全球氦气市场(2025-2035)
市场调查报告书
商品编码
1623584

全球氦气市场(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 | 订单完成后即时交付

价格

由于供应动态的变化和需求模式的变化,全球氦市场正在经历重大转型。目前的市场环境反映了传统应用和新应用之间的复杂相互作用,半导体产业成为主导消费者,约占全球需求的 24%。这种转变与过去的模式发生了显着的转变,在过去的模式中,低温应用,特别是医学影像应用占据了大部分消费。供应限制持续影响市场动态,美国、卡达和阿尔及利亚等主要产区面临各种课题。美国联邦氦储备的作用下降正在加速向商业驱动的市场结构的转变,而卡达液化天然气计画的扩张正在导致全球供应模式发生重大变化。俄罗斯项目,尤其是阿穆尔设施,面临影响其对全球供应贡献的发展课题。

目前全球产能约为每年1.75亿立方米,供需基本持平。这种紧张的市场平衡使价格面临上行压力,部分地区在供应中断期间大幅波动。市场反映了这种重要天然气的全球分配和储存面临的课题,导致价格和供应量存在地区差异。展望未来,到 2035 年,需求预计将以年均 5-6% 的速度成长,主要由半导体製造、量子运算应用和新技术推动。由于半导体产业的扩张,尤其是在亚洲的扩张,预计到2030年,半导体产业将占全球消费的30%以上。这种成长给供应链带来了额外的压力,并强调了对新生产来源的需求。

加拿大、坦尚尼亚和南非正在开发的新氦气专案提供了潜在的供应多样化,但开发时间表仍然延长。这些项目通常针对富氮气流中的高浓度氦气,与传统的天然气提取相比,可以实现更经济的生产。保护和回收技术变得越来越重要,主要用户实施复杂的回收系统,效率超过 95%。这种趋势在医学影像领域尤其明显,新技术正显着降低单位氦气消耗量。

市场预测表明,除非开发大规模新产能,否则到 2035 年供应可能会受到限制。到 2035 年,预计需求量将达到 2.02 亿立方米,这将需要在生产和储存技术方面进行大量投资。价格预期仍然看涨,上涨压力预计将持续,推动对储存技术和替代解决方案的进一步投资。

各国认为稳定的氦气供应对高科技产业至关重要,战略考量越来越多地影响市场动态。这促使政府更多参与资源开发和战略储备措施。随着回收技术的改进、新的应用以及塑造未来发展的供应模式的变化,氦市场不断发展。

本报告对全球氦市场进行了深入分析,提供了 2025 年至 2035 年主要趋势、供应课题和新应用的资讯。它还涵盖了氦工业的重要方面,包括生产、供应链动态、最终用途以及储存和回收技术开发。

目录

第1章执行概要

  • 主要市场趋势
  • 氦气消耗量
  • 世界氦气资源:按地区
  • 氦气生产供应链
  • 技术准备水平
  • 减少氦气需求
  • 市场对氦气的需求不断成长

第2章 简介

  • 概述
  • 用法

第3章 氦气的生产与供应

  • 供应
  • 氦气生产
  • 氦气勘探
  • 氦气分离技术
  • 氦气生产和供应业

第4章 氦气市场

  • 世界氦气总需求量
  • 生产能力
  • 氦气在製造业的应用
  • 半导体製造
  • 光纤
  • 洩漏测试
  • 磁共振成像 (MRI)
  • 核磁共振 (NMR) 光谱
  • 量子计算
  • 氢气液化
  • 浮选气
  • 气相层析化学分析
  • 航天
  • 反应炉冷却

第 5 章 氦气替代品与再生

  • 概述
  • 氦资源管理
  • 氦气回收系统
  • 企业
  • 氦气置换与再生预测

第6章 公司概况(25家公司概况)

第7章 参考资料

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)