Atlas Energy Solutions Inc. Q4 2025 Earnings Call Summary

Operational costs at the Kermit complex remained elevated due to dredge feed limitations, a bottleneck expected to be resolved by the commissioning of new equipment in Q2 2026.The Dune Express achieved record utilization in Q4, which management views as a validation of the system's efficiency and reliability benefits for Delaware Basin logistics.While sand pricing remains at the industry's marginal cost of production, Atlas is leveraging its low-cost Dune Express and mining operations to capture market shar ...