J.R. Weston's questions to Solaris Energy Infrastructure (SEI) leadership • Q2 2025
Question
J.R. Weston inquired about how providing more bespoke, turnkey power solutions enhances the company's long-term value proposition and asked about future capital allocation priorities between growth and shareholder returns.
Answer
Chairman & CEO William Zartler described the value proposition as building robust, customized microgrids that integrate turbines, grid power, and batteries. On capital allocation, he stated that decisions on reinvesting for growth versus returning cash to shareholders will be made in the next year or so, noting the company's track record of balancing both effectively throughout its history.