Why Helium?

OVERVIEW

Helium has few substitutes, and in many cases, there are no alternatives

Demand for helium continues to accelerate because it is:

A critical element in Healthcare, Cryogenics, Semiconductor Manufacturing, Space Exploration, Military and Artificial Intelligence
Essential for scientific and technological applications that have significant societal benefits, including MRI machines, scientific research, and critical industrial processes
Irreplaceable for many important technologies that have significant demand growth, particularly semiconductors used in computers, mobile phones, cars, and smart devices
An excellent coolant for high-performance computing systems due to its low boiling point, including data centers and supercomputers, which are the backbone of AI development
A crucial component in space exploration, as NASA and other companies use helium to keep hot gases and ultra-cold liquid fuel separated during rocket lift-off
Included on the critical materials lists for the US, EU, China and other major economies

ADVANTAGES OF HELIUM DEVELOPMENT

The disappearance of the global helium reserve in the US creates greater opportunity for helium exploration.

The current environment offers an attractive opportunity for helium extraction given the availability of:

Drilling for helium is nearly identical to the process of drilling for natural gas, an industry which generated significant data that can be used for helium.

SUPPLY IS SCARCE AND UNRELIABLE

Helium cannot be economically manufactured today and the US is divesting the world’s only strategic helium stockpile.

Global supply is concentrated in politically unstable, geographically disparate regions – transportation of helium is time-consuming & expensive
Users of helium are relatively price insensitive and will pay a premium for stability of supply

WHY HELIUM?

OVERVIEW

Helium has few substitutes, and in many cases, there are no alternatives

Demand for helium continues to accelerate because it is:

ADVANTAGES OF HELIUM DEVELOPMENT

The disappearance of the global helium reserve in the US creates greater opportunity for helium exploration.

The current environment offers an attractive opportunity for helium extraction given the availability of:

SUPPLY IS SCARCE AND UNRELIABLE

Helium cannot be economically manufactured today and the US is divesting the world’s only strategic helium stockpile.

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