- Kodiak Robotics has delivered two more driverless trucks to Atlas Energy Solutions, expanding its autonomous fleet to four vehicles.
- The trucks are part of a significant 100-truck order from Atlas, aimed at automating their supply chain.
- Atlas's driverless trucks have already completed over 800 loads and 1,600 hours of service, with a capability to operate 24/7.
Kodiak Robotics, a leader in AI-powered autonomous vehicle technology, announced the delivery of two additional driverless trucks to Atlas Energy Solutions (AESI, Financial), enhancing Atlas's autonomous fleet to a total of four vehicles. These trucks are part of a larger commitment from Atlas which involves a 100-truck order, facilitating the automation of their supply chain operations.
Since the initiation of their commercial operations in December 2024, Atlas's fleet, powered by Kodiak's technology, has successfully completed over 800 loads and logged more than 1,600 hours of driverless service. The new trucks, equipped with Kodiak Driver AI, have been designed to work continuously up to 24/7, halting only for necessary maintenance and refueling tasks.
The autonomous vehicles are crucial in transporting frac sand from Atlas's Dune Express, a conveyor system, to customer well sites in the challenging terrain of the Permian Basin, which spans parts of West Texas and Eastern New Mexico. This development is significant in reducing labor costs and addressing challenges associated with driver recruitment.
Kodiak's business model of "Driver as a Service" includes per-mile or per-vehicle licensing fees, creating a sustainable revenue stream while supporting customers in ownership of the vehicles. This initiative not only enhances operational efficiency but also strengthens Atlas's long-term competitiveness in the oil and gas equipment and services sector.