secwatch / observer
8-K filed December 30, 2025, 6:59 PM ET ticker AESI CIK 0001984060
debt confidence high sentiment neutral materiality 0.55

Atlas Energy enters $385M lease financing for 240 MW power generation equipment

Atlas Energy Solutions Inc.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Atlas Energy Solutions Inc. incurred lease obligation of up to $385.0 million with Stonebriar Commercial Finance LLC at 1-Month SOFR plus 635 basis point.

Instrument
lease obligation
Principal
up to $385.0 million
Counterparty
Stonebriar Commercial Finance LLC
Rate
1-Month SOFR plus 635 basis point
Event
incurrence
Exact text from the filing
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 lessor, and an Interim Funding Agreement (the “Interim Funding Agreement” and, together with the Lease Agreement, the “Lease Documents”), by and between Galt and Stonebriar, pursuant to which Galt assigned a reservation agreement (the “Reservation Agreement”) for the manufacture of approximately 240 megawatts of power generation equipment (the “Equipment”) to Stonebriar and Stonebriar agreed to lease such power generation equipment back to Galt (the “Transaction”).
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Atlas Energy Solutions Inc. entered into Master Lease Agreement with Stonebriar Commercial Finance LLC valued at up to $385.0 million (effective 2025-12-26).

Action
entry
Agreement
lease
Counterparty
Stonebriar Commercial Finance LLC
Value
up to $385.0 million
Effective
2025-12-26
Exact text from the filing
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 lessor
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Atlas Energy Solutions Inc. amended Fourth Amendment to Loan, Security and Guaranty Agreement with Bank of America, N.A., as administrative agent (effective 2025-12-26).

Action
amendment
Agreement
credit facility
Counterparty
Bank of America, N.A., as administrative agent
Effective
2025-12-26
Exact text from the filing
On December 26, 2025, Atlas Sand Company, LLC (“Atlas LLC”) and certain other subsidiaries of the Company entered into that certain Fourth Amendment to Loan, Security and Guaranty Agreement (the “Fourth ABL Amendment”), among Atlas LLC, as the borrower, the subsidiary guarantors party thereto, the lenders party thereto and Bank of America, N.A., as administrative agent.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Atlas Energy Solutions Inc. entered into Interim Funding Agreement with Stonebriar Commercial Finance LLC valued at up to $385.0 million (effective 2025-12-26).

Action
entry
Agreement
lease
Counterparty
Stonebriar Commercial Finance LLC
Value
up to $385.0 million
Effective
2025-12-26
Exact text from the filing
and an Interim Funding Agreement (the “Interim Funding Agreement” and, together with the Lease Agreement, the “Lease Documents”), by and between Galt and Stonebriar, pursuant to which Galt assigned a reservation agreement (the “Reservation Agreement”) for the manufacture of approximately 240 megawatts of power generation equipment (the “Equipment”) to Stonebriar and Stonebriar agreed to lease such power generation equipment back to Galt (the “Transaction”).
View on SEC.gov

306 debt financings filed in the last 30 days. Browse all debt financings →

Atlas Energy Solutions Inc. filing history →

Source: SEC EDGAR
accession 0001193125-25-337132
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