Effects of the helium shortage are finally showing up in the data with sharp price hikes. Brazil has maintained importing an average of ~3mmcf from the U.S. for the last 6 months. Its pricing ranged between US$300-400/mcf until February 2022. But in March, this shot up by almost 2x to US$630/mcf.
Helium Shortage Pinches in Brazil Based on March Data
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