DEPLOY

Company

Atlas Energy Solutions

Permian Basin frac-sand and proppant-logistics company (NYSE: AESI), founded 2017 by Bud Brigham. Operates the Dune Express, a 42-mile electrified overland sand conveyor. The anchor customer for Kodiak AI's driverless trucks: Atlas owns the trucks under a Kodiak driver-as-a-service license and uses them to haul proppant in the Permian.

Based in Austin, Texas, USA · Founded 2017 · 1 operated deployment

Machine-readable surfaces

Key facts

Public
NYSE: AESI (IPO March 2023)
Business
Permian Basin frac sand / proppant logistics; the Dune Express 42-mile electrified conveyor (~13M tons/yr)
Leadership
Founded 2017 by Bud Brigham (Executive Chairman); CEO John Turner; acquired Hi-Crush
Autonomous trucking
Kodiak driver-as-a-service license; Atlas owns the trucks (100-truck framework); driverless up to 24/7 in the Permian; 800+ driverless loads
HQ
Austin, Texas, USA
Founded
2017
Status
public
ID
6cacc268-e7ae-4f51-a4bb-83c6b9fc659b

Operated deployments (1)

Supplies to

No verified supply relationships on file. Supply-chain coverage is being added across the registry; check back as the seed populates this company’s outbound edges.

Outbound supply edges from this company. Each relationship appears here when verified with at least two strong sources (maker-official / IR / regulatory / standards-body / verified tier-2). Sources are append-only; corrections add new sources rather than rewrite history.

Sources (12)

  1. https://www.atlas.energy/
  2. https://www.atlas.energy/dune-express/
  3. https://www.sec.gov/Archives/edgar/data/0001984060/000095017024021342/aesi-20231231.htm
  4. https://www.sec.gov/Archives/edgar/data/0001984060/000095017025026740/aesi-20241231.htm
  5. https://www.sec.gov/Archives/edgar/data/0001984060/000119312526067145/aesi-20251231.htm
  6. https://ir.atlas.energy/news-events/press-releases/detail/15/atlas-energy-solutions-inc-prices-initial-public-offering
  7. https://ir.atlas.energy/news-events/press-releases/detail/31/atlas-energy-solutions-inc-completes-previously-announced
  8. https://www.businesswire.com/news/home/20240826528340/en/Atlas-Energy-Solutions-Announces-Election-of-CEO-John-Turner-to-Board-of-Directors
  9. https://ir.atlas.energy/news-events/press-releases/detail/39/atlas-energy-solutions-and-kodiak-announce-agreement-for
  10. https://ir.atlas.energy/news-events/press-releases/detail/47/kodiak-delivers-customer-owned-autonomous-robotrucks-to
  11. https://www.truckingdive.com/news/atlas-energy-solutions-kodiak-robotics-driverless-frac-sand-deliveries/722066/
  12. https://www.ttnews.com/articles/atlas-driverless-trucks-kodiak