RE:Global supplyJust because thee is a high risk of a global recession, it does not mean that helium prices need to go down. The main sources of demand--MRIs, semi conductors, coolant for date centers and for EV car batteries--only look set to either stay still or continue growing. Healthcare is largely recession-proof, digitalization is only going to accelerate and it is a similar story for electric vehicles.
Meanwhile, on the supply slide, the explosion at the Amur factory in Russia--which was expected to provide 30% of global supply--will keep it offline for probably years (and even if it comes back online, sanctions mean that helium will not be accessible in North America). There will be new production from Qatar, but, one, its a long way to transport helium to the US, and, two, it will probably only just, at best, offset the loss of helium from the Amarillo facility. To visualize this, check out this old report from May 2021 (before Amur exploded). It was focused on Helium One, but has some interesting global supply forecasts. Check out the chart on page 3, and then remove Russia from it.
https://www.helium-one.com/wp-content/uploads/2021/05/21-05-24-Hannam-Note.pdf In reality, it is plausible that prices could remain at current highs, or even go higher, as much as it might go down. It is really not easy in such an opaque market, though, so all the above is highly speculative.