Helium forward pricing research

Disclaimer: The attached reports are AI-generated and should be verified against their cited reference links. This is not investment advice and is provided as-is for reference purposes only.

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ChatGPT_o_mini_high - Summery of the 3 documents.

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Below is a markdown table comparing our baseline revenue estimates (using a helium price of ~$0.58 per SCF and assuming a helium recovery fraction) versus the industry post figures for a 2,500 mcf/d well.

Scenario	Helium Recovery Fraction	Annual Natural Gas Production (SCF)	Annual Helium Production (SCF)	Estimated Annual Revenue (USD)	Industry Post Estimate (USD)
Baseline – Low	3.0%	912,500,000	27,375,000	~$15.9 million	~$16 million
Baseline – High	4.7%	912,500,000	42,937,500	~$24.9 million	~$25 million

Assumptions:

A 2,500 mcf/d well produces 2,500,000 SCF per day, or ~912.5 million SCF per year (365 days).
At $0.58 per SCF, a 3.0% recovery yields nearly $16m, while a 4.7% recovery yields close to $25m annually.

These estimates align closely with the industry figures, confirming that our baseline assumptions provide a comparable revenue outlook for helium extraction.

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Grok Deep dive

Helium Market Prices: US Heavy Industry Analysis | Shared Grok Conversation

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[https://docs.google.com/document/d/1XIaC9L3e3tdvPgfZu7ebNCl7YO8e42pNGZane0VqFHE/edit?usp=sharing](https://docs.google.com/document/d/1XIaC9L3e3tdvPgfZu7ebNCl7YO8e42pNGZane0VqFHE/preview?usp=sharing)

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Gemini DeepSearch

No Link as not allowing sharing as yet.

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Helium Price Forecast, US Market

[https://docs.google.com/document/d/1gslOdiPBFSCmYpoDfoYgcNQ0HI90mxvjkox8WDZ82h8/edit?usp=sharing](https://docs.google.com/document/d/1gslOdiPBFSCmYpoDfoYgcNQ0HI90mxvjkox8WDZ82h8/preview?usp=sharing)