세계의 헬륨 시장(2025-2035)

The global helium market is experiencing significant transformation driven by shifting supply dynamics and evolving demand patterns. Current market conditions reflect a complex interplay between traditional and emerging applications, with the semiconductor industry emerging as the dominant consumer, accounting for approximately 24% of global demand. This shift represents a notable change from historical patterns where cryogenic applications, particularly in medical imaging, dominated consumption. Supply constraints continue to shape market dynamics, with major producing regions including the United States, Qatar, and Algeria facing various challenges. The U.S. Federal Helium Reserve's diminishing role has accelerated the transition to a more commercially driven market structure, while Qatar's expansion through LNG projects represents a significant shift in global supply patterns. Russian projects, particularly the Amur facility, face ongoing development challenges that impact their contribution to global supply.

Current global production capacity stands at approximately 175 million cubic meters annually, with demand closely matching supply. This tight market balance has maintained upward pressure on prices, with some regions experiencing significant volatility during supply disruptions. The market has shown increasing regional variation in pricing and availability, reflecting the challenges in global distribution and storage of this critical gas. Looking toward the future, demand is projected to grow at a compound annual rate of 5-6% through 2035, driven primarily by semiconductor manufacturing, quantum computing applications, and emerging technologies. The semiconductor industry's expansion, particularly in Asia, is expected to increase its share of global consumption to over 30% by 2030. This growth creates additional pressure on supply chains and emphasizes the need for new production sources.

New helium projects under development in Canada, Tanzania, and South Africa offer potential supply diversification, though development timelines remain extended. These projects typically target higher helium concentrations in nitrogen-rich gas streams, potentially offering more economical production compared to traditional natural gas-based extraction. Conservation and recycling technologies are becoming increasingly critical, with major users implementing sophisticated recovery systems achieving efficiency rates exceeding 95%. This trend is particularly evident in the medical imaging sector, where new technologies have significantly reduced helium consumption per unit.

Market forecasts indicate potential supply constraints by 2035 unless significant new production capacity is developed. The projected demand of 202 million cubic meters by 2035 will require substantial investment in both production and conservation technologies. Price expectations remain bullish, with continued upward pressure likely to drive further investment in conservation technologies and alternative solutions where feasible.

Strategic considerations are increasingly influencing market dynamics, with countries viewing helium supply security as crucial for high-technology industries. This has prompted increased government involvement in resource development and strategic stockpiling initiatives. The market continues to evolve with improved recovery technologies, emerging applications, and shifting supply patterns shaping its future development.

"The Global Helium Market 2025-2035" provides an in-depth analysis of the global helium market, examining key trends, supply challenges, and emerging applications from 2025 to 2035. The report addresses critical aspects of the helium industry, including production, supply chain dynamics, end-user applications, and technological developments in conservation and recycling.

Report contents include:

• Key Growth Drivers and Trends
• Supply and Production Analysis
• Market Segmentation and Applications
• Technological Developments
• Conservation and Recycling
• Alternative Technologies
• Supply Chain Analysis
• Extraction and separation technologies
• Transportation and storage requirements
• Distribution networks
• Supply security considerations
• Market Challenges and Opportunities
• Growth Opportunities
  • New production regions
  • Technology development
  • Conservation systems
  • Alternative applications
• Regional Analysis
• Market Forecasts and Projections
  • Production capacity projections
  • Demand growth by application
  • Regional market development
  • Price trend analysis
• Competitive Landscape
  • Major industrial gas companies
  • Specialized helium producers
  • Technology providers. Companies profiled include Air Liquide, Air Products, Blue Star Helium, BlueFors, Bruker, Cincinnati Test Systems, Desert Mountain Energy Corp., Evonik Industries AG, First Helium, Generon, Helium One Global Ltd., HeLIX Exploration PLC, Hybrid Air Vehicles, IACX Energy, iSpace Inc., Linde, Mendel Helium, Mosman Oil & Gas, New Era Helium, North American Helium, Pulsar Helium and more. Plus lists of helium-based suppliers in Cryogenics, Semiconductor and fiber optic manufacturing processes, Leak Detection and Testing, Lifting Applications, Imaging, Helium separation technologies, Magnetic Resonance Imaging (MRI), and Nuclear Magnetic Resonance (NMR) Spectroscopy.
• Technology Assessment
  • Separation methods
  • Conservation systems
  • Alternative technologies
  • Future developments
• Regulatory Environment
• Investment Analysis

This comprehensive report provides essential insights for companies operating in or considering entry into the helium market. It combines detailed market analysis with practical implementation guidance, supporting strategic decision-making through 2035. The report's extensive coverage makes it an invaluable resource for:

• Industry executives
• Market strategists
• Technology developers
• Investment analysts
• Policy makers

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

• 1.1. Key Market Trends
• 1.2. Helium Consumption
  • 1.2.1. Historical (2016-2023)
• 1.3. Global Helium Resources, by Region
• 1.4. Helium Production Supply Chain
  • 1.4.1. Supply Challenges
  • 1.4.2. Manufacturing dependence on reliable helium
  • 1.4.3. Semiconductor industry's reliance on helium
  • 1.4.4. Separation technologies
• 1.5. Technology Readiness Level
• 1.6. Reducing Helium Requirements
  • 1.6.1. MRI Systems
  • 1.6.2. Superconductor technology
  • 1.6.3. Recapture and Recycling Systems
• 1.7. Growing market demand for Helium

2. INTRODUCTION

• 2.1. Overview
  • 2.1.1. Helium Characteristics
  • 2.1.2. Global Resources and Production
  • 2.1.3. Major Global Helium Production Sites
• 2.2. Applications
  • 2.2.1. Semiconductors
  • 2.2.2. Cryogenics
  • 2.2.3. Aerospace
  • 2.2.4. Semiconductor and fiber optic manufacturing processes
  • 2.2.5. Welding
  • 2.2.6. Deep-Sea Diving
  • 2.2.7. Leak Detection and Testing
  • 2.2.8. Lifting Applications
  • 2.2.9. Critical Raw Materials

3. HELIUM PRODUCTION AND SUPPLY

• 3.1. Supply
• 3.2. Helium production
  • 3.2.1. Natural formation of helium
  • 3.2.2. Helium-3
  • 3.2.3. Impact of facility downtime
  • 3.2.4. Global Helium Production Capacity
• 3.2.4.1 Historical
• 3.2.4.2 Forecast
  • 3.2.5. US Helium Production
  • 3.2.6. Emerging Helium Production Regions
• 3.3. Helium exploration
  • 3.3.1. Commercial exploration examples
• 3.4. Helium separation technologies
  • 3.4.1. Main technologies
  • 3.4.2. Hollow fiber membranes
  • 3.4.3. Commercial examples
  • 3.4.4. Companies
• 3.5. Helium production and supply industry

4. MARKETS FOR HELIUM

• 4.1. Total Global Helium Demand
• 4.2. Production capacity
• 4.3. Helium in manufacturing
• 4.4. Semiconductor manufacturing
  • 4.4.1. Overview
  • 4.4.2. Properties
  • 4.4.3. Reclamation
  • 4.4.4. Helium Demand Forecast
• 4.5. Fiber Optics
  • 4.5.1. Overview
  • 4.5.2. Conservation and reclamation technology
• 4.6. Leak Testing
  • 4.6.1. Overview
  • 4.6.2. Trace gas leak testing
  • 4.6.3. Sniffer and accumulation testing methods
  • 4.6.4. Helium recycling systems
  • 4.6.5. Commercial examples
  • 4.6.6. Leak testing in Automotive manufacturing processes and components
  • 4.6.7. HVAC systems
  • 4.6.8. Thermal management systems
  • 4.6.9. Companies
  • 4.6.10 Helium Demand Forecast
• 4.7. Magnetic Resonance Imaging (MRI)
  • 4.7.1. Overview
  • 4.7.2. Reduced helium dependence
    • 4.7.2.1. Low Temperature Superconducting (LTS) MRI systems
    • 4.7.2.2. MRI magnets
    • 4.7.2.3. Helium-Free Low-field MRI systems
    • 4.7.2.4. MgB2 and High-Temperature Superconductors
    • 4.7.2.5. Metamaterials
  • 4.7.3. Companies
  • 4.7.4. Helium Demand Forecast
• 4.8. Nuclear Magnetic Resonance (NMR) Spectroscopy
  • 4.8.1. Overview
  • 4.8.2. Recapture and Recycling
  • 4.8.3. High-Temperature Superconductor (HTS) magnet technology
  • 4.8.4. Reduced helium dependence
  • 4.8.5. Commercial examples
  • 4.8.6. Companies
• 4.9. Quantum Computing
  • 4.9.1. Overview
  • 4.9.2. He-3 and He-4 in Milli-Kelvin Cooling
  • 4.9.3. Helium Demand Forecast
• 4.10. Liquefying Hydrogen
  • 4.10.1. Overview
• 4.11. Lifting Gas
  • 4.11.1. Overview
  • 4.11.2. Companies
  • 4.11.3. Helium Demand Forecast
• 4.12. Chemical Analysis using Gas Chromatography
  • 4.12.1. Overview
• 4.13. Aerospace
  • 4.13.1. Overview
• 4.14. Nuclear reactor cooling
  • 4.14.1. Overview

5. HELIUM SUBSTITUTES AND RECLAMATION

• 5.1. Overview
• 5.2. Management of helium resources
• 5.3. Helium reclamation systems
  • 5.3.1. Helium reclamation systems for cryogenic applications
• 5.4. Companies
• 5.5. Forecast for Helium Substitutes and Reclamation

6. COMPANY PROFILES (25 company profiles)

7. REFERENCES