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Air Products sees no near-term helium supply recovery as 15-year deals emerge

Gas
November 5, 2026

Air Products sees no near-term helium supply recovery as 15-year deals emerge | Helium

5 min ago 2 min read

Air Products does not expect the Middle East conflict’s impact on helium supplies to be meaningfully resolved for at least six months, as customers sign up to helium supply contracts lasting up to 15 years.

Speaking during the company’s fiscal 2026 earnings call, Eduardo Menezes said Air Products was not assuming a near-term recovery in helium availability as the around a third of global helium production capacity.

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