Desert Mountain Energy Corp TSXV:DME, the Canadian-listed resource company focused on helium and critical elements, is seeking to position itself at the intersection of the energy transition and the technology supply chain through a combination of helium exploration and natural gas supply agreements in the United States.
The company was recently featured on Energy Hour, a segment of BV Today Radio, where president and chief executive Robert Rohlfing outlined its strategy alongside broadcaster Ellis Martin of the Ellis Martin Report and investor Pavlos Panagopoulos.
Speaking to audiences in Albuquerque on Talk Radio KKOB, the group highlighted its progress in helium development in Arizona and New Mexico, while also unveiling a deal to provide natural gas to a large-scale AI data centre project in Roswell, New Mexico.
Desert Mountain Energy’s vertically integrated model for helium
Rohlfing emphasised that Desert Mountain Energy (DME) is pursuing a vertically integrated model in helium — covering exploration, production, processing and sales — to support industries from medical imaging to semiconductors. The company is also collaborating with US government agencies on helium-3 initiatives, which carry implications for national security and emerging technologies.
“What we’re doing here is creating a stable, domestic source of helium that supports everything from medical imaging to semiconductor manufacturing,” said Rohlfing. “We’re not just explorers — our model is built around production, processing and sales. That vertical integration is what makes DME stand apart.”
Industry commentator Martin added that helium, although less widely known than oil or gold, plays a pivotal role in technology and defence. “Helium may not grab headlines like gold or oil, but it is one of the most critical resources for technology and defence,” he said. “DME is right at the heart of that story.”
Roswell data centre deal
Alongside its helium operations, DME is expanding into natural gas supply, having signed an agreement to provide 100 per cent of the natural gas needs for the planned Roswell Information Park AI Data Center Campus. The project, located north of Roswell, is expected to require between 100 and 200MW of power at start-up, with long-term capacity potentially scaling toward 4GW. Site preparation is scheduled to begin in the first quarter of 2026.
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Under the agreement, DME will supply gas from its West Pecos field while also managing third-party flows into the campus, generating additional fee-based income. The company is evaluating state and federal infrastructure grants to support the development, which could include the sale of excess power back into the New Mexico grid.
Rohlfing described the Roswell project as both a commercial and regional development opportunity. “The Roswell Information Park will generate new revenue streams for DME while creating valuable job and infrastructure growth in New Mexico,” he said. “This project strengthens our long-term position in the energy transition and technology supply chain.”
Broadening footprint
DME is listed on the TSX Venture Exchange in Canada, with secondary listings on US OTC markets and Frankfurt. The group’s core focus remains on helium extraction and related critical gases such as hydrogen and natural gas.
With demand for helium rising, particularly in advanced manufacturing and healthcare, the company is aiming to build a secure domestic supply chain at a time when US policymakers are seeking to reduce reliance on imports.
The combination of its helium strategy with new ventures in natural gas supply for high-growth sectors such as AI data centres signals DME’s attempt to broaden its footprint across the energy and technology landscape.
