The global space economy stands on the brink of a new high-growth phase - and with it comes rising demand for the terrestrial raw materials that make such progress possible. Chief among these is helium. Every launch, every satellite built, and every cryogenic system commissioned is grounded in complex, often fragile, Earth-based supply chains. For companies like Pulsar Helium Inc., with safe-jurisdiction resources positioned in North America and Greenland, this represents a compelling vantage point.
SpaceX’s announcement that its new “Gigabay” facility at Starbase, Texas, is designed to produce up to 1,000 Starship vehicles per year is a clear signal that the North American space economy is on the brink of major expansion. Such a scale-up in launch and production capacity places growing pressure on the sourcing of critical raw materials needed to support essential systems - from propellants and cryogenics to the fabrication of space-grade components, satellite assembly, and life-support infrastructure.
Helium plays critical roles across the space value chain. As noted by multiple market reports, the aerospace-grade helium market is projected to grow at a compound annual growth rate (CAGR) of around 6.7% from 2025 to 2031 (Source: lucintel.com). Meanwhile, the broader helium market is forecast to rise from approximately USD 4.25 billion in 2024 to around USD 8.17 billion by 2034, reflecting a CAGR of about 6.75% (Source: towardschemandmaterials.com). Put simply, as launch activity accelerates, so too will derived demand for helium - the element that quietly underpins much of the technology enabling those missions.
The Space Economy’s Growth Trajectory
The global space economy is projected to expand from approximately USD 450 billion in 2025 to nearly USD 935 billion by 2035 - representing a CAGR of around 7.6%. North America remains the dominant regional contributor, accounting for more than 35% of total global space activity (Source: futuremarketinsights.com).
For terrestrial helium supply chains, the implications are clear. If a single facility like Starbase aims to produce up to 1,000 Starships per year, then consider the additional infrastructure required to support that vision - not to mention rival launch-vehicle programs, Starlink’s ever-growing satellite megaconstellation, and upcoming lunar and Mars missions. The resulting demand for high-purity helium, advanced cryogenic infrastructure, and related components is almost certain to rise sharply in tandem.
Pulsar Helium is uniquely positioned at the intersection of helium supply, frontier science, and a rapidly expanding space economy. As rocket production scales, so too does the importance of the gases, materials, and infrastructure that make those launches possible - a reminder that behind every mission lies a chain of earth-based dependencies. With its roadmap to production targeting 2027, Pulsar’s timeline aligns with one of the fastest-growing sectors of the global economy. As the helium market advances and the space industry expands 7-10% annually, the convergence of the two presents a compelling opportunity for investors tracking the raw-material enablers essential to space exploration.
Pulsar Helium’s shares trade on TSXV: PLSR | OTCQB: PSRHF | AIM: PLSR
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