Atlas Energy Solutions Enters Material Definitive Agreement

TL;DR

Atlas Energy Solutions just signed a big deal on 12/26/25 - expect financial moves.

AI Summary

Atlas Energy Solutions Inc. entered into a material definitive agreement on December 26, 2025. This agreement constitutes a direct financial obligation or an obligation under an off-balance sheet arrangement for the registrant. The filing also includes financial statements and exhibits related to this event.

Why It Matters

This filing indicates a significant new financial commitment or arrangement for Atlas Energy Solutions, which could impact its financial obligations and future operations.

Risk Assessment

Risk Level: medium — Material definitive agreements can introduce new financial obligations or strategic shifts that carry inherent risks.

Key Players & Entities

• Atlas Energy Solutions Inc. (company) — Registrant
• December 26, 2025 (date) — Date of earliest event reported

FAQ

Key Financial Figures

• $0.01 — ch registered Common stock, par value $0.01 per share AESI New York Stock Excha
• $385.0 million — briar will make periodic advances up to $385.0 million and Galt will make payments to Stonebri

Filing Documents

• aesi-20251226.htm (8-K) — 60KB
• aesi-ex10_1.htm (EX-10.1) — 213KB
• aesi-ex10_2.htm (EX-10.2) — 259KB
• aesi-ex10_3.htm (EX-10.3) — 2024KB
• img80197482_0.jpg (GRAPHIC) — 22KB
• img81121003_0.jpg (GRAPHIC) — 22KB
• img81121003_1.jpg (GRAPHIC) — 22KB
• 0001193125-25-337132.txt ( ) — 3089KB
• aesi-20251226.xsd (EX-101.SCH) — 25KB
• aesi-20251226_htm.xml (XML) — 5KB

01 Entry Into a Material Definitive Agreement

Item 1.01 Entry Into a Material Definitive Agreement. Master Lease Agreement and Interim Funding Agreement On December 26, 2025, Atlas Energy Solutions Inc., a Delaware corporation (the "Company"), entered into a Master Lease Agreement (the "Lease Agreement") by and between Galt Power Solutions LLC, a Texas limited liability company and indirect wholly-owned subsidiary of the Company ("Galt"), as lessee, and Stonebriar Commercial Finance LLC, a Delaware limited liability company ("Stonebriar"), as lessor, and an Interim Funding Agreement (the "Interim Funding Agreement" and, together with the Lease Agreement, the "Lease Documents"), by and between Galt and Stonebriar, pursuant to which Galt assigned a reservation agreement (the "Reservation Agreement") for the manufacture of approximately 240 megawatts of power generation equipment (the "Equipment") to Stonebriar and Stonebriar agreed to lease such power generation equipment back to Galt (the "Transaction"). Pursuant to the Lease Documents, Stonebriar will make periodic advances up to $385.0 million and Galt will make payments to Stonebriar in two phases: (i) monthly rental payments in the amount of the unpaid balance of the aggregate amounts advanced by Stonebriar multiplied by a lease rate factor equal to a per annum rate equal to the sum of 1-Month SOFR plus 635 basis point and (ii) once Equipment (as defined in the Interim Funding Agreement) under the Reservation Agreement is delivered to and accepted by Galt, monthly rental payments in an amount set forth in the applicable Schedule (as defined in the Interim Funding Agreement) relating to such Equipment. The Lease Agreement provides that Galt may terminate the Lease Agreement (x) prior to the Term Expiration Date (as defined in the Lease Agreement) for an early termination price set forth on the Schedule for such Equipment or (y) on the Term Expiration Date as set forth on the Schedule for such Equipment, in each case, subject to certain terms and conditi

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description 10.1 Master Lease Agreement, dated as of December 26, 2025, by and between Galt Power Solutions LLC and Stonebriar Commercial Finance LLC. 10.2# Interim Funding Agreement, dated as of December 26, 2025, by and between Galt Power Solutions LLC and Stonebriar Commercial Finance LLC. 10.3 Fourth Amendment to Loan, Security and Guaranty Agreement, dated as of December 26, 2025, by and among Atlas Sand Company, LLC, as borrower, certain of its subsidiaries as guarantors, the financial institutions party thereto as lenders and Bank of America, N.A., as agent for the lenders. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). # Certain schedules, annexes or exhibits have been omitted pursuant to Item 601(a)(5) of Regulation S-K, but will be furnished supplementally to the SEC upon request.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ATLAS ENERGY SOLUTIONS INC. Date: December 30, 2025 By: /s/ John Turner Name: John Turner Title: President and Chief Executive Officer

View Full Filing

View this 8-K filing on SEC EDGAR