Atlas Energy Solutions Inc. · NYSE:AESI
Atlas Energy Solutions — Investor Presentation (March 2026)
10 slides from Atlas Energy Solutions's investor presentation, Mar 10, 2026
Slide 1: Long-term Power Strategy March 2026
Long-term Power Strategy March 2026 NYSE: AESI Exhibit 99.2
Slide 2: Important Disclosures
Important Disclosures Forward-Looking Statements This Presentation contains “forward-looking statements” of Atlas Energy Solutions Inc. (“Atlas,” the “Company,” “AESI,” “we,” “us” or “our”) within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Sectio
Slide 3: Distributed Power Solutions Enhance Atlas Investment Profile
Distributed Power Solutions Enhance Atlas Investment Profile Surging power demand and major interconnection delays make private grids the only viable near-term solution Secured, scarce asset base in a supply constrained market provides a tangible competitive moat Full-service, differentiated model p
Slide 4: Atlas is Uniquely Positioned to Serve Private Grid Market
Proven innovator in large-scale infrastructure, Atlas has executed complex, capital-intensive projects integrating engineering, power, automation, and logistics strategically positioning our platform to deliver reliable, long-term power solutions that overcome grid delays and equipment constraints f
Slide 5: Agreement with Caterpillar secures ~1.6 GW of critical power generation assets through 2029
Agreement with Caterpillar secures ~1.6 GW of critical power generation assets through 2029 Essential Partnership – Global Framework Agreement On March 4, 2026, Atlas entered a global framework agreement (“GFA”) to provide incremental power capacity suitable for both long-term and bridge power appli
Slide 6: Economic Viability and Reliability Prioritized
Economic Viability and Reliability Prioritized Illustrative lists are not intended to be exhaustive Atlas is targeting middle-market private power: Industries with manageable scale, extended contract horizons, and economics centered on total cost of ownership and reliability Atlas Core Competencies
Slide 7: Private Grid Market Primed for Rapid Growth With Strong Macro Tailwinds
Source: Energy Markets & Planning Berkeley Lab | (2) Source: BofA Institute | (3) Source: Pew “With U.S. Electricity Demand Set to Skyrocket” | (4) ICF “Fast Forward: Electricity demand expected to grow 25% by 2030” For large, mission-critical power loads, the advantages of private grid over traditi
Slide 8: Legacy Moser Business Transformation – Microgrids for O&G
Legacy Moser Business Transformation – Microgrids for O&G Focused on 5 – 10+ Year Contracts Consumption-based model with customization Hybridization of grids – reducing gas consumption Proven relationships with O&G providers New O&G Microgrids
Slide 9: Illustrative Power Growth: Deployable MW Forecast Through 2030
Estimated growth potential based on GFA and illustrative installation schedules Illustrative Power Growth: Deployable MW Forecast Through 2030 (1) (1) Figures assume placed orders for awarded projects are classified as deployed Total MW ~1,625 MW Total Secured CAT Equipment 2H 2026 First Delivery Tr
Slide 10: Investor Relations Contact
Investor Relations Contact For more information, please visit our website at https://atlas.energy/ IR Contact: Kyle Turlington 5918 W Courtyard Drive, Suite #500; Austin, Texas 78730 (T) 512-220-1200 IR@atlas.energy NYSE: AESI
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