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Deep Dive

Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future

Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future

EXE delivers $1.96B adjusted EBITDAX and signs a 20-year Delfin LNG SPA, locking in Gulf Coast market access through 2051. Net debt approaches zero. The gas-demand super-cycle thesis is now on paper.

Oilfield workers at wellhead at golden sunset

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.

Oil tanker underway — Atlantic Basin crude exports

Guyana's 900K Barrel Moment: Why Stabroek Is the Atlantic Basin's Best Hormuz Hedge

While Strait of Hormuz risk premiums have dominated market headlines since early March, a quieter structural shift is unfolding in the Atlantic Basin that may prove more durable for US refinery supply chains: Guyana's Stabroek Block is on the verge of becoming a 900,000 barrel-per-day