Atlas Sand

What Atlas Sand does

Atlas Sand, operating publicly as Atlas Energy Solutions (NYSE: AESI), is a Permian Basin-focused oilfield solutions provider founded in 2017 by experienced E&P operators. The company controls the largest reserve position of high-quality frac sand in the Permian Basin and has built an integrated supply chain around it. Atlas operates three office locations in Austin (corporate headquarters), Midland (regional headquarters serving the Permian), and Denver, with a workforce of 251-500 employees.

The company's product portfolio spans four core offerings. First, frac sand sourced from its dominant Permian reserve position, sold to oil and gas operators for hydraulic fracturing. Second, the OnCore mobile mining platform coupled with the Dune Express long-distance conveyor, the first of its kind in the oil and gas industry, which together replace conventional truck-based proppant logistics and dramatically reduce truck miles and emissions. Third, HybridGen prime power generators, the first oilfield generator systems engineered to run on raw wellhead gas, pipeline gas, and propane, marketed as emissions-friendly distributed power for remote well sites. Fourth, PropFlow, a sand supply chain optimization product. The portfolio is supported by an AESDriver mobile application on iOS and Android and a dedicated customer portal at atlassandportal.com for account management.

Atlas sells directly to oil and gas exploration and production operators in the Permian Basin and surrounding regions through a sales-led, customer-first GTM. Revenue is generated through hardware sales of frac sand and power generation systems and through professional services for logistics and last-mile delivery. Pricing is not publicly disclosed and is described as typically volume-based and tied to long-term agreements. The company is publicly traded on the NYSE under the ticker AESI and has raised approximately $200M in private funding prior to listing, including a $150M round from BlackGold Capital Management in January 2018 and a $50M Series 4 in October 2017. Leadership includes Bud Brigham as Chairman and John Turner as CFO.

Name

Atlas Sand

Legal name

Atlas Energy Solutions

Website

https://atlassand.com

Company type

Public

Founded year

2017

Operating status

Operating

Headcount range

251–500 employees

Short description

Atlas Sand, operating as Atlas Energy Solutions (NYSE: AESI), is a Permian Basin oilfield solutions provider that mines and delivers frac sand, operates the Dune Express conveyor and OnCore mobile mining logistics, and sells HybridGen wellhead-gas-powered generators to oil and gas operators.

Ownership category

akta.pro rank

Product category

Oilfield Proppant Supply & Logistics

NAICS

Industrial Sand Mining (212322), Mining and Oil and Gas Field Machinery Manufacturing (33313), Mining Machinery and Equipment Manufacturing (333131), Support Activities for Mining (2131)

SIC

Oil & Gas Field Services, Nec (1389), Oil & Gas Field Machinery & Equipment (3533), Wholesale-Metals & Minerals (No Petroleum) (5050), Mining Machinery & Equip (No Oil & Gas Field Mach & Equip) (3532)

akta.pro primary industry

Sand & Gravel Extraction & Processing (IMAKAHAB)

akta.pro secondary industries

Oilfield Equipment Manufacturing & Supply (Wellheads, BOPs, Surface Equipment) (EUALABAL), Feeding & Conveying Equipment (Aprons, Belts, Stackers) (IMAHAMAH), Well Completion & Stimulation (Hydraulic Fracturing, Sand Control) (EUAAAAAJ)

Keywords

• Frac sand supply
• Proppant logistics
• Oilfield power generation
• Mobile sand mining
• Industrial conveyor systems

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Infrastructure, Supply Chain, Personnel, Technology or R&D, Marketing or Sales

Revenue model

1. Frac Sand Supply: Atlas controls the largest position of high-quality frac sand in the Permian Basin. Revenue generated through sale and delivery of frac sand to oilfield operators.
2. Power Generation Systems: Sale and deployment of prime power generators including HybridGen technology that runs on wellhead gas, pipeline gas, and propane.
3. Logistics and Last Mile Services: Customer-first approach to last mile logistics and transportation services, including the Dune Express conveyor system and OnCore mobile mining solutions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Atlas Sand mines, processes, and delivers high-quality frac sand from the largest controlled position in the Permian Basin to oil and gas operators for hydraulic fracturing operations. The company complements sand supply with proprietary mobile mining (OnCore), the Dune Express long-distance conveyor, last-mile logistics services, and emissions-friendly prime power generators (HybridGen) that run on raw wellhead gas, pipeline gas, and propane.

Product overview

Atlas Energy Solutions is a leading provider of innovative oilfield solutions offering an integrated portfolio of products and services for the energy sector. The portfolio centers on four core offerings: (1) Power/Prime Power Generators with HybridGen Technology for emissions-friendly power generation using wellhead gas, pipeline gas, and propane; (2) OnCore mobile mining and PropFlow for frac sand supply chain optimization; (3) Frac Sand from the largest controlled position in the Permian Basin; and (4) Last Mile and Logistics services plus the revolutionary Dune Express long-distance conveyor system. Together, these products provide an end-to-end solution from sand extraction through delivery, reducing truck miles, emissions, and costs while maximizing customer efficiencies. The company also offers a mobile driver app (AESDriver) available on Android and iOS platforms.

Differentiator

Problem solved

Functional benefit

Brands

• Dune Express: The first long-distance conveyor for the transportation of frac sand, designed to revolutionize proppant logistics in the Permian oil and gas community.
• OnCore
• PropFlow
• HybridGen Technology

Products and services

• Frac Sand

Quantifiable outcome

• Dramatically reduces truck miles driven and associated emissions
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/atlas-sand

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atlas Sand