{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-113946","form_type":"8-K","ticker":"AESI","cik":"0001984060","company_name":"Atlas Energy Solutions Inc.","filed_at":"2024-10-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:10.521404+00:00","generated_at":"2026-05-30T16:58:22.661949+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Atlas Energy lowers Q3 guidance: revenue $300-310M, adj. EBITDA $70-75M, below prior outlook","bullets":["Proppant sales volumes expected ~6.0M tons; asset write-down of ~$9M on dredge mining asset.","Dune Express commissioning began early Oct; commercial proppant transport into Delaware Basin starts late Q4.","Q4 results expected roughly flat with Q3 due to E&P budget exhaustion and higher Kermit plant costs.","Shift to domestic dredge manufacturer after new dredge severely damaged during commissioning, resulting in total loss.","Average production costs per ton expected to normalize by year-end; strong balance sheet supports return of capital."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-113946","json":"https://secwatch.observer/filing/0000950170-24-113946.json","markdown":"https://secwatch.observer/filing/0000950170-24-113946.md","text":"https://secwatch.observer/filing/0000950170-24-113946.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1984060/000095017024113946/0000950170-24-113946-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1984060/000095017024113946/aesi-20241010.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T16:58:22.661949+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}