𝛼SK or Searchbullish
D3 Energy Limited - The Helium squeeze is on
SUMMARY
- D3 Energy Limited (ASX:D3E) continues to represent a compelling investment case as a leveraged play on natural gas and helium projects in South Africa and Australia, perhaps even more so on the current supply crisis.
- The association of natural gas with globally unmatched helium concentrations gives the company a material point of differentiation versus to its listed upstream peers and we suggest a South African jurisdiction could become of increasing interest to off-takers seeking risk diversification.
- D3E is continuing to work through its Production Right Application (PRA) and FEED processes looking to achieve commercial resolution / project sanction on an initial production project in 2026.
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- D3 Energy Limited - The Helium squeeze is on17 Mar 2026
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