Solaris Energy Infrastructure, Inc.Solaris Energy Infrastructure jumped 8.3% amid the oil supply-shortage-driven energy rally, benefiting from the crude deficit theme.
Energy stocks rallied after escalating attacks on Middle East shipping corridors and production shut-ins raised fears of severe global crude shortages, with crude benchmarks on track for an 8% weekly advance. Reuters reported that the International Energy Agency 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. The deficit is expected to accelerate worldwide inventory drawdowns and push Atlantic Basin refining margins to record levels. Among the movers, Tsakos Energy Navigation Limited jumped 6.1%, Solaris Energy Infrastructure jumped 8.3%, DHT Holdings jumped 3.1%, and Calumet jumped 1.6%. Solaris Energy Infrastructure, whose shares have had 73 moves greater than 5% over the last year, is up 38% since the beginning of the year but at $69.34 per share still trades 16.3% below its 52-week high of $82.88 from June 2026.
Solaris Energy Infrastructure, Inc.Solaris Energy Infrastructure jumped 8.3% amid the oil supply-shortage-driven energy rally, benefiting from the crude deficit theme.
Calumet Specialty Products PartnersRecord Atlantic Basin refining margins and crude shortage fears lift Calumet, a refiner/specialty products maker, as a named mover up 1.6%.
DHT Holdings Inc