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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

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CommoditiesFinanceGeopolitics
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Helium
Iran Conflict
Macro / Economics
Middle East
Podcast
Wall Street

Now There's a Helium Shortage and It Affects More Than Balloons | Odd Lots

"what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - Nick Snyder [00:09:04] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - Nick Snyder [00:10:47]…

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UJ
Mar 29, 2026