Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil Is Down 14 Percent While Clean Energy Stocks Surge
Oil just had its worst week in months — WTI crude fell 14.4% in five days — while clean energy stocks like First Solar and the Invesco Solar ETF jumped. Lucas and Luna dig into the mechanics of this decoupling: the Iran deal, Chinese demand fears, and why solar stocks are rallying even as interest rates stay elevated. Plus, they look at what's different about this sell-off versus the oil crashes of 2020 and 2014, and whether the clean energy rally has legs. A data-driven conversation about capital flows, supply shocks, and the real cost of power in mid-2026.
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The skinny
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