In our view, Total Helium is parked in the right place at exactly the right time. The 'right place' is the Hugoton natural gas field in the Kansas- Oklahoma panhandle. Total Helium ( TOH TTLHF ) is years ahead of its competition, with a helium play in the biggest conventional natural gas field in the United States that is already producing–and already selling.ĭownstream, Total Helium has a deal with $158-billion Linde ( NYSE: LIN) one of the biggest downstream companies in the sector and a member of what some refer to as the helium 'oligopoly'. The world needs helium right now.

Helium prices, which are already 100x those of natural gas, are now soaring even further. And while some investors are eyeing longer-term bets on junior explorers who hope to be able to extract helium from natural gas fields, where it normally occurs, there's a near-term opportunity that answer a supply squeeze without any exploration time. The gas is helium…The backbone of much of our existing technology …And the beating heart of our future technology. Mentioned in today's commentary includes: Linde plc (NYSE: LIN), DuPont Corporation (NYSE: DD), Air Products & Chemicals (NYSE: APD), Westinghouse Air Brake Technologies Corporation (NYSE: WAB), Dow Chemical Company (NYSE: DOW). LONDON, Ma/PRNewswire/ - The gas that is critical for everything from supercomputing and space travel to MRIs and medical and scientific research was facing a supply shortage even before the geopolitical landscape was thrown into disarray. Now, the supply squeeze is on new-footing, and some investors are on the lookout for a North American supplier that can get this gas to the market–fast. FN Media Group Presents Market Commentary

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