D3 Energy Limited · ASX:D3E
D3 Energy — Good Oil & Gas Energy Conference 2026
22 slides from D3 Energy's conference presentation, Sep 16, 2026
Slide 1: Good Oil & Gas Energy Conference
Good Oil & Gas Energy Conference Westin Hotel Perth David Casey – Managing Director & CEO 16th September 2026 d3energy.com.au
Slide 2: Disclaimer
Disclaimer This document provides summary information about D3 Energy Limited (ACN 649 276 808) (D3 Energy or the Company) current as at the date of this presentation. This document has been prepared for information purposes only This document is not, and should not be considered as, an offer or an
Slide 3: Disclaimer - Compliance Statements
Disclaimer Compliance Statements Gas Reserves, Contingent Resources and Prospective Resources - ER316 and PR016 The statements and consents, in relation to the estimate of gas Reserves for ER315 and PR016 included in this Presentation, are outlined in the Company’s ASX announcement dated 24 July 202
Slide 4: Who is D3 Energy?
Who is D3 Energy? d3energy.com.au | 4
Slide 5: The Company - Corporate Snapshot
The Company - Corporate Snapshot (ASX:D3E) & (OTCQB:DNRGF) Major Shareholders (as of 8th Sep 2026) Greg Columbus (Chair) 3.31% David Casey (MD & CEO) 5.32% 151.9m $0.28 John Zetzman (Tech Mgr) Shares on issue Share price (@ 8 Sep 2026) 4.16% $42.5m $6.74m Matthew Worner (NED) Market Cap Cash (30 Jun
Slide 6: Why Helium & Why Now?
Why Helium & Why Now? d3energy.com.au | 6
Slide 7: Let's assume this a Helium Conference for a moment…
Let’s assume this a Helium Conference for a moment… So what's changed since last years conference??? d3energy.com.au | 7
Slide 8: AI is driving a new Paradigm…
AI is driving a new Paradigm… • What are the companies that we are all talking about? Nvidia, Spacex, Tesla, Amazon/AWS – all need semiconductors and some need helium directly • Rapid adoption of AI is fuelling data centre growth • Demand for data centres predicted to triple by 2030 alone • Data cen
Slide 9: Middle East conflict has focused attention on helium supply
Middle East conflict has focused attention on helium supply • The disruption to Qatari helium production has raised concerns over security of supply supporting higher helium pricing globally • Term pricing for new contracts has also moved up with ASP announcing a 5-year deal at over US$600/mcf from
Slide 10: Fragile helium supply chain highlights need for new sources
Fragile helium supply chain highlights need for new sources • China has specifically incorporated helium into its next 5-year plan • Japan is moving from commercial working inventories towards government backed strategic helium stockpiles • South Korean government allocated US$585M to subsidise high
Slide 11: Why D3 Energy?
Why D3 Energy? d3energy.com.au | 11
Slide 12: D3 ideally placed geopolitically & NOW geographically
D3 ideally placed geopolitically & NOW geographically Genuinely unique world class helium 5% and biogenic methane 87% province with evidence of unprecedented gas regeneration and recharge – no decline Proven production, reserves and largest independent certified pure helium contingent resource o
Slide 13: South African Assets
South African Assets d3energy.com.au | 13
Slide 14: ER315 – 2026 Drilling Programme
ER315 – 2026 Drilling Programme • Gas flowed to surface immediately after drilling at NGT245E and methane detected at NGT245D following drilling • Lower water zone identified that is impeding gas flow in both wells due to extremely low reservoir pressure • Remedial cementation planned for this week
Slide 15: Downhole Camera Confirms Gas at Nooitgedacht
Downhole Camera Confirms Gas at Nooitgedacht • Downhole camera logging at Nooitgedacht has confirmed gas bubbling up through the water column in NGT245 E. • View the footage here.
Slide 16: ER315 – 2026 Seismic Programme
ER315 – 2026 Seismic Programme • High resolution 2D seismic acquisition has commenced at Nooitgedacht • Using modern, low-impact high resolution nodal seismic acquisition and weight-drop source technology • Expected to refine the structural interpretation of the project area to support transition of
Slide 17: South Australian Assets
South Australian Assets d3energy.com.au | 17
Slide 18: Australian Assets – Conventional Helium & Hydrogen
Australian Assets – “Conventional” Helium & Hydrogen Arckaringa Basin – PEL 121 & 122 (5,865 km2/1,450,000 acres) • Analogous Mt Kitty-1 measured 9% Helium and 11% Hydrogen • Previous wells in Arckaringa have NOT drilled below salt • To date 2 prospects and 9 leads have been identified on available
Slide 19: PEL121 – Maiden Prospective Resource
PEL121 – Maiden Prospective Resource • Resource ONLY for PEL121 Hydrohelix and Cootanoorina prospects • Total Prospective net 2U Resource of 54 BCF recoverable helium, 88 BCF recoverable hydrogen and 226 BCF methane • Volumes cover both the Heavitree Sandstone and Fractured Basement Prospective Reso
Slide 20: Catalysts…
Catalysts… d3energy.com.au | 20
Slide 21: The next 12 months?
The next 12 months? • Submission and acceptance of Production Right application (PRA) • Prospective Resource for PEL 121 - Hydrohelix Prospect • Granting of Strategic Integrated Project (SIP) status – awaiting notification • Contingent Resource upgrade to incorporate ER386 • Potential JV partner for
Slide 22: THANK YOU…
THANK YOU… d3energy.com.au Tel: +61 2 8072 1400 Email: admin@d3energy.com.au Web: www.d3energy.com.au