Research Incite Reports
The Incite Capital Markets team includes professionals who worked directly as equity research analysts at several of Canada’s tier one financial institutions. Now they bring their breadth of knowledge and experience to help you better understand niche companies and markets, so you can make informed decisions. Our research team focuses on what matters most, and presents the information in a concise and easy-to-understand format.
Research Incite reports are crafted to provide timely insights into emerging companies and markets, providing readers with a strategic advantage when reviewing a company or its industry. We analyse multiple traditional and non-traditional data sources providing a deep dive into the company, market, and peer group, while identifying gaps and opportunities to help the reader draw informed conclusions.
The companies we report on, both private or public, are typically unique stories, and may not have any existing research about them, or their industry.
Independent Research
Inline with our founding principles, Research Incite reports provide independent and innovative third-party analysis of private or public companies and the markets they serve. If you are interested in finding out more about our research, please contact our Research Team at research@incitecapitalmarkets.com.
Executive Summary
We believe global helium markets will remain in a deficit, which in our opinion provides opportunity for producers who have access to proven, secure and reliable helium reserves. Our forecast calls for a return to balance toward the middle of the decade as Russia plans to commission its Amur mega project. Two main drivers are ending the United States’ role as swing capacity provider and global helium stockpile—ongoing rapid depletion of the Hugoton natural gas field, the main source of helium for the U.S. Federal system, and the closing of public auctions from the federal helium reserve stockpile, as the reservoir has breached its minimum strategic reserve level.