Business Context and Reporting Period
Company: Alliance Resource Partners, L.P. (ARLP)
Filing Type: Form 8-K (Current Report)
Date of Report: October 10, 2025
Principal Executive Offices: Tulsa, Oklahoma
Reporting Period: This filing reports a specific event occurring on October 10, 2025, rather than a standard financial reporting period.
Key Financial Metrics
This Form 8-K filing does not contain financial statements, revenue, profit, cash flow, margin, debt, or liquidity metrics. The document focuses exclusively on the execution of a material definitive agreement.
Material Changes and Agreements
Master Supply and Services Agreement
On October 10, 2025, CR Services, LLC (a wholly owned subsidiary of ARLP) entered into a Master Supply and Services Agreement with Saminco Solutions LLC. Key terms include:
- Scope: ARLP has the right to purchase traction drives, motors, switches, batteries, electrical systems, and related parts, as well as repair and refurbishment services.
- Pricing: Prices for products are set per purchase order; service fees are based on the supplier's standard hourly labor rates. Terms must be no less favorable than those offered to similarly situated customers.
- Term: Initial term of five years with automatic one-year renewals unless terminated with 30 days' notice.
- Termination: Either party may terminate the agreement without cause upon 90 days' prior notice.
- Cancellation: ARLP retains the right to cancel specific purchase orders under certain circumstances, including supplier non-performance.
Related Party Transaction
The agreement is classified as a related party transaction because the Supplier, Saminco Solutions LLC, is affiliated with Joseph W. Craft III. Mr. Craft controls the Managing General Partner of ARLP, beneficially owns approximately 14.6% of ARLP's common units, and serves as CEO, President, and Chairman of the Board. The transaction was unanimously approved by the Conflicts Committee of the Board, consisting solely of independent directors.
Guidance, Outlook, and Risks
Management Commentary: The filing notes a long-term relationship between ARLP and the entity historically known as Saminco Inc., which recently sold substantially all assets to the current Supplier.
Risks and Contingencies: The agreement includes standard provisions for warranty periods, limitation of liability, force majeure, and indemnification. No specific financial risks or unusual items were disclosed in this filing text.
Guidance: No forward-looking financial guidance or operational outlook was provided in this document.
Investor Verification Checklist
- Verify the full text of the Master Supply and Services Agreement filed as Exhibit 10.1 for specific warranty and liability limitations.
- Confirm the extent of Joseph W. Craft III's beneficial ownership and control over the Supplier to assess ongoing related party exposure.
- Monitor future purchase orders to determine the actual financial impact of this agreement on ARLP's operating expenses.
- Review the Conflicts Committee's approval documentation to ensure independent director oversight was maintained.