#helium
I have been bullish on helium and still am in the shortterm because the potential for supply disruption is high. We have seen it already
Qatar 3 has been delayed from its 2020 start. Now likely to start in Q1-Q2 2021 if COVID allow. Amur was set to start mid 2021. 1/4
I have been bullish on helium and still am in the shortterm because the potential for supply disruption is high. We have seen it already
Qatar 3 has been delayed from its 2020 start. Now likely to start in Q1-Q2 2021 if COVID allow. Amur was set to start mid 2021. 1/4
Amur could likely be delayed until the end of 2021, potentially ramping-up in early 2022. With that said, the landscape for helium companies during/after 2022 is bleak.
Once Qatar 3 & Amur are complete the market will be flooded with helium... 2/4
Once Qatar 3 & Amur are complete the market will be flooded with helium... 2/4
Yearly demand was 180mm^3 before COVID, supply was around 160mm^3. 10-15% deficit.
Production from Qatar 3 (12mm^3) and Amur (20mm^3 at first, 60mm^3 by 2024) will more than overcome demand if nothing changes. There is already a surplus because of COVID... 3/4
Production from Qatar 3 (12mm^3) and Amur (20mm^3 at first, 60mm^3 by 2024) will more than overcome demand if nothing changes. There is already a surplus because of COVID... 3/4
It all depends on what happens over the year. Assuming modest delays are the most we get- I will be cutting my time with helium rather short.
I like $RHC and #HE1, they may even go significantly higher during an increasing deficit. But I won't bet my money on that. 4/4
I like $RHC and #HE1, they may even go significantly higher during an increasing deficit. But I won't bet my money on that. 4/4
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