RE:RE:RE:RE:Global supply Good discussion. I was worrying more about the supply side as I have no insight on the demand side. But yes hopefully it takes awhile for Russian production to come online and that distance and sanctions keep it off the NA market regardless (though other displaced sources could still make it here). Our costs are low so profitability should be maintained long term.
One interesting thought I had is on carbon border adjustments (Europe has made some recent moves on this I think). It would be interesting to learn how much carbon is embedded in natural gas sourced helium vs our low carbon helium. Could be another trade advantage to us down the road.