Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase and First Solar Are Crashing While Oil Holds Steady
Episode 95 of Energy Economics with Fexingo examines the sharp divergence between oil and clean energy stocks in mid-2026. With WTI crude hovering around $71 and Brent at $72, energy sector equities like Exxon and Chevron are flat to slightly down on the week. Meanwhile, Enphase Energy has plunged 9.5% in five days and First Solar is down over 6%. Lucas and Luna dig into the specific pressures on solar stocks: high interest rates squeezing residential solar demand, inventory gluts in Europe, and a policy vacuum in Washington. They contrast this with oil's relative stability, supported by…
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