Commodity Watch: The Cost of Concentration
<p>Helium is the second most abundant element in the universe but is rare on Earth. Today, it is primarily a byproduct of natural gas and 90% of it is produced in seven gas fields. Although the market is small, helium plays an essential role, with no substitutes, in manufacturing including for chip fabrication. Qatar provides around 35% of global supply and manufacturers have limited inventory.</p>
23 March 2026