Governments across the UK and EU are ramping up investment in the infrastructure needed to support the electric vehicle (EV) transition. This month, the UK announced £63 million in new funding to accelerate deployment – from pavement-integrated home charging gullies to NHS fleet electrification and depot upgrades. It’s the latest in a wave of policy-driven momentum across Europe, aimed at decarbonizing transport and making EV ownership more accessible.

As this ecosystem scales, so too does demand for the technologies that rely on helium – from semiconductors to battery systems and advanced cooling components. The rapid deployment of infrastructure funding supports a UK EV market already in sharp ascent: over 175,000 battery electric vehicles (BEVs) – fully electric cars with no internal combustion engine – were registered in the first five months of 2025, marking a 29% year-on-year increase (Sce: heycar.com). Nearly half of all new car registrations now feature some form of electrification, as petrol and diesel sales continue to decline (Sce: whichev.net). Today, more than 1.55 million electric vehicles are on UK roads, with the government actively removing regulatory barriers to accelerate adoption.

Across the Channel, the EU continues to post record-breaking EV sales – driven in part by the growing presence of Chinese manufacturers such as BYD, XPeng, and MG. These brands are making significant inroads into the European market, accelerating competition and expanding consumer choice. BEV sales surged 25 – 28% in early 2025, with 570,943 units sold in Q1 alone (Sce: zap-map.com).

To support this momentum, the EU is rapidly scaling its charging infrastructure. New policy mandates fast chargers every 60km along major routes, and over 1 million public charging points are already in place – growing by c.35% annually. Germany and the UK continue to lead in overall scale, while countries like Spain and Italy are seeing exponential early-stage growth.

This rapid shift from internal combustion to electric-powered transport is expanding and reshaping the industrial backbone needed to support it. As adoption accelerates, so too does demand for the technologies that make EVs, and the infrastructure behind them possible. Helium is a critical enabler across three essential pillars:

1. EV Electronics & Semiconductors

Powering Precision Electronics
Helium plays a critical role in the production of semiconductors used across EV drivetrain systems, power inverters, and battery management units. It creates the ultra-clean, inert environments required during chip fabrication – essential for producing high-reliability components that can withstand the demands of high-voltage electric vehicles.

2. Battery Systems & Safety

Ensuring Performance and Protection
Helium is the gold standard for leak detection in lithium-ion battery cells. Its small atomic size allows it to detect the smallest micro-leaks – a critical safeguard for both performance and safety. Helium is also being investigated as a potential thermal management aid, offering improved battery cooling, reduced risk of overheating, and extended cell longevity.

3. EV Charging Infrastructure

Supporting the Systems That Power the Transition
Many critical components in high-speed chargers undergo helium-based leak testing to ensure reliability, durability, and performance under high load. Helium is also being explored for future use in cooling battery energy storage systems (BESS) that support ultra-fast chargers.

While EV growth does not directly consume helium, it drives demand for technologies such as semiconductors and battery systems which do.

With projects in both the United States and Greenland, Pulsar is uniquely positioned to deliver secure, long-term helium supply – essential to the clean energy transition – representing another powerful growth catalyst as the company continues to build momentum on its path to production.

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