TKR064 | Why the Global Helium Crisis Could Get Worse with Phil Kornbluth on The Kinvestor Report

In this episode, Arlen is joined by Phil Kornbluth, helium expert and President of Kornbluth Helium Consulting. Phil and Arlen examine how war, sanctions and damaged energy infrastructure have pushed the global helium market into a new shortage, driving prices higher and placing critical industries, including semiconductors, aerospace and medical imaging, under growing supply pressure. 🔎 Inside this Episode: 🔹 Helium Shortage 5.0 explained 🔹 Prices surge amid supply disruptions 🔹 AI, aerospace and MRI demand 🔹 Separating producers from promoters 🔹 and much, much more. 📌 About Our Guest - Phil Kornbluth Phil Kornbluth is the founder and President of Kornbluth Helium Consulting, LLC, a helium-focused consultancy that advises clients on all commercial aspects of the Global Helium Business. Phil is recognized as one of the gas industry’s leading independent commercial experts in the Global Helium Business. He has been employed by several leading industrial gas companies over the last 45 years, including The BOC Group, plc (BOC) and the Matheson Gas subsidiary of Nippon Sanso Holdings and has worked in various roles related to the Helium Business for the last 43 years. While at both BOC and Nippon Sanso, Phil held executive positions that included general management and P&L responsibility for their global helium businesses. Phil has been a frequent speaker on helium-related topics at industry conferences, has contributed to and authored numerous helium-related articles and has made important contributions to U.S. helium legislation passed in 1996 and 2013. Phil has been consulting full-time for the last 11 years. Kornbluth holds a BS degree in Economics from the University of Pennsylvania’s Wharton School of Business and received a Masters in Business Administration degree from Rider University. 🎯 Make Smart Moves in 2026! 🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork 🔹 Like & Share to help others discover this valuable content 🔹 Hit the Notification Bell 🔔 so you never miss an episode 📲 Connect with The Kinvestor Report: ✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ ✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen ✅ Visit Our Website: https://kincommunications.com/kinvestor-network/ 🌐 Follow Phil Kornbluth 🔸 Website: https://kornbluthheliumconsulting.com/ 📌 Chapters: 00:00 Intro 01:15 Helium industry basics 03:07 How helium is used in rockets/space exploration 05:20 Helium volatility & the Strait of Hormuz 09:50 Will a reopening of the Strait put helium into oversupply? 12:43 US strategic helium reserves 16:16 Where is helium produced in the US? 17:57 Country risk vs application risk 23:33 Helium market pricing 28:18 Cost of living impact 30:35 Investing in helium 36:59 2-3 year helium outlook 43:56 Phil's baseball card 🎥 Episode recorded: July 22, 2026 🔎 Keywords: #KinvestorReport #Helium #HeliumInvesting #HeliumShortage #CriticalMinerals #Commodities #NaturalResources #EnergyInvesting #Semiconductors #ArtificialIntelligence #Aerospace #SupplyChain #MiningStocks #investorinsights Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.