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New Era Helium Inc. (NASDAQ: NEHC) has recently listed on NASDAQ following its business combination with Roth CH V Holdings. The company controls over 137,000 acres in Southeast New Mexico with 1.5 billion cubic feet of proved and probable helium reserves. The global helium market is projected to reach $27.06 billion by 2030, growing at a CAGR of 8.3% from $15.48 billion in 2023.

NEH has announced a non-binding joint venture with Sharon AI to build a 90MW net-zero Tier 3 data center in the Permian Basin, expected to offset 250,000 metric tons of CO2 annually. The helium industry is seeing increased activity, with Reliance Industries recently acquiring a 21% stake in Wavetech Helium for $12 million.

New Era Helium Inc. (NASDAQ: NEHC) è recentemente quotata al NASDAQ a seguito della sua fusione aziendale con Roth CH V Holdings. L'azienda controlla oltre 137.000 acri nel sud-est del Nuovo Messico con 1,5 miliardi di piedi cubi di riserve di elio provate e probabili. Si prevede che il mercato globale dell'elio raggiunga 27,06 miliardi di dollari entro il 2030, con una crescita annua composta (CAGR) dell'8,3% rispetto ai 15,48 miliardi di dollari del 2023.

NEH ha annunciato una joint venture non vincolante con Sharon AI per costruire un centro dati Tier 3 net-zero da 90 MW nel bacino permiano, che dovrebbe compensare 250.000 tonnellate metriche di CO2 all'anno. L'industria dell'elio sta vivendo un'attività crescente, con Reliance Industries che ha recentemente acquisito una partecipazione del 21% in Wavetech Helium per 12 milioni di dollari.

New Era Helium Inc. (NASDAQ: NEHC) se ha listado recientemente en NASDAQ tras su combinación empresarial con Roth CH V Holdings. La compañía controla más de 137,000 acres en el sureste de Nuevo México con 1.5 mil millones de pies cúbicos de reservas de helio probadas y probables. Se proyecta que el mercado global de helio alcanzará 27.06 mil millones de dólares para 2030, creciendo a un CAGR del 8.3% desde los 15.48 mil millones de dólares en 2023.

NEH ha anunciado una joint venture no vinculante con Sharon AI para construir un centro de datos de 90 MW en el grupo de permian, que se espera que compense 250,000 toneladas métricas de CO2 anualmente. La industria del helio está viendo un aumento en la actividad, con Reliance Industries adquiriendo recientemente una participación del 21% en Wavetech Helium por 12 millones de dólares.

New Era Helium Inc. (NASDAQ: NEHC)는 최근 Roth CH V Holdings와의 사업 통합 후 NASDAQ에 상장되었습니다. 이 회사는 뉴멕시코 남동부에 137,000 에이커 이상을 소유하고 있으며, 15억 입방피트의 검증된 및 예상 헬륨이 매장되어 있습니다. 세계 헬륨 시장은 2030년까지 270억 6천만 달러에 이를 것으로 예상됩니다, 2023년에 154억 8천만 달러에서 연평균 증가율(CAGR) 8.3%로 성장할 것으로 보입니다.

NEH는 Sharon AI와 비구속적인 합작 투자를 발표하여, 퍼미안 분지에 90MW의 탄소 배출 제로 제3급 데이터 센터를 건설할 예정이며, 연간 25만 톤의 CO2을 상쇄할 것으로 예상됩니다. 헬륨 산업의 활동이 증가하고 있으며, Reliance Industries는 최근 Wavetech Helium의 21% 지분을 1,200만 달러에 인수했습니다.

New Era Helium Inc. (NASDAQ: NEHC) a récemment été listée sur le NASDAQ à la suite de sa fusion avec Roth CH V Holdings. La société contrôle plus de 137 000 acres dans le sud-est du Nouveau-Mexique avec 1,5 milliard de pieds cubes de réserves d'hélium prouvées et probables. Le marché mondial de l'hélium devrait atteindre 27,06 milliards de dollars d'ici 2030, avec un taux de croissance annualisé (CAGR) de 8,3% par rapport à 15,48 milliards de dollars en 2023.

NEH a annoncé un partenariat non contraignant avec Sharon AI pour construire un centre de données net zéro de 90 MW dans le bassin permien, qui devrait compenser 250 000 tonnes métriques de CO2 par an. L'industrie de l'hélium connaît une activité accrue, Reliance Industries ayant récemment acquis une participation de 21% dans Wavetech Helium pour 12 millions de dollars.

New Era Helium Inc. (NASDAQ: NEHC) hat sich kürzlich nach der Unternehmenszusammenlegung mit Roth CH V Holdings an der NASDAQ gelistet. Das Unternehmen kontrolliert mehr als 137.000 Acres im Südosten von New Mexico mit 1,5 Milliarden Kubikfuß bewährten und wahrscheinlichen Heliumreserven. Der globale Helium-Markt wird voraussichtlich bis 2030 27,06 Milliarden Dollar erreichen, mit einer jährlichen Wachstumsrate (CAGR) von 8,3% im Vergleich zu 15,48 Milliarden Dollar im Jahr 2023.

NEH hat eine unverbindliche Partnerschaft mit Sharon AI angekündigt, um ein 90-MW-Center für Datenverarbeitung mit Null-Emissionen der Klasse 3 im Permian-Basin zu bauen, das voraussichtlich jährlich 250.000 Tonnen CO2 ausgleichen wird. Die Heliumindustrie verzeichnet eine zunehmende Aktivität, wobei Reliance Industries kürzlich 21% der Anteile an Wavetech Helium für 12 Millionen Dollar erworben hat.

Positive
  • Controls 137,000 acres with 1.5 billion cubic feet of proved and probable helium reserves
  • Strategic joint venture planned for 90MW net-zero data center
  • Successfully listed on NASDAQ, potentially improving access to capital
  • Operating in a growing market projected to reach $27.06 billion by 2030
Negative
  • Joint venture with Sharon AI is non-binding, indicating uncertainty in execution
  • Faces competition from established players like ExxonMobil and Air Products

Insights

The helium market shows strong growth potential with projections reaching $27.06 billion by 2030, representing a robust 8.3% CAGR. The critical supply-demand dynamics are particularly noteworthy - demand is expected to nearly double by 2035 while supplies remain constrained. This scarcity creates significant pricing power, with helium commanding around 100x the price of natural gas at $300+/mcf.

The market structure is oligopolistic, with major players like ExxonMobil controlling 20% of global supply from a single facility. New Era Helium's entry with 1.5 billion cubic feet of reserves and strategic positioning in the Permian Basin represents a significant development in this concentrated market. Their planned AI data center venture adds an innovative vertical integration angle that could provide competitive advantages in the high-growth tech sector.

The helium market's intersection with technology sectors is particularly compelling. The gas is indispensable in semiconductor manufacturing, fiber optic production and most critically, in cooling systems for data centers and AI infrastructure. New Era Helium's planned 90MW net-zero Tier 3 data center project with Sharon AI demonstrates the growing convergence of helium supply and tech infrastructure.

The facility's liquid-cooling design and carbon capture capabilities, projected to offset 250,000 metric tons of CO2 annually, represent an innovative approach to sustainable tech infrastructure. This vertical integration strategy could provide significant competitive advantages in both the helium and data center markets, particularly as AI computing demands continue to surge.

Vancouver, Kelowna, and Delta, British Columbia--(Newsfile Corp. - December 10, 2024) - Investorideas.com, a go-to investing platform, issues a report on helium stocks and the supply and demand for the gas, featuring New Era Helium Inc. (NASDAQ: NEHC), an exploration and production company sourcing helium produced in association with the production of natural gas reserves within the Permian Basin.

Read the full article on Investorideas.com
https://www.investorideas.com/News/2024/energy/12090Helium-Stocks.asp

According to Maximize Market, "The global helium market is experiencing significant growth, driven by its essential applications across various industries. According to Maximize Market Research, the market is projected to reach US $27.06 billion by 2030, up from US $15.48 billion in 2023, with a compound annual growth rate (CAGR) of 8.3% during the forecast period."

Continued from the research: "Helium's inert properties make it indispensable in semiconductor manufacturing and fiber optic cable production, ensuring high-quality outputs."

"Liquid helium is also crucial for cooling magnets in MRI machines, facilitating advanced medical diagnostics."

"In Aerospace and Defense, Helium is used in pressurizing and purging systems, welding applications, and as a coolant in space operations, underscoring its versatility."

With multiple high value applications, demand is expected to almost double by 2035, according to IDTechEx and supplies are running low. Players in the sector see a big opportunity in this gas.

New Era Helium Inc. (NASDAQ: NEHC), just announced its listing on the NASDAQ as the result of closing its previously announced business combination with Roth CH V Holdings, Inc., a wholly-owned subsidiary of Roth CH Acquisition V. Co. (NASDAQ: ROCL) (NASDAQ: ROCLU) and (NASDAQ: ROCLW).

The transaction was approved by ROCL's stockholders on November 26, 2024.

From the news: The trading of the Company's shares on Nasdaq represents a pivotal milestone in New Era Helium's mission to establish itself as a leading consolidator of helium and natural gas production. With over 137,000 acres in Southeast New Mexico and 1.5 billion cubic feet of proved and probable helium reserves, NEH is well-positioned to drive growth in this critical sector, expected to see a surge in demand amid growth in data centers powering artificial intelligence.

Continued from the news : In an announcement last month, NEH announced a non-binding joint venture with Sharon AI, Inc. ("Sharon AI") to build a 90MW net-zero Tier 3 data center to be located within the Permian Basin. This joint venture combines Sharon AI's expertise in high-performance computing with NEH's extensive helium and natural gas reserves. The state-of-the-art facility will feature a liquid-cooled Tier 3 data center powered by sustainable energy, offsetting approximately 250,000 metric tons of CO2 annually through carbon capture technology.

E. Will Gray II, Chairman and Chief Executive Officer of New Era Helium (NEHC), said: "Our Nasdaq listing marks a significant moment in our corporate journey, enhancing our public profile within the industry, and broadening our reach to institutional investors in the AI datacenter, and Helium markets. Thank you to all of our shareholders and partners whose unwavering support has been instrumental in driving our ongoing success."

Reuters recently reported that "Reliance Industries' (REL.NS) U.S. unit has bought a 21% stake in U.S.-based helium production company Wavetech Helium for $12 million, the conglomerate said on Thursday, in a move aimed at expanding its low-carbon energy segment."

The stock purchase agreement closed November 27, 2024.

According to Wavetech Helium's website, they control Helium gas reserves (including proven) and resources in E-SE Colorado / W Kansas and NW Montana, two of the premier Helium fairways in the world.

From the website: "This inert gas is used across many high-tech, science, medicine, defense, and manufacturing industries. Over the last 20 years, Helium's demand growth and decline in supply forced pricing to over $300+/mcf, about one hundred times current U.S. natural gas pricing. Drilling for Helium is nearly identical to natural gas extraction, allowing for transferring knowledge and technology from the fossil fuels sector to find and extract Helium."

One of the key players in helium, Air Products and Chemicals offers helium in its gas product portfolio. With $12.1 billion dollars in sales and a strong existing base business delivering double-digit EPS growth since 2014, Air Products is the number one hydrogen supplier in the world.

Air Products says it is a "Pioneer of many of the helium extraction, production, distribution, and storage technologies still in use today."

Talking about their market and applications they say, "The extremely low temperature of liquid helium is used to maintain the superconducting properties of magnets in applications such as Magnetic Resonance Imagery (MRI), Nuclear Magnetic Resonance (NMR) spectroscopy, and particle physics research. Gaseous helium is used as an inert shielding gas in metal arc and laser welding. It is also used as a coolant to transfer heat effectively, thanks to its high thermal conductivity in the fibre optics and electronics industries. It serves as a carrier gas for gas chromatography (GC) in analytical laboratories and as a leak detection gas in a wide range of industries. Being both lighter than air and non-flammable, helium is used to inflate both balloons and airships."

According to Cowboystatedaily.com "One of the largest producers of helium in the world comes from the ExxonMobil plant in LaBarge. Now the facility, which provides 20% of the world's supply, is set to expand and could double its workforce in the next year."

Continued from the article: "Wyoming is at the center of this commodity play for helium, just like it is already with bentonite, thermal coal, rare earths, trona, uranium and other strategic minerals.

One of the largest producers of helium in the U.S. comes from Wyoming, with ExxonMobil's backing, as well as Texas, Kansas and Oklahoma.

Other major global players include energy-rich Qatar, a peninsular Arab country, and the North African country of Algeria, according to a report prepared by geologist Kelsey Kehoe of the Wyoming State Geological Survey (WSGS) in December.

Over the past 38 years, Wyoming has seen considerable interest by ExxonMobil in Wyoming, and it's only going to grow."

With helium being a non-renewable resource with limited supplies, the demand based on numerous applications makes this a sector to watch. The new helium stock in town, New Era Helium Inc. (NASDAQ: NEHC) said in its press release "NEH believes the Nasdaq listing will enhance its visibility and attract U.S. investors interested in energy infrastructure and sustainable innovation, further underscoring the value of its assets and forward-looking projects."

Research natural gas and helium stocks at Investorideas.com

https://www.investorideas.com/Companies/NaturalGas/Stock_List.asp

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FAQ

What is the projected market size for helium by 2030?

The global helium market is projected to reach $27.06 billion by 2030, growing at a CAGR of 8.3% from $15.48 billion in 2023.

How many acres does New Era Helium (NEHC) control in Southeast New Mexico?

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

What is New Era Helium's (NEHC) planned joint venture with Sharon AI?

NEHC has announced a non-binding joint venture with Sharon AI to build a 90MW net-zero Tier 3 data center in the Permian Basin, which is expected to offset 250,000 metric tons of CO2 annually.

When did New Era Helium (NEHC) list on NASDAQ?

New Era Helium listed on NASDAQ in December 2024 following its business combination with Roth CH V Holdings, which was approved by stockholders on November 26, 2024.

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