What Happened?

A number of stocks jumped in the afternoon session after escalating attacks on Middle East shipping corridors and production shut-ins raised concerns over severe global crude shortages. Crude benchmarks were on track for an 8% weekly advance as security risks surrounding regional pipelines and shipping channels threatened prolonged oil flow disruptions. Amplifying market concerns, Reuters reported that the International Energy Agency (IEA) forecast a massive drop in global oil supply of 5.7 million barrels per day in 2026, driven by ongoing shut-ins across the Gulf and delayed normalization of flows into 2027. This substantial supply deficit is expected to accelerate worldwide inventory drawdowns while pushing Atlantic Basin refining margins to record levels. With higher commodity prices and elevated refining spreads brightening profit prospects for exploration, production, and refining companies, the broader energy sector experienced strong upward momentum.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Infrastructure company Tsakos Energy Navigation Limited (NYSE: TEN) jumped 6.1%. Is now the time to buy Tsakos Energy Navigation Limited? Access our full analysis report here, it’s free.
• Mixed or Offshore Upstream E&P company Solaris Energy Infrastructure (NYSE: SEI) jumped 8.3%. Is now the time to buy Solaris Energy Infrastructure? Access our full analysis report here, it’s free.
• Infrastructure company DHT Holdings (NYSE: DHT) jumped 3.1%. Is now the time to buy DHT Holdings? Access our full analysis report here, it’s free.
• Infrastructure company Calumet (NASDAQ: CLMT) jumped 1.6%. Is now the time to buy Calumet? Access our full analysis report here, it’s free.

Zooming In On Solaris Energy Infrastructure (SEI)

Solaris Energy Infrastructure’s shares are extremely volatile and have had 73 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 3 days ago when the stock gained 16.5% on the news that the company raised its Adjusted EBITDA guidance for the third and fourth quarters of 2026 and initiated guidance for the first quarter of 2027. Per a company press release, Solaris Energy Infrastructure updated its Adjusted EBITDA expectations to between $110 million and $130 million for the third quarter of 2026, and between $145 million and $180 million for the fourth quarter of 2026. Additionally, the company initiated first-quarter 2027 Adjusted EBITDA guidance of $200 million to $240 million. The company highlighted that the higher expectations are supported by strength in core power services and recently acquired businesses.

Solaris Energy Infrastructure is up 38% since the beginning of the year, but at $69.34 per share, it is still trading 16.3% below its 52-week high of $82.88 from June 2026. Investors who bought $1,000 worth of Solaris Energy Infrastructure’s shares 5 years ago would now be looking at an investment worth $9,172.

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