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

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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.

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