全球氦氣市場(2025-2035)
市場調查報告書
商品編碼
1623584

全球氦氣市場(2025-2035)

The Global Helium Market 2025-2035

出版日期: | 出版商: Future Markets, Inc. | 英文 100 Pages, 45 Tables, 6 Figures | 訂單完成後即時交付

價格

由於供應動態的變化和需求模式的變化,全球氦市場正在經歷重大轉型。目前的市場環境反映了傳統應用和新應用之間的複雜相互作用,半導體產業成為主導消費者,約佔全球需求的 24%。這種轉變與過去的模式發生了顯著的轉變,在過去的模式中,低溫應用,特別是醫學影像應用佔據了大部分消費。供應限制持續影響市場動態,美國、卡達和阿爾及利亞等主要產區面臨各種課題。美國聯邦氦儲備的作用下降正在加速向商業驅動的市場結構的轉變,而卡達液化天然氣計畫的擴張正在導致全球供應模式發生重大變化。俄羅斯項目,尤其是阿穆爾設施,面臨影響其對全球供應貢獻的發展課題。

目前全球產能約為每年1.75億立方米,供需基本持平。這種緊張的市場平衡使價格面臨上行壓力,部分地區在供應中斷期間大幅波動。市場反映了這種重要天然氣的全球分配和儲存面臨的課題,導致價格和供應量存在地區差異。展望未來,到 2035 年,需求預計將以年均 5-6% 的速度成長,主要由半導體製造、量子運算應用和新技術推動。由於半導體產業的擴張,尤其是在亞洲的擴張,預計到2030年,半導體產業將佔全球消費的30%以上。這種成長給供應鏈帶來了額外的壓力,並強調了對新生產來源的需求。

加拿大、坦尚尼亞和南非正在開發的新氦氣專案提供了潛在的供應多樣化,但開發時間表仍然延長。這些項目通常針對富氮氣流中的高濃度氦氣,與傳統的天然氣提取相比,可以實現更經濟的生產。保護和回收技術變得越來越重要,主要用戶實施複雜的回收系統,效率超過 95%。這種趨勢在醫學影像領域尤其明顯,新技術正顯著降低單位氦氣消耗量。

市場預測表明,除非開發大規模新產能,否則到 2035 年供應可能會受到限制。到 2035 年,預計需求量將達到 2.02 億立方米,這將需要在生產和儲存技術方面進行大量投資。價格預期仍然看漲,上漲壓力預計將持續,推動對儲存技術和替代解決方案的進一步投資。

各國認為穩定的氦氣供應對高科技產業至關重要,戰略考量越來越多地影響市場動態。這促使政府更多參與資源開發和戰略儲備措施。隨著回收技術的改進、新的應用以及塑造未來發展的供應模式的變化,氦市場不斷發展。

本報告對全球氦市場進行了深入分析,提供了 2025 年至 2035 年主要趨勢、供應課題和新應用的資訊。它還涵蓋了氦工業的重要方面,包括生產、供應鏈動態、最終用途以及儲存和回收技術開發。

目錄

第1章執行概要

  • 主要市場趨勢
  • 氦氣消耗量
  • 世界氦氣資源:按地區
  • 氦氣生產供應鏈
  • 技術準備水平
  • 減少氦氣需求
  • 市場對氦氣的需求不斷成長

第2章 簡介

  • 概述
  • 用法

第3章 氦氣的生產與供應

  • 供應
  • 氦氣生產
  • 氦氣勘探
  • 氦氣分離技術
  • 氦氣生產和供應業

第4章 氦氣市場

  • 世界氦氣總需求量
  • 生產能力
  • 氦氣在製造業的應用
  • 半導體製造
  • 光纖
  • 洩漏測試
  • 磁共振成像 (MRI)
  • 核磁共振 (NMR) 光譜
  • 量子計算
  • 氫氣液化
  • 浮選氣
  • 氣相層析化學分析
  • 航天
  • 反應爐冷卻

第 5 章 氦氣替代品與再生

  • 概述
  • 氦資源管理
  • 氦氣回收系統
  • 企業
  • 氦氣置換與再生預測

第6章 公司概況(25家公司概況)

第7章 參考資料

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

List of Tables

  • Table 1. Key Helium Market Trends
  • Table 2. Helium Consumption by End-Use Markets: 2016-2023 (Million Cubic Meters)
  • Table 3. Global Helium Resources by Region
  • Table 4. Technology Readiness of Helium Reclamation in Key Markets
  • Table 5. Adoption of Reclamation for Leak Testing and Cryogenic Applications (2024-2035)
  • Table 6. Global Helium Demand Segmented by Application (2023-2035)
  • Table 7. Helium Production Capacity and Demand Forecast (2024-2035)
  • Table 8. Global Resources and Production
  • Table 9. Major Global Helium Production Sites
  • Table 10. Cryogenic Applications of Helium
  • Table 11. Helium Supply Challenges
  • Table 12. Helium Production and Separation Processes
  • Table 13. Helium Supply Chain and Separation Processes
  • Table 14. Global Helium Production Capacity (2005-2022)
  • Table 15. Forecast for Yearly Global Helium Production Capacity (2020-2035)
  • Table 16. Forecast for Share of Yearly Global Helium Production Capacity (2020-2035)
  • Table 17. US Helium Production (2000-2023)
  • Table 18. Main Active Helium Extraction and Processing Facilities in the US
  • Table 19. Helium Exploration and Sourcing Projects
  • Table 20. Helium Separation Technologies
  • Table 21. Hollow Fiber Membrane Types for Helium Separation
  • Table 22. Helium Separation Technologies Companies
  • Table 23. Helium Production and Supply Company Landscape
  • Table 24. Markets and applications for Helium
  • Table 25. Total Global Helium Demand Segmented by Application (2023-2035)
  • Table 26. Share of Total Yearly Helium Demand by Application (%)
  • Table 27. Forecast for Helium Production Capacity (2020-2035)
  • Table 28. Comparison of Helium Production Capacity and Demand Forecast (2024-2035)
  • Table 29. Semiconductor Industry Helium Applications
  • Table 30. Technology Readiness of Helium Reclamation
  • Table 31. Rare Gas Reclamation Technologies
  • Table 32. Helium Demand Forecast for Semiconductor and Fiber Optic Manufacturing (2023-2035)
  • Table 33. Applications of Helium in Fiber Optic Manufacturing
  • Table 34. Companies in helium leak testing
  • Table 35. Helium Demand Forecast for Leak Testing in Manufacturing (2023-2035)
  • Table 36. Companies in Magnetic Resonance Imaging Technologies
  • Table 37. Helium Demand Forecast for MRI Applications (2023-2035)
  • Table 38. Companies in NMR Spectroscopy Technologies
  • Table 39. Helium (He-4) Demand Forecast for Quantum Computing (2024-2035)
  • Table 40. Helium (He-3) Demand Forecast for Quantum Computing (2024-2035)
  • Table 41. Types of Hydrogen Liquefaction Cycles & Refrigerants
  • Table 42. Companies in Helium Lifting Gas Applications
  • Table 43. Global Helium Demand Forecast for Lifting Gas (2023-2035)/
  • Table 44. Helium Reclamation Systems for Cryogenic Applications
  • Table 45. Helium Conservation and Reclamation Technologies by Company

List of Figures

  • Figure 1. Helium Consumption by End-Use: 2016-2023 (Million Cubic Meters)
  • Figure 2. Supply Chain for Helium Production
  • Figure 3. Global Helium Demand Segmented by Application (2023-2035)
  • Figure 4. Total Yearly Global Helium Demand Segmented by Application (2023-2035)
  • Figure 5. Forecast for Helium Production Capacity (2020-2035)
  • Figure 6. Helium Demand Forecast for Leak Testing in Manufacturing (2023-2035)