Ras Laffan in Qatar is the single largest helium production hub in the world, responsible for roughly 30% of global supply. Because helium is produced as a byproduct of liquefied natural gas processing, the entire supply chain is tightly coupled to LNG infrastructure. In March 2026, drone and missile strikes forced a halt in Ras Laffan's operations, instantly removing nearly a third of global helium supply and exposing just how concentrated and fragile the market has become.
But there could be a ray of hope among all of this - precisely by exposing the fragility of the global helium supply chain, resource companies are already moving to avoid this from happening again. Gold Hydrogen, with world-class helium shows at its South Australian Ramsay project, could have answers to our helium questions... and could solve future crises forever.
In today’s episode, hosts Anthony Muhye and Morten Stahl sit down with Gold Hydrogen Managing Director Neil McDonald to discuss how new sources of helium, including natural hydrogen systems, could play a role in diversifying supply and addressing long-term structural constraints in the global market.
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