Sign in

You're signed outSign in or to get full access.

J.F. LeBlanc

Director in Equity Research at TPH&Co.

Jeff LeBlanc is a Director in Equity Research at TPH&Co., specializing in oil and gas sector analysis with a focus on key regions including the Permian Basin and Eagle Ford. He covers companies such as Liberty Energy, providing insights into their capital allocation strategies and operational dynamics in frac and power businesses. LeBlanc previously worked as an Associate at Bazean before joining TPH&Co., and he holds a BS in Petroleum Engineering from Texas A&M University. No specific performance metrics, FINRA registrations, or additional notable achievements were identified in available sources.

J.F. LeBlanc's questions to Solaris Energy Infrastructure (SEI) leadership

Question · Q4 2025

J.F. LeBlanc inquired how Solaris Energy Infrastructure's Logistics Solutions (SLS) segment is guiding flat EBITDA sequentially, despite winter storm impacts affecting pressure pumpers, and how its rentals business insulates Solaris from such disruptions.

Answer

Bill Zartler, Founder, Chairman, and Co-Chief Executive Officer, acknowledged some downtime during the storm but explained that additional growth in the SLS business, particularly the Top Fill offering, is offsetting these impacts. He noted strong demand and near-100% utilization for the Top Fill equipment, which provides significant savings for large fracking jobs.

Ask follow-up questions

Fintool

Fintool can predict Solaris Energy Infrastructure logo SEI's earnings beat/miss a week before the call

News for Covered Companies

Solaris Energy Taps Aris Water's CFO as It Doubles Down on AI Data Center Power

Solaris Energy Taps Aris Water's CFO as It Doubles Down on AI Data Center Power

SEIFeb 17