Helium and RussiaI am hearing that Air Products, Air Liquide and Linde all intend to stop new biz in Russia. Linde's pull out would have negative implications for the Amur project. This is the only near term helium supply that was supposed to hit the world market soon, so that should have major implications both for the Helium price as well as the urgency for DME and AVN among others to get product on line and in the market. It is not only oil and gas affected by the war but so many other raw materials and commodities, including other noble gases, agriculture, fertilizers etc. Any comments or insights would be appriciated.
Regards PT