Developing new sources of reliable and sustainable long-term helium supply in North America to secure the future for science and industry. nahelium.com
Joined April 2015
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Mar 27
North American Helium CEO, Nicholas Snyder, speaks about the current helium crisis with @TheStalwart and @tracyalloway on the Odd Lots podcast
Mar 27
NEW ODD LOTSL
The helium shortage
@tracyalloway and I talk to Nicholas Snyder, CEO of North Americah Helium about a commodity with a surprising number of industrial applications, including and especially the semiconductor industry podcasts.apple.com/us/podcas…
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May 22
RT @ExnerPirot: Saskatchewan is Canada’s leading helium supplier and has a plan to capture 10% of global market share by 2030
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May 20
RT @anasalhajji: ⭕️أكبر مصيبة عالمية تنتج عن أزمة هرمز لاعلاقة لها بالنفط والغاز!⭕️
🌀نظراً إلى شهرة دول الخليج بالنفط والغاز فإن معظم الن…
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North American Helium retweeted
May 20
The race for Resource Nationalism is on.
It's no longer good enough to make enough to produce what you need.
The future will require countries hoarding more resources "just in case" things get crazy (like today).
Now multiply that action across metals.
Wow.
May 20
🇨🇳 CHINA ACCELERATES MINERAL STOCKPILES
China will fast-track construction of strategic mineral reserves under new rules implementing a 2024 law, state media said Wednesday.
The regulations set a minimum five-year reserve term and ban mining or use of state-held minerals without approval. China has also signaled plans to expand copper stockpiles.
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North American Helium retweeted
May 19
Well this was one of the more interesting conversations I’ve had in a while. Dell has a 6 qubit quantum computer in a rack as a research project. Self contained cooling (via helium) actively monitored.
Quantum potentially in existing data center rack form factor someday.
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Helium is a small gas with large strategic consequences.
In a new piece (with @Omiddadd) for Global Policy, we explain how disruption around the Strait of Hormuz could affect semiconductors, medical imaging, and high-tech supply chains.
globalpolicyjournal.com/blog…
#Hormuz #Helium
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North American Helium retweeted
May 17
Commodity market guru Jeff Currie on the shadow that commodity shortages will cast on the equity markets.
"For example, helium doesn't matter to GDP, but when you're out, [you're out]. Where are you going to produce... chips?"
TO PRODUCE CHIPS, YOU NEED HELIUM.
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It’s no secret that we intend to launch Starship a lot, targeting thousands of flights per year. That cadence will require the ability to launch from many different locations, so we are constantly exploring to find viable sites to expand Starship operations in the future, both domestically and internationally
SPACEX: A realtor named Jim Keaty of Keaty Real Estate published a rumor of possible SpaceX land acquisition in Louisiana.
It states SpaceX may have acquired or is acquiring 136k acres (212 sq miles) of marshland south of Highway 82 towards the Gulf of America in Pecan Island and Freshwater City in Vermilion Parish of the Acadiana region.
At the Southeast corner of the land near the Freshwater City boat launch is a plot ready to be converted for port operations and direct access to the Intercoastal Canal and the Gulf of America.
Pecan Island is halfway between Boca Chica and Cape Canaveral, and has easy access to Cheniere LNG and Golden Pass LNG; both on the either side of the Louisiana and Texas border at Sabine Pass.
This has not been confirmed by SpaceX of Elon.
More SpaceX news in the ELON CHRON below!
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North American Helium retweeted
BREAKING: Google and SpaceX are in talks to launch data centers into orbit amid surging AI demand, per WSJ.
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May 12
The world wants Canada’s helium, but it’s being held back bnnbloomberg.ca/business/202…
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Balloons are back. The U.S. Army is testing a tethered aerostat that can detect drones, relay communications, and eventually carry and launch drone swarms of its own.
defence-blog.com/u-s-army-ev…
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May 7
IEA Head Says Canada Must Strengthen Refining and Processing of Critical Minerals
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RT @chigrl: Philips Faces Helium Supply Challenge on Hormuz Closure
Royal Philips is dealing with difficulties sourcing helium for its MRI…
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The rapid expansion of commercial space launches is developing into a potentially significant growth market for industrial gas companies, with Linde indicating the sector could eventually become large enough to be treated as a… gasworld.com/story/industria… #gasworld #industrialgas
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US space exploration company SpaceX plans to build a $55bn semiconductor manufacturing and advanced computing fabrication facility in Grimes County, Texas. gasworld.com/story/spacex-pl… #gasworld #industrialgas
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May 6
Nvidia has formed a partnership with Corning to expand manufacturing of fiber optics for AI infrastructure. on.wsj.com/49q27GL
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Ongoing shipping disruption in and around the Strait of Hormuz – coupled with threats of renewed hostilities in the Gulf – has caused QatarEnergy to extend its force majeure on LNG supply to mid-June, according... gasworld.com/story/qatarener… #gasworld #industrialgas
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Industrial gas major Linde says it has been seeing the average price of helium rise and expects further increases as geopolitical disruptions tighten supply. gasworld.com/story/linde-exp… #gasworld #industrialgas
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North American Helium retweeted
Apr 30
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Industrial gas major Air Products expects its helium supply to electronics customers in Asia to more than double by 2030, as new assets come online and long-term supply agreements gather pace amid an AI-driven “super... gasworld.com/story/air-produ… #gasworld #industrialgas
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North American Helium retweeted
Apr 29
U.S. Space Force is forecasting its demand by the year 2041 to be 3000 launches/year.
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