Solaris Energy Infrastructure's Zartler on building power capacity
Bill Zartler, Solaris Energy Infrastructure Chairman and CEO, joins 'Power Lunch' to discuss rallying 400 percent in the last two years, building power capacity, and more.
Founder, Chairman and Co-Chief Executive Officer, Solaris Energy Infrastructure, Inc.
Search every verified Bill Zartler interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Bill Zartler, chairman and CEO of Solaris Energy Infrastructure, discussed the company's growth and strategy in an October 2026 interview. He noted that the company's stock has risen more than 400 percent over the past two years, attributing this to increased demand for power services tied to the AI economy. Zartler explained the company's transition from its legacy oil field services business, stating that its previous market share was in an area with limited growth potential. He described the company's power supply as coming from natural gas turbines produced by Caterpillar, Solar Turbines, Baker Hughes, and Siemens, and said that sufficient gas infrastructure exists, though data centers must evaluate where to locate based on available supply. Regarding project timelines, Zartler said the company's portfolio includes backlogs ranging from four to fifteen years, with pricing and timing considered as trade-offs. On the impact of higher interest rates on the broader build-out, he stated that rates do not currently appear to be affecting customers, who are actively raising money and evaluating margins and fundamentals. He characterized the market as being in its early stages of adoption, citing growth in AI and computer tool usage within the company's own operations.
Bill Zartler, Solaris Energy Infrastructure Chairman and CEO, joins 'Power Lunch' to discuss rallying 400 percent in the last two years, building power capacity, and more.
--------- Solaris Energy Infrastructure, Inc SEI Q3 2025 Earnings Call --------- In this video, we’ll cover the latest quarterly earnings results, key financial metrics, and business highlights from the most recent reporting period. 🔔 Don’t forget to subscribe and follow us on X for more updates: https://x.com/Fyfull2 Disclaimer: This video includes segments from official corporate earnings calls and presentations, used for educational and informational purposes under fair use (Section 107, U.S. Copyright Act). No affiliation or endorsement by the companies mentioned is implied. All conte…
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04/29/2025 Q&A: 20:11 Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. The company operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment offers configurable all-electric natural gas-powered mobile turbines and ancillary equipment to data center, energy, exploration and production, oilfield services, and other commercial and industrial sector customer…
02/20/2025 Q&A: 18:49 Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services…
Solaris Water Midstream CEO Bill Zartler joined Hart Energy’s Jessica Morales for our Path Forward video series where we hear from leaders about the effect this historical downcycle has had on sectors of the energy industry. “It’s been quite interesting times,” Zartler said. “Our core operations of handling produced water from the systems have chugged along just fine. We did see the first of May some significant shut-in in the northern Delaware Basin. Maybe to put it in a little bit of perspective, our core operations are in the northern-central Delaware Basin and some of them are in t…
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