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 percent weekly drop in WTI crude to $96.60, despite gasoline staying above $4.49 and core CPI rising. They explore why the 'risk premium' built into crude prices is unwinding, what it means for energy stocks and the broader inflation picture, and why solar stocks like Enphase have surged 29 percent in the same week. Specific data and historical context drive the conversation, with no broad predictions—just clear analysis of the forces at work. #OilPrices #WTI #IranCeasefire #Geopolitics #RiskPremium #Inflation #EnergyStocks #SolarStocks #Enphase #XLE #CPI #FexingoBusiness #BusinessPodcast #Economics #EnergyEconomics #CrudeOil #GasPrices #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo