Atlas Energy Solutions Inc. (NYSE: AESI)

Atlas Energy Solutions Inc. is a leading proppant producer, logistics provider, and distributed power solutions company primarily serving the Permian Basin of West Texas and New Mexico. The company produces high quality sand used in hydraulic fracturing, operates a logistics network that includes trucks, trailers, and the 42 mile Dune Express conveyor system, and supplies natural gas powered generators for production and artificial lift operations across major U. S. resource basins.

Atlas Energy Solutions Inc. generates revenue from the sale of proppant products, logistics services, and power generation equipment. Its proppant offerings include dry and damp sand in various mesh sizes such as 100 mesh and 40/70 mesh, which are essential for well completion. Logistics revenue comes from transporting proppant via its truck fleet and the Dune Express conveyor system, as well as from storage and wellsite equipment rentals. Power revenue is derived from leasing and servicing a fleet of more than 1,000 natural gas powered reciprocating generators that support oil and gas production activities.

The company operates through the following two reportable segments: Sand and Logistics and Power.

• Sand and Logistics: This segment operates 14 proppant production facilities across the Permian Basin, produces dry and damp sand in multiple mesh sizes, and runs a differentiated logistics platform that includes a fleet of fit for purpose trucks, trailers, wellsite equipment, and the 42 mile Dune Express conveyor system which transports up to 13 million tons of proppant annually.

• Power: This segment provides distributed power solutions through a fleet of natural gas powered reciprocating generators, offers in house manufacturing and remanufacturing capabilities, and delivers field services to ensure high uptime for production and artificial lift operations across major United States resource basins.

Atlas Energy Solutions Inc. holds a strong position in the proppant and oilfield services sectors, competing with large national producers such as U. S. Silica Inc., Badger Mining Corporation, and Vista Proppants and Logistics, as well as regional in basin providers like Iron Oak Energy Solutions and Alpine Silica. Its competitive advantages stem from low cost in basin sand production, the unique Dune Express conveyor that reduces truck traffic and logistics costs, integrated logistics and power offerings, and a focus on safety and environmental initiatives that enhance reliability and customer trust.

The company serves oil and gas exploration and production companies, operators, and service firms primarily in the Permian Basin and other major United States resource basins.