Russia’s invasion of Ukraine has dominated the news in recent days and the eventual outcome of the Ukraine crisis remains very uncertain. It is too early to know how things will turn out, how long the war will last, whether it will spread beyond Ukraine, whether additional sanctions will be implemented, or how long sanctions will last.
Nevertheless, I have been fielding a lot of questions related to the implications of the invasion for helium supply and have spent some time pondering how things might play out.
Short-term impact scenarios
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