"It is too early to know if Amur’s helium production will be delayed by six months, 12 months, or even longer."
Hence tough for the Russians but maybe an opportunity for Renergen to sell some helium from Phase One at a higher price level on the spot market.
I think 80% of Phase One sold to Linde at a set price then 20% at spot from memory.
https://www.gasworld.com/kornbluth-latest-amur-fire-tightens-helium-supply-for-2022/2022514.article
"It is too early to know if Amur’s helium production will be...
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