Big Sky Industrial Inc

The deeper problem isn't the ban, it's what's left underneath it. One plant in Wyoming supplies roughly 20% of the world's helium. The U.S. strategic reserve was sold in 2024. U.S. output is increasingly consumed by U.S. fabs. Every layer of redundancy the market had in 2020 is now gone. Rebuilding it means new domestic primary supply, and that takes years. Which is why it has to start now. $BSIN Phase 1 targeted for Q1 2027 in Montana with fully contracted helium supply under a five-year take-or-pay agreement.

Exactly right, and that’s what makes it the stronger tell. An exporter withholding is leverage. A net importer banning exports is a buyer concluding it can’t replace what it has. With the U.S. Federal Helium Reserve sold in 2024, there’s no stockpile left to release against it. The answer is new domestic supply. $BSIN will have domestic helium sales online Q1 2027 in Montana, already fully contracted under a five-year take-or-pay.

worth remembering china imports ~90% of its own helium, no state reserves. an export ban right after Qatar's ras laffan got knocked out in march is probably hoarding to cover domestic fabs. you can't really weaponize a supply you don't control..

Helium is the only element that permanently leaves the planet. Earth generates roughly 3,000 tons per year through radioactive decay. The world consumes about ten times that. Once vented, it rises through the atmosphere and escapes to space. No synthesis, no substitute, no recovery. The American Chemical Society lists it as an endangered element: acs.org/green-chemistr… $BSIN #Helium #CriticalMinerals

@LukeGromen The overlooked detail is that China imports ~85% of its helium, historically more than half from Qatar. This is a net importer hoarding, not a supplier withholding. Different problem, worse signal. $BSIN has domestic helium coming online 1q2027

$BSIN Mother of all MOATS? Controls one of largest GAS structures in US and only one in northern rockies for processing... oh and #HELIUM

Helium just had four supply shocks in a month. Qatar explosion, 30% Nippon Sanso price hike, China export curbs, Russia facility hit. Squeezed supply, sticky demand. That's the setup that puts domestic producers like $BSIN on the radar.

China Shuts The Helium Valve As Qatar Outage Deepens Global Supply Squeeze zerohedge.com/commodities/ch…

𝐇𝐞𝐥𝐢𝐮𝐦 𝐢𝐬 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐣𝐮𝐬𝐭 𝐚𝐧 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥 𝐠𝐚𝐬—𝐢𝐭 𝐡𝐚𝐬 𝐛𝐞𝐜𝐨𝐦𝐞 𝐚 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞 𝐩𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐀𝐈, 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, 𝐚𝐧𝐝 𝐝𝐞𝐟𝐞𝐧𝐬𝐞. In our latest ChemAnalyst Executive Interview, Sumit Pratap Singh Bisht, Associate Director at @Chemanalysts , speaks with Ryan Smith about how U.S. Energy Corp. (@BSIN_IR ) is building a domestic helium and carbon management platform to strengthen supply chain resilience and support industrial decarbonization. 🎙️ Key discussion points: ✅ Why helium has become a critical resource for next-generation industries ✅ The strategic importance of domestic helium production ✅ Big Sky Carbon Hub's long-term helium offtake agreement ✅ Carbon management as a complementary revenue stream ✅ How geopolitical risks are reshaping procurement strategies ✅ The future outlook for helium pricing and supply security As global demand for critical materials continues to rise, reliable domestic supply is becoming a competitive advantage for manufacturers and procurement leaders alike. 📺 Watch the full interview now and discover how helium is emerging as one of the most important strategic commodities of the decade. - youtube.com/watch?v=-ldzW7… #ChemAnalyst #Helium #IndustrialGases #SupplyChain #Procurement #CarbonCapture #CCUS #EnergyTransition #Semiconductors #ArtificialIntelligence #Manufacturing #Healthcare #Aerospace #EnergySecurity #CriticalMinerals #MarketIntelligence

Don't forget about helium. $BSIN

We have rediscovered at great cost what America’s first @USTreasury Secretary Alexander Hamilton taught us: the nation that depends on its adversaries for critical inputs is neither truly sovereign nor truly prosperous. As we approach 250 years of American independence, we would do well to remember that our founders left us more than a Republic—they bequeathed a roadmap powerful enough to sustain it for two and a half centuries and beyond.

Quantum computing runs on helium. The Big Sky Carbon Hub will play an important part in ensuring the United States has reliable domestic supply. Online 1Q27 $BSIN

💡 Discover What’s Next for Big Sky Industrial @NewToTheStreet Accredited Event Meet Ryan Smith, President, CEO & Director of @BSIN_IR (NASDAQ: BSIN), at this invitation-only investor networking reception. @vincemedia1 Learn more about the company’s vision, growth initiatives, and opportunities while building connections with fellow accredited investors and industry professionals. 📅 June 22, 2026 🕠 5:30 PM – 7:30 PM 📩 RSVP TODAY! john@newtothestreet.com Space is limited. Secure your attendance today. #bigskyindustrial #investorevent #accreditedinvestors #newtorking #newtothestreet

Ohhhhh mannnn this is where a third of the worlds helium comes from $aspi $bsin $bsnlf

🔥 Exclusive Access to Big Sky Industrial Leadership New to The Street Accredited Event Join Ryan Smith, President, CEO & Director of @BSIN_IR (NASDAQ: BSIN), for an exclusive evening of networking and conversation. @vincemedia1 Gain firsthand insights into the company’s strategy, connect with leadership, and engage with a select group of accredited investors. 📅 June 22, 2026 🕠 5:30 PM – 7:30 PM 📩 RSVP required by June 20 john@newtothestreet.com Reserve your spot today. #bigskyindustrial #investorevent #accreditedinvestors #newtorking #newtothestreet

Just bc the strait is open doesn’t mean Qatar energy is back to exporting 30% of the world’s helium …. Years to get back to full production according to the Qatari Shiehk daddies $aspi $bsin (formerly known as $useg ) $bsnlf

@BillAckman we couldn't agree more. Historically 30% of the global helium supply traveled through the Strait of Hormuz. Another 10% comes from Russia. Helium is a critical input for both space exploration and semiconductor manufacturing. The Big Sky Carbon Hub at the Kevin Dome in Montana is one of North America's largest domestic helium sources and will come online in early 2027. $BSIN

To state the obvious, having the American and global economy exposed to a narrow strait is not conducive to long-term peace and security. Solving this issue is as strategic as ensuring that we are not exposed to semiconductors made in Taiwan or active pharmaceutical ingredients made in China.

As new semiconductor fabs are built, domestic helium demand will continue to grow. Big Sky Carbon will be online 1Q27 and is ready to support domestic semiconductor manufacturing. $MU $BSIN

🚀 Meet the Team Driving Big Sky Industrial Forward @NewToTheStreet Accredited Event Join Ryan Smith, President, CEO & Director of @BSIN_IR (NASDAQ: BSIN), for an invitation-only networking reception. @vincemedia1 Connect directly with company leadership and fellow accredited investors while learning more about Big Sky Industrial's growth strategy and long-term vision. 📅 June 22, 2026 🕠 5:30 PM – 7:30 PM 📩 RSVP required by June 20 john@newtothestreet.com Reserve your spot today. #bigskyindustrial #investorevent #accreditedinvestors #newtorking #newtothestreet

One Montana asset. One gas stream. Three revenue lines: helium, carbon management under §45Q, and CO₂-enhanced oil recovery. Our CEO Ryan Smith breaks it down with Zacks Small Cap Research. First production targeted Q1 2027. $BSIN #Helium #CriticalMinerals @ZacksSmallCap