Atlas Energy Solutions Inc.

A couple more minor questions and we'll wrap.

Have you heard of this company called Atlas Energy Solutions? They're the ones that have those conveyors and sand that go on across the basins.

I've heard about them.

I've not.

This launch will not be a one-time milestone.

Our safety case is built to support ongoing driverless service our customers can rely on." Kodiak's long haul safety case builds on the safety case the company completed for its industrial deployment in the Permian Basin, where as of the end of the second quarter of '26, the company had deployed its technology and thirty-five unsupervised driverless trucks with no humans in the cab that are owned and operated by our customer, Atlas Energy Solutions.

Their deployment demonstrates the company's unmatched operational expertise in commercial driverless trucking.

Kodiak's progress toward closing its long haul safety case has accelerated throughout twenty twenty-six.

Companies like Corweave, Nebius, and Iron might be in the spotlight, but if they can't manage their costs effectively, they could struggle.

The key question for investors is, which companies can turn this growing demand into sustainable profits? We're looking at four energy stocks that could be game changers, Atlas Energy Solutions, Liberty Energy, Ormat Technologies, and Fervo Energy.

Each of these companies approaches the energy challenge from a different angle, and understanding their unique strategies is crucial.

First up, Atlas Energy Solutions, or AESI.

This company has roots in the oilfield services sector, but it's pivoting to meet the energy needs of data centers.

By repurposing its power generation capabilities, AES is positioning itself as a vital player in the AI infrastructure chain.

It explains wet sand, which can eliminate the expensive drying material that will eventually be mixed back into water anyway.

And it helps explain why Atlas Energy Solutions built the 42 mile long Dune Express conveyor across the Delaware Basin.

When the commodity becomes cheap enough, moving it can become one of the expensive parts.

Laksh points to places such as Colorado where comparable local sand resources are not readily available and transportation can multiply the delivered costs.