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Why Enphase Is Outperforming Even Other Solar Stocks
Episode 15 of Energy Economics: While crude oil is in freefall—WTI down over 7 percent in five days—solar stocks are surging. But one name is leaving the rest in the dust: Enphase Energy is up 34 percent in the same five-day window, while the broader solar ETF TAN is up 12 percent. Lucas and Luna dig into why Enphase specifically is rallying so hard: its microinverter technology is winning share in a market that's worried about tariff exposure on Chinese-made panels. They also discuss what this says about the broader energy transition: investors are getting pickier, rewarding companies…
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