Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Oil Futures Jump on Iran Strike While Clean Energy Crashes
After last week's de-escalation-driven selloff, oil futures are spiking again following the U.S. strike on Iran. WTI crude futures are up 2.6% in the past five days to $84.78, and Brent is up 3.1% to $91.13. Meanwhile, clean energy ETFs like ICLN and TAN have plunged 8% and 10% respectively over the same period. Lucas and Luna examine the divergence: why geopolitical risk is boosting oil but hitting renewables, and how the Fed's decision to hold rates steady—amid rising breakeven inflation expectations—is punishing interest-rate-sensitive clean energy stocks. They also discuss the…
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