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 export infrastructure. Lucas and Luna break down why the Permian Basin's surging production is running into terminal constraints, how that affects the WTI-Brent spread, and what it means for gasoline prices heading into summer 2026. With the WTI-Brent spread recently exceeding $5 — the widest since 2020 — the episode examines whether the US can actually ship its oil to global markets. This isn't about pipelines or drilling; it's about docks, dredging, and the economics of exporting crude faster than the Gulf Coast can handle it. #OilPrices #USOilExports #WTIBrentSpread #PermianBasin #OPECPlus #HormuzClosure #CrudeOil #EnergyInfrastructure #GulfCoast #GasolinePrices #Refining #EnergyEconomics #Economics #Commodities #FexingoBusiness #BusinessPodcast #EnergyMarkets #SummerDrivingSeason Keep every episode free: buymeacoffee.com/fexingo