Atlas Energy Solutions (AESI) investor relations material

Strategic positioning and market opportunity

• Secured asset base and long-term contracts provide a competitive moat and predictable cash flow in a supply-constrained market.

• Surging power demand and grid interconnection delays make private grids the preferred near-term solution for critical industrial loads.

• Targeting middle-market private power projects (50–500 MW) with extended contract horizons and a focus on reliability and total cost of ownership.

• U.S. electricity demand is projected to grow 25% by 2030 and 78% by 2050, with grid interconnection wait times of 5–10 years and over $1T in infrastructure investment needed.

Execution capabilities and partnerships

• Proven track record with over $500M in EPC projects and operation of more than 100 MW of power infrastructure.

• Strategic partnership with Caterpillar secures ~1.6 GW of power generation equipment through 2029, ensuring supply certainty and execution reliability.

• Full lifecycle ownership model assumes 100% capital risk, delivering turnkey solutions from design to long-term operations.

• Modular, scalable generators and strong supply chain relationships enable rapid deployment and flexibility for customer growth.

Product offerings and applications

• Offers integrated end-to-end power solutions, including design, build, ownership, and operation of private grid systems.

• Applications span large industrial loads, data centers, municipalities, midstream processing, and temporary sites.

• Bridge power solutions address phased commissioning, grid delays, and early operations, while long-term solutions focus on reliability and economic viability.

• Microgrid solutions for oil & gas feature hybridization and consumption-based models with 5–10+ year contracts.