ASP Isotopes subsidiary Renergen secures 5-year LNG take-or-pay contract, Phase 1 now 75% sold

Filed August 6, 2026 · Period ending August 6, 2026 · ~1 min read

Key Changes

• high

  Renergen subsidiary Tetra4 signed a 5-year take-or-pay LNG contract at >$16/GJ with a South African food processor, representing ~10% of Phase 1 nameplate capacity and establishing multi-year contracted cash flow ahead of Q3 2026 commercial production.

  Exhibit 99.1 view on EDGAR →
• high

  Phase 1 LNG volumes now ~75% contracted under take-or-pay agreements; company expects to complete Phase 1 contracting (LNG and liquid helium) during Q3 2026 and begin Phase 2 contracting in 2H 2026.

  Exhibit 99.1 view on EDGAR →
• high

  Phase 1 expected to produce ~2,500 GJ/day LNG and ~70 Mcf/day liquid helium starting Q3 2026, with annualized revenues projected at >$27M (assuming $15-18/GJ LNG, $600/Mcf helium); revenue recognition expected to begin 2H 2026.

  Exhibit 99.1 view on EDGAR →