Customer DeferralsInvestors expressed frustration due to significant estimate cuts resulting from customer deferrals and confusion over flat quarterly EBITDA guidance despite new acquisitions.
Market EnvironmentAtlas Energy Solutions, Inc. faces a challenging environment in the US Land market due to oil prices remaining below $70 per barrel, driven by tariffs and OPEC+ production hikes.
Proppant Pricing PressureThe US Land rig count is expected to decrease, creating downward pressure on frac activity and proppant pricing.