𝛼SK or Searchbullish
D3 Energy Limited - A resource upgrade highlights the growing helium potential
SUMMARY
- D3 Energy Limited (ASX:D3E) represents a compelling investment case as a leveraged play on natural gas and helium projects in South Africa and Australia, perhaps increasingly so on the current supply crisis, in our view.
- The association of natural gas with globally unmatched helium concentrations provides a material point of differentiation to its listed upstream peers.
- The material helium resource upgrade (+65% at 2C) provides greater leverage and visibility as a potential independent producer within the supply constrained position of the industry where the timing to rebalance levels is bearish at three to five years.
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- D3 Energy Limited - A resource upgrade highlights the growing helium potential12 May 2026
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