Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Are Crashing While Oil Booms
Lucas and Luna dig into one of the sharpest divergences in markets right now: crude oil surging while solar stocks collapse. With WTI up 6.6% in a week and Enphase down over 8%, they explore what's driving the split — from Iran supply fears to an EU solar panel glut. They also look at a surprising number showing that actual solar deployment is still growing fast, even as stocks get hammered. And Lucas explains why the 'peak oil demand' narrative might be real, but it's not stopping the next price spike.
#Oil #Solar #EnergyStocks #WTI #Enphase #FirstSolar #NextEra #Iran…
The skinny
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