RE: X update15 Dec 2025 08:44
Commercial Perspective - At current helium prices, the 2U gross case equates to a potential purified liquid helium value of ~$40 million at $300/Mcf, with the 3U outcome approaching ~$80 million. Methane and other hydrocarbons provide additional direct sales value of $3-10 million, but their potential for power generation may significantly exceed this.
The potential restart of the Lisbon Valley helium plant nearby could materially lower capital costs and accelerate commercialisation.