Is Renergen Limited’s (REN) Stefano Marani (CEO) and Nick Mitchell (COO) the next South African success story?, page-11

Helium is a global, US$6 billion industry and one of the world’s rarest gases, essential to almost all modern and future technologies that simply cannot run or be produced without helium. Semiconductor chip manufacturing is exploding already consuming 14% of all helium production and forecast to grow to 30%.

MRI machines/cryogenics already consume 30%; Welding 17%. NASA and commercial rockets cannot launch without helium. Space exploration is expected to grow 10 fold to a US$3 trillion industry over the next 30 years (Bank of America Merrill Lynch).Our smart phones, smart TVs, computers and the coming automated vehicle revolution are a few examples of why helium is so critical to us all. None of the above would be possible without this amazing rare gas.

95% of the worlds helium is sourced as a fixed rate by product from a small number of natural gas plants

Helium prices have doubled in the last 10 years. Helium is now worth double LNG

Fusion Power is no longer a dream, it is the answer to a clean green planet earth. Helium is critical in its operation and global roll out to replace all fossil fuel energy plants on earth. This will create a 400% increase in helium demand.

The Worlds largest nuclear fusion project begins assembly in France. (July 2020)

https://www.theguardian.com/environment/2020/jul/28/worlds-largest-nuclear-fusion-project-under-assembly-in-france

The natural resources required for the operation of fusion power plants are – with the possible exception of theneutron multiplier beryllium – readily available. On the other hand, the supply of helium, which is required ascryogenic medium and coolant, may be a problem due to losses during operation and decommissioning...

RLT would have to be one of the best investments on the ASX for long term holders...dont let the constant price manipulation, tree shaking, change your long term investment strategy. Someone is capping and accumulating for an obvious reason.