Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Energy Is Surging While Oil Tumbles
Episode 11 of Energy Economics with Fexingo: Why Enphase Energy is up 29% in a week while crude oil drops 10%. Lucas and Luna break down the microinverter maker's specific advantages—its U.S. manufacturing footprint, the Inflation Reduction Act tailwind, and the sell-off in oil that is rotating capital into clean energy. They also discuss the broader divergence between the XLE energy sector ETF (down 1.8%) and the TAN solar ETF (up 5.3%), and what it means for investors. Plus, a quick note on how listener support keeps the show ad-free at buy me a coffee dot com slash fexingo…
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