· Event impact
Helium market to reach $8.6B by 2035 on MRI and semi demand
Transmission path
Supply-demand tightening in a critical industrial gas with limited substitutes.
Market mechanism
Supply-demand tightening in a critical industrial gas with limited substitutes.
Extended read
Helium is an essential cooling agent for both MRI machines and the extreme ultraviolet (EUV) lithography tools used in semiconductor manufacturing. Unlike other industrial gases, helium is a non-renewable byproduct of natural gas extraction, making its supply chain inherently fragile. The projected growth highlights the increasing 'technological intensity' of the global economy, where specialized materials become as critical as the chips themselves.
Exposed assets
APD
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