Molly Burgess explores how a shift to oversupply is reshaping global pricing, trade flows, and market opportunities
The helium market is currently in a period of plentiful supply, with more capacity set to come online within the next few years. Due to this change in dynamic, from a much tighter market 15 months ago, Phil Kornbluth, President of Kornbluth Consulting, says that some companies are having difficulty due to long-term commitments made during Helium Shortage 4.0 at prices that are no longer competitive.
“Some of the tier-two gas companies got caught by the transition from shortage to oversupply. Now they are feeling the squeeze,” Kornbluth tells gasworld.
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