NRGO - Clean Energy ICLN Oil XLE And The Post-Russia Reality

• Traders are betting Brent prices will cross $200 while U.S. energy import ban on Russia will likely find no other major nation joining suit.
• U.S. extraction and refining capacity seem to have a shortfall relative to domestic consumption.
• Analysis for a choice between clean energy investment or fossil fuels indicate that the former is a "growth" investment while the latter is "value".
• "Ratio cool-offs" have been hitting clean energy stocks particularly hard while there is little correlation between stock prices and electricity rates.
• In light of high inflation, there is a compelling argument to prefer "value" over growth.

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