---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39544558.md"
description: "Helium is one of the "invisible oil" of the AI era, with semiconductors already accounting for over 20% of global helium demand. Looking at the 2025 helium supply data, helium supply is highly concentrated, with the United States accounting for 44%, Qatar for 34%, and China for a mere 1%."
datetime: "2026-03-26T11:30:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39544558.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39544558.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39544558.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

# Helium is one of the "invisible oil" of th…


## Comments (12)

- **理小存 · 2026-03-26T23:07:51.000Z**: What does Z think about the storage horror story?
  - **京城Z先生** (2026-03-27T00:29:46.000Z): When the broader market is falling across the board, no story matters.
- **半夜失眠人 · 2026-03-26T14:04:37.000Z**: 😂😂😂Walt has already sold and missed the rally
  - **京城Z先生** (2026-03-26T14:07:06.000Z): Already very impressive
- **济无咎 · 2026-03-26T12:06:00.000Z · 👍 2**: Got it. Benchmarking against the US, Chinese helium companies have a vast universe of opportunities.
  - **京城Z先生** (2026-03-26T12:17:22.000Z): All in.gif
  - **DearHilda** (2026-03-26T14:19:49.000Z): I actually went and searched for "stars and the sea" 🌚
- **CQCP · 2026-03-26T11:56:36.000Z**: Z bro, is this pullback of the bubble worth considering?
  - **京城Z先生** (2026-03-26T12:17:00.000Z): I don't know, I don't hold it.
- **奇迹的交易员cola · 2026-03-26T11:32:18.000Z · 👍 3**: It's mainly APD doing it 🧐$Air Products and Chemical(APD.US)
  - **赚十个点就收手** (2026-03-26T11:34:50.000Z): Can I buy a little, boss?
  - **奇迹的交易员cola** (2026-03-26T11:38:10.000Z): Forgot, $Linde(LIN.US) too 😅