-Atlas Energy Solutions delivers 100 loads of proppant as the first semi-truck customer to make driverless deliveries with its own RoboTruck fleet -Atlas Energy Solutions concurrently launched the Dune Express, a 42-mile autonomous conveyor system that delivers sand to Atlas’s autonomous RoboTrucks and is a meaningful part of Atlas’s strategy to automate its entire supply chain

Kodiak Robotics, Inc., a leading autonomous truck developer, and Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that Atlas has completed the delivery of 100 loads of proppant with its two RoboTrucks, semi-trucks equipped with the Kodiak Driver, Kodiak's self-driving system. This milestone marks the first time ever that a customer has taken ownership of a RoboTruck and launched driverless commercial semi-trucking operations. The initial driverless operations, which were announced in July 2024, involved Kodiak delivering Atlas's frac sand along a 21-mile off-road route in West Texas's Permian Basin with Kodiak-owned driverless trucks. With Kodiak providing the self-driving technology for these initial Atlas-owned RoboTrucks, Atlas is now able to complete its own driverless deliveries across the 75,000 square mile Permian Basin in West Texas and Eastern New Mexico. This sets Kodiak apart as the first company in the autonomous trucking industry to launch commercial driverless trucking operations.

"This is an incredible moment, for us and for the autonomous trucking industry as we have officially delivered a commercial RoboTruck to a customer and launched commercial operations," said Don Burnette, Founder and CEO, Kodiak. "The commercialization of autonomous trucks has been a goal for the industry for many years, and it has now come to fruition. Kodiak is the first company to make autonomous trucking a real business, and this is a major step towards profitability for our company."

Atlas intends to scale its RoboTruck deployment considerably over the course of 2025 with multiple RoboTruck deployments expected throughout the year. Given the scale and scope of operations in the Permian Basin, Kodiak announced that it has established an office in Odessa, Texas to support Atlas's operations. The 18,000-square-foot facility houses a team of 12 Kodiak employees, and is projected to grow to approximately 20 people by the end of Q1 2025.

Kodiak's launch of driverless trucking service coincides with Atlas's first deliveries of sand off of the Dune Express, a 42-mile long, fully-electric conveyor system that carries sand from Atlas's Kermit, Texas sand facility to an end-of-line loadout facility in eastern New Mexico. Atlas's Kodiak-driver equipped, autonomous RoboTrucks are expected to move sand from the Dune Express to Atlas's customers across the Delaware Basin. The Dune Express is part of Atlas's strategy to automate the entire logistics process for sand delivery to make it safer, more efficient, and more reliable. It also aims to eliminate millions of truck miles driven on public roads across the Permian, reducing traffic and improving safety.

"Incorporating these driverless RoboTrucks into our operations is a significant advancement in the automation of our business, enhancing our ability to maintain a fundamentally safe and reliable service at the best price for our customers," said John Turner, CEO, Atlas. "Becoming the first company to operate our own autonomous semi-trucks and reaching 100 successful autonomous proppant deliveries demonstrates our unique commitment to driving innovation and automation across the Permian Basin's rugged terrain, dust, and heat."

Prior to launching driverless operations with Atlas, Kodiak successfully completed its safety case, which is a comprehensive evaluation that demonstrates the safety and readiness of its self-driving system, within Atlas's operating domain. The delivery of the world's first customer-owned driverless RoboTrucks for industrial operations happened in December 2024, and driverless service with these trucks commenced on December 18th, 2024. This is the first stage in Kodiak's commercialization roadmap. As a next step, Kodiak will extend its safety case to highways for its long-haul customers.

The Kodiak Driver-equipped RoboTrucks feature Kodiak's sixth generation platform, which includes all the redundant components required for operations without a safety driver. This includes Kodiak's proprietary SensorPods™, pre-calibrated modular units that house all the sensors needed for autonomous driving, enabling fast and easy repairs.

About Kodiak Robotics, Inc.

Kodiak Robotics, Inc. was founded in 2018 and has become the trusted world leader in autonomous ground transportation committed to a safer and more efficient future for all. The company is developing an industry-leading artificial intelligence (AI) powered technology stack purpose-built for driverless trucking applications. The company delivers freight daily for its customers across the South using its autonomous technology. In May, Kodiak became the first autonomous trucking company to complete a fully driverless delivery in West Texas's Permian Basin. Kodiak also leverages its commercial self-driving software to develop, test and deploy autonomous capabilities for the U.S. Department of Defense. Learn more about Kodiak on the web at kodiak.ai, and on LinkedIn and Twitter.

About Atlas Energy Solutions

Atlas Energy Solutions Inc. is a leading proppant producer and proppant logistics provider, serving primarily the Permian Basin of West Texas and New Mexico. We operate 14 proppant production facilities across the Permian Basin with a combined annual production capacity of 29 million tons, including both large-scale in-basin facilities and smaller distributed mining units. We manage a portfolio of leading-edge logistics assets, which includes our 42-mile Dune Express conveyor system. In addition to our conveyor infrastructure, we manage a fleet of 120 trucks, which are capable of delivering expanded payloads due to our custom-manufactured trailers and patented drop-depot process. Our approach to managing both our proppant production and proppant logistics operations is intently focused on leveraging technology, automation and remote operations to drive efficiencies.

We are a low-cost producer of various high-quality, locally sourced proppants used during the well completion process. We offer both dry and damp sand, and carry various mesh sizes including 100 mesh and 40/70 mesh. Proppant is a key component necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells.

Our logistics platform is designed to increase the efficiency, safety and sustainability of the oil and natural gas industry within the Permian Basin. Proppant logistics is increasingly a differentiating factor affecting customer choice among proppant producers. The cost of delivering sand, even short distances, can be a significant component of customer spending on their well completions given the substantial volumes that are utilized in modern well designs.

We continue to invest in and pursue leading-edge technologies, including autonomous trucking, digital infrastructure, and artificial intelligence, to support opportunities to gain efficiencies in our operations. To this end, we have recently taken delivery of next-generation dredge mining assets to drive efficiencies in our proppant production operations. These technology-focused investments aim to improve our cost structure and also combine to produce beneficial environmental and community impacts.

While our core business is fundamentally aligned with a lower emissions economy, our core obligation has been, and will always be, to our stockholders. We recognize that maximizing value for our stockholders requires that we optimize the outcomes for our broader stakeholders, including our employees and the communities in which we operate. We are proud of the fact that our approach to innovation in the hydrocarbon industry while operating in an environmentally responsible manner creates immense value. Since our founding in 2017, our core mission has been to improve human beings' access to the hydrocarbons that power our lives while also delivering differentiated social and environmental progress. Our Atlas team has driven innovation and has produced industry-leading environmental benefits by reducing energy consumption, emissions, and our aerial footprint. We call this Sustainable Environmental and Social Progress.

We were founded in 2017 by Ben M. "Bud" Brigham, our Executive Chairman, and are led by an entrepreneurial team with a history of constructive disruption bringing significant and complementary experience to this enterprise, including the perspective of longtime E&P operators, which provides for an elevated understanding of the end users of our products and services. Our executive management team has a proven track record with a history of generating positive returns and value creation. Our experience as E&P operators was instrumental to our understanding of the opportunity created by in-basin sand production and supply in the Permian Basin, which we view as North America's premier shale resource and which we believe will remain its most active through economic cycles.