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Filed: 2026-08-31 AccNo: 0001401257-26-000065 Size: 202 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
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Solaris Energy Infrastructure (SEI) raised its 2026 Adjusted EBITDA guidance, with Q3 expectations up 23% and Q4 up 48% from previous midpoints, driven by stronger core power services and recent acquisitions of GESA and Omega Foundation Services. The company also initiated Q1 2027 guidance of $200-240 million, reflecting expansion into a broader full-cycle power infrastructure platform serving data centers and industrial markets.
National Energy Services Reunited Corp. (NESR) has unveiled its 3B3 corporate strategy targeting a $3 billion revenue run rate within three years through three pillars: expanding its contract funnel, growing geographical footprint in MENA, and leveraging NEDA and ROYA technologies. The company is positioned to benefit from Jafurah operations ramp-up in Saudi Arabia and new contracts in Kuwait, UAE, and North Africa, though geopolitical risks remain a concern.
Shell plc announced it will acquire the remaining 67% stake in Tri Star Energy, gaining full ownership of 320 fuel and convenience retail sites across the Southeastern United States. The deal, expected to close by end of 2026, aligns with Shell's strategy to focus capital on high-return businesses and will nearly double its company-owned retail footprint in the region to approximately 550 sites.