Or is this just a temporary thing based on where processing is located?
Or is this just a temporary thing based on where processing is located?
Most helium from most wells is simply vented because it is expensive to separate even with its relatively high concentration, and I imagine even the best case scenario for capturing it from a fab has abysmal concentration of helium. But because most of it is vented it also means if the capital is put down to build more helium separators on gas wells it wouldn't take long to increase supply. Short term for a year or two it can be a problem, but beyond that it is simply a cost versus demand issue. There is neither a technological nor source limitation, it is a pure capital investment limitation.
> Helium is almost all captured from gas wells by cryogenically liquefying the nitrogen out of it.
This is wild. I never thought about how they separated gases from natural gas fields. The carbon footprint of each kg of that helium must be astonishingly large.It's more of a byproduct in that sense.
I remember a similar situation with neon early in the Ukraine invasion a few years ago. What I expect to happen is some other source coming online that currently doesn't try to capture it for economic reasons.
Helium recovery in scientific settings for cost saving reasons is already done, so it's not like there isn't expertise in using it.