There really aren't many proxies to trade helium but Air
Products seems to be working ok. As referenced previously, and on
Odd Lots Podcast, helium shortage seems quite possible as it is
generally a byproduct of nat gas production (mostly in Qatar). With
production halted due to the war, we could see a shortage in the
coming weeks.
And no, i'm not concerned about the balloons... helium
essential running MRI machines, production of semis and fiber
optics.
APD - Helium Shortage Play
Posted by elementsix on 2nd of Apr 2026 at 11:41 am
APD- Poking above a 9-month resistance line here.
There really aren't many proxies to trade helium but Air Products seems to be working ok. As referenced previously, and on Odd Lots Podcast, helium shortage seems quite possible as it is generally a byproduct of nat gas production (mostly in Qatar). With production halted due to the war, we could see a shortage in the coming weeks.
And no, i'm not concerned about the balloons... helium essential running MRI machines, production of semis and fiber optics.
Odd Lots Interview: https://www.youtube.com/watch?v=bjc6MgUY0BE