Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Surging While Solar Stocks Crash in July 2026
WTI crude has jumped 7% in five days to $73.53 while the Invesco Solar ETF TAN has dropped 7%. Lucas and Luna examine the growing divergence between fossil fuel and renewable energy markets in July 2026. They dig into the specific drivers: rising Middle East tensions after Trump expressed uncertainty about an Iran deal, supply constraints pushing Brent above $77, and clean energy stocks getting hammered by higher interest rate expectations after Fed minutes revealed a split on rate direction. Enphase Energy (ENPH) has fallen 10% in a week. But NextEra Energy (NEE) is actually up 1.5%, showing…
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