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Solar Stocks Surge As Energy Shock Revives Renewables Trade
Solar Stocks Surge As Energy Shock Revives Renewables Trade
Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching.
"Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday.
Wijaya said, "Certainly seems that way based on recent px action in residential solar."
"SEDG is +79% YTD vs ENPH...
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Feb 17, 2026 / Kyle Anzalone
Hamas Rejects Israeli Deadline to Disarm
Hamas says it will not comply with Israel’s 60-day deadline to disarm. On Monday, a senior Hamas official responded to Israel’s demand that Hamas completely disarm within 60 days. “Our position on this matter is very clear,” Basem Naim told Drop Site News. “Before speaking about disarmament or confiscation of weapons, we believe it is […]
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Mar 27, 2026 / Tyler Durden
Iran Conflict Drives Surge In China EV Demand
Iran Conflict Drives Surge In China EV Demand
A sharp rise in oil prices tied to the US-Israel confrontation with Iran is likely to speed up the global transition to electric vehicles, strengthening a shift that has already helped China overtake Japan as the world’s top car seller, according to South China Morning Post.
Crude prices have surged past $100 a barrel amid fears of disruption to energy supplies, particularly through the Strait of Hormuz. US President Donald Trump escalated tensions by warning he would “obliterate” Iran’s power plants if shipping...
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Mar 25, 2026 / Tyler Durden
Goldman Sees Risk Of Food Price Spike Amid Fertilizer Disruption
Goldman Sees Risk Of Food Price Spike Amid Fertilizer Disruption
The conversation grows louder by the day as disruption at the Hormuz chokepoint hits the global nitrogen fertilizer market and, in turn, is set to impact upcoming corn and grain harvests in some key growing regions.
Goldman commodity analysts Lina Thomas and Daan Struyven penned a note on Tuesday warning clients that chokepoint risks in the Strait of Hormuz may affect global agricultural prices.
"The Strait of Hormuz is a critical route in the global nitrogen fertilizer market, which accounts...
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