026 · 8:22
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Why Gasoline Is Falling While Oil Rises in July 2026

Jul 12, 2026 · 9:19
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Why US Refiners Are Thriving While Drillers Struggle

Jul 11, 2026 · 8:06
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Why Oil Stocks Rise as Clean Energy ETFs Fall in July 2026

Jul 11, 2026 · 7:33
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Why Oil and Natural Gas Decoupled in July 2026

Jul 10, 2026 · 6:23
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Why Clean Energy ETFs Are Falling While Oil Rallies

Jul 10, 2026 · 8:23
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Why Natural Gas Is Diverging from Oil in July 2026

Jul 9, 2026 · 8:06
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What the Oil-Renewables Split Means for Your Portfolio

Jul 9, 2026 · 10:43
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Why Oil Is Surging While Solar Stocks Crash in July 2026

Jul 8, 2026 · 7:16
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Oil Jumps as Mideast Tensions Reshape Energy Markets

Jul 8, 2026 · 7:03
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Why Oil Is Spiking While Solar Stocks Keep Falling

Jul 8, 2026 · 8:53
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Why US Refiners Are Running Hot While Oil Drillers Cool Off

Jul 7, 2026 · 6:43
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Why Enphase Is Down 7 Percent While Oil Holds Steady

Jul 7, 2026 · 12:17
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Why US Oil Production Growth Has Hit a Wall

Jul 6, 2026 · 10:07
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Why US Oil Production Growth Has Hit a Wall

Jul 6, 2026 · 8:12
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Why Enphase and First Solar Are Crashing While Oil Holds Steady

Jul 5, 2026 · 9:35
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Why Enphase Is Down 9 Percent While Oil Holds Steady

Jul 5, 2026 · 8:21
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Why Enphase and First Solar Are Crashing While Oil Holds Steady

Jul 4, 2026 · 9:11
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Why PJMs Emergency Grid Actions Matter for Energy Prices

Jul 4, 2026 · 9:22
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Extreme Heat Is Testing US Power Grids and Energy Markets

Jul 3, 2026 · 7:09
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Why Oil and Solar Are Decoupling in Opposite Directions

Jul 3, 2026 · 9:52
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Why Oil and Renewables Are Decoupling Again

Jul 2, 2026 · 11:27
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Whats Driving the Divergence Between Oil and Gas Prices

Jul 2, 2026 · 9:08
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Why Refiners Are Making Money While Oil Prices Fall

Jul 1, 2026 · 6:43
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Iran Oil Exports at a 20% Premium Reshape Global Prices

Jul 1, 2026 · 8:37
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Oil at 69 as Iran Unlocks Exports at a Premium

Jul 1, 2026 · 8:49
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Why Oil and Solar Stocks Are Moving in Opposite Directions

Jun 30, 2026 · 9:32
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Why Natural Gas Prices Are Falling Despite Rising Power Demand

Jun 30, 2026 · 8:36
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Why Solar and Clean Energy Stocks Are Diverging from Oil

Jun 29, 2026 · 10:10
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AI Data Centers Are Reshaping Energy Markets

Jun 29, 2026 · 6:05
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Why Natural Gas Is Surging as Oil Stumbles

Jun 28, 2026 · 5:50
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Why WTI Dropped Below 70 on Iran Strikes But Gas Prices Stayed Sticky

Jun 28, 2026 · 11:45
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Why Tanker Attacks Oil Prices More Than You Think

Jun 27, 2026 · 8:34
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Why WTI Dropped Below 70 as US Strikes Iran

Jun 27, 2026 · 9:43
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Why Clean Energy Stocks Are Falling Faster Than Oil This Week

Jun 26, 2026 · 7:39
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Why Solar Stocks Are Falling Faster Than Oil

Jun 26, 2026 · 8:59
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Why Clean Energy Stocks Are Falling Faster Than Oil

Jun 25, 2026 · 8:20
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Why Oil Is Down and Natural Gas Is Quietly Rising

Jun 25, 2026 · 6:52
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Why the Oil Price Drop Is Not Good News for the Economy

Jun 24, 2026 · 6:55
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Why Oil Prices Are Falling While Gas Costs Stay High

Jun 24, 2026 · 7:50
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How Factory Job Cuts Are Weakening Oil Demand More Than Supply

Jun 23, 2026 · 7:37
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Why Natural Gas Is Rising While Oil Drops

Jun 23, 2026 · 5:47
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The Oil Stock Crash Is Sending a Signal About Earnings

Jun 22, 2026 · 6:22
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Why Oil Stocks Are Falling Faster Than Crude Oil

Jun 22, 2026 · 8:38
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Why Oil Stocks Are Plunging Faster Than Crude Itself

Jun 21, 2026 · 11:39
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How Natural Gas Became the New Safe Haven in an Oil Crisis

Jun 21, 2026 · 8:44
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Why Oil Plunges as the Strait of Hormuz Closes Again

Jun 20, 2026 · 7:51
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Why the Oil-Gasoline Gap Finally Narrows

Jun 20, 2026 · 7:40
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Why Oil Drops While Gas Prices Stay Sticky

Jun 19, 2026 · 6:41
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How Gas Stations Are Gaming the Price Drop

Jun 19, 2026 · 7:51
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Why Oil Is Down 7 Percent in a Week and What It Means for Gas Prices

Jun 18, 2026 · 7:48
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Why Enphase Is down 13 Percent in a Week

Jun 18, 2026 · 6:20
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Why Enphase Dropped 9 Percent in a Week

Jun 17, 2026 · 5:59
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Three Iranian Tankers Test a New Oil Price Normal

Jun 17, 2026 · 5:25
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Why Oil Is Down 14 Percent While Clean Energy Stocks Surge

Jun 16, 2026 · 7:54
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Why Chinese Demand Drop Is Hitting Oil Harder Than Supply Cuts

Jun 16, 2026 · 8:54
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The Hidden Carbon Cost of Iran Deal Oil

Jun 15, 2026 · 8:10
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Why Oil Is Falling Faster Than Gasoline This Time

Jun 15, 2026 · 9:20
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Why Gasoline Is Falling Faster Than Oil This Time

Jun 14, 2026 · 9:58
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How Gas Prices Stay High When Oil Drops 4 Dollars

Jun 14, 2026 · 8:58
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Why Oil Is Falling Even as Gas Prices Stay High

Jun 13, 2026 · 7:37
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Why the Iran Deal Could Crush Oil Prices Below 80

Jun 13, 2026 · 7:34
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Why Oil Stocks Are Falling as Iran Deal Nears

Jun 12, 2026 · 8:13
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Oil Drops 8 Percent on Iran Deal Hopes What Happens Next

Jun 12, 2026 · 7:26
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The Hidden Cost of U.S. Oil Export Infrastructure

Jun 12, 2026 · 9:33
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Why Oil Dropped 4 Percent on Iran Strike Cancellation

Jun 11, 2026 · 8:55
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Why the Kuwait Airspace Closure Spikes Oil Above 95

Jun 11, 2026 · 10:24
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Why Inflation Is Hitting 3-Year Highs as Oil Rises

Jun 10, 2026 · 8:33
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Why LNG Export Capacity Is Becoming a Strategic Liability

Jun 10, 2026 · 12:49
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Why Enphase Sank 26 Percent in a Week

Jun 9, 2026 · 10:25
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Why Oil Companies Are Hedging Like Crazy

Jun 9, 2026 · 6:44
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Why Gas Prices Take Forever to Drop Even When Oil Crashes

Jun 8, 2026 · 6:49
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Why Oil Is Rising as Clean Energy Stocks Crash in June 2026

Jun 8, 2026 · 7:41
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The Growing Financial Cost of US Oil Export Capacity

Jun 7, 2026 · 10:25
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Why Clean Energy Stocks Are Falling While Oil Holds Steady

Jun 7, 2026 · 7:56
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Why Battery Storage Is Crashing While Solar Stocks Sink

Jun 6, 2026 · 6:21
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Why Clean Energy Stocks Are Falling Despite High Oil Prices

Jun 6, 2026 · 6:40
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Why Clean Energy Stocks Are Falling While Solar Companies Struggle

Jun 5, 2026 · 7:25
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How Utilities Are Overbuilding Gas Plants Beyond Reliability

Jun 5, 2026 · 9:54
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Why Utilities Are Buying Gas Plants as Renewables Surge

Jun 4, 2026 · 9:46
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Why Shell Is Spending More on Shareholders Than on Oil Production

Jun 4, 2026 · 5:16
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How Shell Is Spending More on Shareholders Than on Oil Production

Jun 3, 2026 · 10:30
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Why First Solar Is Surging While Big Oil Dithers

Jun 3, 2026 · 6:51
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The Summer Gasoline Dilemma Refiners and Drivers Face

Jun 2, 2026 · 7:07
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Why Refiners Are Still Making Money Even as Oil Rebounds

Jun 2, 2026 · 8:29
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The Refiner Profit Machine When Oil Crashes

Jun 1, 2026 · 8:35
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Why Refining Is Profitable When Oil Crashes

Jun 1, 2026 · 6:48
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Why Refiners Are Making Bank While Oil Prices Collapse

May 31, 2026 · 8:13
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Why First Solar Is Surging While Oil Tumbles in May 2026

May 31, 2026 · 9:29
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Why Oil Is Falling Faster Than Gas Prices

May 30, 2026 · 6:59
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Why Gas Prices Are Stubborn Despite Oil's Plunge

May 30, 2026 · 7:52
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The Natural Gas and Oil Divergence Is a Story of Summer Demand

May 29, 2026 · 8:05
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Natural Gas Is Surging While Oil Craters in May 2026

May 29, 2026 · 10:05
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The Natural Gas Oil Divergence May 2026 Explained

May 28, 2026 · 6:09
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The Energy Stock Disconnect: Oil Falls While Solar Surges

May 28, 2026 · 8:08
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Why Enphase Is Outperforming Even Other Solar Stocks

May 27, 2026 · 8:31
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Why Oil Stocks Are Falling Faster Than Crude in 2026

May 27, 2026 · 10:18
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Why Oil Stocks Are Falling Faster Than Crude

May 26, 2026 · 10:13
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Why Oil Is Rising Amid Middle East Strikes

May 26, 2026 · 6:46
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Why Enphase Energy Is Surging While Oil Tumbles

May 25, 2026 · 7:13
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Why Solar Stocks Are Surging While Oil Craters in May 2026

May 25, 2026 · 6:59
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Why Oil Is Falling While Stocks Hold Steady

May 24, 2026 · 6:54
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Why Natural Gas and Oil Are Diverging

May 24, 2026 · 5:22
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How Geopolitics Is Dismantling the Oil Risk Premium

May 23, 2026 · 6:49
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Why Solar Stocks Are Surging While Oil Tumbles in 2026

May 23, 2026 · 8:54
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Enphase Energy Surges 27 Percent as Solar Stocks Rally

May 22, 2026 · 9:45
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Why the Oil Rally Is Hiding a Divide Between Brent and WTI

May 22, 2026 · 7:56
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The Barrel Price Disconnect WTI Crude Drops While Gas Stays High

May 21, 2026 · 7:13
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Oil Prices Drop While Energy Stocks Rally

May 21, 2026 · 8:59
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Enphase Energy Up 13 Percent in a Down Clean-Energy Week

May 19, 2026 · 10:43
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