Helium Shortage 5.0
The recent conflict in the Middle East is soon expected to cause the 5th global helium shortage in the past 2 decades, with three of those shortages having occurred in the last 8 years. The precariousness of the global helium supply chain, which is dependent on supply from only a small number of countries is apparent and is likely to affect analytical labs in the coming years. Now is the time for labs to minimize their dependency on helium and to use alternative gases where possible.
Global Helium Shortages

The privatisation of the US Federal helium reserve in 2013 caused a significant change to global helium supply. Until 2012, helium was readily available at relatively low prices, with significant reliance on US supply, but the helium stewardship act, passed in 2013, significantly reduced ongoing production of helium in North America, with stored helium sold off in auctions through to 2018. The privatization of US resources led to significant price increases which have affected labs ever since. Data from the Bureau of Land Management (BLM) indicated a 60% price increase for crude helium between 2013-2022 and laboratories have been feeling the lasting effects of this price increase ever since.

In addition to price increases, global shortages occurred in 2018-19 following the privatization of the US Federal reserve and the shortage was also attributed to a 2017 trade embargo that impacted supply from Qatar for several weeks. The following global helium shortage in 2021 was caused by a 4-month maintenance outage that affected supply of helium in North America.
Fast forward to 2026 and we stand on the verge of another global shortage of helium, following the impact of the conflict in the Middle East on Qatar’s Ras Laffan refinery and the halt of shipping via the Strait of Hormuz.
Damage sustained by the Ras Laffan refinery is estimated to have reduced its capacity by around 17%, which, based on the 36% global contribution by Qatar in 2025 could translate to a reduction in global helium supply by 5%, with the estimated timeline for rebuilding the damaged infrastructure currently 1-5 years. The closure of the strait of Hormuz in early 2026 is also likely to lead to an acute disruption to global helium supplies.

