U.S. Energy (USEG)
Developer of a Montana helium, CO2 and oil-field integration project.
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Develops Montana's Big Sky Carbon Hub to process helium and CO2, while Cut Bank oil and gas production supports the buildout. Revenue is intended to combine contracted helium sales with carbon-management, enhanced-oil-recovery and merchant-CO2 pathways.
Builds the Big Sky Carbon Hub in Montana around the Kevin Dome helium and CO2 resource, a planned processing facility, and the nearby Cut Bank oil field. Its future products are gaseous helium, refined CO2, and carbon-management services, while Cut Bank produces legacy crude oil and natural gas.
Pairs an executed helium offtake contract with three potential CO2 paths: sequestration credits, enhanced oil recovery at Cut Bank, and merchant sales. Corporate functions sit in Houston, with operations concentrated in Montana.
Redirects proceeds from divested legacy properties into the industrial-gas buildout while Cut Bank serves as the cash-flow bridge. Commercial progress depends on well performance, gathering and plant commissioning, EPA review of monitoring and verification submissions, and the still-uncontracted CO2 pathways.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.1M · Total debt $4.8M · Total assets $55.9M · Shareholders' equity $37.0M
- Revenue
- $2.1M
- Operating income
- −$2.4M
- Net income
- −$2.3M
HistoryDividendAnnual yield
| Institutions | ≥ 14.69% | 7.71M shares | |
|---|---|---|---|
| 39 holders · as of Jun 30, 2026 | |||
| Insiders | 27.08% | 14.21M shares | |
| 8 holders · as of May 1, 2026 | |||
| Other | ≤ 58.23% | 30.57M shares | |
| remainder | |||
52.49M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (52.49M in the company's Sep 23, 2026 report, 35.67M elsewhere); stakes use the report.
Institutional filings for BSIN (100% of the company) are not on file here, so the institutional figure is a floor.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
John A. WeinzierlInsiderdirector, 10 percent owner, other: Member of 10% owner group | 18.62% | 9.77M | filed May 1, 2026 |
Steamboat Capital Partners, LLCInstitution | 4.79% | 2.51M | as of Jun 30, 2026 |
Duane H. KingInsiderdirector, 10 percent owner, other: Member of 10% owner group | 4.50% | 2.36M | filed Oct 30, 2025 |
Vanguard Capital Management LLCInstitution | 2.44% | 1.28M | as of Jun 30, 2026 |
Ryan Lewis SmithInsiderdirector, officer: CEO | 2.13% | 1.12M | filed Apr 1, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 31, 2026 | Ryan Lewis Smith | director, officer: CEO | +15,000 | $0.8700 |
| Mar 3, 2026 | Joshua Lane Batchelor | 10 percent owner, other: Member of 10% owner group | −265,170 | $1.37 |
| Mar 2, 2026 | Joshua Lane Batchelor | 10 percent owner, other: Member of 10% owner group | −434,830 | $1.25 |
| Oct 27, 2025 | Joshua Lane Batchelor | 10 percent owner, other: Member of 10% owner group | −167,438 | $1.25 |
| Oct 24, 2025 | Joshua Lane Batchelor | 10 percent owner, other: Member of 10% owner group | −177,070 | $1.25 |
- Linde
Global helium and CO₂ portfolio serving industrial-gas channels.
- Air Products
Large-scale helium and CO₂ supplier with broad delivery reach.
- ExxonMobil
Rocky Mountain CO₂-EOR network with carbon-management scale.
- Occidental Petroleum
Large CO₂-EOR and carbon-storage platform with oil overlap.
- Kinder Morgan
CO₂ sourcing and pipeline scale for enhanced oil recovery.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| U.S. Energy | $1.25 | +4.62% | $44.4M | — | — | 6.5 | −26.9% |
| Linde | $469.42 | +0.97% | $215.07B | 30.0 | 25.1 | 6.1 | +9.4% |
| Air Products | $286.39 | −0.51% | $64.10B | — | 20.1 | 5.1 | +4.6% |
| ExxonMobil | $160.95 | +1.42% | $657.68B | 20.4 | 13.2 | 1.8 | +46.0% |
| Occidental Petroleum | $57.44 | +2.00% | $56.01B | 8.7 | 12.3 | 2.2 | +25.7% |
| Kinder Morgan | $31.42 | +0.46% | $69.63B | 20.0 | 21.2 | 3.9 | +10.8% |
| Median | 20.2 | 20.1 | 3.9 | +10.8% |