Noble Helium’s Post

At the Houston Helium Super Summit, Phil Kornbluth gave an excellent breakdown on the current reality of the #helium supply chain. Watch it here:

Helium and Its Potential Alternatives - Exploring the Helium Market: Utilizing alternatives to helium where possible could allow for a greater conservation of helium, which could prove to be necessary for the market going forward. IDTechEx reports that since 2005, there have been 4 supply shortages of helium, each resulting in high price volatility, with the price of helium having almost doubled since 2021. http://dlvr.it/TGLMpP

Helium and Its Potential Alternatives - Exploring the Helium Market: Utilizing alternatives to helium where possible could allow for a greater conservation of helium, which could prove to be necessary for the market going forward. IDTechEx reports that since 2005, there have been 4 supply shortages of helium, each resulting in high price volatility, with the price of helium having almost doubled since 2021. http://dlvr.it/TGQ7tn

Helium and Its Potential Alternatives - Exploring the Helium Market: Utilizing alternatives to helium where possible could allow for a greater conservation of helium, which could prove to be necessary for the market going forward. IDTechEx reports that since 2005, there have been 4 supply shortages of helium, each resulting in high price volatility, with the price of helium having almost doubled since 2021. http://dlvr.it/TGN61x

"Exciting news! The helium market is undergoing a significant shift, and this article by Pulsar sheds light on a crucial development in the industry. https://lnkd.in/eM7iBVS4 It's fascinating to witness the emergence of helium exploration as a critical endeavor for our technological advancement. Looking forward to following Pulsar's journey in this frontier of a new commodity rush! #Helium #Technology #Innovation" Reuters Pulsar Helium Inc.

🎈 Don't let the helium shortage fly under your radar! Helium, often overlooked by investors, is rallying off a decade-long scarcity. Discover why this critical commodity, vital for scientific research, medical technology, national defense, and more, deserves your attention. Read the full article by MarketWatch to explore the investment potential in the helium market. #VVCResources #Helium #Investing https://lnkd.in/dNm6QwbV

That’s the end of Helium Super Summit 2024. Lots of interesting people and interesting companies. Quite a few takeaways but two stand out. According to Intelligas, there are over 60 companies prospecting for helium in North America at the moment but most don’t have any helium production. That puts Mendell Helium plc in an enviable minority with our three producing wells. And more to come. Secondly, helium 4.0 is over. Supply is now outpacing demand and the industry winners will be those with security of offtake and access to market. Nearby infrastructure will be important and remote plays may find it harder to source demand. With our proximity to the gathering system and the Jayhawk production plant, Mendell Helium plc is well placed for the next phase of this young industry. #gwhelium #helium #houston

I've created my lithium fusion formula. I understand the amount of energy when fusing from helium to lithium in 2 different formulas.

Along with releasing its annual financial statements late last week, Ur-Energy unveiled FY/2024 production guidance for between 650k-750k lbs U3O8, representing a midpoint multiple times higher than what was produced in FY/2023. MU2 is fully permitted with 12 rigs currently on site (and more coming).  We continue to highlight the strong internal fundamentals including cash on hand ($66.2M), inventory (148,101 lbs) and now a total of LT 5 contracts with annual deliveries ranging from 550k-1.10M lbs over a six year period commencing in 2025. Following a 22% share price decline from the recent February high, shares of URG currently trades at a 0.50x discount to NAV. #uranium #equityresearch #investmentbanking #nuclear #mining #economics #netzero #netzerocarbon #investmentideas ***Not investment advice, just opinion, observation & analysis. Pls note & read the disclaimer*** https://lnkd.in/gghkc_ni