Investor Presentaiton
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SUPPLY/DEMAND IMBALANCE & MARKET PRICING
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Demand Growth:
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Space exploration lifeline: Vital for space missions, helium purges fuel tanks, cools
equipment, and pressurizes spacecraft, supporting successful missions
Scientific breakthroughs: Helium enables vital research in nuclear magnetic resonance
(NMR) spectroscopy and particle accelerators, unlocking insights into fundamental
matter
Cryogenic essential: Helium's ultra-low boiling point is indispensable for cryogenic
applications in research, superconductors, and MRI machines
Semiconductor manufacturing: Helium's inert properties ensure precision cooling and
purging during semiconductor production, crucial for the booming industry
2021
Helium market expected growth:
12.9% (CAGR)¹
2026
Semiconductors & Aerospace Applications:
7 20%+ (CAGR)²
Helium Shortage 4.0:
2023 is shaping up to be the ninth year that has been impacted by helium shortages
since 2006³
Factors contributing to shortage:
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Ongoing supply crisis since 2019 closure of the US federal reserve
Import Price (US$/mscf)
TSXV: TOH OTC: TTLHF
05
78%
(CAGR)
Over the last 20 years, helium pricing has increased at
an 8% CAGR reaching ~US$375/mcf in late 20224
71 US$950
/mcf spot price
Current spot market upwards of US$950/mcf5
400
350
300
250
200
150
100
50
0
Global Average Import Price of Helium (US$/mscf)
War in Ukraine: Russian supply is under restrictions due to sanctions
Linde withdrawal from Russia's Amur Plant removed 2Bcf (~25%) of future supply
AKAP Energy, 2023
1.
SkyQuest "Global Helium Market Report", April 2023
2.
Gasworld, "Helium in 2023", April 2023
3.
Gasworld, "Helium 4.0: Expectations for a difficult summer", June 2023
TOTAL HELIUM
4.
AKAP Energy, 2023
5.
Kornbluth Consulting, 2023
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August 2023 Investor PresentationView entire presentation