What happened?

A number of stocks fell in the afternoon session after crude oil benchmarks retreated following U.S. midterm election results and shifting foreign policy developments concerning Iran. 

CNBC reported that both Brent and West Texas Intermediate crude benchmarks dropped alongside European natural gas prices as investors weighed the broader market implications of a Democratic sweep of Congress. Traders closely analyzed potential policy shifts alongside changing expectations regarding diplomatic pathways versus renewed military strikes involving Iran. Geopolitical tensions in key crude-producing regions often inject an uncertainty premium into commodity prices, and signals pointing toward diplomacy can quickly alleviate supply tightness concerns. 

Because integrated oil producers and exploration companies rely directly on robust benchmark pricing to sustain upstream cash flows and revenue growth, the retreat in commodity futures put downward pressure across energy equities.

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:

• Mixed or offshore upstream E&P company Solaris Energy Infrastructure (NYSE: SEI) fell 18.5%. Is now the time to buy Solaris Energy Infrastructure? Access our full analysis report here, it’s free.
• Infrastructure company Kodiak Gas Services (NYSE: KGS) fell 12.7%. Is now the time to buy Kodiak Gas Services? Access our full analysis report here, it’s free.
• Mixed or offshore upstream E&P company Kosmos Energy (NYSE: KOS) fell 12.7%. Is now the time to buy Kosmos Energy? Access our full analysis report here, it’s free.
• Oilfield services company ProFrac (NASDAQ: ACDC) fell 4.5%. Is now the time to buy ProFrac? Access our full analysis report here, it’s free.
• U.S. shale E&P company Texas Pacific Land (NYSE: TPL) fell 11.8%. Is now the time to buy Texas Pacific Land? 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. But moves this big are rare even for Solaris Energy Infrastructure and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 28 days ago when the stock dropped 4.9% on the news that surging long-term Treasury yields reached multi-decade highs and energy market tightness prompted global emergency reserve actions. CNBC reported that longer-dated Treasury yields hit their highest levels in more than two decades on Monday. The 10-year yield touched 5.349%, its highest since April 2002, and the 30-year yield reached 5.703%, a level last seen in May 2002. Jay Hatfield, chief executive of Infrastructure Capital Advisors, called it a momentum selloff. The jump came as a services-sector price gauge stayed elevated, keeping inflation pressure in focus ahead of the Federal Reserve’s September meeting minutes. 

Solaris Energy Infrastructure is up 12.4% since the beginning of the year, but at $56.49 per share, it is still trading 31.8% 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 $6,725.

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