Tetra4 (Renergen subsidiary) signs first helium take-or-pay contract with Asian gases firm

ASP Isotopes Inc.

Five-year contract at >$600/MCF of contained helium, representing ~15% of Phase 1 nameplate capacity.
Phase 1 helium production of ~70 MCF/day targeted for Q3 2026; Phase 2 ~900 MCF/day, construction starts 2H 2026.
Conditional approval for up to $750M senior debt ($500M DFC + $250M Standard Bank) for Phase 2.
Recent drilling flow rates up to 16x earlier wells; cumulative nameplate flow rate achieved March 2026.
Helium market sees supply disruptions from Qatar (damage at Ras Laffan) and Russian export controls.

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