Eroding the global helium oligopoly; Phil Kornbluth reflects on the structural changes in the global helium business through the years.
Rob Cockerill and Phil Kornbluth present the view on where’s hot and getting hotter in the global helium business in 2024.
Although there were a handful of other contributing factors, most helium market observers would peg the beginning of Helium Shortage 4.0 to the start of an extended outage of the US Bureau of Land Management’s...
In recent years, driven by recurring shortages and historically high prices for helium, we have seen an unprecedented number of helium exploration start-ups around the world – but especially in North America.
If it’s widely accepted that Helium Shortage 4.0 began on 1st July 2021, here Phil Kornbluth looks at whether it’s likely we’ll still be in its midst by 1st July 2023.
After a series of events that had negative implications for helium supply since the beginning of 2022, there have been several recent developments that bode well for improved supply during the second half of 2022.
Russia’s invasion of Ukraine has dominated the news in recent days and the eventual outcome of the Ukraine crisis remains very uncertain. It is too early to know how things will turn out, how long...
When helium markets tightened up during the second half of 2021 due primarily to a four month maintenance outage of the US Bureau of Land Management’s (BLM) crude helium enrichment unit, the industry consensus was...
New information about the explosion and fire that took place at Gazprom’s Amur natural gas processing facility on 5th January indicates that helium production will remain offline for at least the next six months.
Helium has not been included in the US Geological Survey’s (USGS) 2021 Draft List of Critical Minerals, published in the Federal Register on 9th November.
