Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Oil and Solar Are Decoupling in Opposite Directions
Episode 90 of Energy Economics with Fexingo: Lucas and Luna unpack the sharp divergence between oil and solar stocks in early July 2026. While WTI crude hovers near $69 and energy sector ETFs like XLE slip, solar heavyweight Enphase has plunged nearly 10% in five days—its worst stretch in months. First Solar also down 6%. Meanwhile, the broader clean-energy ETF ICLN is actually up. What gives? The hosts drill into one specific driver: the labor market shock from a falling participation rate, which is hitting solar demand more than oil demand. They also examine how natural gas is quietly…
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