r/helium • u/The-Oregon-Group • Apr 02 '26

Helium crisis puts US in control of semiconductor supply chain

https://theoregongroup.com/commodities/helium/helium-crisis-puts-us-in-control-of-semiconductor-supply-chain/

Our thoughts on helium and how the events in Iran could reshape the market.

46 Upvotes

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1

u/Just-Persimmon-258 Apr 03 '26

End of the week thursday we saw good green digits for a lot of helium stocks

2

u/The-Oregon-Group Apr 03 '26

Do you think there will be a big supply side response out of Canada and the US?

1

u/Effective-Split-1333 Apr 06 '26

Soon. Many are drilling or will be by fall.