Rembrandt - Thanks for the props in your article. You did a decent job of explaining the helium supply situation. I think that the shortage will be relieved in 2011 by new supplies from Algeria and Qatar, where new plants are expected to be built and one of the existing plants will be expanded.

Also think that Kovykta will happen around the same time frame.

Difficult to forecast beyond three years with accuracy in this business, or most businesses, for that matter.

MrMuileh

@MrMuileh

Kovykta will at the earliest start producing in 2015. I have read some extensive documentation on this matter. As to the Algerian and Qatari supplies, these expansion plans yet have to materialize. Next to that the production declines in the US will continue, making it more wishful thinking that Qatar and Algeria will be able to compensate the situation.