Mikel DeFrancesco

@Robotbeat Well except for Pulsar Helium which is working towards a high grade primary helium ( no Nat Gas ) in the US / Minnesota right now...

Fun Fact: The US produces almost half of the global helium. The Qatar thing is a big problem, but pretty much the only country that isn't affected by it is the United States. Also: we can make helium. It's produced by radioactive decay & is concentrated in natural gas reservoirs

@elonmusk @shanaka86 All the more reason to fast track primary helium in the US like @pulsarhelium

@shanaka86 Hmm

Helium is the only element that escapes Earth’s atmosphere permanently. Once released, it rises through the troposphere, passes the stratosphere, and leaves the planet. It cannot be manufactured. It cannot be synthesised at industrial scale. It accumulates over billions of years in the same geological reservoirs as natural gas. And one third of the world’s supply just went offline because Iran hit the facility that extracts it. Qatar produced roughly 63 million cubic metres of helium in 2025, accounting for 30 to 36 percent of global supply from a total of approximately 190 million cubic metres. QatarEnergy’s three large helium purification plants at Ras Laffan form the world’s biggest helium production base. When LNG production stopped after Iranian drone strikes on March 2 and the subsequent missile damage on March 19, helium extraction stopped automatically because helium is recovered during natural gas liquefaction. You cannot produce helium without producing LNG. The byproduct dies with the primary product. Spot helium prices have roughly doubled since the crisis began. Industry consultants warn that prolonged disruption could push contract prices toward $2,000 per thousand cubic feet. A major industrial gas supplier has already begun assessing customers a helium surcharge. Phil Kornbluth, the most cited helium market consultant, stated the assessment directly: the world cannot compensate for the loss of a third of its helium supply. South Korea imports 64.7 percent of its helium from Qatar. SK Hynix and Samsung operate high-volume fabs producing the DRAM and high-bandwidth memory that power every AI accelerator, every data centre GPU, and every cloud computing cluster on Earth. Helium cools silicon wafers during fabrication. It serves as a carrier gas in deposition and etching tools. It enables leak detection in vacuum systems. Modern extreme ultraviolet lithography requires helium-cooled environments for precise temperature control. Without helium, the fabrication process degrades or stops. SK Hynix and Samsung hold two to three months of helium inventory. Two to three months is not a buffer. It is a countdown. If Ras Laffan remains offline beyond that window, South Korean memory production faces rationing. TSMC in Taiwan is somewhat more diversified but still uses Qatar-linked supply chains. The entire AI hardware supply chain, from HBM3E memory stacks to advanced logic chips, sits inside helium-dependent ecosystems. Beyond semiconductors, helium cools the superconducting magnets in more than 14,000 MRI machines operating worldwide. It pressurises rocket fuel tanks and purges propulsion systems in aerospace. CERN’s Large Hadron Collider depends on helium cryogenic systems. There is no substitute for helium in any of these applications at industrial scale. The United States and Qatar together account for more than 70 percent of global production. The US federal helium reserve and private suppliers offer partial relief, but global prices and spot availability are still governed by Qatar’s market share. Japan’s Iwatani has drawn on US reserves. Canada and the Rockies are seeing renewed investor interest. None of this replaces 63 million cubic metres in weeks. The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Then sulfur. Now helium. Eight layers. Each one deeper. Each one closer to the infrastructure that sustains modern civilisation. The chip that processes your data, the magnet that scans your body, and the rocket that launches your satellite all depend on an atom that leaves the planet when you lose it. open.substack.com/pub/shanakaans…

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@StephGrey50 Do these posters chase revenue for posting AI like this?

See! This is a prime example of dogs these days never being told NO!!

@KurtSupeCPA These are such helpful posts for many to see.

He sat across from me. Proud guy. Built everything himself. "She just needs to work harder. I put myself through college." I didn't argue with him. I just did the math on the whiteboard. State school. $2,400 a year. Minimum wage $2.65 an hour. 906 hours. One summer. Debt free. He nodded. "Exactly." His daughter graduated in 2019. $24,000 a year. Minimum wage in her state $9.00 an hour. 2,667 hours. You can't work your way through college anymore. The math isn't an opinion. He stared at the whiteboard for a long time. "Nobody ever showed me that." She's 28 now. $67,000 at 6.5%. He was already planning to leave her the stock when he died. She would have inherited it at stepped-up basis. Zero capital gains tax. But that's at 60. Maybe 65. Instead we gifted some of it to her now. She's in the 0% capital gains bracket. She sold it. Paid nothing. $67,000 of debt. Gone. Same stock. Same zero tax. Just thirty years earlier when she could actually breathe again.

@jaredstenquist @ThinkAppraiser That is a jaw dropping ripoff... You don't have a problem paying $6500 per water heater installed ??

@ThinkAppraiser $13k in boston, today, replacing 2 tankless and fixing previous installer (10 years ago) shoddy venting. I could have shopped around but tenants without hot water is an emergency.

Are people really willing to pay $3000 to have their water heater replaced?

@SinaiLawFirm Nuts!

Client received a demand letter from a personal injury lawyer who filed one case in 2025, none in 2024, and two in 2023 How should we respond you think

@TaraBull It's irresponsible to keep posting AI and passing it off as real for engagement.

Construction worker pranks his 'friend' by smashing the porta potty he’s using

@Garrett_Watton @PalmerLuckey You're not gonna believe this but.......

@PalmerLuckey Iv wondered about a design that could sit on the ocean floor almost indefinitely and be activated anytime.

@pill_iron @PatrickHeizer Awesome... just like the guy who curates the endangered apple species we need folks like you :). Keep me posted, would love to get some when available.

@SuccessInMass @PatrickHeizer Asians evolved with blight so they tend to be resistant, seeds are very easy to find.

We have ~80 chestnuts on Blue Glade Farm, a mix of Asian and hybrid trees. Doing our small part in slowly rebuilding what should be a pillar of the American food system.

@GovNuclear With the potential for helium 3 exclusively in the US rather than the moon .. can we expedite fusion reactors?

What questions do you have about nuclear energy? 🤔

@Rainmaker1973 That is clearly AI ...

Only a Samoan can cancel out a Samoan spear

Wishing you could find an affordable 4 bedroom home in a great neighborhood for $549.9K? It exists! And it's coming (very) soon - showings start later this week. Want a sneak peek? Click here for a High Definition 3D interior tour! tinyurl.com/10MarionWeymou… you or anyone you know is looking to buy or sell this year, give me a call or send me a message. I'd be happy to help! MikelDeFrancesco.com #realestate #weymouthma #williamraveis

@ViralityClips Most likely because it's AI slop?

Why is he so calm?

No cheating, post the last saved dog pic on your phone

@KobeissiLetter @grok will Helium-3 or Helium-4 be part of this "strategic mineral stockpile"?

BREAKING: President Trump is launching a $12 billion “Strategic Mineral Stockpile” to counter China.

@zerohedge Do you see a strategic investment in Helium or Helium-3?

We have now called three direct US investments ahead of time: USAR, MP and INTC

@NASAAdmin @rookisaacman Well somebody better tell @ENERGY then @NASAAdmin

@SuccessInMass @rookisaacman I’ll leave terrestrial He-3 discussion to others. My job is in the air and space.

Yesterday, I met with SpaceX and Blue Origin to understand the latest plans to accelerate NASA’s Artemis timeline. The capabilities these two partners are pioneering will be essential to returning NASA astronauts to the lunar surface, establishing an enduring presence, and advancing American leadership on the Moon and beyond. To meet President Trump’s National Space Policy objectives, we will challenge every requirement, clear every obstacle, delete every blocker and empower the team to deliver....and we will do it with time to spare 🇺🇸

1) Love it and agree 💯 . Hopefully Mars and beyond next 2) Since that's the only way to make it work, our saying it's 5 years out is unrealistic. I'd just rather leave adversaries in the dust and have a 10 year head start on Fusion, quantum etc that they don't have access to since a fraction of that $ could give us supply NOW as a bridge

1. We are going to the Moon for many reasons, including that it is our destiny to explore the unknown in space and lead in world-changing science and discovery. A lunar economy, which may involve He-3, is just part of the story. 2. You do not need to downmass 150 tons of regolith to Earth if you can refine and utilize resources on the lunar surface.