𝛼SK or Searchbullish
Disruption drives consolidation - Is D3E a target?
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 increasingly 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 its listed upstream peers.
- Industry forecasts are quite bearish with respect to the restart of Qatar supply in particular, suggesting a three-to-five-year period before supply-demand rebalances to pre-crisis levels which doesn’t account for any demand growth.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Disruption drives consolidation - Is D3E a target?06 May 2026
x