D3 Energy Limited · ASX:D3E
D3 Energy — Investor Presentation (June 2025)
15 slides from D3 Energy's investor presentation, Jun 17, 2025
Slide 1: Arckaringa Basin PEL121 & PEL122
Arckaringa Basin PEL121 & PEL122 A New Helium & Hydrogen Play in South Australia June 2025 d3energy.com.au
Slide 2: Arckaringa Basin – Location
Arckaringa Basin – Location Why the Arckaringa? • A very large land position of around 5,865 km2 (1,450,000 acres) • Identified source, seal and reservoir • Mapped Tonian evaporite (salt) which is proven seal and present in PEL121 & PEL122 • Only 2 wells drilled below salt in analogous Amadeus Basin
Slide 3: Arckaringa Basin – Prospects and Leads
Arckaringa Basin – Prospects and Leads PEL121 • There are two prospects and nine leads that have been identified on the seismic data to date • Two main prospects are Hydrohelix and Cootanoorina • Volumetrics have been calculated for both prospects • Assumed that structural closure is required for an
Slide 4: Arckaringa Basin – Boorthanna Trough
Arckaringa Basin – Boorthanna Trough • Boorthanna trough sits on the northeastern side of the Arckaringa Basin • Huge variations in depth to basement in the trough, highly structural area • Deepest point in the basin is about 5,000 m • Highly underexplored area with only three wells exceeding 1,500
Slide 5: Arckaringa Basin – Reservoirs
Arckaringa Basin – Reservoirs • The target reservoir zones are the Heavitree Sandstone and the Fractured Basement • The Heavitree is normally over 200m thick but can thin over basement highs • These underlie the Tonian halite and evaporites of the Gillen Formation. • However, these have not been pen
Slide 6: Arckaringa Basin – Source Rocks
Arckaringa Basin – Source Rocks Hydrogen Source • Naturally occurring radiolysis of water by alpha, beta and gamma radiation released in the radioactive decay of Uranium, Thorium and Gawler Craton Potassium bearing minerals (as in granite) is an Source Rocks abiogenic source of Hydrogen. Well data U
Slide 7: Arckaringa Basin – Seal
Arckaringa Basin – Seal • An effective seal is critical to trapping Hydrogen and Helium which are essentially the smallest molecules on the planet • Halite beds (salt) provide the best seal as seen in the nearby Amadeus Basin Examples of Thick Salt in Amadeus Basin • Murphy-1, 20 km NW of Mt Kitty-1
Slide 8: Arckaringa Basin – Seal
Arckaringa Basin – Seal Boorthanna Trough Salt Seals • Halite beds in Manya-6, Mt Kitty-1 and Magee-1 (pink shading) show very little movement as the halite is shallow • Magee-1 had a thick evaporite section with 190 m of halite in one bed that was tectonised • But deeper in the Boorthanna trough th
Slide 9: Arckaringa Basin – Analogues
Arckaringa Basin – Analogues Amadeus Basin – Mt Kitty-1 • Drilled on a broad compressional feature in the basement with multiple faults, basement rock is granodiorite • Basement fracturing forms the migration pathway and reservoir, no Heavitree Sandstone present • Thick Tonian evaporite section abov
Slide 10: Arckaringa Basin - Analogues
Arckaringa Basin – Analogues Amadeus Basin - Magee-1 • Drilled on a more localized pop-up block (less faulting) • Basement is Gneiss (muscovite, biotite, quartz and feldspar) and Biotite Schist (80% biotite) 2 • Basement fracturing forms migration pathway • Reservoir is the Heavitree Sandstone just
Slide 11: Fracture Basement Reservoir Examples
Arckaringa Basin – Fracture Basement Reservoir Examples “Buried Hill” Fractured Basement Plays Thrust Belt Fractured Basement Play Hydrohelix Prospect Cootanoorina Prospect d3energy.com.au | 11
Slide 12: Drill Ready Prospect Hydrohelix-1
Arckaringa Basin – Drill Ready Prospect Hydrohelix-1 Hydrohelix - Line 85-XQC The Hydrohelix (HL) prospect shares a lot of similarities with Mt Kitty: 1) They are at a similar structural depth to basement 2) They have a similar thickness of evaporites (salt) 3) They both appear heavily faulted (HL m
Slide 13: Hydrohelix Prospect
Arckaringa Basin – Hydrohelix Prospect • Prospect is closed to the south and west by dip and to the east and north by major faults • The Heavitree Sandstone, if present, may be much thicker than the 5-15 m assigned in the volumetrics as it is normally 230 m thick in the Amadeus Basin. • It is also a
Slide 14: Cootanoorina Prospect
Arckaringa Basin – Cootanoorina Prospect • Cootanoorina Prospect is a thrusted basement feature similar to Mt Kitty • Situated underneath the Cootanoorina 1 and 2 wells on a 3-way dip closed structure against the western fault • Forecast area of 3,400 acres and 200 m of relief. • Crest of the struct
Slide 15: d3energy.com.au
d3energy.com.au Tel: +61 2 8072 1400 Email: admin@d3energy.com.au Web: www.d3energy.com.au