ALLIANCE RESOURCE PARTNERS LP 8-K

What Happened

• On July 1, 2026 Alliance Resource Partners LP (through subsidiary Matrix Design Africa (PTY) LTD) completed an acquisition of certain assets located outside the United States and entered into a related-party Master Supply, Distribution and Services Agreement with Saminco Solutions LLC. The agreement gives the subsidiary the right to act as a non‑exclusive distributor, to buy products and services (including repair/refurbishment) from Saminco, and gives Saminco the right to buy products from the subsidiary for incorporation into Saminco’s products.

Key Details

• Agreement date: July 1, 2026; initial term: 5 years, with automatic one‑year renewals unless terminated with notice.
• Termination/cancellation: either party may terminate without cause with 90 days’ notice; the Customer may cancel purchase orders in certain circumstances (e.g., Supplier non‑performance).
• Pricing: product prices set in each purchase order; services billed at Supplier’s hourly labor rate in effect; Customer must receive pricing no less favorable than similarly situated customers.
• Related party & oversight: Saminco is affiliated with Joseph W. Craft III (President/CEO/Chairman of the MGP and ~14.6% unitholder). The independent Conflicts Committee reviewed and approved the terms as fair and reasonable.

Why It Matters

• This is a commercial supply/distribution arrangement tied to ARLP’s recent overseas asset purchase and may affect how the acquired operations are supplied, serviced and monetized. The filing discloses key contract terms (term, renewal, pricing protections and cancellation rights) and notes the relationship to a significant executive/unitholder, but the agreement contains no disclosed upfront purchase price or other material cash payment amounts in the 8-K. Investors should note the conflicts‑committee approval and that the full agreement will be filed as an exhibit in the Partnership’s next required periodic report.