Atlas Energy Solutions (AESI) Capital Expenditure by Segment

Tracks how much the company is investing in each part of the business, distinguishing growth spending from maintenance capex; shows where future capacity or revenue is being built and where cash flow may be constrained by heavy investment needs.

CapEx has clearly reallocated from Sand & Logistics into Power: sand/logistics investment has tapered after prior builds while Power spending spikes as management brings large orders onto the balance sheet and starts commercialization. That shift matches guidance raising 2026 growth CapEx for the power buildout and the 240 MW purchase/PPA pipeline — a deliberate move toward recurring FCF but one that raises near‑term capital intensity and execution/timing risk despite financing steps that lower cash interest.