by Tyler Durden

America's reindustrialization depends on securing reliable, conflict-free supplies of critical materials, including rare earths and other critical metals, most of which are produced and processed overseas.

The Trump administration has made rebuilding and strengthening domestic critical material supply chains a national security priority. Its designation of helium as a critical material on Friday morning extends that effort to now include the industrial gas used for semiconductor manufacturing and many other applications. 

The Energy Department's decision earlier today makes the 20th critical material designated by the agency and brings the industrial gas within the Energy Act of 2020's critical materials framework, including closer government monitoring.

Helium is recovered as a byproduct of natural gas processing and faces growing geopolitical risks in the Gulf area. Qatar's exports have been severely curtailed by Iran's closure of the Strait of Hormuz and attacks on Qatari infrastructure, while Russia imposed temporary export controls in April. 

The good news is that the US remains one of the top helium producers in the world, supplying 81 million cubic meters in 2025, or about 43% of global output. It exported 38 million cubic meters that year.

Helium is critical to applications ranging from chipmaking to medical imaging to quantum computing to magnets to space rockets. 

Assistant Energy Secretary Audrey Robertson warned that shortages could become a "single point of failure" for strategically important industries. The Canadian Press quoted her in an interview.