secwatch.observer — SEC 8-K summary ====================================== Issuer: ASP Isotopes Inc. (ASPI) CIK: 0001921865 Form: 8-K Filed at: 2026-06-23T12:00:37+00:00 Accession: 0001477932-26-003952 Event type: other Sentiment: positive Materiality: 0.55 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Tetra4 (Renergen subsidiary) signs first helium take-or-pay contract with Asian gases firm -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1921865/000147793226003952/0001477932-26-003952-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1921865/000147793226003952/aspi_8k.htm HTML page: https://secwatch.observer/filing/0001477932-26-003952 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer