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North American Helium CEO, Nicholas Snyder, speaks about the current helium crisis with @TheStalwart and @tracyalloway on the Odd Lots podcast
NEW ODD LOTSL
The helium shortage
@tracyalloway and I talk to Nicholas Snyder, CEO of North Americah Helium about a commodity with a surprising number of industrial applications, including and especially the semiconductor industry podcasts.apple.com/us/podcas…
North American Helium retweeted
The U.S. designated helium as a critical material on Friday.
On Sunday, 60 Minutes reported on the helium shortage caused by the effective closure of the Strait of Hormuz and Iranian strikes on a Qatar gas facility earlier this year.
A range of industries are feeling the impact with no end to the war in sight. Helium is critical for many electronics. One-fifth of the world's helium is consumed by the semiconductor industry, according to the Compressed Gas Association.
North American Helium retweeted
Helium added to the list of critical materials:
energy.gov/sites/default/fil…
North American Helium retweeted
NATIONAL: The U.S. designated helium a critical material today because it’s essential for making semiconductors, and the global supply is at risk of disruption, according to the DOE. rochesterfirst.com/news/tech…
North American Helium retweeted
Helium makes up 1.84% of the gas that feeds a new plant in Stewart Valley, Saskatchewan, and nearly everything else in that gas is nitrogen. The plant takes in about 340,000 cubic meters of gas a day and sends out about 5,700 cubic meters of helium.
Nitrogen comes off more easily than the methane most helium is mixed with. North American Helium made the plant 40% smaller than its Battle Creek plant, and by output it is the largest in Canada. Trucks carry the helium to the US, where it is liquefied.
frontiermap.substack.com/p/h…

ALT Chart: world helium production by country, 2018 to 2025, in billion cubic feet. World total: 5.7 in 2018, 5.8, 5.8, 5.9, 5.7, 6.3, 6.6 and 6.9 in 2025. United States (blue) 3.2 in 2018 and 2.9 in 2025; Qatar (amber) 1.6 and 2.3; Russia (red) 0.6 in 2025; Algeria (green); others in grey, Canada among them. Footer: US share 43% in 2025, from 57% in 2018; Qatar 33%, from 28%; Russia 9%, from 2%. Source: USGS Mineral Commodity Summaries, editions 2020 to 2026. 2025 is an estimate.
Helium demand from the global semiconductor market is projected to grow to around 2.2 billion cubic feet (Bcf) in 2028 and up to 3 Bcf after… www.gasworld.com/story/helium-summit-semiconductor-helium-demand-to-reach-2-2-bcf-by-2028/2262423.article/ #gasworld #industrialgas
North American Helium retweeted
Buried in this @techreview analysis of helium shortages is the fact that Canada (specifically SK) is leading in the production of new sources, and in the Prairies we have the world’s 5th largest resources of what is now often deemed a critical mineral /1
technologyreview.com/2024/02… – at Tsuu T'ina Nation 145 (Sarcee 145), Alberta
North American Helium retweeted
At the University of Chicago, lab director Joe Sachleben says helium shortages could force researchers to decide which machines to sacrifice. This could impact research into breast cancer drugs, immunotherapies and treatments for Alzheimer’s. cbsn.ws/481om4L
North American Helium retweeted
Saskatchewan’s helium sector takes another step forward. Congratulations to our partner @NAHelium on opening Canada’s largest helium purification facility.
HEVI is advancing projects to help build Canadian supply.
cbc.ca/news/canada/saskatche…
#Helium #SupplyChain #CBC
Global helium supplies could be 20% short of demand if the Strait of Hormuz remains effectively closed and cavern storage… www.gasworld.com/story/helium-summit-helium-market-shortage-could-widen-to-20-if-helium-caverns-are-depleted/2262284.article/ #gasworld #industrialgas
North American Helium retweeted
“The helium supply chain is fragile, it’s going to remain fragile” - Phil Kornbluth
gasworld.com/story/video-the…
#HeliumSuperSummit #IndustrialGas #gasworld #Helium
North American Helium retweeted
The price of helium has tripled since March, and it could go even higher, says Rich Brooke, a former executive at Air Liquide and current industry consultant. cbsn.ws/4zITAtu
North American Helium retweeted
The world's helium supply is facing a shortage seven months after Iranian strikes on a Qatari gas facility and the effective closure of the Strait of Hormuz. A range of industries are feeling the impact with no end to the war in sight. cbsn.ws/4elQSSj
North American Helium retweeted
Helium, required for semiconductor production, is now in short supply as the war with Iran drags on. How long can the U.S. help meet growing demand from around the world?
Rich Brooke, a former executive at Air Liquide, weighs in. cbsn.ws/4BcR8Np
North American Helium retweeted
“If we do not have helium, we'll have to shut down,” says Surya Iyer, president and COO of Polar Semiconductors.
The semiconductor industry consumes one-fifth of the world’s helium to make chips used in everything from smartphones to pacemakers. Now, that helium is in short supply. cbsn.ws/4k2lvzM
North American Helium retweeted
Photos: Touring Canada's largest Helium purification facility @NAHelium @SKGov @City_SC @everetthindley swiftcurrentonline.com/artic…
North American Helium retweeted
No helium means no new smartphones, laptops, cars, MRI machines, or missiles. This irreplaceable resource is now in short supply as the war with Iran continues. @jon_wertheim reports, Sunday on 60 Minutes.
North American Helium retweeted
Canada’s largest helium purification hub opens in southwestern Saskatchewan
globalnews.ca/news/12104119/…
North American Helium retweeted
Canada’s largest helium purification facility begins operation near Stewart Valley sasktoday.ca:443/southwest/c…
North American Helium retweeted
A solar-powered, helium-filled aircraft recently flew from New Mexico to Japan and back. When stationed over southeastern Japan, it beamed down phone service down from the stratosphere. Softbank and Sceye want to sell the service starting in 2027. spectrum.ieee.org/high-altit…
















