Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Solar Stocks Are Moving in Opposite Directions
Crude oil is down five percent over the last week while solar stocks are up. Lucas and Luna unpack what's driving the divergence. They look at falling WTI and Brent prices, the slide in Chevron and ConocoPhillips, and the surprising resilience of clean energy names like Enphase. The hosts dig into three forces at play: a demand slowdown in manufacturing, the pull of AI data centers on natural gas and renewables, and a rotation in investor sentiment that treats solar and storage as infrastructure plays rather than speculative growth bets. Lucas points to First Solar's drop as a…
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