There is Renergen RLT in the Southern Hemisphere already producing LNG and about to get its pilot plant producing liquud helium.
I think maybe 5% of the global market is "Green Helium" where the nitrogen is vented off made more possible with high helium pricing so more companies trying their luck like NHE and UK listed HE1 in Tanzania etc.. but both still with only prospective resources at this stage
Agree with the rest of what your saying on GHY
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