Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
What the Oil-Renewables Split Means for Your Portfolio
With crude oil surging 6.6 percent in a week while clean energy ETFs like TAN drop 6.3 percent, Lucas and Luna drill into the mechanics behind the latest decoupling. They examine how Iran-U.S. tensions are tightening physical supply, why renewables are selling off despite the Biden administration's new solar tariff exemptions, and what the widening gap between WTI at $73 and the ICLN clean energy ETF at $19 signals for investors. Lucas breaks down the backwardation in Brent futures, Luna questions whether the selloff in solar names like Enphase and First Solar is creating a buying…
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