Why Oil's Rebound Is Leaving Refiners Behind episode artwork

EPISODE · Aug 11, 2026 · 9 MIN

Why Oil's Rebound Is Leaving Refiners Behind

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

Oil prices have bounced hard — West Texas Intermediate is up nearly eight percent in five days, and Brent has followed. But gasoline at the pump is still above four dollars a gallon, and the stocks of refiners aren't celebrating the way producers are. In this episode, Lucas and Luna dig into the widening crack spread, the Gulf refining glut, and why the crude rally might be telling us more about supply fears than demand strength. They walk through the numbers: the five-day moves in WTI, Brent, the S&P energy sector, and a look at what the CPI report due Wednesday could mean for the Fed's next move. If you've wondered why your gas bill doesn't drop when oil dips — or why it's still high when oil jumps — this one's for you. #OilPrices #GasolinePrices #CrackSpread #Refining #EnergyStocks #WTI #Brent #S&P500 #CPI #FederalReserve #Inflation #GulfRefiningGlut #Economics #Business #FexingoBusiness #BusinessPodcast #EnergyEconomics #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo

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Why Oil's Rebound Is Leaving Refiners Behind

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This episode was published on August 11, 2026.

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