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Solaris Energy Infrastructure: The Oilfield Logistics Company That Became a Hyperscaler Power Supplier (SEI)

Solaris Energy Infrastructure: The Oilfield Logistics Company That Became a Hyperscaler Power Supplier (SEI)

SEI | NYSE | Source data: Q1 2026 earnings release (April 27, 2026), Form 10-Q filed May 1, 2026 (SEC accession 0001628280-26-029046), 8-K filed April 27, 2026 (SEC accession 0001628280-26-027520), 8-K filed May 5, 2026 (SEC accession 0001193125-26-205278) Solaris Energy Infrastructure is not

When Oil Fades, Gas Holds: What $92 WTI Means for EQT and Expand Energy's H2 2026 Positioning

When Oil Fades, Gas Holds: What $92 WTI Means for EQT and Expand Energy's H2 2026 Positioning

EQT | NYSE | EXE | NASDAQ | Source data: Q1 2026 earnings releases and 10-Q filings, EIA natural gas production and power sector consumption data, FRED Henry Hub daily price series, Yahoo Finance intraday commodity prices (June 2, 2026) WTI is at $91.94/bbl and still fading from June 1'

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

At $2.82 Henry Hub, both basins are economic — but infrastructure is determining who captures the AI-driven power demand increment. EQT's MVP connectivity and Expand Energy's LNG positioning point toward a split market in H2 2026.

NextEra Buys Dominion: The Largest Utility Merger in History Is a Natural Gas Demand Story

NextEra Buys Dominion: The Largest Utility Merger in History Is a Natural Gas Demand Story

NextEra Energy is acquiring Dominion Energy in an all-stock deal creating the world's largest regulated utility. The exchange ratio, the 130 GW large-load pipeline, and what it means for Appalachian gas producers at $101 WTI.