Desert Mountain Energy

What Desert Mountain Energy does

Desert Mountain Energy Corp. (TSX-V: DME, OTCQX: DMEHF, Frankfurt: QM01.F) is a vertically integrated junior helium, hydrogen, and natural gas exploration and production company operating in the U.S. Southwest. Originally incorporated in British Columbia in 2008 as African Queen Mines Ltd., the company rebranded in 2018 and pivoted from gold to helium, anchored by two principal assets: the Holbrook Basin in Arizona, where historic helium grades of 8-10% materially exceed the global commercial benchmark of 0.3-1%, and the West Pecos Slope Abo Gas Field in New Mexico, acquired in June 2023 with 188 wells on 77,000 acres and 50+ miles of gas collection lines. Helium processing is delivered through two modular containerized facilities built by GENERON: the McCauley facility in Arizona (commissioned January 2023 with over 3,600 solar panels) and the West Pecos helium processing plant (relocated mid-2023 and fully operational October 2024), both employing membrane separation and pressure swing adsorption (PSA), with an AI-coordinated control layer managing processing at West Pecos.

The company generates revenue primarily from sales of processed helium grades and natural gas to end users, with the recent Project Helios initiative extending monetization into management fees (5% on natural gas consumed and 2% on excess electricity returned to the grid) under a 25-year (plus 5-year option) lease with Roswell Information Park LLC covering a 154-acre site for a proposed off-grid AI data center near Roswell, New Mexico (May 2026). Revenue is supplemented by helium lease/sub-lease structures and a joint operating agreement with Beam Earth Ltd. for hydrogen and ammonia applications from co-occurring resources. The customer base is concentrated in high-tech manufacturers, AI data center operators, and defense and government entities, with strategic engagements including the U.S. Department of Defense Consortium, NATO, UK MoD, and defense primes such as Lockheed Martin, RTX, Gore, and Seekr. Pricing is quote-based; broader market helium prices have risen from $385/MCF to $850/MCF amid worldwide shortages.

Go-to-market is direct enterprise sales via the vertically integrated model, bypassing industrial gas middlemen, supported by investor relations, press releases, podcast appearances, and virtual investor conferences. The company has raised over C$30M cumulatively across private placements and a marketed public offering between 2022 and 2026, including a $3.2M non-dilutive funding agreement with Roswell Information Park LLC (September 2025) and a brokered $3M private placement with Haywood Securities (April 2026) earmarked for Kinder Morgan pipeline connection. Strategic leadership rests with CEO/Executive Chairman Robert Rohlfing, President Don Mosher, CFO Valorie Farley (CPA), COO Timothy S. Orr, Esq. (appointed February 2026 to drive Project Helios), and a board drawing on geological, legal, audit, and engineering expertise.

Name

Desert Mountain Energy

Legal name

Desert Mountain Energy Corp.

Website

https://desertmountainenergy.com

Company type

Public

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Desert Mountain Energy is a vertically integrated junior helium and natural gas producer with operations in Arizona's Holbrook Basin and New Mexico's West Pecos field, processing high-grade helium for sale to high-tech manufacturers, defense agencies, and AI data center infrastructure customers.

Ownership category

akta.pro rank

Product category

Industrial Gas Production

NAICS

Natural Gas Extraction (211130), Natural Gas Extraction (21113)

SIC

Crude Petroleum & Natural Gas (1311)

akta.pro primary industry

Conventional Natural Gas Exploration & Production (Dry Gas) (EUAAAAAA)

Keywords

• Helium extraction
• Natural gas production
• Industrial gas supply
• Resource exploration
• Gas processing

Headquarters

HQ city

Delta

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Supply Chain, Personnel, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Processed Helium Sales: Primary revenue source from processing and selling various grades of helium extracted from natural gas streams. DME operates helium processing facilities capable of producing commercial-grade helium for high-tech applications including MRI machines, semiconductors, and data centers.
2. Natural Gas Sales: Revenue from natural gas production at West Pecos Gas Field comprising 188 wells on 77,000 acres. Sold directly to end users through vertically integrated model.
3. Data Center Infrastructure Fees: 5% management fee on all natural gas used by the Roswell Information Park data center facility, plus 2% management fee on excess electricity generated and returned to grid. Fees apply for operational lifetime of the project.
4. Lease Payments: Monthly lease payments from Roswell Information Park LLC for 154-acre data center site, plus penalty payments if tenant withdraws within first 24 months.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Desert Mountain Energy is a vertically integrated helium, hydrogen, and natural gas exploration and production company. Its core offerings include the exploration, extraction, and processing of high-grade helium from Arizona's Holbrook Basin and the West Pecos Slope Abo Gas Field in New Mexico (188 wells, 77,000 acres), as well as natural gas production and noble gas development. The company sells processed helium in various commercial grades and natural gas directly to end users including high-tech manufacturers, semiconductor fabs, MRI facilities, AI data centers, and defense contractors.

Product overview

Desert Mountain Energy Corp. is a vertically integrated helium, hydrogen, and natural gas exploration and production company operating primarily in the US Southwest. The company's product portfolio centers on four core offerings: Helium Extraction and Production from high-grade fields in Arizona's Holbrook Basin and New Mexico's West Pecos; Natural Gas Production from the West Pecos Slope Abo Gas Field; Hydrogen Development leveraging assets within helium fields; and Noble Gases extraction. Supporting infrastructure includes the Helium Processing Facility at West Pecos (now commercially operational) and the McCauley Helium Processing Facility in Arizona. Strategic initiatives include Project Helios and Helios Data Company, LLC to supply AI data centers and defense infrastructure, plus a planned SNC battery manufacturing facility in Roswell, New Mexico.

Differentiator

Problem solved

Functional benefit

Brands

• Project Helios: Strategic initiative positioning the company as a critical utility provider for AI data centers and defense infrastructure through vertically integrated energy and helium solutions, including a 14.5-mile pipeline, salt cavern storage facilities, and rare gas supplies.
• Helios Data Company, LLC

Products and services

• Helium Extraction and Production Exploration, development, and production of high-grade helium from properties in Arizona's Holbrook Basin and New Mexico, processing raw gas into commercial-grade helium for sale to end users including high-tech manufacturers, semiconductor fabs, and MRI facilities.
• Natural Gas Production Extraction and processing of natural gas from the West Pecos Slope Abo Gas Field in New Mexico, comprising 188 wells on 77,000 acres with over 50 miles of gas collection lines, sold directly to end users through a vertically integrated model.
• Hydrogen Development

Quantifiable outcome

• Helium prices increased 135% year-to-year (from $119.31 to $279.95/MCF at BLM auction 2018)
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Roswell Information Park LLCcoreStrategic or Co-development Partner · 29 May 202625-year lease agreement (plus 5-year term) for approximately 154-acre site near Roswell, New Mexico for proposed off-grid AI data center. DME receives 5% management fee on all natural gas used and 2% on excess electricity returned to grid. RIP has option to purchase with bonus payment.
• Kinder MorgancoreStrategic or Co-development Partner · 28 March 2026DME is connecting to Kinder Morgan's pipeline system for pipeline infrastructure expansion. This connection is intended to streamline feedstock logistics and enhance market access for the company's helium and natural gas production.
• Sodium-Nickel-Chloride Battery Joint Venture PartnerminorStrategic or Co-development Partner · 2 December 2025Non-binding LOI signed for joint venture to build sodium-nickel-chloride (SNC) battery manufacturing facility in Roswell, New Mexico. Project aims to use produced water from oil and gas wells for cooling and processing, extracting valuable materials like salts and REEs.
• Beam Earth Ltd.coreStrategic or Co-development PartnerDME signed a joint operating agreement with Beam Earth Ltd. to develop commercial applications for hydrogen. Partnership focuses on developing hydrogen assets located within helium fields and manufacturing ammonia with naturally occurring nitrogen and hydrogen.
• U.S. Department of DefensecoreStrategic or Co-development PartnerDME engaged with US DoD at Phoenix symposium to discuss secure rare gas and energy supply for defense and tech partners. Company is participating in U.S. government initiatives related to helium off-take pathways. Part of Department of Defense Consortium - Strategic Energy Partnership.
• NATO / UK Ministry of DefencecoreStrategic or Co-development PartnerDME engaged with NATO and UK MoD at Phoenix symposium regarding secure rare gas and energy supply for defense infrastructure.
• Lockheed Martin / RTX / Gore / SeekrcoreStrategic or Co-development PartnerDefense contractors engaged at DoD symposium for discussions on secure rare gas and energy supply for defense and technology partners.
• GENERONcoreTechnology or IntegrationManufacturing partner that built helium processing equipment off-site, prefabricated and installed in custom modular housing containers for McCauley and West Pecos facilities.

Scale indicators8 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• North American Helium: Private Canadian helium exploration and production company operating in Saskatchewan and elsewhere, focused on bringing new primary helium supply online for North American industrial and high-tech buyers. Highly comparable to DME as a dedicated upstream helium producer targeting similar end markets.
• Helium One Global: AIM-listed helium exploration company developing the Rukwa project in Tanzania. A direct peer in the sense of being a pure-play, junior helium E&P pursuing high-grade helium resources for the global industrial gas market.
• Blue Star Helium: ASX-listed helium exploration company with acreage in Colorado's Las Animas and other U.S. helium-prospective basins. Comparable as a junior helium E&P focused on U.S. domestic supply for high-tech and industrial buyers.
• Avanti Energy: TSX-V-listed helium and natural gas exploration company pursuing high-grade helium in the U.S. Intermountain West (Montana, Arizona). Closely comparable to DME in scale, asset geography, and target market.
• Total Helium: TSX-V-listed helium exploration and production company with assets in the U.S. Southwest, focused on supplying industrial gas buyers. Comparable junior helium peer operating in the same regional end market as DME.

Broad incumbents

• Air Products and Chemicals: One of the largest global industrial gas companies and a major producer/distributor of helium. Broad incumbent with significant helium sourcing, processing, and customer relationships that overlap DME's target end markets (semiconductors, healthcare, aerospace).
• Linde plc: World's largest industrial gas company with substantial helium production, purification, and global distribution capabilities. Represents the dominant incumbent against which junior helium producers like DME compete for market share and pricing.
• Air Liquide: Major French multinational industrial gas supplier with a large global helium business. Competes with DME for high-tech and industrial end users and sets the baseline for long-term helium supply contracts.

Emerging players

• Noble Helium: ASX-listed helium exploration company focused on the North Rukwa basin in Tanzania. Comparable as an emerging junior pursuing primary helium resources for the global helium supply market, with similar exploration-stage risk profile.
• First Helium: TSX-V-listed helium exploration company with assets in Alberta, Canada. Comparable as a small-cap North American helium peer pursuing primary helium production for industrial buyers, though primarily Canadian-focused.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/Desert_Mountain
• LinkedInlinkedin.com/company/desert-mountain-energy-corp

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries2 records

Funding overview

Funding rounds6 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Desert Mountain Energy