Helium Is Hard to Replace

The war in Iran, and the subsequent closure of the Strait of Hormuz, has unfortunately made us all familiar with details of the petroleum supply chain that we could formerly happily ignore.

Construction Physics
I’m not really worried about any potential helium shortage. We are actually really good at extracting it, the problem is purely economics and as soon as prices get to the point where investment is warranted then there will continue to be adequate supplies. The main issue right now is the proper demand increase forecasts do not align with potential investments costs and helium extraction investment does just not make much economic sense given current forecast Helium costs.