Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Solar and Clean Energy Stocks Are Diverging from Oil
Episode 82 of Energy Economics with Fexingo digs into the growing disconnect between oil prices and clean energy stocks. With WTI crude around $79 and Brent at $76.50, oil is relatively stable, yet the Invesco Solar ETF (TAN) dropped 1.8% in the past five days and First Solar (FSLR) fell 6.4%. Lucas and Luna examine why solar and renewable energy equities are slumping despite a steady crude market. They explore factors like falling natural gas prices, which make gas-fired power cheaper and undercut solar competitiveness, and the impact of higher interest rates on capital-intensive renewable…
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