Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Dropped 9 Percent in a Week
WTI crude oil has plunged over 10% in five days to $75.60 a barrel, with Brent falling 9.4% to $79.13. Ironically, clean energy stocks like Enphase Energy are getting crushed too—the solar microinverter leader is down 9.2% to $49.90 this week, while ICLN is flat and NEE is up 1%. Lucas and Luna unpick the disconnect: why falling oil isn't automatically lifting solar and wind names. They walk through the 60-day moving average for Enphase, the role of interest rates in renewable valuations, and what the Fed meeting this week means for the sector. A specific look at why the oil-clean energy…
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