Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar Stocks Are Surging While Oil Craters in May 2026
Episode 10 of Energy Economics zooms in on the stunning divergence this week: WTI crude is down over 10% in five days, while solar stocks like Enphase Energy have surged nearly 29%. Lucas and Luna explore what's driving the rotation — from geopolitical hopes cooling oil risk to structural demand growth in renewables. They break down the numbers: WTI at $96.60, Brent at $100.21, versus the S&P Global Clean Energy Index up 5.1%. Plus, they ask whether this is a temporary trade or a signal that capital is finally shifting away from fossil fuels for good. With specific data and a critical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.