Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
Why Enphase Is Down 9 Percent While Oil Holds Steady
Episode 94 of Energy Economics with Fexingo: Why did Enphase Energy plunge 9.5% in five days while crude oil barely budged? Lucas and Luna drill into the specific numbers — Enphase at $43.07 versus WTI at $68.78 — and find the disconnect isn't about oil vs. solar this time. It's about inventory gluts, rate sensitivity, and a single earnings miss that spooked the entire residential solar supply chain. They walk through the data: Enphase's five-day drop was 9.5%, First Solar fell 6.1%, but the broader solar ETF TAN only lost 0.9%. The divergence shows a market punishing the…
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