Thursday, December 7, 2023

Helium Exploration: State of the Science: Geology, Reserves, Economics, and Some Plays and Prospects


 

About Helium

     Helium is the 2nd most abundant element in the universe and the second smallest molecule. Hydrogen is number 1 in both. Helium is a very inert, non-reactive gas. It has the lowest boiling point of all substances. It will never freeze. It has high conductivity. Helium occurs in two forms, one with three protons (Helium 3) and one with four protons (Helium 4). There are two mechanisms for its origin. One is helium 3 emplaced during the formation of the Earth. The other is helium 4 derived from radioactive decay of uranium, thorium, and lithium. The source of these mineral elements may be from igneous, metamorphic, or carbonaceous sedimentary rocks close to basement. Uranium and thorium from granitic rocks are the most common source. Helium 4 is by far the most common form of helium encountered via drilling. About 17% of natural gas wells contain some helium but the real percentage is likely significantly higher as many were not tested for helium. Helium occurs in the atmosphere at 5.2-6 parts per million. Helium often occurs with nitrogen, CO2, natural gas, and natural hydrogen in varying proportions. It does not occur with oil since helium is often pushed out during migration of the oil. Helium emplacement is associated with rift systems where tectonic plates move away from each other as outgassing from the resulting faults and fractures. Accumulations often occur in porous rocks just above or near the top of igneous or metamorphic basement.


 

Uses of Helium and Helium Demand

     The graphic below shows the main uses of helium. Cryogenics is the main use. Its main use in cryogenics is in cooling superconducting magnets in MRI machines. Thus, medical use is the main use. There are many other uses besides those shown here. Its use as a component of rocket fuel is important. The second graph from 2014 shows the major uses for helium in the U.S.



 Source: Helium One



 


Source: Wikipedia





Source: AAPG Helium Webinar- Steven Tedesco



     The U.S., E.U., Canada, and others consider helium to be a critical raw material. East Asia has been leading helium demand growth. Countries that are continuing to modernize and provide better medical care for their populations require more MRI machines and that is the main source of demand growth. Helium is considered to have a high geopolitical risk since its production is limited to certain countries. Current supply estimates suggest we have 100-200 years of helium supply left in geologic reservoirs.

 

 


 



Source: Proven and Hypothetical Helium Resources in Utah. Tyler J. Wiseman and Marc T. Eckels. Utah Geological Survey. 2020. Wiseman-and-Eckels-2020-Proven-and-hypothetical-helium-resources-in-Utah-RS-no-Attachment.pdf



Where Helium is Produced

     The U.S. and Qatar produced 75% of the world’s helium, each at about 37.5%. Other big producers include Algeria, Russia, Australia, and Canada. Canada’s helium production is expected to grow significantly. In the U.S. and Canada, most helium production comes from the Midcontinent area and the Rockies. Texas and Kansas produce from the large accumulation in the Hugoton formation, but those fields are in decline. Other states and provinces with significant helium production include Wyoming, Arizona, New Mexico, Colorado, Utah, Saskatchewan, and Alberta. Wyoming has the most production with one field there producing about 9.4% of the world’s supply. Wells have found potentially commercial quantities of helium in Michigan and Kentucky. The Michigan accumulation is not expected to be significant, but the Kentucky accumulation is certainly underexplored and could represent a potential supply nearer to population centers where it is consumed. However, no current projects are happening there. Kansas deposits are high grade (high helium%) but Arizona/New Mexico has the highest percentages. Wyoming has the largest reserves though the quality/he% is lower.

 



Source: AAPG Helium Webinar - Steven Tedesco



Source: Statista




Source: AAPG Helium Webinar - Steven Tedesco



Source: 
Proven and Hypothetical Helium Resources in Utah. Tyler J. Wiseman and Marc T. Eckels. Utah Geological Survey. 2020. Wiseman-and-Eckels-2020-Proven-and-hypothetical-helium-resources-in-Utah-RS-no-Attachment.pdf



Geology of Helium Emplacement, Migration, Trapping, and Sealing

     As mentioned, the source rocks for helium are often granites that contain significant amounts of uranium, thorium, and lithium that decay into helium over long periods of geologic time. These are usually sandstones or carbonates. Porous reservoirs in the sedimentary section in close proximity to the igneous basement rocks are the usual reservoirs. Helium, as a very small molecule, will migrate to the top of a structure. Most plays find it trapped in structural domes with four-way closure and very good sealing rocks above. Salts and anhydrites make the best seals but other rocks such as shales can seal it as well.

     Helium often occurs with nitrogen and CO2, but nitrogen and CO2 may also occur without helium. It also occurs often with natural gas which always has a different origin than helium. Natural gas is generated in sedimentary rocks at high temperatures and pressures due to burial, but helium is derived from basement rocks or near-basement carbonaceous shales. Helium also may occur with hydrogen but sources of the two are not considered the same, though they both often occur along rifting zones accessed by basement faults. There are nitrogen and CO2 deposits without any helium. Thus, there is much variability in gas compositions.

     Helium can be remobilized during basin fluid expulsion. As shown in the models below helium first migrates from granitic basement faults that extend into the sedimentary section, into reservoirs, then migrates updip along traps to accumulate in the structural highs or domes. It first migrates with basin water and other fluids. As Wiseman and Eckels report in their 2020 paper: “Helium fractionates into the gas phase easier in shallow, cooler, and underpressured reservoirs with higher salinity formation water.” Veteran helium explorer Steven Tedesco, who conducted a recent helium webinar for AAPG, noted that helium deposits are often found in areas where there are two differing orientations of basement faulting. One of those orientations is likely to be faulting associated with rifting.

 

 


Source: AAPG Helium Webinar - Steven Tedesco



Source: 
Proven and Hypothetical Helium Resources in Utah. Tyler J. Wiseman and Marc T. Eckels. Utah Geological Survey. 2020. Wiseman-and-Eckels-2020-Proven-and-hypothetical-helium-resources-in-Utah-RS-no-Attachment.pdf




Source: AAPG Helium Webinar - Steven Tedesco



Helium Processing, Transport, and Strategic Reserves

     Helium requires processing to separate it from the total gas stream. This requires significant amounts of energy. Where applicable the natural gas that occurs in conjunction with helium can be used to provide that energy. However, not all helium deposits occur with natural gas so those deposits without it will have different economics. Building a processing plant can be expensive. There are six companies that buy helium in the U.S. They are typically large companies focused on “industrial gases.” These companies may fund processing plants for small producers. Non-cryogenic plants cost more and need bigger reserves.   




Source: Helium One


     Helium is transported as a cryogenic (supercooled) liquid, which requires complex time-constrained logistics. This is due to its propensity to leak. That is one reason why producing helium from the abundant helium 3 (emplaced in planetoid formation) reserves on the moon would be difficult.

     The U.S. maintains a federal strategic helium reserve. NBC News reports: “The mammoth underground structure is comprised of nearly 500 miles of pipeline — stretching from Amarillo, Texas, to the panhandle of Oklahoma to Kansas — and supplies roughly 40% of the world’s helium.” This has been fed mostly by the now declining Hugoton deposits that overly it. There has been discussion about selling the reserve to a private entity but there has also been pushback against that. The Bureau of Land Management (BLM) manages the reserve. Helium shortages have already affected the availability of MRI services and could make costs higher for consumers of these medical services. Helium prices shot up to nearly double as a result of the Russian invasion of Ukraine. Detractors of the potential sale say the sale would likely result in higher helium prices.   

 




 

Current Helium Exploration Criteria and Areas

 

     Tedesco points out that there are two main factors in evaluating helium gas shows in wells. First one needs to know the % of helium in the gas stream. Second, one needs to know the production rate of the total gas. Thus, he notes that if the He% is say 4-8% then the gas production rate needs to be about 250 mcf/day or above. If the He% is at 0.5-2%, then the gas rate needs to be 1MMCF/day or above. Aeromagnetic, seismic, and gravity surveys can help delineate deep basement structures. Structure mapping can identify potential traps. Dry holes and sub-economic wells are common in helium exploration.

     Helium exploration is ongoing in the Midcontinent and Rockies. Extension of Wyoming production may be limited by proximity to National Park lands. There may be areas where helium can be produced with natural hydrogen. Some explorers want to drill into fractured granite in search of helium.



Source: Helium in Wyoming. Kelsey S. Kehoe. Wyoming State Geological Survey. Public Information Circular No. 48.  2023. wsgs-2023-pic-48.pdf

 



Helium in Tanzania Along the East Africa Rift System Basins

 

A large accumulation has been known in Tanzania for decades, but sufficient traps have yet to be found. However, a London, U.K. company called Helium One, has been exploring for the past few years there in the East Africa Rift System. The rift system consists of multiple rift basins associated with major rift normal faults. From the shows and seismic it looks like they are targeting the high sides of the faults. They have recorded over 10% helium concentrations from thermal springs. One basin there, Rukwa could become a major producing area. Helium One has been exploring the area for several years now. They are currently testing that area with Phase II drilling. According to Helium One:

 

Rukwa hosts independently verified (SRK-2020) Best-Estimate Unrisked Prospective Recoverable Helium Resource (2U/P50) of 138Bcf, making this the largest known primary helium resource in the world. Helium concentrations up to 10.2% He have been recorded in surface seeps, representing incredible high grade compared to typical values of 0.1-0.3% associated with hydrocarbon by-product production. An extensive multispectral satellite spectroscopy (MSS) seep study over the basin in 2021 also confirmed the presence of these known seeps and has aided our exploration efforts with identifying potential new seeps and understanding helium migration through the basin.”

 

It should be interesting to see what knowledge comes out about helium migration. The following slides are also from Helium One, highlighting the geology in their prospect areas.










 

Helium One is modeling capex costs at $38 million US) per processing plant and $48 million for 6 wells plus gathering lines. They purchased their own drilling rig over the same to help better control timing and costs. It should be interesting to see the results.

 



Possible Helium Play Along the Kentucky River Fault System/MidContinent Rift System in Central Kentucky

 

     As mentioned, there is currently no activity in exploring for helium in Kentucky. There have been shows of helium gas in wells, of potentially commercial quantities if gas production rates were higher. One well in particular, Texaco’s No. 1 Kirby well in Garrard County, Kentucky, had helium shows as high as 1.9%. As shown in some of the slides below these shows occur along a major rift fault. The structure is not unlike what Helium One is targeting in Tanzania – high-side of down-to-basin normal faults bounding the rift system. There are some areas where there are different directional orientations of basement faults as Tedesco mentioned were often associated with helium presence. At first, I wondered if a well to the northwest closer to the center of the Jessamine Dome, which is a part of the Cincinnati Arch system could act as a trap. That is probably not feasible since the earliest age of the formation of the Cincinnati Arch is Late Ordovician and this would require further migration of the helium up through the Cambrian section to reach the dome and since the surface is Ordovician there is not much chance for good trapping in the shaly limestones. Geologists at Kentucky Geological Survey believe that the main source of the helium is the carbonaceous Conasauga Shale, with the Grenville-aged basement granites a lesser source. The Conasauga Shale is above the biggest helium show at the top of the Rome Formation so I think they may be suggesting that the helium is migrating up from the deeper and thicker Conasauga on the low side of the rift fault.


Source: Helium in Central Kentucky? Cores from the Texaco No. 1 Kirby well, Garrard County, Ky. Kentucky Geological Survey. Helium in Central Kentucky? Cores from the Texaco No. 1 Kirby well, Garrard County, Ky. (uky.edu)





Source of Above Three Slides: Assessing the Potential Helium Resources in Central Kentucky. J. Richard Bowersox. AAPG. Search and Discovery Article #51573 (2019).  View PDF (searchanddiscovery.com)



     A paper that came out in 2018 in the Geological Society of America’s GSA Today reinterpreted the presumed extension of the Grenville Front south into Ohio as instead an extension of the Eastern arm of Midcontinent Rift. There is significant evidence to support this interpretation. One is the exploratory discovery of the Middle Run Formation, interpreted as a localized but thick Precambrian-aged metasedimentary Sandstone deposited in a local rift basin in Warren County, Ohio. This well is along the Western edge of the proposed Midcontinent Rift extension in the paper. One core in the well showed large vugs in the Knox Dolomite, which is quite thick in Southern Ohio and Kentucky. On the other side of that same proposed rift extension is a well I evaluated during drilling in Brown County, Ohio near the town of Sardinia on the flank of the Cincinnati Arch. The Knox Formation is older than the Cincinnati Arch. I believe it was at or not far below the Knox Unconformity which is the truncated top of the Knox Formation a little past 1700ft total depth. There the well had a very small gas show with a strong sulfurous smell. I was surprised the gas show was so small considering the smell. The rock samples, some of which I still have, included large dolomite crystals, small sucrosic (sugary) dolomite crystals, shimmering large pyrite crystals, and possibly anhydrite. There was also a strong saltwater show. I am guessing it was a sulfate-bearing brine, probably with lots of sodium, calcium, chlorides, and sulfates like in the Cambrian brines in Ohio and in the Michigan and Illinois basins. The deeper Cambrian brines are very saline with high total dissolved solids, more than the shallower brines. The large vugs with large crystals suggest the work of hydrothermal brines coming up from the hotter basement. I had seen Knox vugular dolomite in multiple wells and these crystals were much larger. I know of a Knox exploratory well a little to the east in Pike County in Ohio that encountered very high percentages of nitrogen (I seem to recall 80% or possibly 30%). I don’t know if the outgasses are related to the saline brines, I am just noting some reservoir fluids present in the rocks of the general provenance of a shallow salty sea with marine and clastic deposits. It is uncertain if any outgassing from rift faults or other basement faults makes it to the Knox, but it seems likely. There is high nitrogen content in gas even further to the east in Gallia County, Ohio in the Silurian Clinton in fields I have worked with directly. There was also some CO2 and some trace amounts of hydrogen and helium. We did have an aeromagnetic survey flown over the region and defined basement faults and there was fair to good juxtaposition of interpreted basement faults with higher nitrogen gas. Even further east in West Virginia in the central part of the Appalachian Basin, there are a few fields in the Silurian equivalent Tuscaroras Formation that have over 50% CO2 that in the past was sold as food-grade CO2 to the beverage industry. Those wells are within the boundaries of the failed Cambrian rift system known as the Rome Trough which opened up the Iapetus Ocean that still underlies the center of the Appalachian Basin.   

 





 Source: Is the “Grenville Front” in the central United States really the Midcontinent Rift? Carol A. Stein, Seth Stein, Reece Elling, G. Randy Keller, and Jonas Kley. GSA Today. Geological Society of America. Volume 28 Issue 5 (May 2018). GSA Today - Is the “Grenville Front” in the central United States really the Midcontinent Rift? (geosociety.org)



References:

Helium Prospecting, Production, Transportation and Breakthroughs - Dr. Steve Tedesco – AAPG Webinar, November 14, 2023. Bing Videos

Impending sale of scientifically critical helium sparks worries. Julia Rosen. AAAS. Science. November 6, 2023. Impending sale of scientifically critical helium sparks worries | Science | AAAS

Massive helium fields found in rift zone of Tanzania. Eric Hand. AAS. Science. July 8, 2016. Massive helium fields found in rift zone of Tanzania | Science

Wyoming One of Largest Helium Producers. The Cheyenne Post. November 2, 2023. Wyoming One of Largest Helium Producers | News | thecheyennepost.com

Helium in Central Kentucky? Cores from the Texaco No. 1 Kirby well, Garrard County, Ky. Kentucky Geological Survey. Helium in Central Kentucky? Cores from the Texaco No. 1 Kirby well, Garrard County, Ky. (uky.edu)

Assessing the Potential Helium Resources in Central Kentucky. J. Richard Bowersox. AAPG. Search and Discovery Article #51573 (2019).  View PDF (searchanddiscovery.com)

Proven and Hypothetical Helium Resources in Utah. Tyler J. Wiseman and Marc T. Eckels. Utah Geological Survey. 2020. Wiseman-and-Eckels-2020-Proven-and-hypothetical-helium-resources-in-Utah-RS-no-Attachment.pdf

Helium resource global supply and demand: Geopolitical supply risk analysis. Ankesh Siddhantakar, Jair Santillán-Saldivar, Thomas Kippes, Guido Sonnemann, Armin Reller, and Steven B. Young. Resources, Conservation and Recycling. Volume 193, June 2023, 106935. Helium resource global supply and demand: Geopolitical supply risk analysis - ScienceDirect

The fate of America’s largest supply of helium is up in the air. Mary Pflum. NBC News. February 7, 2023. The fate of America’s largest supply of helium is up in the air (nbcnews.com)

Helium One. Investor Presentation. August/September 2023. PowerPoint Presentation (helium-one.com)

Helium One. Projects. Introduction - Helium One Global (helium-one.com)

Is the “Grenville Front” in the central United States really the Midcontinent Rift? Carol A. Stein, Seth Stein, Reece Elling, G. Randy Keller, and Jonas Kley. GSA Today. Geological Society of America. Volume 28 Issue 5 (May 2018). GSA Today - Is the “Grenville Front” in the central United States really the Midcontinent Rift? (geosociety.org)

The Geology of Ohio – The Cambrian. Geo Facts. No. 20. Ohio Dept. of Natural Resources. The Geology of Ohio—The Cambrian - DocsLib

Isotopic and geochemical characterization of fossil brines of the Cambrian Mt. Simon Sandstone and Ironton–Galesville Formation from the Illinois Basin, USA. Dana M. Labotka, Samuel V. Panno, Randall A. Locke, Jared T. Freiburg. Geochimica et Cosmochimica Acta. Volume 165, 15 September 2015, Pages 342-360. Isotopic and geochemical characterization of fossil brines of the Cambrian Mt. Simon Sandstone and Ironton–Galesville Formation from the Illinois Basin, USA - ScienceDirect

Helium in Wyoming. Kelsey S. Kehoe. Wyoming State Geological Survey. Public Information Circular No. 48.  2023. wsgs-2023-pic-48.pdf

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