Why Gas Prices Stay High While Crude Slips

On this episode of Energy Economics, Lucas and Luna dig into a puzzle that's been frustrating drivers all summer: crude oil is down from its spring peak, yet the average gallon of regular still costs $4.01. They trace the disconnect to a refining system stretched thin by planned maintenance and export demand, while a quiet build in gasoline inventories offers only modest relief. They also gauge what falling natural gas prices mean for the power grid, and why clean energy stocks like First Solar and Enphase have taken a hit despite the long-term tailwinds. Finally, they touch on the broader inflation picture—with core CPI still elevated and Treasury yields at 19-year highs—and what it all signals for the Federal Reserve's next move. If you've wondered why your fill-up doesn't reflect the headlines, this episode connects the dots with specific numbers and a clear-eyed look at the structure of the market. #GasPrices #CrudeOil #RefiningMargins #Inflation #EnergyEconomics #OilMarket #NaturalGas #CleanEnergy #FederalReserve #TreasuryYields #CPI #PowerGrid #FirstSolar #Enphase #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo