Roughly two years after the start of production from the Qatar 2 helium source turned a severe shortage to a veritable glut of supply almost overnight, helium markets may finally be showing signs of stability.
While helium demand remains very sluggish and “potential” supply continues to be significantly greater than demand, several factors have combined to help firm up helium markets. After falling precipitously in markets in close proximity to Qatar and by 20 percent or more in markets less directly impacted by Qatar supply, helium prices may also be finding a bottom for the current cycle.
If the excess capacity is still there and demand is sluggish, why are markets beginning to firm up?
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