Solaris Energy amends credit line, eyes 500 MW

Solaris Energy Infrastructure, Inc. entered into a third amendment to its revolving credit facility with Bank of America, N.A., which permits the issuance of certain convertible debt and related derivative securities.

Rhea-AI Filing Summary

Solaris Energy Infrastructure, Inc. entered into a third amendment to its revolving credit facility with Bank of America, N.A., which permits the issuance of certain convertible debt and related derivative securities.

On the same date, the company also described an opportunity to purchase approximately 80 MW of immediately available new turbine capacity. Combined with its existing on-order capacity scheduled for delivery in the second half of 2026, Solaris expects available turbine capacity to rise to about 500 MW, supporting potential expansion of its Solaris Power Solutions operations.

Insights

Credit and infrastructure analyst

Amended credit terms enable convertible issuance and support turbine growth plans.

On October 6, 2025, Solaris Energy Infrastructure executed a third amendment to its revolving credit facility with Bank of America, N.A. The amendment permits the issuance of certain convertible debt and related derivative securities, indicating that future financing could include instruments that are initially debt but may convert into equity.

The company also outlined an opportunity to buy approximately 80 MW of immediately available new turbine capacity. When combined with on-order capacity due in the second half of 2026, total available turbine capacity is expected to reach about 500 MW. This points to a larger asset base for Solaris Power Solutions, though the eventual impact depends on how quickly that capacity is deployed and utilized.

Taken together, the amended credit flexibility around convertible debt and the planned increase in turbine capacity suggest Solaris is preparing both financial and physical resources for potential growth initiatives. Subsequent company communications may clarify any specific projects or revenue contributions associated with this expanded capacity.

8-K Event Classification

2 items: 1.01, 2.03

2 items

Item 1.01 Entry into a Material Definitive Agreement Business

The company signed a significant contract such as a merger agreement, credit facility, or major partnership.

Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement Financial

The company incurred a new significant debt or off-balance-sheet obligation.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What change did Solaris Energy Infrastructure (SEI) make to its revolving credit facility?

Solaris Energy Infrastructure entered into a third amendment to its revolving credit facility with Bank of America, N.A. The amendment permits the issuance of certain convertible debt and related derivative securities under the existing loan, security, and guaranty agreement.

What type of securities does the amended credit facility now permit Solaris Energy Infrastructure (SEI) to issue?

The amended revolving credit facility permits the issuance of certain convertible debt and related derivative securities, potentially allowing Solaris to raise capital through instruments that can convert into equity.

How much new turbine capacity has Solaris Energy Infrastructure (SEI) identified as an opportunity to purchase?

The company has identified an opportunity to purchase approximately 80 MW of immediately available new turbine capacity from a manufacturer for its Solaris Power Solutions business.

What will Solaris Energy Infrastructure’s total available turbine capacity be after the new purchases and existing orders?

When the approximately 80 MW of immediately available new turbine capacity is combined with Solaris’s existing on-order capacity scheduled for delivery in the second half of 2026, total available turbine capacity is expected to be about 500 MW.

When is Solaris Energy Infrastructure’s on-order turbine capacity scheduled for delivery?

The on-order turbine capacity that will combine with the new 80 MW opportunity to reach approximately 500 MW of total capacity is scheduled for delivery in the second half of 2026.

Which bank is the agent on Solaris Energy Infrastructure’s revolving credit facility amendment?

Bank of America, N.A. is the agent on Solaris Energy Infrastructure’s revolving credit facility, as referenced in the third amendment to the loan, security, and guaranty agreement.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/06/2025 - 04:42 PM Learn about SEC filing dates

false 0001697500 0001697500 2025-10-06 2025-10-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): October 6, 2025

Solaris Energy Infrastructure, Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-38090		81-5223109
(State or other jurisdiction of incorporation)		(Commission File Number)		(I.R.S. Employer Identification No.)

9651 Katy Freeway, Suite 300

Houston, Texas 77024

(address of principal executive offices) (zip code)

(281) 501-3070

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencements communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Class A Common Stock, $0.01 par value		SEI		New York Stock Exchange
				NYSE Texas, Inc.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 1.01. Entry into a Material Definitive Agreement.

Revolving Credit Facility Amendment

On October 6, 2025, we entered into the third amendment (the “Revolver Amendment”) to our loan, security, and guaranty agreement (the “Revolving Credit Facility”) with Bank of America, N.A. as agent and the lenders party thereto. The Revolver Amendment permits, among other things, the issuance of certain convertible debt and related derivative securities.

Item 2.03. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.

The information provided under Item 1.01 of this Current Report on Form 8-K under the subheader “Revolving Credit Facility Amendment” is incorporated into this Item 2.03 by reference.

Item 8.01. Other Events.

Also, on October 6, 2025, the Company provided certain updated disclosures, as set forth below.

***

Solaris Power Solutions Turbine Expansion Opportunity

We have identified an opportunity to purchase approximately 80 MW of immediately available turbine capacity new from a manufacturer that, when combined with our currently available on-order capacity scheduled for delivery in the second half of 2026, will increase available turbine capacity to approximately 500 MW.

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

				SOLARIS ENERGY INFRASTRUCTURE, INC.
Date: October 6, 2025
				By:		/s/ Kyle S. Ramachandran
				Name:		Kyle S. Ramachandran
				Title:		President and Chief Financial Officer

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