One-third of the world’s helium supply has just gone offline. In Qatar—which is responsible for approximately 30% of global helium production—the Ras Laffan facility has been affected; repairs are expected to take three to five years. Helium is a critical component in semiconductor manufacturing, quantum computing, space launches, and fusion energy research.
Thomas Abraham-James, CEO of Pulsar Helium, joins the show to explain the extent of the shortage, what this means for AI and technology supply chains, and why his company’s significant helium discoveries in Minnesota and Greenland are attracting major attention from end-users seeking supply diversity.
Timestamps:
0:00 The helium crisis in Qatar – what happened and why does it matter?
3:50 Helium in AI, semiconductors, and quantum computers
8:00 Space launches and why helium is indispensable for missions
11:40 Helium-3, quantum computing, and why governments are looking to the moon
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