Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Surge While Oil Tumbles
In this episode of Energy Economics, Lucas and Luna explore the striking divergence between solar stocks and oil prices. While crude oil has plunged nearly 10% in a week, solar stocks like First Solar and Enphase have soared. Lucas breaks down the forces driving this split: falling input costs, policy tailwinds, and a market recalibrating toward energy transition plays. They also examine what a potential Hormuz deal could mean for oil's future, and why the recent oil crash hasn't yet translated to lower gasoline prices. With a sharp eye on the data, they discuss how investors are…
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