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Keaton Schuelke

Research Analyst at Northland Capital Markets

Keaton Schuelke is an Equity Research Intern at Northland Capital Markets, a Division of Northland Securities, Inc., focusing on equity research in sectors such as energy. He has participated in earnings calls for companies including Solaris Energy Infrastructure, Fold (FTAC Emerald Acquisition Corp.), and Gorilla Technology Group Inc., asking insightful questions on revenue guidance, project contributions, and contract structures, though specific performance metrics like success rates or rankings are not publicly available due to his entry-level role. Schuelke is based in Saint Paul, MN, and appears to be early in his career with no prior firms or extensive timeline detailed in available sources. Professional credentials such as FINRA registrations or securities licenses are not specified in public records.

Keaton Schuelke's questions to Solaris Energy Infrastructure (SEI) leadership

Question · Q4 2025

Keaton Schuelke asked for Solaris's thoughts on other companies' announced fleet capacity targets (e.g., 1 GW by 2030) and how Solaris envisions its own capacity evolving through the end of the decade. He also requested more details on how the recent 500 MW deal with an investment-grade technology leader came to fruition and its associated timeline.

Answer

William A. Zartler (Chairman & Co-CEO, Solaris Energy Infrastructure) and Kyle Ramachandran (President, Solaris Energy Infrastructure) emphasized a massive pipeline of opportunities, stating their philosophy is to announce deals when completed. They expressed confidence in exceeding current capacity and highlighted the strategic value of their offering in a large investment cycle. Regarding the 500 MW deal, Mr. Zartler noted that every transaction has its own lifecycle, with communications evolving over 6-12 months. Amanda Brock (Co-CEO, Solaris Energy Infrastructure) added that conversations are accelerating, and Solaris's track record is resonating with customers.

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