Now There's a Helium Shortage and It Affects More Than Balloons | Odd Lots

Ripple effects from the war in Iran and the closure of the Strait of Hormuz continue to widen. There's yet another brewing shortage, this time in helium. While most people associate helium with balloons and funny voices, the element is used in a surprisingly wide variety of industrial settings, including semiconductor production, where its role in advanced lithography has been growing rapidly. But helium mining and exploration in North America has been practically non-existent for a variety of reasons. And while the US used to have a strategic helium reserve, the government started selling that down in the late 1990s. On this episode, we speak with Nicholas Snyder, the founder and CEO of North American Helium, which does helium mining in Canada. We discuss the properties of helium that make it so useful, as well as the difficulties of expanding global production and distribution. Watch Bloomberg Vodcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di 00:00:00 - Cold Open 00:01:13 - Introduction: Disruptions in Helium Supply 00:04:46 - Guest Introduction: Nick Snyder 00:05:25 - Industrial Applications of Helium 00:06:13 - Unique Properties of Helium 00:07:45 - Origin and Formation of Natural Helium 00:11:43 - Global Helium Sources and Extraction 00:15:56 - History of US Strategic Helium Reserve 00:22:57 - Helium Storage and Transportation Challenges 00:27:29 - Market Structure and Pricing 00:28:35 - Current Market Disruptions 00:34:12 - Investment and Exploration Challenges 00:36:00 - Previous Helium Shortages and Substitution 00:41:32 - North American Helium's Response to Market 00:47:43 - Closing Thoughts Watch more Odd Lots episodes: https://www.youtube.com/playlist?list=PLe4PRejZgr0OJbRzA6nWybYiThLJd_ouz Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. Join the conversation: discord.gg/oddlots Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Check out more Odd Lots: https://youtube.com/playlist?list=PLe4PRejZgr0MuA6M0zkZyy-99-qc87wKV Get the Odd Lots newsletter: https://www.bloomberg.com/account/newsletters/oddlots And for all things Odd Lots, visit https://www.bloomberg.com/oddlots #Investing #Markets #Finance #Bloomberg #Podcast #OddLots Visit us: https://www.bloomberg.com/podcasts For coverage on news, markets and more: http://www.bloomberg.com/video Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg

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