Breaking news: Latest information from Qatar is that helium production has been reduced to around 25 MMcf/month over Hormuz transit safety issues
Issue No. 3 | August 3, 2026
THE BROOK REPORT
Market intelligence on Helium, Helium-3, & Cryogenic Technology
A weekly report on trends shaping our industry
CURATED NEWS FOR ALL THINGS HELIUM
⭐️ Brook's Pick of the Week
This week's earnings reports from the world's two largest industrial gas companies delivered a remarkably consistent message. Helium remains a strategically important business despite ongoing supply constraints, while electronics and semiconductor customers continue to emerge as one of the industry's strongest long-term growth drivers.
With these results we now can see how the current global helium disruption is affecting these key players.
Air Products expanded on its quarterly earnings with additional commentary on helium operations, electronics demand, and management's long-term strategic priorities.
Linde highlighted 18% Electronics growth, helium-driven pricing strength in Asia-Pacific, ongoing helium supply dislocations, and an $11.1 billion project backlog.
Gold Hydrogen successfully purified and stored helium during testing at its Ramsay-1 well in South Australia. Perhaps a key step towards commercialization.
Air Liquide announced an expansion at a leading global memory chip manufacturer in Idaho. The facility will supply ultra-pure industrial gases essential for advanced semiconductor manufacturing and growing AI-driven demand.
Demand for everything AI related is driving the global bus on which millions of jobs and billions of dollars are riding.
Interlune and Vermeer to Build Moon Base Infrastructure
Interlune and Vermeer announce a strategic partnership for lunar infrastructure.
AT&T plans to add D-Wave's quantum tech into their AI solutions to improve network operations, among other applications. to its