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  • Why Clean Energy Stocks Are Falling While Oil Holds Steady

    Why Clean Energy Stocks Are Falling While Oil Holds Steady
    2026/06/07
    Episode 36 of Energy Economics with Fexingo. Oil is holding above $90 a barrel, but clean energy stocks are getting crushed—ICLN down 7.5%, TAN down 10%, Enphase down 12% in the last five days. Lucas and Luna unpack why this divergence is happening. The Iran conflict and rising bond yields are reshaping the risk calculus. But the bigger story is a structural headwind: the Inflation Reduction Act's tax credits are being pulled forward, creating a boom-bust cycle in solar and battery manufacturing. Lucas walks through the math: 50 GW of new solar module capacity hitting the U.S. this year, but installation demand is only 35 GW. And tariffs on Chinese components are squeezing margins. Luna points out that the same manufacturing glut is hitting battery storage, with prices dropping 30% in 2025 and another 20% so far in 2026. The hosts discuss whether this is a buying opportunity or a value trap, and what the second half of 2026 might hold for the sector. #CleanEnergy #SolarStocks #BatteryStorage #OilPrices #IranConflict #InflationReductionAct #ManufacturingGlut #Enphase #FirstSolar #NextEraEnergy #TAN #ICLN #RenewableEnergy #Economics #FexingoBusiness #BusinessPodcast #EnergyMarkets #GreenEnergy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Battery Storage Is Crashing While Solar Stocks Sink

    Why Battery Storage Is Crashing While Solar Stocks Sink
    2026/06/06
    Episode 35 of Energy Economics with Fexingo. Lucas and Luna dig into a brutal June 2026 week for clean energy stocks — the Invesco Solar ETF and the iShares Global Clean Energy ETF both plunged over 7% while oil and gas names held steady. But the real story isn't solar; it's battery storage. Enphase Energy, a major inverter and battery play, dropped 12% in five days, far worse than First Solar's 8% slide. Why? The hosts unpack a specific squeeze: record U.S. battery deployments in 2025 have flooded the market, pushing down system pricing and compressing margins for storage-heavy firms. Meanwhile, natural gas plant additions — up 15 gigawatts in 2025 — are locking in long-term grid contracts that undercut the economic case for paired solar-plus-storage. Lucas and Luna walk through the numbers, including a battery cell price drop to $95 per kilowatt-hour, and ask whether the storage boom is cannibalizing its own profitability. #BatteryStorage #CleanEnergyStocks #SolarETF #EnphaseEnergy #FirstSolar #InvescoSolarETF #ICLN #TAN #ENPH #FSLR #NaturalGas #GridEconomics #BatteryPrices #EnergyTransition #Economics #FexingoBusiness #BusinessPodcast #EnergyEconomics Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why Clean Energy Stocks Are Falling Despite High Oil Prices

    Why Clean Energy Stocks Are Falling Despite High Oil Prices
    2026/06/06
    Oil is above 90 dollars a barrel, but clean energy stocks are getting crushed. This week, the Invesco Solar ETF, ticker T-A-N, dropped 10 percent. Enphase Energy fell 12 percent. First Solar lost nearly 8 percent. Meanwhile, the S&P 500 energy sector is basically flat. So what’s going on? Lucas and Luna dig into the macro forces creating this divergence: rising interest rates, the Nasdaq sell-off, and a rotation out of growth stocks. They also look at one counterexample — NextEra Energy, up 3.4 percent this week — and what it tells us about the difference between regulated utilities and pure-play solar manufacturers. If you’ve been confused by why oil and renewables seem to be moving in opposite directions, this episode explains the mechanics behind the numbers. #CleanEnergy #SolarStocks #OilPrices #Renewables #EnergyEconomics #Economics #FexingoBusiness #BusinessPodcast #Podcast #EnergySector #InterestRates #GrowthStocks #EnphaseEnergy #FirstSolar #NextEraEnergy #InvescoSolarETF #TAN #ICLN Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Clean Energy Stocks Are Falling While Solar Companies Struggle

    Why Clean Energy Stocks Are Falling While Solar Companies Struggle
    2026/06/05
    On June 5, 2026, clean energy ETFs like ICLN and TAN have dropped sharply this week, while traditional energy stocks like Chevron and ConocoPhillips are up. Lucas and Luna explore why this divergence is happening, focusing on higher interest rates, policy uncertainty, and the surprising resilience of oil stocks. They discuss how rising bond yields and a stronger dollar pressure long-duration growth stocks, especially renewables, while oil companies benefit from buybacks and dividends. Specific data points include ICLN's 6.6% weekly drop, TAN's 9.1% decline, and the 10-year Treasury yield's impact. The episode also touches on the recent Nasdaq selloff and broader market trends, offering a nuanced look at the economics behind the energy market's current rotation. #CleanEnergy #Renewables #SolarStocks #ICLN #TAN #ENPH #FSLR #OilStocks #XLE #InterestRates #Inflation #BondYields #EnergyTransition #StockMarket #Investing #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Utilities Are Overbuilding Gas Plants Beyond Reliability

    How Utilities Are Overbuilding Gas Plants Beyond Reliability
    2026/06/05
    Episode 32 of Energy Economics with Fexingo dives into a surprising trend: even as renewable capacity surges, U.S. utilities are building new natural gas plants at a pace not seen in years. Lucas and Luna examine why — from data center electricity demand to the limitations of battery storage. They reference real numbers: Henry Hub natural gas at $3.36, and the recent jump in utilities like NextEra Energy. The hosts also look at a specific case: a Duke Energy plant in the Southeast that was justified as 'reliability' but is now running more hours than forecast. Is this a hedge against renewable intermittency, or a subtle bet on gas demand for decades to come? The conversation connects to the broader oil and gas divergence seen in 2026, and asks whether the grid is truly transitioning or simply expanding. #NaturalGas #Utilities #RenewableEnergy #DukeEnergy #NextEraEnergy #GridReliability #FexingoBusiness #BusinessPodcast #EnergyEconomics #OilAndGas #HenryHub #LNG #PowerGrid #DataCenters #BatteryStorage #EnergyTransition #Economics #June2026 Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Utilities Are Buying Gas Plants as Renewables Surge

    Why Utilities Are Buying Gas Plants as Renewables Surge
    2026/06/04
    Episode 31 of Energy Economics with Fexingo: Why utilities like NextEra Energy are investing in new natural gas plants even as solar and wind capacity grows. Lucas and Luna examine the data behind the 'gas bridge' debate, the role of battery storage, and what this means for power prices and emissions. Featuring specific numbers on capacity additions and the latest CPI data. #NaturalGas #RenewableEnergy #Utilities #NextEraEnergy #Solar #BatteryStorage #EnergyTransition #PowerPrices #CPI #Inflation #Economics #Business #FexingoBusiness #BusinessPodcast #EnergyEconomics #GasBridge #CapacityAdditions #GridReliability Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Shell Is Spending More on Shareholders Than on Oil Production

    Why Shell Is Spending More on Shareholders Than on Oil Production
    2026/06/04
    Episode 30 of Energy Economics digs into Shell's 2025 annual report showing $23 billion returned to shareholders versus $18 billion in capital spending. Lucas and Luna discuss what this means for oil production growth, energy transition investment, and the signal it sends to investors. They tie it to the recent oil price rebound to $96 WTI and the broader trend of Big Oil prioritizing buybacks and dividends over new drilling. The episode also touches on ExxonMobil and Chevron's similar strategies, and what it means for future supply and energy prices. #Shell #ShareholderReturns #OilProduction #BigOil #EnergyEconomics #Buybacks #Dividends #CapitalDiscipline #EnergyTransition #OilPrices #WTI #ExxonMobil #Chevron #Investing #Economics #FexingoBusiness #BusinessPodcast #EnergyStocks Keep every episode free: buymeacoffee.com/fexingo
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    5 分
  • How Shell Is Spending More on Shareholders Than on Oil Production

    How Shell Is Spending More on Shareholders Than on Oil Production
    2026/06/03
    Episode 29 of Energy Economics with Fexingo digs into a quiet but telling shift: Shell and other European majors are returning record cash to shareholders while barely growing oil output. With WTI crude at $96 a barrel—up 10% in a week—you'd expect big drilling plans. Instead, Shell's 2026 capital spending is flat, while buybacks hit $3.5 billion this quarter. Lucas and Luna explore what this says about the industry's long-term confidence, the pressure from activist investors, and whether the supermajors have quietly decided that the era of production growth is over. A focused look at one decision inside one company that reveals a structural change across Big Oil. #Shell #BigOil #ShareholderReturns #OilProduction #EnergyEconomics #Buybacks #CapitalDiscipline #EuropeanMajors #WTI #OilPrices #ActivistInvestors #EnergyTransition #Dividends #FexingoBusiness #BusinessPodcast #Economics #Finance #OilAndGas Keep every episode free: buymeacoffee.com/fexingo
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    11 分