Welcome to the latest edition of our Arbor Data Science Podcast. I am Kristen Radosh with Arbor Research & Trading. I am joined by Petr Pinkhasov, a frequent contributor to Arbor Data Science. Today, Petr discusses the critical role of helium in semiconductor manufacturing and the potential supply chain risks associated with it.
Timestamps:
0:00 Intro
0:19 Helium Takes Center Stage
2:27 A U.S. Helium Reserve?
5:49 A Broader Outlook: Still a Super Cycle?
7:56 Technicals
9:28 What Should We Be Watching For Next?
11:20 Wrap-Up
Watch the video below:
Mentioned Charts:
