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Https://youtu.be/9pa-tPufudQ?is=bxoH5ciOXMLqGtZW

Great breakdown of the current helium market.

It looks like Hydrogen has been discovered in the Western Rukwa rift basin.

Helium One has both the water supply and the the nitrogen (one of the two raw materials needed to make the fertiliser) which could promote an in-house agricultural boom.

https://tradingdynamics.com.au/project/white-hydrogen-shaping-the-future-of-sustainable-power/?utm_source=perplexity

Investment angle

"So the realistic answer to Nitrogen usage in creating fertiliser is: possible in principle, unlikely in practice at present. The economics would depend on gas volumes, purity, hydrogen supply, capital cost, and proximity to an ammonia or fertiliser market."

I don't know how pure the nitrogen is, it also needs to be mixed locally with hydrogen at high temperatures and pressure, which then turns it into ammonia/urea, using the Haber-Bosch process.

Does anyone have any knowledge they can add?

Could the Nitrogen also have a value. It looks like Tanzania are looking to manufacture fertilizers in house!!

https://africa.businessinsider.com/local/markets/africas-richest-man-moves-closer-to-multi-billion-dollar-east-african-industrial/wjk5snm

Https://www.linkedin.com/posts/tanzania-is-ready-ugcPost-7476876663658745856-LY1v/?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

November 2026.

Or speculatively SpaceX... or and associated consortium representing Space exploration to guarantee a lions share of the helium supply.

"Rukwa is not just a helium discovery, it is a helium system that appears to be largely free of the usual hydrocarbons and CO2, with nitrogen as the carrier gas. That is rare globally and is why Helium One describes it as a “green” and "clean" helium play.

Even more compelling, the company says the Southern Rukwa project sits in a “Goldilocks zone” for helium generation, migration, and trapping, which means the basin has the right balance of source rock, fault pathways, reservoirs, and seals. In other words, the geology is not just rich in helium — it appears unusually efficient at concentrating it.

This will likely mean lower processing complexity and cleaner economics than a mixed gas field.

Rukwa may be one of the few helium plays on Earth where the gas is already “pre-cleaned” by nature — helium concentrated, hydrocarbons absent, CO2 absent, and nitrogen doing the carrying."

It's easy to overlook the uniqness of the Tanzanian development, but the proof will be in the pudding and the toast will be in an abundance of helium champagne 🍾

The reason carbon may be absent from the Rukwa basin's helium-rich waters is that the system is dominated by deep crustal helium rather than volcanic gas or organic input. When a basin sits close to volcanic activity, CO2 and other carbon-bearing gases can be introduced from magmatic sources, which can dilute the helium and change the gas mix. This is why distance from volcanic centres matters: the farther the helium system is from active magma sources, the more likely it is to stay helium-rich rather than carbon-rich.

A reminder of the science under the Rukwa surface.

"The Rukwa Rift Basin is one of the more intriguing helium plays because it has the full recipe: old helium-rich basement rocks, active faulting to release and move the gas, and younger sand/clay layers that can trap it. Helium is formed very slowly by radioactive decay in deep crustal rocks, then rifting and faulting help liberate it and let it migrate upward through fractures and fault zones.

The key trapping step is this: as helium rises, it enters porous reservoir rocks, but it can only accumulate if a sealing layer sits above it. In Rukwa, claystone seals and fault-closure traps appear especially important, where the reservoir pinches out against basement or is capped by impermeable rock, stopping the gas from escaping to surface.

So the idea is not just “helium bubbling up.” It is a source-migration-reservoir-seal system: helium is generated deep underground, pushed along fault pathways, then caught in structural traps where the seal holds it in place until enough accumulates to flow commercially."

Well said Peaky!

This is what patience looks like! 😑

It's Engages AGM at 11am today.

I would strongly agree; I believe there is a broad group of companies that are all building out the systems infrastructure, and engage XR will provide the platform. This progression will be matched with big tech product advancements the likes of extended reality glasses. Both system and product will converge and together they will be ready for the mass markets.

Tanzania is reinvesting 10% of its mining revenue back into the exploration of new minerals...

https://www.tanzaniainvest.com/mining/mineral-exploration-funding

Common Helium, stick one in the net for your shareholders!

Maybe not directly Blu, if you zoom out, this is all about creating an infrastructure which aligns with Tanzania's Vision 2050. If the 2050 target is to create an industrial powerhouse focused on supporting AIs advancements... then small scale support like this builds to something much larger. Could this lead to an Elon factory location, where rare earth and raw materials are available locally in the surrounding areas, who knows.

Tanzania are again advertising the support they have put in place to incentivise small scale miners.

https://www.tanzaniainvest.com/mining/small-scale-miners-mining-fund-credit-guarantees

Quote "You will experience firsthand the thrilling revelation of how this spacial revolution will reshape our future business landscape".

https://www.linkedin.com/posts/nora-yoo-6b9805274_infinityabrislandabrtour-virtualabrtour-globalabrtourismabrsector-share-7471691394928099328-nLV6/?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

Bobby Blag probably gets paid per post for a minimum number of posts per day, plus commission for every message posted back in return. He's started posting over the weekend too. 🤨

The latest RNS should give investors a growing confidence. A major US distributor wouldn't generally be buy low quality or low quantity Helium....

My bets would be on Air Products, but it could be either. It's normal practice not to announce who the offtaker is until they sign up with a long term agreement. When all of the additional wells and the CO2 are tied in, and they announce the cash into cashflow this will go off with a bang! Onwards and upwards.