Atlas Energy Solutions · NYSE: AESI

Proven in the Permian.
Built for what's next.

Three decades of frontier infrastructure — now the private power platform for the AI era. Sand, logistics, and behind-the-meter generation, delivered by the team that arrives early.

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For over thirty years, this team has made a habit of arriving early — to the shale revolution, to in-basin sand, to autonomous logistics. The next arrival is already underway: dedicated power for the industries the grid can't keep up with.

One Platform

Three businesses. One operating DNA.

Remote-site execution, uptime culture, and automation at basin scale — applied to sand, logistics, and now power.

Atlas distributed power generation units in the field

Private Grid Power

Behind-the-meter generation from 50 to 500 MW — designed, financed, built, owned, and operated by Atlas under long-term agreements.

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Atlas logistics fleet in the Permian Basin

Logistics

The Dune Express, driverless trucking, and self-dispatching software — the most advanced delivery network in the basin.

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Atlas in-basin sand production facility

Sand

The largest proppant producer in North America — the cash engine behind the platform, and the origin of the Atlas method.

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Atlas heritage in the Permian Basin
Legacy

Disruption is our inheritance.

Three companies built. Landmark exits. One more frontier. From pioneering 3-D seismic in the shale era to building the Permian's in-basin sand and logistics leader, the Atlas team has spent three decades seeing where energy is headed — and building the infrastructure to meet it first.

The pattern is the point. It's why the move into private power isn't a pivot. It's the fourth act.

The Atlas Story
Innovation, Shipped

Not concepts. Commissioned infrastructure.

The Dune Express conveyor crossing the West Texas desert

The Dune Express

A 42-mile, fully electric overland conveyor — the longest of its kind on Earth — moving sand across the desert while taking trucks off public roads.

How we built it
Atlas autonomous RoboTruck on a Permian Basin route

RoboTrucks

The first company anywhere to own and operate driverless commercial trucks — hauling real freight, on real routes, in the hardest operating environment in America.

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The Next Frontier

From first contract to two gigawatts.

AI infrastructure and reshored industry are waiting years for grid interconnection. Atlas delivers dedicated power in months — and the buildout is already funded, supplied, and under contract.

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1.4 GW
Generation equipment reserved through 2030
42 MI
Dune Express — fully electric overland conveyor
#1
Largest proppant producer in North America
9–14 MO
Speed to power, contract to energization
From the Top
"Grid limitations are pushing industrial customers to seek alternative power solutions through private grid systems."
John Turner · President & CEO · March 2026