RE: The future of helium pricing..12 Jul 2025 14:26
Back-of-the-Napkin Maths with those prices…
Right then, let’s have a little fun with some conservative number crunching, emphasis on conservative.
The CPR suggests up to 4.5 BCF of recoverable helium in the ML area. For the sake of realism (and sanity), let’s dial that down and work with a modest 3 BCF recoverable.
Now, based on helium prices posted earlier (cheers BigGinge) — $1,300 to $2,500 per MCF — the basic maths looks like this:
➡️ 3 BCF = 3,000,000 MCF
Multiply that out…
💰 Low price case ($1,300/MCF):
= $3.9 billion
💰 High price case ($2,500/MCF):
= $7.5 billion
And that’s just from the ML area alone. Not exploration upside, not additional licences, just what’s in the bankable zone if we can monetise it.
Of course, insert the standard health warning here: this is napkin maths and doesn’t account for dev costs, infrastructure, purity losses, taxes, tea breaks, etc. But even halving those figures gives some jaw-dropping potential.
The key bit…. This is helium, not hot air. If the team can prove up and commercialise even a slice of that 3 BCF, we’re potentially looking at company-making numbers.
🚀 So while timelines and market mood swing like a weather vane in a hurricane, let’s not lose sight of what’s actually on the table here.
Onwards, patient holders.
—
DYOR and keep the kettle on. 🔥🚀