Is Helium The Next Big Thing? - Dr Krista Davies (Prominence Energy PRM)

EPISODE · Apr 30, 2026 · 34 MIN

Is Helium The Next Big Thing? - Dr Krista Davies (Prominence Energy PRM)

from LEVRD · host Matt Michael

The damage to Qatar's LNG plant has wiped out 30% of global Helium supply. Dr Krista Davies from Prominence Energy (PRM) came onto LEVRD to explain why Helium is much more than something that goes in balloons.(0:00) Preview(0:54) Dr Krista Davies background(2:33) Helium non-substistuable(5:22) Qatar LNG plant impact on supply(6:20) Price of Helium(7:55) Comparing Helium to Tin(8:30) Global Helium production(10:16) Revenue of Helium compared to Natural Gas(11:42) Has Helium ever been produced in Australia?(14:35) Australian Helium potential producers(17:12) Cost of drilling for Helium(20:45) How deep is the drilling?(21:35) % chance of success(24:00) Time from exploration to production(25:10) Other ASX Helium plays(27:45) Is South Australia just Hyrdogen and Helium?(28:43) Is this the next bubble similar to Hydrogen?(30:14) Timeline to drilling(30:55) Big global helium playersLEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing 1 MONTH FREE-TRIAL CODE FOR INVESTORS U76P-96U4 LEVRD Socials X ► https://x.com/mattmichaelOG Instagram ►https://www.instagram.com/levrdmatty/ Tiktok ►https://www.tiktok.com/@levrdmatty Facebook ►https://www.facebook.com/levrdtrading Linkedin ►https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573. Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs. Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video. FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy. While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only. Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given. No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

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Is Helium The Next Big Thing? - Dr Krista Davies (Prominence Energy PRM)

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