3 ms·

My understanding is that Ukraine and Russia both produce a lot of natural gas and hence helium, and that the supply to the west from Russia was cut off due to s

My understanding is that Ukraine and Russia both produce a lot of natural gas and hence helium, and that the supply to the west from Russia was cut off due to sanctions and further threatened in Ukraine due to conflict itself. The shifting mentioned in the article is further knock-on effects of the war and its impact on energy markets - and how those further constrain the global supply chain for He. This isn't my area of expertise though so please do let me know if I've misunderstood.

perihelions 3y ago
- "produce a lot of natural gas and hence helium" Right about gas, but it doesn't follow that they've invested in infrastructure to cryogenically separate helium from gas fields, the way they did with neon (at steel plants). (That was the colorful thing about the neon crisis: every country in the world has enormous neon resources; the list of countries that can produce industrial amounts on <6 months notice is short). I looked it up: Ukraine doesn't export any helium (as of 2019 public data), and it has helium production capacity but it's marginal. Algeria is world #3, behind the USA and Qatar. https://www.deutsche-rohstoffagentur.de/DE/Gemeinsames/Produkte/Downloads/DERA_Rohstoffinformationen/rohstoffinformationen-39_en.pdf https://www.deutsche-rohstoffagentur.de/DE/Gemeinsames/Produ... (pages 69 and 71)
- arcticbull 3y ago
  Ah, noted. Thanks.