Despite management teams talking a lot about a severe shortfall in helium gas supply with reverberations that are leading to a comprehensive rethinking of security of supply & ESG initiatives, most investors don’t know much about helium. It’s simply not as SEXY as high-tech battery metal/EV plays or high-grade gold discoveries.

Yet, end-users are demanding that key industrial commodities be sourced regionally — you’ve probably been hearing of onshoring, the opposite of offshoring… Onshoring significantly reduces the time, cost & logistics of supply chains, and cuts emissions.

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