Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Inflation Is Quietly Reshaping Energy Stock Bets
Energy stocks in July 2026 are polarised: oil majors like ExxonMobil and Chevron are up more than 5% in a week, while clean energy ETFs like iShares Global Clean Energy and Invesco Solar are down sharply. Lucas and Luna unpack why falling inflation — core CPI dipped to 332.6 in June — is shifting investor preferences toward fossil fuel producers and away from renewables. They discuss how lower breakeven inflation rates make long-duration clean energy projects less attractive, while oil companies with strong cash flows become the default safe haven. The hosts also touch on Dallas Fed President…
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