offtake · non-aligned supply brief

Helium (He)

specialty · criticality 7/10 · substitutability: none

MOS Rank

#45

score 14.6 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity

Supply concentration

8% of global production is in China + Russia

HHI 2500

China 0% · Russia 8%Non-aligned 92%

Top producers

  • USA40%
  • Qatar25%
  • Algeria10%
  • Russia8%
  • Australia5%

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