Financial & Operational Highlights - Atlas Energy Solutions reported Q2'25 Revenue of $289 million[16] - The company's Q2'25 Adjusted EBITDA was $71 million[16] - Net Cash from Operating Activities for Q2'25 reached $89 million[16] - Q2'25 Adjusted Free Cash Flow was $49 million[16] - The company returned $314 million to shareholders since inception[16] - $229 million has been returned to shareholders since IPO[16] Market Position & Logistics - Atlas Energy Solutions is the largest Permian Basin Frac Sand Provider[21] - The company directs over 80% of its volumes to large-cap companies (defined as $10B+ market capitalization)[21] - The Dune Express is expected to reduce trucking miles by approximately 60-70%[33] - Atlas deliveries are expected to reduce emissions by approximately 60 to 70% relative to traditional deliveries[37] Distributed Power Solutions - The company has a generator fleet of over 900 natural-gas powered units, generating over 225 MW of power[25] - In-house remanufacturing costs are approximately 50%+ lower than third-party costs, providing a competitive advantage[27] Market Data - The company's market capitalization is $1.5 billion and enterprise value is $2.0 billion as of August 1, 2025[11]

Investor Presentation May 2025 This Presentation contains "forward-looking statements" of Atlas Energy Solutions Inc. ("Atlas," the "Company," "AESI," "we," "us" or "our") within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Statements that are predictive or prospective in nature, that depend upon or refer to future events or conditions or that include the words "may," "ass ...