Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Giants Outpace Clean Energy Despite the Green Push
On this episode of Energy Economics, Lucas and Luna explore a striking market divergence: while crude oil prices have climbed to $86 a barrel, clean energy stocks like Enphase and First Solar have tumbled more than five percent in a week. They unpack the fundamentals driving fossil fuel producers—from resilient global demand to disciplined capital spending—and contrast it with the headwinds facing renewables, including higher interest rates and supply chain pressures. The conversation also touches on what this means for investors and the energy transition, asking whether the current rotation…
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