Analysis: Why helium’s structural constraints are exposed by geopolitical shocks

  • Gas
  • April 21, 2026

Analysis: Why helium’s structural constraints are exposed by geopolitical shocks | Helium

© Shutterstock


gasworld Intelligence’s Jamie Siequien reflects on one of the most dynamic six weeks in the helium industry in recent memory and explores the interplay between geopolitics, supply and demand

A small market with disproportionate risk

Helium occupies a unique position within the industrial gas sector. By value, it remains marginal. According to the European Industrial Gases Association (EIGA), helium accounts for approximately 2% of the European industrial gas market, while the US Geological Survey (USGS) values the global helium market at around $2.5bn. Yet its importance outweighs its size.

Already have an account?

Unlock full access to hundreds of features at the forefront
of the industrial gas sector with a gasworld subscription

Related topics:

Advertisement

Advertisement

Please wait…

   

  • Related Posts

    • Gas
    • August 3, 2026
    AWG expands Texas footprint with United Welding Supply acquisition

    By 40 min ago 1 min read Independent gas and welding distributor American Welding & Gas (AWG) has expanded its Texas footprint with the acquisition of United Welding Supply, an…

    • Gas
    • August 3, 2026
    UK government launches call for evidence on CO2 supply resilience

    By 9 min ago 3 min read The UK government has launched a , inviting industry stakeholders to provide views on how the resilience of the domestic carbon dioxide (CO2)…

    Have You Seen?

    PIPELINE OPPOSITION: Washington State Congressman Wants Spill Response Review for Canada’s Alberta Pipeline to B.C.

    • August 4, 2026
    PIPELINE OPPOSITION: Washington State Congressman Wants Spill Response Review for Canada’s Alberta Pipeline to B.C.

    How Iran is Widening its Pressure Campaign to Force US Concessions

    • August 4, 2026
    How Iran is Widening its Pressure Campaign to Force US Concessions

    Trump Demands Lower Gas Prices From Oil Companies, Chides Chevron CEO

    • August 4, 2026
    Trump Demands Lower Gas Prices From Oil Companies, Chides Chevron CEO

    Trump Says He Does Not Care About USMCA as US, Canada Plan Trade Talks

    • August 4, 2026
    Trump Says He Does Not Care About USMCA as US, Canada Plan Trade Talks

    A (TEMPORARY) GOLDEN ERA – Iran War Ushers in Oil Refining Golden Era. It Won’t Last: Ron Bousso

    • August 4, 2026
    A (TEMPORARY) GOLDEN ERA – Iran War Ushers in Oil Refining Golden Era. It Won’t Last: Ron Bousso

    M&A: Williams Agrees to Buy Momentum Midstream for $5.5 Billion

    • August 4, 2026
    M&A: Williams Agrees to Buy Momentum Midstream for $5.5 Billion

    Greek LNG Ship Safely Clears Hormuz After Maritime Incident

    • August 3, 2026
    Greek LNG Ship Safely Clears Hormuz After Maritime Incident

    India Moves to Rescue Renewable Energy Projects Stalled by Grid Shortages

    • August 3, 2026
    India Moves to Rescue Renewable Energy Projects Stalled by Grid Shortages

    Kuwait Oil Production Surges as OPEC+ Completes Output Cut Reversal

    • August 3, 2026
    Kuwait Oil Production Surges as OPEC+ Completes Output Cut Reversal

    BP Completes Sale of German Refinery as Portfolio Overhaul Accelerates

    • August 3, 2026
    BP Completes Sale of German Refinery as Portfolio Overhaul Accelerates