Future strategic irreplaceable resource17 May 2026 15:56
Will Helium be strategic in an advance technological future?
Why this is important and why HE1 needs to bring a mass helium supply to the market.
"Helium is likely to stay tight and periodically short in a “future growth” scenario, especially if you mean a long-run, high-demand world driven by semiconductors, medical imaging, space, and quantum/advanced tech. Recent reporting already says shortages are beginning again, tech supply chains are feeling it, and helium demand is being pulled by chipmaking and other high-value uses.
Why supply stays fragile
Helium comes mostly as a byproduct of natural gas processing, so supply depends on a fairly small number of gas fields and processing plants rather than on demand alone. That makes it vulnerable to geopolitical disruptions, outages, and force majeure events, which can quickly remove a big chunk of global supply. The current concentration is a major reason analysts keep warning about recurring shortages rather than a smooth market.
Why demand can keep rising
Semiconductor manufacturing, medical imaging, research cryogenics, and some space/quantum applications all rely on helium in ways that are hard to replace immediately. Even where users can recycle helium or switch to alternatives, those solutions are not universal and can be expensive or technically limiting. That means a “more advanced tech future” can actually increase pressure on a constrained helium system."
Steady share price incline or exponential event, I know which one I'd like to see and Im happy to wait until true value is realised. 🏒
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