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. 4 | August 10, 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
Air Products supplied roughly 40% of quarterly helium sales from its Texas cavern, demonstrating the strategic value of helium inventories during prolonged global supply disruptions.
For the first time, a major industrial gas company has quantified how strategic helium storage is protecting customers from ongoing supply disruptions. The disclosure highlights inventory as a competitive advantage and reinforces the importance of supply resilience during periods of constrained global helium production.
Expanding AI infrastructure is driving strategic interest in Canadian helium resources, creating new opportunities for producers serving the semiconductor and advanced electronics markets.
Helium is becoming an increasingly strategic resource as governments compete to secure semiconductor, medical and research supply chains.
TAE secured a future helium-3 supply agreement, highlighting growing commercial interest in helium-3 as advanced fusion technologies mature.
Lincoln County approved a permit for a new helium processing plant, adding another potential source of domestic helium production in the central United States.
From the Publisher
Readers may notice this week's issue is shorter than usual. That is intentional. The Brook Report is committed to highlighting developments that materially affect the helium industry.
One trend continues to stand out, however. This week's stories increasingly focused on security of supply rather than expanding supply. Whether discussing strategic inventories, Canada's growing importance, or helium's role in the AI economy, the market's attention is shifting from finding helium to ensuring reliable access to it.
Russia's exports continue to increase towards the levels seen before the events in April suddenly reduced them to near zero. In the Persian Gulf, we're hearing that production at Helium 2 is climbing. This is all good news for a world thirsty for helium.