How Inflation Is Quietly Reshaping Energy Stock Bets

Energy stocks in July 2026 are polarised: oil majors like ExxonMobil and Chevron are up more than 5% in a week, while clean energy ETFs like iShares Global Clean Energy and Invesco Solar are down sharply. Lucas and Luna unpack why falling inflation — core CPI dipped to 332.6 in June — is shifting investor preferences toward fossil fuel producers and away from renewables. They discuss how lower breakeven inflation rates make long-duration clean energy projects less attractive, while oil companies with strong cash flows become the default safe haven. The hosts also touch on Dallas Fed President Lorie Logan's recent call for 'modestly' higher interest rates and what that means for the renewable sector's cost of capital. A specific, data-driven look at the inflation-energy stock connection. #Inflation #EnergyStocks #OilMajors #CleanEnergy #ExxonMobil #Chevron #SolarETF #ICLN #TAN #InterestRates #LorieLogan #CPI #Renewables #OilStocks #FexingoBusiness #BusinessPodcast #Economics #EnergyEconomics Keep every episode free: buymeacoffee.com/fexingo