The price of helium is heading higher and higher
Every few years a bull market comes along in a niche, but strategically important commodity. I’ve seen it in cobalt, lithium, graphite, phosphate, uranium, rare-earth metals and many others. Get the timing right and you can make a great deal of money.
The story is almost always the same. Years of underinvestment has led to a shortage of supply of the commodity. Government stockpiles are exhausted. And now, suddenly, the commodity is essential to some new technology. Cue bull market. The
