AESI
Atlas Energy Solutions Inc.
September 25, 2026 · pre-market open
- Rarity
- 2.43
- Peak move
- +20.98%
- Float cap
- $870M
Atlas Energy Solutions Inc. produces and supplies proppants, including 40/70-mesh and 100-mesh sand, for oil and natural gas well completions, primarily in the Permian Basin. It also provides proppant logistics and a fleet of natural gas-powered generators for distributed power to production and artificial lift operations across major U.S. resource basins.
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What we found
3 events · 2 from SEC or newswire · 0 timed with the movemajor_contractAtlas Energy Solutions said two indirect subsidiaries signed cost reimbursement agreements with a leading frontier AI lab alongside equipment purchase agreements for long-lead-time equipment and incremental power generation for specific data center projects.
major_contractAtlas Energy Solutions subsidiary Shackelford 1 signed two purchase agreements with Wyoming Machinery Company (d/b/a Energy Solutions) on September 18, 2026 totaling about $613.5 million: ~$340.5 million for balance-of-plant equipment and ~$273.0 million for ~328 MW of power generation equipment and engineering services, backed by a cost-reimbursement agreement with a frontier AI lab as intended power offtaker, with shipments scheduled between 2027 and 2028.
reg_fd_disclosureAtlas Energy Solutions filed an 8-K disclosing that on September 18, 2026 its subsidiary Shackelford 1 signed a Generator Purchase Agreement with Wyoming Machinery Company satisfying part of ProjectCo's purchase obligation under its Global Framework Agreement with Caterpillar Inc., with tariffs passed through at actual amounts charged by Caterpillar; ProjectCo also entered two purchase commitments for 283 MW of Caterpillar natural gas generation equipment outside the Global Framework Agreement, supported by a cost reimbursement agreement with a leading frontier AI lab as intended off taker.