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John Turner

President, Chief Executive Officer & Director, ATLAS ENERGY SOLUTIONS INC

Search every verified John Turner interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Atlas Energy Solutions' second quarter 2026 earnings call, John Turner discussed the company's execution of its first behind-the-meter contract, a 120 megawatt power purchase agreement with a subsidiary of an investment grade technology infrastructure provider. He stated that total project capital is approximately $190 million and that the contract is expected to generate about $55 million in annualized adjusted free cash flow once the permanent facility is operating. Turner also noted that the nature of power deals the company is pursuing has evolved in size and duration, with commercial capabilities becoming more apparent to prospective customers. Turner commented on market conditions in the sand business, saying that competition from what he called "zombie mines" — theoretical nameplate capacity from struggling competitors — is being bid into customer tenders, creating a perception of ample oversupply. He said Atlas has matched competing bids to gain market share and force market rationalization, while expressing the view that actual supply is tighter than perceived. He also discussed challenges in the trucking market, suggesting that insufficient truck availability could lead to further inflation in trucker rates. Turner closed by saying the company has "two good businesses and real advantages in both" and that management would "keep our heads down, do the work, and let the results speak for themselves."

Recent appearances

  • Atlas Energy Solutions Inc. Q2 FY26 Earnings Call | Full Recording | AESI

    September 25, 2026 · 📺 Alfa finder USA

    Full Atlas Energy Solutions Inc. (AESI) Q2 FY26 earnings call — complete recording with CEO/CFO commentary and analyst Q&A. 📰 Atlas Energy Secures 120 Megawatt Power Purchase Agreement for Texas Data Center 📈 Growth: Revenue reached $293.2 million with $49.5 million in adjusted EBITDA, representing a 17% EBITDA margin for the quarter. ⚠️ Risks: Management noted that grid access is becoming increasingly difficult to secure on predictable timelines, driving demand for island power. 🎯 Outlook: Atlas expects 470 megawatts of additional capacity for 2027 deployment and 180-200 megawatts for the o…

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  • Atlas Energy Solutions Inc AESI Q3 2025 Earnings Call

    November 09, 2025 · 📺 Fyfull

    --------- Atlas Energy Solutions Inc AESI Q3 2025 Earnings Call --------- In this video, we’ll cover the latest quarterly earnings results, key financial metrics, and business highlights from the most recent reporting period. 🔔 Don’t forget to subscribe and follow us on X for more updates: https://x.com/Fyfull2 Disclaimer: This video includes segments from official corporate earnings calls and presentations, used for educational and informational purposes under fair use (Section 107, U.S. Copyright Act). No affiliation or endorsement by the companies mentioned is implied. All content righ…

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