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focusIR Fundamentals: Helium Ep3; How Tariffs are affecting the sector


Welcome to Episode 3 of our series on Helium where we analyse the Helium sector against a backdrop of global tariffs, new entrants to the exploration landscape and other key factors defining the industry in 2025 with your host Sarah Lowther and Peter Hitchens, Research Analyst at Oak Securities.

What investors will learn:

- Why Helium offers a lucrative investment opportunity

- What key factors drive the helium market

- How to make informed investment decisions in this niche sector

- How the helium industry is being impacted by tariffs

- How Iran’s entry into the sector is influencing the supply of helium to the world

- How fundamentals are now driving investor strategies over hype

- Which helium explorers are now leading this emerging sector

This series will include comments on and contributions from:

- Georgina Energy (#GEX);

- Helium One (#HE1);

- Helix Exploration (#HEX);

- Mendell Helium (#MDH);

- Pulsar Helium (#PLSR);

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