Semiconductors
Semiconductor helium market in 2025
We hold 283 km² of strategically positioned licences in Tanzania’s Rukwa Basin, next to confirmed helium discoveries. The system is proven and we are targeting where helium accumulates.
Surface seeps near our licences reach 10.2% helium — well above typical production grades. With a mean concentration of 5.6% helium in our maiden resource, Rift has the scale and grade potential to be globally significant
We have used £50M+ of third-party technical spend to pinpoint the highest-quality targets. That reduces risk and protects capital before drilling begins.
Our advisors have delivered two successful helium companies, backed by on-the-ground leadership in Tanzania working with government and communities.
Helium isn't just another industrial gas — it's irreplaceable infrastructure for the technologies reshaping our world. Global supply is tightening while demand grows 5–7% annually.
Semiconductor helium market in 2025
Projected CAGR by 2035
Of global demand, accounted for
Projected market value by 2030
The largest helium end-use share
Annual global helium consumption
Projected growth in 10 years
Helium composition in commercial saturation diving gas
Combined years of leadership experience
Public listings formed across the team
Legacy sources are depleting while demand from new technologies is accelerating. Prices are up ~300% over the last 15 years. New primary supply isn't optional — it's critical. Source: AKAP energy.
No natural gas dependence means cleaner supply, strategic independence from volatile hydrocarbon markets, and a stronger long-term position.
Seismic surveys and drilling through 2026, production from 2029. Every milestone is scheduled, sequenced, and committed to. You know what's happening and when.