Critical Metals HubGet alerts
EUHe

Helium

EU critical

An inert noble gas recovered as a by-product of natural gas processing and essential for cooling MRI magnets and for semiconductor manufacturing. The United States and Qatar produce most of the world's helium, and supply has been disrupted since March 2026 by the shutdown of Qatar's Ras Laffan complex.

Supply risk

Reviewed 3 Oct 2026 · Methodology

High

Qatar's Ras Laffan shutdown removes about a third of world helium supply

Operational disruption (high) decides the level: QatarEnergy halted production at Ras Laffan on 2 March 2026, distributors declared force majeure and rationed deliveries, and by September 2026 Helium2 was running below 30% of capacity with Hormuz traffic still sharply reduced. China's July 2026 export ban and sanctions on Russian helium (both elevated) compound it.

Since 2 Mar 2026 · Sources: Hargreaves Lansdown, Bloomberg, gasworld

Get alerts for this material

Risk drivers

Supply concentrationModerate
World production was about 190 million m³ in 2025. The United States sold about 81 million m³ (about 43%, including some Canadian-sourced helium), Qatar produced about 63 million m³ (about 33%), Russia 18 million m³ and Algeria 11 million m³. Helium is a by-product of natural gas and LNG processing.Source: U.S. Geological Survey
Export controlsElevated
On 10 Jul 2026 MOFCOM and China Customs imposed a temporary ban on helium exports (Announcement No. 29 of 2026, code 2804290010), effective immediately with no end date, no licensing route and no country exemptions. China is a small producer and a net importer, so the ban covers a small share of world supply.Sources: CIRS Group, Global Trade Alert
Policy & tariffsElevated
Russia, the third-largest producer, is under EU and US import bans on its helium; the EU added helium and helium-3 to its Russia import ban on 24 Jun 2024 (Regulation 2024/1745), and USGS reports both bans continued in 2025. Helium enters the US at a 3.7% normal-trade-relations duty.Sources: EUR-Lex, U.S. Geological Survey
Operational disruptionHigh
QatarEnergy halted Ras Laffan on 2 Mar 2026 after attacks; Airgas declared force majeure on 17 Mar and cut some customers to half of normal volumes. Helium2 restarted in early Jul 2026 but was below 30% of capacity, and in Sept 2026 Hormuz traffic averaged about 10 commodity ships a day against over 130 before the conflict.Sources: AGBI, Bloomberg, gasworld, Al-Monitor
Demand shockModerate
Demand comes mainly from analytical and laboratory gases, semiconductors and fibre optics, lifting gas and MRI. Six new US helium operations and new plants in Canada and South Africa started in 2025. Current shortages stem from lost Qatari supply rather than a demand surge.Source: U.S. Geological Survey
Status history2 entries
  1. Highcurrent

    Qatar's Ras Laffan shutdown removes about a third of world helium supply

    Operational disruption (high) decides the level: QatarEnergy halted production at Ras Laffan on 2 March 2026, distributors declared force majeure and rationed deliveries, and by September 2026 Helium2 was running below 30% of capacity with Hormuz traffic still sharply reduced. China's July 2026 export ban and sanctions on Russian helium (both elevated) compound it.

    Sources: Hargreaves Lansdown, Bloomberg, gasworld

  2. Moderate

    Baseline

    Supply concentration (moderate) set the level: the United States supplied about 47% and Qatar about 38% of world helium in 2022. USGS reported 2022 outages at the US federal enrichment unit and Qatari plants and delays in Russian capacity, but no lasting loss of a major source.

    Source: U.S. Geological Survey

A supply-availability rating, not a price forecast or investment view. Export-control information is factual and is not legal advice.

Trade flows

2024 · HS 280429

CombinedRare gases other than argon

Recorded world imports: 51,659 t · $3.19B

Top exporters

  1. Qatar19%9,943 t · $1.03B
  2. United States18%9,398 t · $581M
  3. China13%6,837 t · $118M
  4. Algeria9%4,842 t · $553M
  5. Germany8%4,114 t · $206M
  6. Russia6%3,006 t · $181M
  7. France4%2,060 t · $97.8M
  8. Netherlands3%1,310 t · $19.7M
  9. Malaysia2%963 t · $6.68M
  10. Canada2%884 t · $101M

Top importers

  1. Canada11%5,554 t · $42.4M
  2. France10%5,153 t · $473M
  3. China8%4,056 t · $437M
  4. United Kingdom7%3,400 t · $154M
  5. Germany5%2,507 t · $231M
  6. South Korea5%2,351 t · $311M
  7. Italy4%2,186 t · $71.4M
  8. Belgium4%2,085 t · $67.7M
  9. Taiwan (Other Asia, nes)4%1,875 t · $245M
  10. Iraq3%1,637 t · $4.06M

Largest routes

  1. United States→Canada5,504 t · $41.5M
  2. Algeria→France3,247 t · $366M
  3. Qatar→China2,507 t · $271M
  4. China→Iraq1,625 t · $3.02M
  5. Qatar→Germany1,419 t · $125M

Source: UN Comtrade, imports reported by 142 countries for 2024. Exporters are ranked by what importing countries recorded (mirror data), so countries that do not report their own exports are still counted. Values are in US dollars including freight and insurance. Weights are product weight. Recent years can be incomplete, and unrecorded trade is not included.

Overview

Helium is a colorless, odorless and completely unreactive noble gas. After hydrogen it is the second most abundant element in the universe; on Earth it is formed by the radioactive (alpha) decay of elements in the rock. The atmosphere holds about 5 parts per million, too little to extract economically.1

Helium boils at 4.222 K (−268.928 °C) and is used to cool the magnets in MRI scanners.1 Nothing for it in cryogenic applications that need temperatures below −429 °F.2

The EU classed helium as critical in 2017, dropped it in 2020 after a small fall in its economic importance, and restored it in 2023.3 It is listed in Annex II of the .4 Helium is not on the US 2025 List of .5

Where it comes from

Almost all helium is recovered from natural gas, which can contain up to 7% helium.1 Because it is a , helium output depends on gas processing and liquefied natural gas (LNG) operations.

estimates world production at 190 million cubic meters in 2025. The United States sold about 81 million m³ of Grade-A and gaseous helium (a figure that includes some helium extracted in Canada and purified in the United States), Qatar produced about 63 million m³, Russia 18 million m³ and Algeria 11 million m³. Canada, China and Poland produced smaller amounts.2 Because these volumes include rounded estimates and some cross-border processing, no share chart is shown here.

New capacity is coming from outside the traditional gas fields. In 2025 six new helium operations started in the United States (three in New Mexico and one each in Colorado, Kansas and Montana), new facilities began operating in Canada and South Africa, and some deposits being explored are not associated with hydrocarbons.2

Supply was severely disrupted in 2026. On 2 March, QatarEnergy halted production at Ras Laffan Industrial City after Iranian attacks, removing roughly one-third of the world's helium supply from the market. Qatar is also home to one of only two plants producing -grade helium.6 By the end of June, QatarEnergy had partially restarted its Helium2 plant, but observers said a wider recovery depended on LNG exports resuming through the Strait of Hormuz.7

The United States has the largest reported , about 8.5 billion m³, followed by Algeria (1.8 billion m³) and Russia (1.7 billion m³); Qatar's are described as large. Outside the United States, identified total about 31.3 billion m³, led by Qatar, Algeria and Russia.2

What it is used for

Helium's uses rely on its very low , low and inertness. It cools MRI and NMR magnets and particle accelerators, provides an inert atmosphere for making and semiconductors and for arc welding, detects leaks, fills balloons and airships, and is mixed with oxygen for deep-sea diving.1

{{chart:}}

Helium-3, a rare produced in the United States from tritium decay, is used mainly in neutron detectors, research and quantum computing. World output was estimated at 40,000 liters a year in 2024 and 2025.2

Grades and forms

Producers first recover crude helium, then purify it to gaseous or Grade-A helium. In 2025, nine US plants produced crude helium, 11 produced gaseous helium and 5 produced Grade-A helium.2 QatarEnergy, for example, liquefies helium at Ras Laffan, and delivery from Qatar's container-filling stations to a customer takes about three weeks.6

Crude helium

60–80% He

Intermediate recovered from natural gas and sent on for purification.

Gaseous helium

> 98% He

Purified gas supplied for industrial uses such as welding, leak detection and lifting.

Grade-A helium

≥ 99.997% He

High-purity helium for laboratory, medical, electronics and aerospace uses.

Liquid helium

Helium liquefied at the source for bulk shipment and used directly as a cryogen, for example to cool MRI and NMR magnets.

Helium-3

A rare isotope produced from tritium decay, used mainly in neutron detectors, research and quantum computing.

Trade and policy

The United States is a net exporter. In 2025 it exported an estimated 38 million m³ and imported about 8 million m³; its main import sources in 2021–24 were Canada (47%), Qatar (28%), Algeria (10%) and China (5%). Helium enters the United States at a normal-trade-relations duty of 3.7% ad valorem.2 The EU's main supplier in the 2023 assessment was Qatar, with 35% of EU sourcing.3

DateEvent
24 Jun 2024The EU adds helium and helium-3 to its ban on imports from Russia. Contracts concluded before 25 June 2024 may be executed until 26 September 2024.8
27 Jun 2024The Bureau of Land Management closes the sale of the Federal Helium System, including the Cliffside facility at Amarillo, Texas, to Messer, as required by the Helium Stewardship Act of 2013. The government had operated the system since 1925.9
2025EU and US sanctions banning imports of Russian helium remain in place.2
10 Jul 2026China's Ministry of Commerce and General Administration of Customs announce a temporary ban on helium exports (Announcement No. 29 of 2026), effective immediately and with no end date; any adjustments are to be announced separately.10

This section is factual background, not legal or trade-compliance advice.

Recycling and substitution

In large-volume applications, helium is seldom in the United States. Some low-volume and liquid boil-off recovery systems are used, and closed-loop recycling systems are becoming more common.2

Substitution is limited. Superconductors, including those for MRI, are being developed to run at higher temperatures using nitrogen instead of helium as a coolant. Hydrogen can replace helium as a lifting gas, argon and hydrogen can replace it in diving, and argon, helium and nitrogen can substitute for one another in welding.2

Sources

  1. Helium: element information, properties and uses. Royal Society of Chemistry, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4

  2. Mineral Commodity Summaries 2026: Helium and Rare Gases. U.S. Geological Survey, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10

  3. Study on the Critical Raw Materials for the EU 2023 – Final Report. European Commission, DG GROW, accessed 2026-10-03. ↩ ↩2

  4. Regulation (EU) 2024/1252 (Critical Raw Materials Act). EUR-Lex, accessed 2026-10-03. ↩

  5. Final 2025 List of Critical Minerals. Federal Register, accessed 2026-10-03. ↩

  6. Iran war threatens global helium supply. Chemical & Engineering News, accessed 2026-10-03. ↩ ↩2

  7. Full restart of Qatar's Helium2 hinges on Strait of Hormuz stability. gasworld, accessed 2026-10-03. ↩

  8. Council Regulation (EU) 2024/1745 amending Regulation (EU) No 833/2014. EUR-Lex, accessed 2026-10-03. ↩

  9. BLM completes sale of Federal Helium System. U.S. Bureau of Land Management, accessed 2026-10-03. ↩

  10. China Temporarily Bans Helium Exports, Effective Immediately. CIRS Group, accessed 2026-10-03. ↩

More industrial minerals & gases