Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Are Surging While Oil Tumbles
On this episode of Energy Economics, Lucas and Luna dig into a striking divergence: crude oil prices have slid over the past week — WTI down to around $80 a barrel, Brent down to the mid-80s — while solar and clean energy stocks are rallying hard. First Solar jumped over 16% in five days, and the Invesco Solar ETF is up more than 4%. What's driving this rotation? Lucas breaks down the shift in investor sentiment, from geopolitical risk premium fading in the Middle East to a surprisingly resilient appetite for renewable energy plays. They also chew on the mixed signals in the data…
The skinny
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