Who could be involved9 Sep 2024 07:59
I'll repost some of what I posted at the weekend .
There was talk of SLB , however SLB were involved with HE1 in the EWT - you can see their equipment in some of the recent Tweets and Insta images, and "Helium One said it has inked a contract with the global technology company SLB, formerly known as Schlumberger, for the provision of cementing, drilling and completion fluids services, and surface well test equipment and services. " However SLB are a services company with a Global footprint - I imagine they will be involved in more work.
Here are the BIG GLOBAL Helium Players and potential Off Takers -
think we know most of the big players in this Market are Linde/BOC - aFROX in Africa, Air Liquide, and Matheson Gases - Nippon Sanso Corp (Global) .
Linde have a presence in Asia including China, Nippon Sanso the same, as do Air Liquide.
They will certainly be aware of what has been going on recently.
Also if you look through the Helium One website you will see some of the previous data they have used from the market expert Phil Kornbluth. He has over 20 years experience in the Helium Industry and he worked for both Matheson and BOC. The Kornbluth data refers to market size in 2019 and 2021.
You can see his full CV on LinkedIn .
Also Via YouTube such search Phil Kornbluth on Global Helium Supply (2023) it's a very interesting watch .
Link to Video here : https://www.youtube.com/watch?v=IWJDZjDX33c&t=43s
The video is 2023 , so before this drill and EWT.