I am not sure where these wells are but more than 1/2 of their acreage is on state and federal land and 3000 acres next to petrified forest. As soon as they go to permit a plant that will vent co2, and methane from gas I can assure you there will be reviews and lawsuits in the permitting process. There are already lawsuits on oil and gas in the basin and the potential to damage the aquifer in the basin. This could be tied up in courts for years.
To sell helium they need the membrane and adsorption towers along with compression. This will be more than a year to set this Refinery up and running. They give no plant data, but has to be high pressure trucks to make it worth transporting helium as a gas not liquid. And no storage tanks. Capital cost will be high. The way the plant diagram is set they are going to be producing to trucks. Makes no sense. What do you do, shut the plant down ever time a truck leaves or will trucks be lined up 24 hours to take helium. Does not make sense unless they know something I don't. And why do you store raw gas at 7 percent helium in pressurized trucks. Makes no sense
Prices will come under pressure in 2022 when the big boys bring on big projects from article
https://cen.acs.org/business/instrumentation/Help-helium-users-way/97/i46 Nowhere but up
Big helium projects with an estimated total output equal to half the current world production are planned for the next few years.
Sources: Company data and industry consultants. Note: The Amur Gas Processing Plant is located near Svobodny, Russia. The Helium 3 facility is located in Ras Laffan Industrial City, Qatar.