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Just For You

Helium Stocks Soar on Conflict and Chip Demand: 5 Names to Know

Submitted by Leo Miller. First Published: 4/8/2026. 

Key Points

• Helium stocks are on the rise in a big way, with multiple small stocks up well over 100% in 2026.
• Damage to Qatari facilities is impacting global supply, while chip makers need helium for production, putting upward pressure on prices.
• Three minuscule names are catapulting, and analysts have called out two massive players as helium shortage beneficiaries.
• Special Report: The Biggest IPO Ever: Claim Your Stake Today

In 2026, a seemingly unlikely group of stocks has emerged as massive winners: companies involved in the helium gas industry. Several names in this space have delivered double‑bagger or greater returns during the year, including Avanti Helium (CVE: AVN) and Pulsar Helium (LON: PLSR).

So what is driving these incredible moves, and could the gains continue? Below is a look at how geopolitical developments and semiconductor demand are propelling shares of helium companies.

Iran Conflict Causes Turmoil at Top Helium Supplier

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Beyond its effects on oil, the Iran conflict is also disrupting helium markets. Qatar produces roughly one‑third of the world’s helium, and in March Iran launched attacks on Qatar’s Ras Laffan liquefied natural gas (LNG) facility, causing significant damage. Those attacks are expected to reduce Qatar’s LNG export capacity by about 17%, and repairs could take years.

Because helium is a byproduct of natural gas production, Qatar has also cut annual helium exports by around 14%. With one of the world’s largest suppliers constrained, helium prices are rising quickly.

That supply shock has benefited helium producers elsewhere. Canadian‑listed Avanti Helium (CVE: AVN) is up nearly 300% in 2026, while Pulsar Helium (LON: PLSR) has climbed almost 150%. These companies control acreage across the United States and Canada and are developing projects to produce helium. Unlike many traditional suppliers, they plan to capture and sell helium directly rather than as a byproduct of natural gas production. Shares of Desert Mountain Energy (OTCMKTS: DMEHF)have also more than doubled in 2026; Desert Mountain currently relies on the byproduct strategy while pausing its direct‑production plans.

Qatari Helium: Asian Chipmakers Are Key Buyers

Helium is also a critical input for semiconductor manufacturing. Several stages of chip production require helium for its inertness and thermal properties, so shortages or higher prices can create bottlenecks for chipmakers already operating near capacity.

Compounding the issue, South Korea and Taiwan rely heavily on Qatari helium. These countries host some of the world’s largest chipmakers, including Taiwan Semiconductor Manufacturing (NYSE: TSM), Samsung Electronics (OTCMKTS: SSNLF), and SK Hynix.

Reports suggest South Korea has inventories that could last until June and Taiwan’s stockpiles are “stable.” But the conflict’s trajectory is uncertain; further attacks could tighten supplies even more.

Even if the conflict subsides, the damage already inflicted on Qatari facilities could suppress output for years, creating a more sustained supply shortage that would favor alternative suppliers.

Tiny Helium Stocks Come With Big Risks

That said, investors should weigh significant risks before buying these high‑flying helium names. Many of the companies with the largest percentage gains have very small market capitalizations, making them highly volatile. Avanti and Desert Mountain trade well below $100 million in market value even after their run‑ups, while Pulsar’s market cap is near $300 million.

Most of these firms are still in exploration or development phases and have little to no revenue, so their ability to capitalize on higher helium prices is uncertain. They may not have commercially available helium to sell in the near term.

Avanti, however, expects to begin selling helium in mid‑2026, which likely helps explain its stronger share performance. That potential makes Avanti the most compelling of the small caps, but considerable execution risk remains for any unestablished supplier.

Analysts See Linde and Exxon Benefiting From Helium Supply Disruption

Large, diversified companies could also benefit from the disruption. Because helium is often produced as a natural‑gas byproduct, some major oil and gas firms and industrial‑gas companies are positioned to pick up market share. Exxon Mobil (NYSE: XOM), the largest U.S. energy stock by market cap, produces a significant share of the world’s helium at its LaBarge, Wyoming, facility — the company cites it as representing about 20% of global supply.

UBS recently reiterated its Buy rating on Exxon, citing helium market challenges; its $171 price target implies roughly 5% upside from current levels. Still, oil‑price moves driven by the Iran conflict will be a much larger determinant of Exxon’s near‑term returns.

Industrial‑gas giant Linde (NASDAQ: LIN) — a company with a market capitalization north of $200 billion — also received an analyst upgrade from JPMorgan amid concerns over helium supply constraints.

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