Gazprom’s 2025 Helium Production up >30% y/y
Jun 9
1 min read
Gazprom’s 2025 helium production was ~600mmcf, up 31% y/y (adding ~150mmcf to the market in 2025 and contributing to the over-supply).
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See AllMoses Schafer, an independent supply-chain consultant, argues in a research paper that when helium is scarce the market does not clear on price rather supply is rationed by allocation instead.
During FY’26 (year ended 31-Mar'26), Mendell Helium's Rost 1-26 well in Fort Dodge, Kansas, which was de-watered, began commercial helium production in Nov'25 at 250mcf/d gross gas, with a 5.1% helium
Pulsar Helium signed a staged equipment-supply proposal from Chart, a Baker Hughes subsidiary, worth US$85.5mm for its proposed Rare Gas Hub (Topaz Helium project) in Minnesota.
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