Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
The Energy Stock Disconnect: Oil Falls While Solar Surges
Lucas and Luna examine the dramatic divergence in energy markets in late May 2026: crude oil is down sharply — WTI dropped 5.1% in five days and Brent 8.2% — while solar stocks are rallying hard, with Enphase Energy up 32% and First Solar up 15%. They explore why oil producers like Exxon and Chevron are falling harder than the commodity itself, and whether the clean-energy surge is a lasting rotation or a temporary geopolitical trade. The hosts also discuss the Fed's persistent inflation concerns, as Kashkari and Goolsbee both flagged energy inflation as stickier than expected. Specific…
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