This week, global markets paused after a record-setting rally, with Nvidia shares pushing ever higher. Momentum has been driven largely by technology stocks - from software to consumer electronics - all ultimately dependent on semiconductors, which in turn rely heavily on helium in the fabrication process. While headlines spotlight sharp share price movements, the real growth drivers lie deeper in the supply chain - in the raw materials without which this technological expansion cannot occur.
Derived demand for helium is rising in line with innovation, fuelled by our appetite for cutting-edge electronics, advanced hardware, and time-saving technologies designed to make life more convenient. Helium makes all this possible, with demand arising directly from the products it enables.
Consumer electronics, advanced semiconductors, and the wider tech ecosystem depend critically on helium. From providing inert environments for semiconductor fabrication to cooling sensitive processes and enabling the manufacture of fibre optics and displays, helium is irreplaceable. No viable substitute exists at the scale or reliability required by global tech manufacturers.
The global helium market was estimated to be worth around USD 4.1 billion in 2024 (Grand View Research, Helium Market Size Report, 2024). Growth of the overall market is forecast around 6-7% CAGR into 2030, with the electronic-grade segment expected to grow robustly during this period. More broadly, global helium demand is expected to almost double by 2035, with semiconductor growth driving the bulk of this increase (Reuters, Sept 2024 ).
In other words, as markets celebrate the gains of companies like Nvidia, Apple, and Tesla, the deeper story is that their success hinges on access to a secure helium supply chain. Every new consumer device, every AI data centre, and every iteration of advanced semiconductors amplifies helium demand. As technology advances, helium must be produced ever faster to keep pace - a derived demand curve with no substitute path.
As market rallies ebb and flow on sentiment, structural demand for helium is indisputably baked into the trajectory of the global tech industry. Recognising helium’s role - alongside other critical raw materials - is essential to anticipating tomorrow’s supply chain bottlenecks.
For investors, recognising helium’s strategic importance today is to anticipate tomorrow’s market before it takes shape. Those aligned with Pulsar - whose Topaz Helium Project in Minnesota is emerging as the future of U.S. domestic primary helium supply - stand at the intersection of technology, sustainability, and security: a vantage point reserved for the most forward-looking and future-shaping investors.
Pulsar Helium’s shares trade on TSXV: PLSR | OTCQB: PSRHF | AIM: PLSR
www.pulsarhelium.com
Disclaimer
This article contains information based on current market conditions and publicly available data. It does not constitute financial advice, and investors should conduct their own due diligence before making any investment decisions.
Marc Farrington PR & Partnerships marc@pulsarhelium.com #PLSRINSIGHTS Follow us on X