Solaris Oilfield Infrastructure’s Q2 2026 earnings call drew Chairman and Co-CEO Bill Zartler, Co-CEO Amanda Brock, President Kyle Ramachandran, CFO Steve Tompsett.
Management cited long-term contracts with three investment-grade technology customers; two signed in the past six months, with scope expanded this quarter.
Hatchbo contract amended into a turnkey 660 MW capacity and operating agreement; term extended to up to 18 years; revenue expected to start in January 2027.
April technology-customer contract expanded beyond 640 MW to add balance of plant, storage, cost-plus gas procurement; first site energization expected next month.
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