Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Battery Storage Is Crashing While Solar Stocks Sink
Episode 35 of Energy Economics with Fexingo. Lucas and Luna dig into a brutal June 2026 week for clean energy stocks — the Invesco Solar ETF and the iShares Global Clean Energy ETF both plunged over 7% while oil and gas names held steady. But the real story isn't solar; it's battery storage. Enphase Energy, a major inverter and battery play, dropped 12% in five days, far worse than First Solar's 8% slide. Why? The hosts unpack a specific squeeze: record U.S. battery deployments in 2025 have flooded the market, pushing down system pricing and compressing margins for…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.