Helium is one of the best examples of a "hidden strategic commodity"—and the U.S. situation is a mix between a mistaken policies, geopolitics and demand increases causing supply concerns. Now, with the war in the Middle East, we're seeing a perfect storm develop.

Helium

Helium is produced as a byproduct of natural gas drilling. Its unique properties as a nonreactive gas and supercooling liquid make it invaluable for MRI machines and rocket fuel. Helium in itself is not rare like some of the metals covered with State Speculators, but current market dynamics are pinching supplies.

Helium is also used in semiconductor manufacturing, space and defense industries. The USA obtains the vast majority of its helium from domestic natural gas processing, with key production hubs in Texas, Oklahoma, Kansas, and Wyoming. Every year, US leads with about 40% of the global production.