Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase and First Solar Are Crashing While Oil Holds Steady
On this episode of Energy Economics with Fexingo, Lucas and Luna dig into the brutal divergence between solar stocks and crude oil in early July 2026. While WTI hovers around $69 a barrel and big oil majors like Exxon and Chevron are flat to slightly positive, Enphase has cratered 9.5 percent in five days and First Solar is down 6 percent. The hosts examine what's driving the sell-off: rising interest rates that squeeze the project-finance model for residential solar, excess panel inventory flooding the market, and the broader rotation away from growth-sensitive clean energy names into…
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