SEI, LBRT, GEVO Fall as Energy Stocks Retreat on Iran Diplomacy Hopes, Rate Fears

Shares of Solaris Energy Infrastructure (SEI), Liberty Energy (LBRT), and Gevo (GEVO) declined on Friday, June 5, 2026, as energy stocks sold off despite crude prices remaining structurally elevated. President Trump said U.S.-Iran talks were “progressing well,” raising the prospect that Strait of Hormuz disruptions could ease faster than anticipated, unwinding a supply-scarcity risk premium. A stronger-than-expected jobs report compounded the downturn, reinforcing expectations that higher interest rates would raise the cost of capital for debt‑laden exploration and production companies. WTI crude fell 1.76% to $91.40 a barrel, still more than 40% above year‑ago levels. Investors reduced exposure ahead of any deal announcement, sparking a sector pullback. Gevo, a volatile name with 54 moves greater than 5% in the past year, traded at $1.64, down 20.6% year‑to‑date and 41.1% below its March 2026 high of $2.78. The decline comes just weeks after the stock rallied 4.8% when crude topped $100 a barrel on geopolitical jitters and falling U.S. inventories.