Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Clean Energy Stocks Are Falling Together
In this episode, Lucas and Luna explore the unusual simultaneous sell-off in oil and clean energy stocks. With WTI crude dropping 5.6% to $84.33 and the iShares Global Clean Energy ETF falling 6.6%, the hosts examine what’s driving the broad energy sell-off despite ongoing geopolitical tensions in Iran. They discuss the Fed’s divided rate decision, recession fears overriding supply risks, and why gasoline prices remain stubbornly high. The episode also considers what a coordinated drop means for renewable energy valuations and whether demand destruction is finally catching up with oil…
The skinny
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