How 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 days to $82 and Brent surging 4.9% to $88. They discuss the Strait of Hormuz toll plan, its impact on shipping costs, and why analysts warn inflation fears are resurging. The hosts contrast oil's rally with the clean energy sector's decline, noting the Invesco Solar ETF (TAN) fell 4.4% and Enphase Energy dropped 12.3% over the same period. They explore whether higher oil prices could ultimately accelerate renewable adoption by making alternatives more cost-competitive, and what the divergence means for energy investors. Specific data points include the 10-year breakeven inflation rate rising to 2.25% and the PCE price index ticking up to 131.5. The episode concludes with a forward-looking question about peak oil demand and the long-term energy transition. #IranConflict #StraitOfHormuz #OilPrices #WTI #Brent #Inflation #RenewableEnergy #SolarStocks #EnphaseEnergy #CleanEnergy #EnergyEconomics #FexingoBusiness #BusinessPodcast #Economics #OilAndGas #Geopolitics #SupplyChain #EnergyTransition Keep every episode free: buymeacoffee.com/fexingo