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    Jake Zekauski

    Research Analyst at Alliance Resource Partners

    Jake Sekelsky is the Managing Director and Head of Metals & Mining Research at A.G.P./Alliance Global Partners, specializing in equity research for the metals and mining sector, particularly early-stage exploration firms through to mid-level producers. He has covered a variety of resource companies and earned recognition as a Top 25 Canadian Analyst in 2020 by TipRanks, highlighting his strong performance and analytical acumen. With a career that spans roles as Director at Roth Capital Partners and Equity Research Associate at H.C. Wainwright, Jake joined Alliance Global Partners after building a solid foundation in mining research. He holds a B.S. in Finance & Economics from Sacred Heart University.

    Jake Zekauski's questions to AirJoule Technologies (AIRJ) leadership

    Jake Zekauski's questions to AirJoule Technologies (AIRJ) leadership • Q2 2025

    Question

    Jake Zekauski of Alliance Resource Partners sought additional details on the MOU with a hyperscale data center developer, asking about the path to a definitive agreement. He also questioned how AirDrill is managing potential supply chain impacts from tariffs.

    Answer

    Executive Chairman Pat Eilers addressed the hyperscaler MOU, stating it's a near-term opportunity to use waste heat from compute for data center cooling needs. CEO Matt Joar responded on tariffs, explaining that the company has flexibility in sourcing components from various suppliers, including domestic ones, and has not yet locked in pricing or vendors, which mitigates risk ahead of the 2026 commercialization.

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