Why Solar Stocks Are Falling Faster Than Oil

Episode 75 of Energy Economics examines a surprising divergence: while WTI crude stabilizes near $71, clean energy ETFs like ICLN and TAN have dropped 4-5% in the last week, and Enphase has plunged nearly 10%. Lucas and Luna dig into why solar and storage stocks are getting hit harder than oil producers, using specific data from June 26, 2026. They explore the connection to the global tech rout—South Korea's Kospi down 8%—and the UN's interim nuclear deal with Iran, which has eased geopolitical risk premiums. The hosts also question whether clean energy's sensitivity to interest rates, with CPI still rising and the 10-year breakeven inflation ticking up to 2.21%, is the real culprit. A must-listen for anyone tracking energy transitions, capital flows, or the disconnect between oil prices and clean energy equities. #OilPrices #CleanEnergy #SolarStocks #Enphase #ICLN #TAN #WTI #NaturalGas #TechRout #InterestRates #Inflation #IranNuclearDeal #EnergyTransition #StockMarket #Economics #FexingoBusiness #BusinessPodcast #EnergyEconomics Keep every episode free: buymeacoffee.com/fexingo