Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why the Oil-Renewables Divergence Matters for Investors
Lucas and Luna dig into the growing divergence between oil and clean energy stocks in July 2026. With WTI crude around $75 and Brent near $79, energy stocks are rallying while clean energy ETFs like ICLN and TAN are falling. They explore what's driving this split: Middle East tensions, US production constraints, and the IEA's revised demand forecast. Plus, they unpack the role of the 10-year breakeven inflation rate creeping up to 2.24% and how that affects the macro outlook for renewables. A focused look at one of the year's most persistent market disconnects.
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The skinny
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