{"id":"6cacc268-e7ae-4f51-a4bb-83c6b9fc659b","name":"Atlas Energy Solutions","slug":"atlas-energy","description":"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.","status":"public","founded":2017,"hq":"Austin, Texas, USA","fundingTotal":null,"type":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.atlas.energy/","title":"Atlas Energy Solutions (official site)","sourceName":"Atlas Energy Solutions (official)"},{"url":"https://www.atlas.energy/dune-express/","title":"The Dune Express, 42-mile electrified frac-sand conveyor (official)","sourceName":"Atlas Energy Solutions (official)"},{"url":"https://www.sec.gov/Archives/edgar/data/0001984060/000095017024021342/aesi-20231231.htm","title":"Atlas Energy Solutions FY2023 Form 10-K (first as a public company)","sourceName":"SEC EDGAR"},{"url":"https://www.sec.gov/Archives/edgar/data/0001984060/000095017025026740/aesi-20241231.htm","title":"Atlas Energy Solutions FY2024 Form 10-K","sourceName":"SEC EDGAR"},{"url":"https://www.sec.gov/Archives/edgar/data/0001984060/000119312526067145/aesi-20251231.htm","title":"Atlas Energy Solutions FY2025 Form 10-K (~$1.10B revenue)","sourceName":"SEC EDGAR"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/15/atlas-energy-solutions-inc-prices-initial-public-offering","title":"Atlas Energy Solutions prices its IPO (NYSE: AESI, March 2023)","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/31/atlas-energy-solutions-inc-completes-previously-announced","title":"Atlas completes Hi-Crush acquisition; John Turner CEO, Bud Brigham Executive Chairman","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://www.businesswire.com/news/home/20240826528340/en/Atlas-Energy-Solutions-Announces-Election-of-CEO-John-Turner-to-Board-of-Directors","title":"Atlas Energy Solutions announces election of CEO John Turner to the board (Aug 2024)","sourceName":"Atlas Energy Solutions (Business Wire)"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/39/atlas-energy-solutions-and-kodiak-announce-agreement-for","title":"Atlas Energy and Kodiak announce an agreement for autonomous trucking (Jul 23, 2024)","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://ir.atlas.energy/news-events/press-releases/detail/47/kodiak-delivers-customer-owned-autonomous-robotrucks-to","title":"Kodiak delivers customer-owned autonomous RoboTrucks to Atlas; 100 loads of proppant (Jan 2025)","sourceName":"Atlas Energy Solutions (investor relations)"},{"url":"https://www.truckingdive.com/news/atlas-energy-solutions-kodiak-robotics-driverless-frac-sand-deliveries/722066/","title":"Kodiak and Atlas ramp up self-driving trucks in Texas","sourceName":"Trucking Dive"},{"url":"https://www.ttnews.com/articles/atlas-driverless-trucks-kodiak","title":"Atlas Energy begins driverless truck deliveries to wells","sourceName":"Transport Topics"}],"keyFacts":[{"label":"Public","value":"NYSE: AESI (IPO March 2023)"},{"label":"Business","value":"Permian Basin frac sand / proppant logistics; the Dune Express 42-mile electrified conveyor (~13M tons/yr)"},{"label":"Leadership","value":"Founded 2017 by Bud Brigham (Executive Chairman); CEO John Turner; acquired Hi-Crush"},{"label":"Autonomous trucking","value":"Kodiak driver-as-a-service license; Atlas owns the trucks (100-truck framework); driverless up to 24/7 in the Permian; 800+ driverless loads"}],"aliases":["Atlas Energy","Atlas Sand","AESI"],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-05-31T04:53:11.294Z","updatedAt":"2026-05-31T04:53:11.294Z"}