Rift Helium in Tanzania Advances Toward AIM IPO

Rift Helium is advancing towards its planned IPO in H1’26 with a strategic focus on establishing a non-hydrocarbon helium supply in Tanzania’s Rukwa Basin, where geological evidence supports a working helium system independent of gas production.

The timing of the IPO is favourable as the Qatar outage will encourage helium buyers to diversify supplies, to spread risk. The company applying the “third-mover discipline” to exploration to invest smartly in primary helium, reducing frontier risk. Post-IPO it will shoot 3D seismic later this year. The CEO, Charles Fitzroy said that as the global helium supply remains fragile and heavily reliant on geopolitically sensitive LNG-associated production from Qatar, Rift’s strategy underlines the growing need for independent helium discoveries. The company is targeting an AIM listing to raise capital to accelerate development and exploration. Rift will become the third listed company to exploring for helium in the Rukwa Basin after Helium One and Noble Helium. Pulsar Helium’s management team are also advisors and founding shareholders of Rift Helium.

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Helium supply is structurally fragile. Recent events have just reminded the market why. #Qatar accounts for over 30% of global #helium supply — all produced as a by-product of #LNG. Qatar's LNG production is now offline due to the conflict. When LNG stops, helium stops. Over 90% of global helium production is tied to natural gas. Supply is therefore driven by hydrocarbon economics and geopolitics — not helium demand. That is not a resilient system for a critical commodity used in semiconductors, aerospace, defence, advanced technology, and MRI scanners. This is why primary helium matters. Rift Helium is targeting free-gas, non-hydrocarbon helium accumulations in Tanzania’s Rukwa Basin — a basin now demonstrated to host a working helium system. We are not first movers — and that is deliberate. The basin has been technically validated. Migration pathways, traps and seals have been demonstrated.

The geological model is clearer. Rift is progressing to IPO with a simple strategy:

🔹 apply third-mover discipline to deploy capital more intelligently into primary helium exploration.

✅ Smarter access.

✅Reduced frontier risk.

✅Exposure to a tightening strategic commodity.

I recorded a short video at Indaba sharing more on this — see below. Get in touch if you want to know more about Rift, or contact us via info@rifthelium.com #helium #criticalminerals #energysecurity #IPO #RIFT #Tanzania

We’re pleased to share our latest project update from Cape Town, where CEO Charles FitzRoy spoke to BRR Media about the progress Rift is making as we move towards delivering primary helium from Tanzania’s Rukwa Basin. Charles outlines the momentum across our exploration and development work, our continued focus on building a secure and sustainable non‑hydrocarbon‑associated helium supply, and the key steps ahead as we work toward our planned AIM listing in March 2026.

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