ASP Isotopes announces Renergen subsidiary signs 5-year take-or-pay LNG contract at >$16/GJ

ASP Isotopes Inc.

Tetra4 (Renergen subsidiary) entered a 5-year take-or-pay LNG contract with a South African food processor at >$16/GJ, ~10% of Phase 1 capacity.
Phase 1 targets ~2,500 GJ/day LNG and ~70 Mcf/day liquid helium, with commercial production expected Q3 2026.
Renergen has now secured take-or-pay contracts for ~75% of Phase 1 LNG volumes; expects to complete Phase 1 contracting in Q3 2026.
Assuming $15-18/GJ LNG and $600/Mcf helium, Phase 1 annualized revenue potential exceeds $27M, with recognition starting 2H 2026.
Company is in active discussions for additional LNG and helium offtake for both Phase 1 and Phase 2.

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