Why Oil Is Spiking While Solar Stocks Keep Falling

Episode 100 of Energy Economics with Fexingo drills into a striking divergence: West Texas Intermediate crude jumped 5.9% in five days to $72.71 as US strikes on Iranian targets escalate Mideast tensions, while the Invesco Solar ETF (TAN) dropped 7.3% and Enphase Energy cratered 12.7%. Lucas and Luna unpack why the oil market is pricing a supply-risk premium that clean energy can't capture—and why that could shift if the conflict drags on. They also examine how the same geopolitical shock that lifts crude can depress solar stocks by raising input costs and delaying policy focus. With the 10-year breakeven inflation rate ticking up to 2.25%, the episode asks whether investors are misreading the real energy transition timeline. #OilPrices #SolarStocks #GeopoliticalRisk #EnphaseEnergy #FirstSolar #CleanEnergy #WTI #EnergyMarkets #Inflation #MiddleEastTensions #IranStrikes #SupplyRisk #EnergyTransition #Economics #FexingoBusiness #BusinessPodcast #StockMarketDivergence #Episode100 Keep every episode free: buymeacoffee.com/fexingo