RE: Slow Realisation12 Mar 2026 15:55
The other thing to be aware of is that there is a finite supply of helium.
The theoretical X-shaped supply/demand chart from GCSE Economics doesn't carry on to infinity in real life. At some point, regardless of price -hedging and futures-purchasing, not everyone who wants helium will be able to actually get hold of the physical product.
The X-shaped s/d chart will mutate, and spot prices will rise exponentially because there are some buyers who will be prepared to pay whatever it takes.
This is worst case (for the global economy) scenario, but current spot prices only reflect nerves and panic so far.