earnings

Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning

Solaris Q1 2026: power segment now 65% of revenue and 86% of EBITDA. Logistics confirms the frac discount — 104 systems deployed but revenue down 11% QoQ. The rebrand from SOI to SEI wasn't marketing. It was a pivot.

Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday

Diamondback Energy opened Q1 2026 earnings season with a clean beat Monday evening, and Devon Energy's merger vote with Coterra passed overwhelmingly. Tuesday's session opens with WTI holding near $100 as the upstream sector digests what both mean for operator spending in a market that keeps

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

Devon Energy shareholders voted today on the Coterra merger as WTI held above $107. The combined Delaware Basin competitive map, the backstop supply story, and what the restrained rig count means for service company pricing.

Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning

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Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

The Frac Discount Re-Rating: Why PUMP, PTEN, and LBRT Are Finally Catching a Bid at $107 WTI