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Unexpected liquidation of crude oil makes oil prices higher
Although Beijing maintains rare earths...
Millions of people have lost their jobs...
Although the company performed well this year...
Tom majored in International Business at the Amsterdam Higher School of Economics. He is the Head of Operations at Oilprice.com
Helium is already 100 times more expensive than natural gas-even with soaring oil and natural gas prices.
The helium land boom is in full swing.
Since most of the helium comes from natural gas fields, it is easier, and investors should now focus on the largest conventional gas field in the United States.
Here, we can find the biggest potential beneficiaries of the helium shortage, which will determine the future of everything from supercomputing and space travel to nuclear magnetic resonance imaging and comprehensive medical research.
In general, helium is a strong bet because we no longer have a Federal Reserve for helium — as of this year — and we are considering extremely tight supply conditions and rapidly growing high-tech demand.
But Total Helium (TSX.V:TOH) has gone the farthest, and its advantages are also obvious...
It has helium in Hugoton, the largest conventional natural gas field in the United States in the Kansas-Oklahoma Panhandle.
The company reports that it has reached a deal with Linde (NYSE: LIN), a helium oligopoly, one of the largest downstream companies in the industry.
It has received excellent sponsorship: Behind Total Helium is Craig Steinke, the founder of Reconnaissance Africa. This bold junior explorer is challenging the huge Kavango Basin in Namibia and Botswana, with an estimated potential of 120 billion barrels of oil equivalent.
Here are 5 reasons why we plan to pay close attention to total helium (TSX.V:TOH) immediately:
#1 The largest helium game in North America
The Hugoton natural gas field was discovered in 1922. Not only is it the largest natural gas field in the United States, it is also reportedly the largest conventional natural gas field in North America.
It has a potential of 75 trillion cubic feet of recoverable natural gas.
It is not only the historical center of traditional natural gas production-it is also a helium behemoth that has produced approximately 300 BCF.
Now, Total Helium is expanding this huge field, equipped with new technologies and a market that will be eager for more helium supplies.
So far, Total Helium owns approximately 86,000 acres of leasehold land in Hugoton-approximately 46,000 acres of leasehold land and approximately 40,000 acres of farm agreements with Scout Energy, one of the largest producers in the basin.
The leasing activity is still in progress. It is said that the final game here is an extension of 1.65 million acres.
It is said that the expansion area of Total Helium has proven the concentration of helium:
The goal of Total Helium (TSX.V:TOH) is to produce 70 billion cubic feet of helium and 8.5 trillion cubic feet of liquid-rich natural gas here.
They estimate that the average well they drill can produce more than 27,000 Mcf of helium.
With today's natural gas and helium prices, we think this is a hard-to-beat game. When we consider the potential of methane, there is more room for upside...
So why hasn't Hugoton appeared on the mainstream radar in recent years?
In the last century, this was a huge natural gas producer for the United States. But the lack of technology prevents us from fully realizing its sustainable potential. Then the shale boom hit. The emergence of hydraulic fracturing technology—despite high costs and environmental concerns—distracted all attention from the technology to restore Hugoton's remaining natural gas resources.
A key issue is water.
When the rest of the world was distracted by unconventional oil and gas, Tank-a long-time wildcat-discovered a different niche: proven reservoirs with high water concentrations. This is Hugo. Without the right technology, it can be as challenging as hydraulic fracturing.
But this technology already exists, and the world is still distracted... Steinke doesn't.
Steinke and his team have extensive experience in this type of reservoir. Now, in Hugoton, they have an important injection area for the production of additional water. Hugoton was a problem earlier because no one has the right technology to treat water. This is true for total helium. Here, water treatment is an important part of the economic equation.
This is a game of natural gas, methane and helium. If there is a correct water treatment system, it is said to have been protected and should be easy to obtain.
The geological storage research has been completed, and the engineering research is in progress.
Everything seems to be ready, the critical infrastructure is in place, and there is a huge pipeline network.
#2 With the excavation of the first well, the price of natural gas soared
Total Helium (TSX.V:TOH) began drilling its first well, Boltz 35B, on November 14. The process includes installing a three-phase power supply for operating the submersible pump, establishing pipeline connections to sell the produced gas, and establishing a processing pipeline that connects the well to an existing brine processing well.
In December, they intend to start testing, completion and production at Boltz 35B.
This stock is developing rapidly, and the news flow from now to the end of the year may have an extremely important definition of this exciting new stock.
This is especially true when the company expects a return on investment of a single well of 877%.
* RPS Competent Person Report-P50 Case
Total Helium stated that it will also reduce costs by paying their farm partner Scout Energy a disposal fee of 15 cents per barrel, which is a very symbolic expense-even if you agree to a price of US$212 per barrel. Sell 10,000 Mcf of helium Mcf to Linde every month-the discounted price before Linde recoups the investment. Anything over 10,000 Mcf can be sold at a market price of up to $500 per Mcf. Even at $212/thousand cubic feet, it is profitable.
We think there are many additional benefits here.
The total prospect area of Total Helium is approximately 1.65 million acres, representing a 19-fold growth opportunity.
There is even greater potential for competitively raising excess helium, with prices ranging from US$300/thousand cubic feet to US$600/thousand cubic feet. The excess helium alone may increase the total helium by 1.8 times.
Finally, the company's helium storage joint venture with Linde has sustainable revenue potential.
#3 Total Helium has important partners and sponsors
The cooperation with a large multinational industrial gas company makes this opportunity a rare opportunity for junior players.
Linde (NYSE: LIN) is a professional company with a market capitalization of 160 billion U.S. dollars, providing atmospheric gases to customers in trillion-dollar industries, from petroleum refining, aerospace, electronics and healthcare to manufacturing, food and beverages, chemicals, and Water treatment industry.
This is not just any cooperation agreement. Total Helium (TSX.V:TOH) and Linde have reached a joint venture agreement, which may allow them to create the world's only helium storage facility to replace the US Federal Helium Reserve. The US federal helium plan is auctioned to private investors.
This cooperative transaction also seems to be an ideal setting to generate cash flow for Total Helium. The company has received an advance payment of US$950,000 from Linde. When they dig the first well, they will receive another $950,000.
They also signed a consulting contract worth US$360,000 with Linde for the establishment of underground helium storage facilities with a 50/50% ownership transaction.
So far, Total Helium has generated more than $2.2 million in current and upcoming cash flows through its partnership with Linde.
The Linde transaction is not the only factor that makes Total Helium unique. This is our uncommon level of sponsorship in small-cap stocks like this one.
Craig Steinke, the man behind Total Helium, is also behind the most exciting oil exploration project we have seen in the past decade, at least the Kavango Basin in Recon Africa, with an estimated potential of up to 120 billion barrels of oil equivalent. Steinke excels at taking action on huge hidden or forgotten gems and quickly enters large games usually reserved for superstars.
Now, Steinke's goal is to do a similar thing with Total Helium (TSX.V:TOH), because the drill bit has landed in the largest conventional natural gas field in North America.
Except now, it is a basket of high-priced gases, including helium and methane...
#4 North America urgently needs domestic helium
Helium is very light, non-reactive, and can be liquefied at extremely low temperatures. It is also completely non-renewable. In other words, nothing can replace it.
The Bureau of Land Management (BLM) used helium for the first time in World War I and provided the technology to send helium balloons to bomb our opponents. Since then, helium has been considered a strategic gas in the Federal Reserve. During the Cold War, helium was used to cool the tip of the missile.
Now, helium is the key to our supercomputing capabilities. The key to big data. Our hard drives are now "helium drives". Without helium, fiber optic communication may not be possible. The same is true for medical research and even MRI. During the countdown to launch alone, the NASA space shuttle needs 1 million cubic feet of helium.
Linde bought most of the past helium from BLM, but now they have to look elsewhere. That search has taken them to Russia and Qatar, but transporting helium so far is risky because it is not bound to the earth by gravity and may leak. Industrial gas companies have been paying high prices to Russia and Qatar for helium, so it is not only ideal but also vital to provide a large number of options in North America.
#5 Bottom line: The impressive economics of "helium enhancement"
The current trading price of natural gas is slightly less than $5. This is about $2 higher than normal levels in recent years. Helium is still blowing it away at a price of up to $500/thousand cubic feet.
Now that BLM is out of business, North America may find itself facing a shortage of helium.
One of the most innovative wildcats in natural resources has secured tens of thousands of acres of leases for the largest natural gas field in North America and a site that serves as the US helium center.
Unique water treatment technology can make this helium producer one of the most profitable helium producers, which is why they attract giant Linde as a joint venture partner through helium offtake transactions.
Both the management of Total Helium (TSX.V:TOH) and Linde play an important role in this game, which may greatly boost investor confidence.
They have just dug their first well, and the goal is to complete it in December of this year. We are looking for a fast-growing game with world-class helium potential and a world-renowned Wildcat management team. The clock was ticking, and it went far beyond the party balloons.
Other companies wishing to use alternative resource space:
Air Products (NYSE: APD) has been at the forefront of global hydrogen production for many years. They recognize that this clean alternative fuel can have a significant impact on promoting our country’s green energy plan and reducing cross-industry carbon emissions by reducing dependence on fossil fuels such as coal and petroleum products. Air Products is in this regard. Has a wealth of experience. Helping others to achieve the Sustainable Development Goals through chemical innovation will bring more progress than ever
Air Products and Chemicals has more than 60 years of hydrogen production experience and more than 20 years of gas station design experience. Its SmartFuel stations have been deployed globally and support many different unique and interesting traffic applications. Fully integrated workstations include compression, storage and distribution systems, which have been proven safe and reliable for their customers. Although Air Products has been around for a while, due to growing interest in hydrogen applications, this $66 billion company has a particularly strong performance in 2021.
The Dow Chemical Company (NYSE: DOW) is an American multinational chemical company headquartered in Midland, Michigan, with more than a century of operating history. This company is called the "chemical company of chemical companies" because it sells to other industries rather than directly to end users. It has approximately 54,000 employees worldwide. They are not only one of the top three chemical producers in the world, but also produce plastics and agricultural products.
George Kehler, Dow’s Fuel and Energy Business Manager, pointed out: “One of Dow’s options for developing a diverse product portfolio to power our facilities is to produce energy off-grid through combined heat and power, and to make renewable energy an increasingly important part of it. .mix"
Dow is also working with General Motors to produce hydrogen for fuel cells and reduce dependence on natural gas. Dow produces chemicals and plastics that help the environment, which can be used in everyday products such as water bottles or mobile phones; but now they are researching more than a single product line! In addition to reducing costs by using another company's resources (hydrogen), this partnership will also provide clean energy while making it easier-these two companies are not only committed to improving our technological future... And also committed to expanding it so that we never run out!
Linde plc (NYSE:LIN) i has been in the gas manufacturing and distribution business for more than 130 years, making it one of the oldest companies still operating today! It was founded by Carl von Linde, who invented an improved air liquefaction process. Today, their customers are all over the world, including hospitals (especially hospitals that use anesthesia), petrochemical plants, steel plants-everything; if there is a demand for atmospheric gas anywhere, then the staff of this plant may help meet these need.
Linde also participated in engineering design. Linde Engineering designs and builds large-scale chemical plants for the production of industrial gases including oxygen, nitrogen, argon, hydrogen and carbon monoxide. These chemicals are used in a variety of industries from food to pharmaceutical manufacturing and other fields such as welding or gas appliances. The engineering department also develops processing plants that use technologies related to natural gas processing so that they can provide energy-saving solutions to customers worldwide who want to operate safely and have minimal impact on the environment
The company is currently looking forward to new projects such as renewable energy. It will develop an innovative solar project that combines steam power generation technology (SPG) with thermal storage modules. This 130-year-old industry giant may not have some of the incredible upside potential of new companies in the field, but this does not mean that as the renewable energy revolution enters the next stage, it is not worthy of attention.
DuPont (NYSE: DD) is a global scientific company with more than 60,000 employees. DuPont’s motto "Improve life through chemistry" is applied to the development of products that help make agriculture sustainable and improve our daily lives. The company has successively introduced new types of fibers such as nylon, Lycra (spandex), Kevlar fiber, Tyvek household insulation materials, and innovative solutions for existing materials such as color TV tubes, paints, and coatings. DuPont has developed some of the most important chemical innovations in the world-such as Teflon®, Corian® solid surface materials, Kevlar®, Tyvek®, Nomex® protective clothing fabrics and Sulfinol® fuel cells.
More than 20 years ago, DuPont has penetrated into the fuel cell field and formed a complete department dedicated to hydrogen fuel cell technology. Richard J. Angiullo, then Vice President of DuPont Fluorine Products, explained: “The growing global energy demand and the desire for new alternative energy sources in many markets make fuel cells an exciting new growth opportunity for DuPont.” added: “ Fuel cells are very suitable for DuPont’s technology and capabilities. More than 50% of PEM fuel cell stacks (the true trading center for fuel cells) can be made of DuPont materials."
Bloom Energy (NYSE:BE) is a company dedicated to providing clean energy solutions to the world. The company was founded in 2001 with a mission statement of "providing affordable renewable energy to homes and businesses around the world." Their main product is called Bloom Box, which converts natural gas into electricity in a cleaner process than traditional methods. They have recently signed contracts with big companies such as Google, Wal-Mart, FedEx and Staples.
Bloom Energy's goal is to provide cheaper prices for residential and commercial customers, while achieving environmental protection by using less fossil fuels. Their next step is to expand globally so that they can help as many people as possible get affordable power.
Another thing to consider in the fuel cell race is that Bloom Energy's target market is different from some of its competitors. They make large fuel cells for commercial buildings, while Plug and Ballard are mainly material movers that supply forklifts, buses, and trucks-similar vehicles have little demand for transportation. This is the key, because it is still a largely unexplored market, and Bloom can enter as soon as possible.
The development of renewable energy in Canada is also accelerating. Boralex Inc. (TSX: BLX) is one of Canada's leading renewable energy companies. It played an important role in starting the country’s domestic renewable energy boom. The company’s main renewable energy sources are produced through wind, hydropower, thermal and solar energy, and power the homes of many people in Canada and other parts of the world (including the United States, France, and the United Kingdom).
Maxar Technologies (TSX: MAXR) is one of the leading aerospace companies on the planet, founded nearly 20 years ago. Maxar provides a variety of services, including satellite development, space robotics, and earth observation. One of their most famous products is the Canadaarm2 robotic arm for the International Space Station (ISS). The International Space Station has been in operation since 1998 and has performed more than 100 missions so far. Maxar Technologies has worked with NASA to maintain the system of the International Space Station and provide it with new technologies, such as the Canadaarm2 robotic arm. It is a lunar technology stock that deserves attention. Although the aerospace company focuses on satellites and communications technology, it is also a manufacturer of infrastructure required for in-orbit satellite services and earth observation.
However, more importantly, SSL, a subsidiary of Maxar, is the designer and manufacturer of satellites used by governments and commercial enterprises. It has taken the lead in the use of electric propulsion systems, lithium-ion power systems and advanced composite materials on commercial satellites. Research. These innovations are key because they allow satellites to stay in orbit for more time, thereby reducing costs and increasing efficiency.
As China's demand for energy continues to explode after the pandemic, CNOOC (TSX: CNU) is likely to become one of the biggest winners of this boom. It is the country’s most important producer of offshore crude oil and natural gas, and is likely to be one of the most controversial oil stocks for investors in the market. However, a label that has nothing to do with its operation.
Recently, U.S. regulators announced their intention to delist Chinese companies from the New York Stock Exchange, which was announced a few days later. However, continued negative news surrounding Chinese companies has put CNOOC in an uneasy situation for investors. Although many analysts believe the company is severely undervalued, it is still struggling to gain traction in the US market. Although this situation may change as Biden tries to ease tensions with China
Magna International (TSX: MG) is a very interesting and circuitous way to enter the explosive commodity market without betting on one of the new hot stocks that are currently causing a boom among millennials. More than ten years ago, Magna International has already made a big splash in the battery market. When the market is still in its infancy, it has invested more than US$5 billion in battery production. At the time, the electric cars as we know it hardly appeared, and Tesla introduced its first car only two years ago.
However, Magna's huge investment in batteries has already achieved huge returns. Since the controversial bet last year, the company's valuation has soared by tens of billions of dollars and has consolidated its position as one of the leaders in the increasingly competitive battery business.
Westport Fuel Systems (TSX:WRPT) is not necessarily a resource company, but as new fuels and new energy forms become the focus of attention, it is an important company that deserves attention. Especially when the world is racing to abandon traditional gasoline and diesel-powered cars. This is because, although it is essentially a manufacturing game, it provides a particularly unique way to reach the alternative fuel market. As a major manufacturer of hardware required for natural gas and other alternative fuel vehicles, Westport is definitely a company to watch in this scenario.
In the past year, Westport Fuel has been making major moves in the market, and its efforts have finally yielded results. Since May 2020, the company’s share price has risen by 322%, and with more potential deals (such as the deal it just reached with Amazon to provide natural gas-powered trucks for its fleet), the stock has risen even more Space for the next few years.
**important! Reading our content means that you expressly agree to the following content. Please read carefully**
This publication contains forward-looking information that is subject to various risks and uncertainties and other factors that may cause actual events or results to differ from those predicted in the forward-looking statements. The forward-looking statements in this publication include that helium prices continue to rise or remain at current levels; the importance of helium to the future of many different technological applications will remain or grow; Total Helium (the "Company") will be able to recover from its exploration assets China successfully explores and produces helium, methane and/or natural helium, and the company will be able to commercialize the production of any helium, methane and/or natural gas reserves on its property to discover and restore; current technology, including implementation of appropriate The company’s water treatment system will enable the company to successfully explore and develop the potential helium and/or natural gas reserves of the company’s assets; the company will achieve the expected return on its drilling investment; the company will be able to reduce the costs incurred during the exploration and development process Lowest; the company will be able to store any recovered helium in its joint venture with Linde; the company and Lind will be able to develop the world's only helium storage facility that replaces the US Federal Helium Reserve; the US federal helium will be auctioned to private investors ; The company will generate continuous cash flow through the transaction with Linde; the company's management can use the experience of other exploration projects to achieve success. These forward-looking statements are subject to various risks, uncertainties and other factors, which may cause actual events or results to differ materially from the forecasts in the forward-looking information. The risks that may change or prevent the realization of these statements include that the price of helium gas may not rise in the future, but may actually fall for various reasons; helium gas may be replaced by other resources, making it important in technological applications In the future; the company may not be able to successfully explore and produce helium, methane, and/or natural gas from its exploration assets, or the company may not be able to recover any helium, methane, and/or natural gas reserves found or recovered in its assets. Commercialization of production; current technology may not be sufficient for the company to successfully explore and develop the potential helium and/or natural gas reserves of the company’s assets; the company may not be able to obtain return on drilling investment as expected or at all; the company’s exploration and development work (if any ) May be more costly than expected; the company may not be able to use its joint venture with Linde to store any helium recovered by it, and the company and Linde may not be able to develop helium storage facilities as expected or at all; the company may not be able to Cash flow is generated from the transaction with Linde; and the company’s management may not be able to use any experience it has gained from other exploration projects. The forward-looking information contained herein is as of the date provided here, and unless required by law, we are not responsible for updating or modifying such information to reflect new events or circumstances.
This communication is for entertainment purposes only. Do not invest solely based on our communication. We are not compensated by Total Helium, but in the future we may be compensated for investor awareness advertising and marketing for TSX.V:TOH. The information in our communications and on our website has not been independently verified and is not guaranteed to be correct. The price targets we listed in this article are our opinions based on limited analysis, but we are not professional financial analysts, so we should not rely on price targets.
Share ownership. The owner of Oilprice.com owns shares in Total Helium, so there is additional motivation to see the stocks of featured companies perform well. When the owner of Oilprice.com decides to buy more or sell the issuer’s shares in the market, the market will not be notified. The owner of Oilprice.com will buy and sell shares of the issuer for his own profit. This is why we emphasize that you need to conduct extensive due diligence and seek the advice of your financial advisor or registered broker-dealer before investing in any securities.
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