Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Enphase Energy Surges 27 Percent as Solar Stocks Rally
Episode 5 of Energy Economics with Fexingo dives into the stunning divergence between oil and solar stocks as of May 22, 2026. Lucas and Luna analyze Enphase Energy's 27 percent weekly gain against a backdrop of sliding crude prices—WTI crude at $95.84, down nearly 12 percent in five days. They unpack whether the rally in clean energy names like First Solar and the Invesco Solar ETF reflects genuine sector momentum or a short-term rotation out of fossil fuels. With inflation breakevens easing and the 10-year Treasury yield slipping, the hosts question if lower rates are finally unlocking…
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