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New Era Helium Provides Update on Company’s Primary Commodities and Their Strategic Roles Within the AI Ecosystem

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New Era Helium (NASDAQ: NEHC) provided a strategic update on its role in the AI economy through its helium and natural gas commodities. The company's helium production is important for semiconductor manufacturing, with helium being the primary component in chip creation. The company's Pecos Slope Gas Field is expected to generate 70+ MW of power for 20+ years at 20,000 Mcfpd production target.

Through its joint venture Texas Critical Data Centers (TCDC), NEHC signed a non-binding LOI to acquire 200 acres in Ector County, Texas, for developing a 250MW net-zero AI/HPC data center campus. The company plans to convert its natural gas into electricity for AI data centers instead of selling it through pipelines. NEHC owns over 137,000 acres in Southeast New Mexico with over 1.5 billion cubic feet of proved and probable helium reserves.

New Era Helium (NASDAQ: NEHC) ha fornito un aggiornamento strategico sul suo ruolo nell'economia dell'IA attraverso le sue commodities di elio e gas naturale. La produzione di elio dell'azienda è fondamentale per la produzione di semiconduttori, poiché l'elio è il componente principale nella creazione di chip. Si prevede che il campo di gas Pecos Slope genererà oltre 70 MW di energia per più di 20 anni, con un obiettivo di produzione di 20.000 Mcfpd.

Attraverso la sua joint venture Texas Critical Data Centers (TCDC), NEHC ha firmato una lettera di intenti non vincolante per acquisire 200 acri nella contea di Ector, Texas, per sviluppare un campus di data center AI/HPC a zero emissioni di 250 MW. L'azienda prevede di convertire il suo gas naturale in elettricità per i data center AI anziché venderlo attraverso i gasdotti. NEHC possiede oltre 137.000 acri nel sud-est del New Mexico con oltre 1,5 miliardi di piedi cubi di riserve di elio provate e probabili.

New Era Helium (NASDAQ: NEHC) proporcionó una actualización estratégica sobre su papel en la economía de IA a través de sus productos de helio y gas natural. La producción de helio de la empresa es importante para la fabricación de semiconductores, siendo el helio el componente principal en la creación de chips. Se espera que el campo de gas Pecos Slope genere más de 70 MW de energía durante más de 20 años, con un objetivo de producción de 20,000 Mcfpd.

A través de su empresa conjunta Texas Critical Data Centers (TCDC), NEHC firmó una carta de intención no vinculante para adquirir 200 acres en el condado de Ector, Texas, para desarrollar un campus de centros de datos AI/HPC de cero emisiones de 250 MW. La empresa planea convertir su gas natural en electricidad para los centros de datos de IA en lugar de venderlo a través de gasoductos. NEHC posee más de 137,000 acres en el sureste de Nuevo México con más de 1.5 mil millones de pies cúbicos de reservas de helio probadas y probables.

뉴 에라 헬륨 (NASDAQ: NEHC)은 헬륨 및 천연 가스 상품을 통해 AI 경제에서의 역할에 대한 전략적 업데이트를 제공했습니다. 회사의 헬륨 생산은 반도체 제조에 중요하며, 헬륨은 칩 제작의 주요 구성 요소입니다. 회사의 페코스 슬로프 가스 필드는 20,000 Mcfpd 생산 목표로 20년 이상 70MW 이상의 전력을 생성할 것으로 예상됩니다.

텍사스 크리티컬 데이터 센터(TCDC)와의 합작 투자 통해 NEHC는 텍사스 에크터 카운티에 200에이커를 인수하기 위한 비구속적인 LOI를 체결했습니다. 이는 250MW의 넷 제로 AI/HPC 데이터 센터 캠퍼스를 개발하기 위한 것입니다. 회사는 파이프라인을 통해 판매하는 대신 AI 데이터 센터를 위해 천연 가스를 전기로 전환할 계획입니다. NEHC는 뉴멕시코 남동부에 137,000에이커 이상의 토지를 소유하고 있으며, 15억 입방피트 이상의 입증 및 잠재적 헬륨 매장량을 보유하고 있습니다.

New Era Helium (NASDAQ: NEHC) a fourni une mise à jour stratégique sur son rôle dans l'économie de l'IA à travers ses produits d'hélium et de gaz naturel. La production d'hélium de l'entreprise est essentielle pour la fabrication de semi-conducteurs, l'hélium étant le principal composant dans la création de puces. Le champ de gaz Pecos Slope devrait générer plus de 70 MW d'énergie pendant plus de 20 ans, avec un objectif de production de 20 000 Mcfpd.

Grâce à sa coentreprise Texas Critical Data Centers (TCDC), NEHC a signé une lettre d'intention non contraignante pour acquérir 200 acres dans le comté d'Ector, au Texas, afin de développer un campus de centres de données AI/HPC à zéro émission de 250 MW. L'entreprise prévoit de convertir son gaz naturel en électricité pour les centres de données IA au lieu de le vendre par pipeline. NEHC possède plus de 137 000 acres dans le sud-est du Nouveau-Mexique avec plus de 1,5 milliard de pieds cubes de réserves d'hélium prouvées et probables.

New Era Helium (NASDAQ: NEHC) hat ein strategisches Update zu seiner Rolle in der KI-Wirtschaft durch seine Helium- und Erdgasprodukte bereitgestellt. Die Heliumproduktion des Unternehmens ist wichtig für die Halbleiterherstellung, da Helium der Hauptbestandteil bei der Chipproduktion ist. Es wird erwartet, dass das Pecos Slope Gasfeld über 70 MW Strom für mehr als 20 Jahre bei einem Produktionsziel von 20.000 Mcfpd erzeugt.

Durch sein Joint Venture Texas Critical Data Centers (TCDC) hat NEHC eine unverbindliche Absichtserklärung unterzeichnet, um 200 Acres im Ector County, Texas, zu erwerben, um einen 250-MW-Netto-Null-AI/HPC-Datenzentrum-Campus zu entwickeln. Das Unternehmen plant, sein Erdgas in Elektrizität für AI-Datenzentren umzuwandeln, anstatt es über Pipelines zu verkaufen. NEHC besitzt über 137.000 Acres im Südosten von New Mexico mit über 1,5 Milliarden Kubikfuß nachgewiesenen und wahrscheinlichen Heliumreserven.

Positive
  • Controls substantial helium reserves: 1.5 billion cubic feet proved and probable
  • Large land position: 137,000 acres in Southeast New Mexico
  • Planned 250MW net-zero AI data center development
  • 70+ MW power generation capacity potential for 20+ years
  • Strategic position in critical AI semiconductor supply chain
Negative
  • Processing plant not yet operational
  • Data center LOI is non-binding
  • Production targets not yet achieved
  • Dependent on reaching 20,000 Mcfpd target for power generation goals

MIDLAND, Texas--(BUSINESS WIRE)-- New Era Helium, Inc. (Nasdaq: NEHC) (“New Era Helium” or the “Company”), an exploration and production (E&P) company sourcing helium from natural gas reserves in the Permian Basin, today provided a strategic update on its expanding role within the AI-driven economy from its two primary commodities; helium and natural gas. The Company remains on track to meet certain key production milestones and is currently reviewing an integrated energy strategy that will allow it to further solidify its position across the AI spectrum.

Helium: Foundational for AI Creation

  • As AI infrastructure rapidly expands, the Company’s helium and natural gas are playing a vital role in both its development and operations, forming the backbone of advanced chip manufacturing and proven power generation for high-performance data centers. Currently, the number one end use application for helium is for the creation of semiconductor chips. Due to its scarcity and limited global production from just a handful of countries, helium is considered a critical raw material by the USA, EU, Canada, and other jurisdictions. With the enactment of The CHIPS and Science Act of 2022, the U.S. semiconductor industry is seeking to decrease its dependence on foreign production with an emphasis on reshoring the semiconductor market along with its supply chain. For example, President Donald Trump announced Monday a $100 billion investment from Taiwan Semiconductor Manufacturing intended towards building new chip manufacturing plants in Arizona. Helium is essential for semiconductor fabrication, GPU cooling, and quantum computing applications, making it a key driver of AI and next-generation computing.

Natural Gas: A Long-Term Energy Solution for AI

  • As with the Company’s helium reserves, the Company expects to leverage its significant natural gas reserves within the AI spectrum as well. AI data centers are a major consumer of electricity and are straining power grids worldwide. For example, a single large data center can consume as much electricity as 50,000 homes. The Company expects that its natural gas production will serve as a direct energy source for AI workloads. Rather than selling gas as a commodity into a pipeline, the Company seeks to convert it into electricity, maximizing revenue potential. We believe that our Pecos Slope Gas Field will be capable of generating approximately 70+ MW of power for 20 years or more once the Company hits its daily production target of 20,000 Mcfpd. While this capacity could power an estimated 40,000 to 80,000 homes for decades ( depending on factors like average household energy consumption and peak demand) the Company has strategically chosen to allocate this energy towards AI data center operations, recognizing the long-term economic and technological benefits of dedicated behind-the-meter power for HPC infrastructure.

As part of New Era Helium’s AI strategy, Texas Critical Data Centers, LLC (TCDC), the Company’s joint venture vehicle, recently signed a non-binding Letter of Intent (LOI) [read here] to acquire 200 acres in Ector County, Texas, for the development of a 250MW net-zero AI/HPC data center campus. A large emphasis of the Company’s recent time has been centered around its participation in TCDC. However, the Company remains committed to the development of our Pecos Slope Field as it remains the key to the Company’s participation within the AI ecosystem.

New Era Helium intends to issue a formal update in the near future regarding the status of its Pecos Slope processing plant, which ultimately will provide pipeline spec natural gas, helium, and natural gas liquids. Progress on other key strategic objectives outlined in prior investor communications will also be addressed in the forthcoming shareholder update.

E. Will Gray II, CEO of New Era Helium commented: “We are at a pivotal moment in New Era Helium’s growth, where our vision for next-generation energy solutions is becoming a reality. Instead of simply selling our natural gas into the pipeline, we are planning on maximizing its value by creating behind-the-meter power to fuel the AI-driven economy. At the same time, we remain focused on key production milestones, reinforcing our commitment to sustainable growth, operational excellence, and long-term value creation. We seek to optimize this strategy through our efforts within our Pecos Slope footprint as well as through accretive acquisition opportunities. Since 95% of the world’s helium is associated with natural gas, New Era Helium is strategically positioned to support the growing computing and processing demands of AI.”

About New Era Helium, Inc.

New Era Helium, Inc. is an exploration and production company that sources helium produced in association with the production of natural gas reserves in North America. The company currently owns and operates over 137,000 acres in Southeast New Mexico and has over 1.5 billion cubic feet of proved and probable helium reserves. For more information, visit www.newerahelium.com. Follow New Era Helium on LinkedIn and X.

Cautionary Note Regarding Forward-Looking Statements

Some of the statements in this press release may be forward-looking statements or statements of future expectations based on currently available information. Such statements are naturally subject to risks and uncertainties. Factors such as the development of general economic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. The Company does not make any representation or warranty, express or implied, as to the accuracy, completeness or updated status of such statements. Therefore, in no case whatsoever will the Company and its affiliates be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages.

Investor and Media:

Investor Relations

Jonathan.Paterson@harbor-access.com

Tel +1 475 477 9401

Source: New Era Helium, Inc.

FAQ

What is New Era Helium's (NEHC) expected power generation capacity from the Pecos Slope Gas Field?

The field is expected to generate 70+ MW of power for 20+ years once reaching the daily production target of 20,000 Mcfpd.

How many acres and proven helium reserves does NEHC currently control?

NEHC owns over 137,000 acres in Southeast New Mexico with over 1.5 billion cubic feet of proved and probable helium reserves.

What is the size of NEHC's planned AI data center project in Ector County?

NEHC's joint venture TCDC signed an LOI to acquire 200 acres for developing a 250MW net-zero AI/HPC data center campus.

How does NEHC plan to utilize its natural gas production for AI applications?

NEHC plans to convert its natural gas into electricity for AI data centers instead of selling it as a commodity through pipelines.
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