Helium market I've just read an interesting report from Hannam & partners. It's actually a report covering Helium One, so you can ignore the first two pages. However, pages 3 and 4 cover global helium demand/supply trends. Overall, it looks bullish for the helium price....
The section on the US is especially intriguing. I can't seem to copy and paste, but a few highlights are that US helium production was down 10% last year, and that there is a risk that supply from the BLM (the big US strategic reserve) could decline sharply because of reservoir issues. Anyhow, like I said, pages 3-4 are quite interesting (link below):
https://drive.google.com/file/d/1sopNrDIccz-Tf4RcUlRKK08SQolp9nkN/view