A recent Mosman Oil and Gas presentation (note the link below) provides more detail regarding the EP 145 (West Walker) JV deal with Greenvale.It starts with page 10. Interestingly, Mosman made another deal with a private company for EP 155 which appears to hold potentially 4X more hydrogen and helium than EP 145.
www.mosmanoiland gas.com/sites/default/files/2023Nov Presentation.pdf
Helium supply shortages should be addressed by 2027.Global helium long term production prospects this month significantly improved after the announcements made at the Helium Super Summit in Houston. Qatar Energy confirmed its LNG Helium plant #4 should be online by 2027 and its Helium 5 plant to begin afterwards. Both plants are copies of the successful Helium 2 plant. This project should add significant capacity to global helium production at six-nines purity (99.9999%).It will be capable of producing 1.5bcf annually equal to nearly 10% of global helium current production. More specifically,Helium 4 will boost Qatar Energy LNG’s helium production capacity to 4.1bcf annually from 2.6bcf while Helium 5will further boost capacity to 5.6bcf once it comes on line. Additional helium production could come from Russia's Gazprom’s Amur Gas Processing Plant once management resolves the multitude of commissioning problems faced to date.
A recent Mosman Oil and Gas presentation (note the link below)...
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