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BCS

Current Report · Items 7.01, 8.01, 9.01 · 8-K

Atlas Energy Solutions Inc.

AESINYSEEQUITYCurrent

Regulation FD Disclosure · Other Events

Item 7.01. Regulation FD Disclosure. On September 25, 2026, the Company issued a press release announcing entry into certain equipment purchase agreements and two separate cost reimbursement agreements. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference into this Item 7.01.…

Filed Sep 25, 2026Accepted Sep 25, 2026, 7:00 AM EDTCIK 1984060Accession 0001193125-26-401582
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Company context

Atlas Energy Solutions Inc. (NYSE: AESI) is a leading energy solutions provider, unlocking energy that powers the world’s critical infrastructure. For companies requiring power where grid utilities are unavailable, Atlas can help customers overcome the schedule and capital expense barriers that hinder project and operational success. For oil & gas producers, Atlas helps companies overcome disruptive operational and technical challenges to maximize oilfield completions and operations. From large scale private grid power systems to the world’s most advanced frac sand delivery networks, Atlas delivers the engineering, technology and turnkey project execution expertise that turns energy constraints into advantages.

Current securities

Recent company filings

  1. 4 filingOct 7, 2026
  2. Entry into a Material Definitive Agreement · Other EventsSep 24, 2026
  3. SCHEDULE 13G/A - filed by Encompass Capital Advisors LLC regarding Atlas Energy Solutions Inc.Aug 14, 2026
  4. 10-Q filingAug 5, 2026
  5. Results of Operations and Financial Condition · Regulation FD DisclosureAug 3, 2026

Registered securities in this filing

Atlas Energy Solutions Inc. · 8-K · Filed 2026-09-25

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common stock, par value $0.01 per share

Symbol
AESI
Exchange
NYSE
Classification
COMMON
Status
Current
Filing context

Context: C_6e3b6479-5746-4f99-b60d-28acc96ae737

Dimensions: Not supplied

Accession 000119312526401582 · 1 registered-security cover member

Read the exact SEC filing ↗

Disclosure sections

Items 7.01, 8.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure. On September 25, 2026, the Company issued a press release announcing entry into certain equipment purchase agreements and two separate cost reimbursement agreements. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference into this Item 7.01. In accordance with General Instruction B.2 of Form 8-K, the information contained in this Current Report on Form 8-K under this Item 7.01 is deemed to be “furnished” solely pursuant to Item 7.01 of Form 8-K and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Item 8.01Item 8.01 - Other Events
Item 8.01. Other Events. Atlas Energy Solutions ProjectCo, LLC, a Texas limited liability company and an indirect wholly owned subsidiary of the Company (“ProjectCo”) entered into two purchase commitments for an aggregate of 283 MW of Caterpillar natural gas generation equipment outside of the Global Framework Agreement between ProjectCo and Caterpillar Inc. (the “Incremental Equipment Purchase”) for a specific power generation project (the “ProjectCo Project”). The Incremental Equipment Purchase is supported by a cost reimbursement agreement entered into by ProjectCo with a leading frontier AI lab, which is also the intended off taker for the ProjectCo Project.
Filed exhibits (1)
EX-99.1 (by filename) aesi-ex99_1.htm

Exhibit 99.1 Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab Austin, TX - September 25, 2026 - Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agreements with a leading frontier AI lab in conjunction with the execution of equipment purchase agreements to secure long-lead-time supporting equipment and incremental power generation equipment for specific data center projects. The cost reimbursement agreements allocate the related equipment to this specific customer and facilitate near-term financing. The first cost reimbursement agreement supports the purchase of balance-of-plant equipment, including emissions control systems, electrical distribution equipment, battery energy storage systems, and other supporting infrastructure to support the deployment of Atlas’ existing generator orders under its previously announced Global Framework Agreement (“GFA”) with Caterpillar Inc. The second cost reimbursement agreement supports an incremental 283 megawatts of purchase commitments for Cate…

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