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Video | Predictably unpredictable: the geopolitics shaping helium’s future

Gas
October 28, 2026

32 min ago 18min watch

The helium market has hit headlines over the last year with conflict in the Middle East constraining production and supply.

Speaking to gasworld following her keynote presentation at the Helium Super Summit 2026, Megan Sutcliffe, Principal Analyst for the Middle East and Africa at Sibylline, looks at the various scenarios that could unfold in the region, including managed escalation, uncontrolled re-escalation, and US withdrawal.

Sutcliffe also delves into Iran’s likely control over the Strait of Hormuz, its impact on helium distribution and what other bottlenecks the industry should be ready to react to.