New Era Helium CEO Will Gray joined Steve Darling from Proactive to provide a detailed operational update and outline the company’s forward-looking development strategy. Gray highlighted ongoing progress across multiple business fronts, including the Pecos Slope Plant project, helium offtake planning, and the company's parallel expansion into AI-driven infrastructure through its joint venture, Texas Critical Data Centers, LLC (TCDC). At the Pecos Slope Field, New Era Helium is actively engaged with its midstream gatherer and processor following a recent transition in both the ownership and management of that third-party entity. Discussions remain constructive, with NEH focused on securing an outcome that is both operationally efficient and financially beneficial. However, Gray acknowledged that as a result of these negotiations, along with delays in securing project financing during the company’s recent de-SPAC process, the construction timeline for the Pecos Slope Plant has been extended. To mitigate potential delays and maintain momentum toward monetization, NEH has initiated contingency planning for helium offtake agreements. These efforts are running in parallel with construction timelines and are designed to ensure flexibility in commercial arrangements. The company remains in active dialogue with current counterparties while exploring new agreements to unlock long-term value and ensure a robust path to revenue generation from its helium assets. NEH stands out as one of only two companies trading on a major U.S. exchange with both proved and probable helium reserves, positioning it as a rare and de-risked opportunity in the helium investment landscape. Despite current production from its properties, the company is not receiving payment under its existing marketing agreement, which has surpassed its primary term and now operates on a month-to-month basis. The company is evaluating its options to optimize the commercial structure moving forward. Beyond its helium and natural gas operations, New Era Helium is also making strategic progress on its data center initiative through its joint venture with Sharon AI, Inc. The JV entity, Texas Critical Data Centers (TCDC), has signed a Letter of Intent (LOI) to acquire 200 acres in Ector County, Texas, for the development of a 250MW net-zero AI and high-performance computing (HPC) data center. This facility will be powered in part by NEH’s own natural gas reserves, aligning with its vision for an integrated energy and digital infrastructure platform. This expansion into AI-driven infrastructure reflects NEH’s broader mission to diversify its revenue streams beyond traditional commodities and position itself at the intersection of clean energy and next-generation computing. By leveraging its natural resource base to support high-demand sectors such as AI, semiconductor manufacturing, and HPC, the company aims to create long-term value across multiple verticals. #proactiveinvestors #neweraheliuminc #nasdaq #nehc #oil #gas #perimianbasin #HeliumProduction #NaturalGas #DataCenters #AIInfrastructure #PecosSlope #VerticalIntegration #EnergyMarkets #PermianBasin #Semiconductors #PowerGeneration #ProactiveInvestors