To get there, we need infrastructure.
That infrastructure is data centers.
The Achilles heel of data centers is energy.
Everyone knows this. Everyone stops here.
Energy is the heel everyone looks at. But helium sits one step deeper, in the making of the hardware itself. Helium is the Achilles heel of the Achilles heel.
Demand
Most analysts say helium demand grows three to four percent a year. That number reads the past and projects it forward. It does not see what is coming.
The AI build-out is real. Megaprojects are already announced and under construction. Data centers built by the largest companies on Earth. New fabs. Capacity that did not exist in any historical curve.
Every rack is built with helium. Chips, advanced packaging, optics, drives. The hardware inside every data center passes through helium-critical steps. More build-out means more helium, rack for rack.
Count forward, and the picture changes completely. Not a small annual increase. A structural break. True demand sits far above what backward-looking models project.
The race everyone wants to win runs straight through helium.
Geography is fragmenting.
Reliable supply is consolidating.
Supply
A by-product of natural gas. Helium is not mined. It forms over hundreds of millions of years, trapped in the same rock that holds methane. The search begins wherever gas is produced.
Few really produce it. Only a handful of countries, graded by output: the United States and Qatar dominate with over three quarters of world production. Then Russia and Algeria, then Canada, Australia, Poland, China. (USGS 2025)
Four countries carry the market. All of them deliver today. But three are increasingly out of reach for the Western market. Let’s go through them.
Russia falls out. Since the EU sanctions of September 2024, Russian helium is barred from Western markets. Gazprom’s new Siberian production flows through Vladivostok to China.
Algeria falls out. Since the war in Ukraine, Algeria pipes its natural gas straight to Europe. The helium is no longer separated. It is simply lost.
Qatar becomes a risk. Qatari helium ships through the Strait of Hormuz to Asia and Europe. Any tension at this chokepoint hits the chip industry in Korea and Taiwan immediately.
What remains. The United States and Canada. One connected North American market. Reliable jurisdiction, a stable supply chain. The US even refines Canadian helium.
United States
The deepest reserves, the most experienced operators, and the infrastructure to bring helium to market at scale.
A vertically integrated helium platform. Production, processing, and logistics, built in the one jurisdiction the industries of the future can rely on.
We are in the United States. The world’s most experienced resource country, particularly for the oil and gas industry.
Stable and predictable. The regulatory space offers little scope for expropriations, changes in tax legislation, and environmental regulations.
Proprietary infrastructure. Built and operated end-to-end, from wellhead to purified product.
U.S. Dollar. The world's reserve currency, settling contracts in the currency partners trust.
Tier-1 partners. Long-term supply contracts with the companies building the AI era.
Three verticals, one platform
The molecule behind compute.
The platform behind the molecule.
Helium-rich gas from producing wells in the United States.
Purification and liquefaction in proprietary plants.
Trailers, containers, and routes that reach the customer.
Every molecule counts. Helium is finite. Once released, it escapes to space. Capturing it is conservation.
No dedicated drilling. Our helium comes from gas streams that already flow. We recover what would otherwise be lost.
Efficient by design. Modular plants, short routes, and disciplined energy use across the platform.
Reliability. Supplying the industries that matter. On time, every time.
Transparency. Verified numbers and real sources, with a data room behind every claim.
Long-term thinking. Infrastructure built for decades, not cycles.
Who controls helium, controls what comes next.
This website has been prepared by Standard Helium AG (the “Company”, “Standard Helium”, or “SH”) solely for informational purposes. It does not constitute an offer to sell or a solicitation of an offer to purchase securities. Any such offer or solicitation will only be made by means of definitive offering documents and in accordance with applicable securities laws. Prospective investors should conduct their own investigation and analysis of the Company and the information presented on this website.
Market data on this website refers to commercial intelligence aggregated from helium industry participants, including operators, midstream providers, industrial gas majors and offtakers. It is based on private exchanges and direct counterparty conversations rather than published filings.
Certain statements on this website are forward-looking and reflect management’s current views with respect to future events and financial performance. These statements are subject to significant risks and uncertainties. Actual results may differ materially from those expressed or implied. Forward-looking statements speak only as of the date of publication, and the Company assumes no obligation to update them, save as required by applicable law.
Reserve figures referenced on this website are drawn from the SH Reserve Model V8 prepared by Bancroft Capital Corp. (June 2026), the platform’s primary reservoir engineering reference, which incorporates and independently re-evaluates the underlying third-party reserve reports by Aeon Petroleum Consultants for DBK (2018 to 2024), Hogback (year-end 2024) and Boundary Butte (2021). Where the Bancroft Reserve Model V8 is silent, the Aeon reports are referenced directly. Operating and production figures attributed to NASCO are referenced as such. The analytical baseline of this website is the audited and independently re-evaluated reserve base, not unaudited operator guidance. Effective dates are as stated in the underlying reports.
The Company’s internal financial model, capitalization tables, the SH Reserve Model V8 together with the underlying Aeon Petroleum Consultants reserve reports, NASCO audited financials, transaction documentation and tax structure memoranda are available in the Standard Helium data room, accessible to qualified investors under the customary confidentiality framework.