Results of Operations and Financial Condition. On August 3, 2026, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1.

Results of Operations and Financial Condition. On May 4, 2026, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1.

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in

Entry Into or Amendment of a Material Definitive Agreement Indenture On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”), which included the exercise in full of the Initial Purchasers’ (as defined below) option to purchase up to an additional $60 million principal amount of Notes. The Notes were issued pursuant to, and are governed by, an indenture (the “Indenture”), dated as…

The Notes were issued to the Initial Purchasers in reliance upon Section 4(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”), in transactions not involving any public offering. The Notes were resold by the Initial Purchasers to persons whom the Initial Purchasers reasonably believe are qualified institutional buyers pursuant to Rule 144A under the Securities Act. Any shares of the Company’s Common Stock that may be issued upon conversion of the Notes will be issued in rel…

Other Events. On April 7, 2026, the Company issued a press release announcing the pricing of the Notes. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Purchase Agreement On April 6, 2026, the Company entered into a purchase agreement (the “Purchase Agreement”) with J.P. Morgan Securities LLC, Barclays Capital Inc. and BofA Securities, Inc. (the “Representatives”), as representatives of the several initial purchasers named therein (the “…

Other Events On April 6, 2026, the Company issued a press release announcing that, subject to market and other conditions, the Company intends to offer (the “Notes Offering”) for sale in a private placement to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act $300 million aggregate principal amount of Convertible Senior Notes due 2031. The Company intends to use a portion of the net proceeds from the offering to fund the cost of en…

Results of Operations and Financial Condition To the extent the information included or incorporated by reference into

Results of Operations and Financial Condition. To the extent the information included or incorporated into

Entry Into a Material Definitive Agreement. On March 4, 2026 (the “ Effective Date ”), Atlas Energy Solutions ProjectCo, LLC (“ ProjectCo ”), a Texas limited liability company and an indirect wholly owned subsidiary of Atlas Energy Solutions Inc. (the “ Company ”), a Delaware corporation, entered into the Global Framework Agreement (the “ GFA ”) with Caterpillar Inc. (“ Caterpillar ”) pursuant to which Caterpillar will reserve approximately 1.4 gigawatts (“ Reserved Capacity ”) of incremental…

Results of Operations and Financial Condition. On February 23, 2026, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1.

Director — Stacy Hock: Ms. Hock informed the Board of her intent not to stand for reelection at the Annual Meeting.

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 less…

Creation of a Direct Financial Obligation or an Obligation under and Off-Balance Sheet Arrangement of a Registrant. The disclosures of the material terms and conditions of the Lease Agreement, the Interim Funding Agreement and the Fourth ABL Amendment contained in

Results of Operations and Financial Condition. On November 3, 2025, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1.

EVP & President, Sand and Logistics — Chris Scholla: Mr. Scholla is departing from the Company and his role as EVP & President, Sand and Logistics.

Results of Operations and Financial Condition. On August 4, 2025, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the quarter ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1.

Other Events. On May 23, 2025, Atlas Energy Solutions Inc. (the “Company”) filed with the Securities and Exchange Commission (the “SEC”) a prospectus supplement to the prospectus included in the Company’s registration statement on Form S-3ASR (File No. 333-379434), filed with the SEC on May 15, 2024 (the “Registration Statement”), covering the resale from time to time by a certain stockholder of up to an aggregate of 1,727,764 shares of the Company’s common stock, par value $0.01 per share (t…

Results of Operations and Financial Condition. On May 5, 2025, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the quarter ended March 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1.

Results of Operations and Financial Condition. On February 24, 2025, Atlas Energy Solutions Inc. (the “Company”) issued a press release providing information regarding earnings for the year ended December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1.

Completion of Acquisition or Disposition of Assets. The information set forth in the “Introductory Note” above is incorporated by reference in response to this

The issuance of the Stock Consideration to the Seller was completed in reliance upon the exemption from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”), provided by Section 4(a)(2) thereof as a transaction by an issuer not involving any public offering.

Creation of a Direct Financial Obligation or an Obligation under and Off-Balance Sheet Arrangement of a Registrant. The disclosures of the material terms and conditions of the 2025 Term Loan Credit Agreement, the 2025 Term Loan Credit Facility and the Third ABL Amendment contained in

Entry Into a Material Definitive Agreement. Registration Rights Agreement On February 24, 2025, in connection with the Closing, the Company entered into a registration rights agreement (the “Registration Rights Agreement”) with the Seller that provides, among other things, that the Company will, no later than (a) March 26, 2025, or (b) if the Company is and continues to be a “Well-Known Seasoned Issuer” as defined in Rule 405 of the Securities Act, May 25, 2025, file with the U.S. Securities…

Entry into a Material Definitive Agreement. On January 30, 2025, Atlas Energy Solutions Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Goldman Sachs & Co. LLC and Piper Sandler & Co., as representatives of the several underwriters (the “Underwriters”), relating to the previously announced underwritten offering of 11,500,000 shares of common stock, par value $0.01 per share, of the Company (the “Common Stock” and such offering, the “Offering”).…