In this video, we dive into the geopolitical urgency of domestic helium production and why it's becoming a cornerstone of American technological independence. As global supply chains become more volatile, the U.S. faces a critical decision: secure its own helium or risk falling behind in key sectors like semiconductors, space, and advanced nuclear tech.
- Discover why domestic helium production is vital for U.S. influence and national security
- Learn how global supply disruptions—from Qatar to Russia—are reshaping the market
- See how helium supports everything from AI and EVs to SpaceX rockets and modular nuclear reactors
- Explore how Pulsar’s (PLSR) Topaz project in Minnesota could be a game-changing source of helium in North America
What you'll learn:
- Helium is a Supply-Constrained Commodity
Rationing has occurred in recent years, even among research institutions—a rare situation for a mineral resource. That speaks volumes about its scarcity and criticality
- Global Supply Is Fragile and Politically Risky
With Qatar and Russia as dominant suppliers, helium's global trade is highly vulnerable to geopolitics, sanctions, and logistical disruptions—highlighting the strategic value of U.S.-based production.
- Domestic Helium = Technological Independence
The U.S. Chips Act aims to ramp up semiconductor output, which could quadruple helium demand by 2035. Helium is also indispensable in space tech (e.g., SpaceX), quantum computing, and next-gen nuclear energy.
- Pulsar’s Topaz Project Could Reshape the U.S. Helium Market
Located in Minnesota with concentrations as high as 14%, Topaz offers proximity to infrastructure and end-users, reducing transport loss and increasing efficiency—a major competitive advantage.
- Strategic Resource for Long-Term Growth
As helium becomes more central to cutting-edge industries, investors should view it not just as a commodity—but as a strategic resource tied to U.S. power, innovation, and energy resilience.
Pulsar Helium (PLSR)
