Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Rising as Clean Energy Stocks Crash in June 2026
Episode 38 of Energy Economics with Fexingo. Lucas and Luna examine the stunning divergence in June 2026: WTI crude at $96, up from $91 a week ago, while the Invesco Solar ETF (TAN) has plunged 10% in five days and Enphase Energy is down 12%. The hosts unpack the geopolitical catalyst—new Iran-Israel strikes threatening a fragile ceasefire—and the structural story: surging US oil exports are tightening domestic supply even as global tensions spike. They also explain why utility-scale solar stocks like NextEra Energy bucked the selloff, gaining 3.4%, and what that says about the split between…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.