New Era Energy & Digital, Inc. · NASDAQ:NUAI
New Era Energy & Digital — New Era Helium — Investor Presentation (2025)
24 slides from New Era Energy & Digital's investor presentation, Jul 16, 2025
Slide 1: Unlocking Value in a Critical Growth Market
UNLOCKING VALUE IN A CRITICAL GROWTH MARKET Nasdaq NEHC INVESTOR PRESENTATION Q2/2025 1 1
Slide 2: Disclaimer
Disclaimer This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities, nor will any sale of a security occur in any jurisdiction where such an offer, solicitation or sale would be unlawful. This presentation (this “Presentation”) is provided solely f
Slide 3: About New Era Helium
About New Era Helium Helium, An Undersupplied Globally scarce industrial gas commodity, utilized in rapidly growing high tech Mission Critical Element markets A U.S. Platform for Growth & Will be US-Listed, North American helium platform positioned to participate in Consolidation consolidation of ex
Slide 4: Company Overview
Company Overview New Era Helium Corp. is a helium exploration and production company that sources helium from the Pecos Slope field located in Southeastern New Mexico in the Permian Basin. New Era has secured long-term offtake agreements (take-or-pay, fully-committed volumes) with two major internat
Slide 5: New Era At a Glance
New Era At a Glance Nasdaq NEHC ~4.2 36.0 MMCF/D(1) [picture] [picture] MMCF p.a. Producing helium and natural Permian Basin: Strategic Two (2) 10-year helium sales gas in the Permian Basin location agreements in place with major for helium production helium buyers 3-stream [picture] 2Q25 [picture]
Slide 6: Key Management
Key Management E. Will Gray II Michael J Rugen Pat Seale Chairman & CEO Chief Financial Officer Head of Engineering Prior Company Prior Company Prior Company Co-Founder of New Era Helium and Experience: Mr. Rugen, CPA has 40 yrs experience in Experience: Seasoned oil and gas executive with Exp
Slide 7: Board of Directors
Board of Directors E. Will Gray Charles II Nelson Compensation Chairman & Committee CEO Chairman Years of experience: 19 years Years of experience: 13 years Background: Background: Co-Founder of New Era Helium Developed and and partner at Solis Partners, commercialized energy LLC. transition tec
Slide 8: Unique Properties of Helium
2 He Helium Unique Properties of Helium Colorless, odorless, tasteless gas Chemically and Radiologically inert – Helium is non- reactive and does not become radioactive Second lightest element & second smallest molecule Lightest & smallest that does not burn Helium has the lowest condensat
Slide 9: Helium
2 He Helium 95% of the world’s helium production is associated with the production of natural gas(1). Helium is a non-renewable noble gas primarily obtained through the extraction and processing of natural gas reservoirs, where it is a byproduct, and plays a crucial role in various industrial applic
Slide 10: Typical Path to He Monetization
Typical Path to He Monetization Transport Crude Liquid to Helium 98-99% Purity Helium Liquefier for Gaseous He Helium 11,000 Gallon ISO Tolling Liquefaction Container Plant Sale as high purity Gas Processing, Jumbo Tube crude helium Gas Field Helium Extraction Trailer To Domestic or Overseas Helium
Slide 11: Helium Applications in High-Growth Sectors
Helium Applications in High- Growth Sectors Mission Critical Applications Attractive Demand Growth Drivers Semiconductor Manufacturing: Helium is crucial in semiconductor Technology Aerospace & Defense manufacturing due to its unique properties as an inert gas and Manufacturing high thermal conduc
Slide 12: Global Helium Shortages
Global Helium Shortages(1) Logistical, geopolitical risks & supply chain disruptions caused significant helium shortage events Shortage 1.0 (2006-2008) Depletion of the BLM’s (Bureau of Land Helium Sources Worldwide Management) reserves (2) Outages at BLM’s Helium Enrichment Unit Shortage 2.0 (2011-
Slide 13: Historical Helium Pricing
Historical Helium Pricing $450.00 $425 $400.00 $375 $350.00 $300.00 $250 $250.00 $230 $220 $200.00 $160 $144 $142 $145 $150.00 $121 $112 $90 $95 $100.00 $69 $71 $73 $75 $77 $50.00 $- 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 W.A. LHE Prices (1) Source:
Slide 14: Helium's Well-Established U.S. Supply Chain will Provide Global Market Access
Helium’s Well-Established U.S. Supply Chain will Provide New Era with Global Market Access Access to Tier-1 Players Established Supply Chain Reliable Market Supplier Extraction from Gas Fields New Era has a reliable supply of helium available for processing.(1) Purification at Helium Plant The P
Slide 15: Robust Helium Supply Chain from Wellhead to Customer
Robust Helium Supply Chain from Wellhead to Customer NEW ERA HELIUM CORP Helium Offtake Agreements Helium Natural Gas New Era Natural Gas Production Processing Plant for: • Helium Recovery & Purification • NGL Fractionation Natural Gas End User New Era is constructing a helium • Natural Gas Separati
Slide 16: Pecos Slope New Mexico Leasehold
Sizeable Resource in a Strategic Locale New Era holds sizeable commercial helium reserves 315 proximal to a mature network of infrastructure Pecos Slope New Mexico Leasehold Independently Evaluated Wells (He Sampling)(1) (Helium Heat Map) Within 550 miles of 6 out of 7 U.S. helium liquefaction pla
Slide 17: Helium Reserves
Helium Reserves Past Insight Present Status Helium Reserves Future Vision The Pecos Slope Field has One of only two companies that Gross proved helium reserves The 2P Development Plan for produced nearly 600B cubic ft. will trade on a US major Exchange estimate at 489 MMcf Proved & Probable
Slide 18: Attractive Long-Term Offtake Agreements in Place with Major Helium Buyers
Attractive Long-Term Offtake Agreements in Place with Major Helium Buyers Helium Offtake Agreements Agreement #1 Agreement # 2 Buyer Tier 1Gas Co. Tier 2 Gas Co. Term 10 Years 10 Years Quantity 50% : (16.4-18.0) MMSCF/ yr 50% : (16.4-18.0) MMSCF/ yr Mode of Delivery Bulk Gaseous Helium Bulk Liquid H
Slide 19: Vertical Integration Allows for Greater Monetization
Vertical Integration Allows for Greater Monetization All natural gas volumes are currently gathered and processed by IACX Energy Upon completion of the Pecos Slope Plant, we will be vertically integrated in production, processing, and midstream takeaway – a complete helium platform operation I
Slide 20: Why Invest
Why Invest STRATEGIC LOCALE HELIUM RESERVES IN PLACE HELIUM PRODUCTION Proximity to key infrastructure - 20 miles north 137,000 gross acres (HBP) located in Producing helium TODAY (~0.003 - 1.57 MOL% of Roswell and within 550 miles of 6 out of 7 Southeastern New Mexico in the Permian helium concentr
Slide 21: Thank You
THANK YOU FOR MORE INFORMATION: Jonathan Paterson Investor Relations +1 475 477 9401 jonathan.paterson@harbor-access.com 21 Nasdaq NEHC
Slide 22: Appendix
APPENDIX 22 Nasdaq NEHC
Slide 23: Key Maps
Key Maps Abo Gas Cum Map Abo Structure Helium Heat Map 23 Nasdaq NEHC
Slide 24: Pecos Slope Field At a Glance
Pecos Slope Field ATAGLANCE • The Pecos Slope Field has produced nearly 600 billion cubic feet of natural gas since 1977. To that end, there are more than 540 proved and probable locations on the property it can drill to help expand and update its helium reserves. • To date, New Era Helium’s proven