Helium
Production, logistics, storage, contract structures, end-market demand, and operational developments affecting availability.
Independent research on strategic commodity markets
Evidence-based analysis of strategic commodity markets.
Kastra Research publishes sourced, independently produced analysis of helium, uranium, rare earths, agricultural inputs, iodine, and fluorspar for procurement, commercial, and investment professionals.
$100 A MONTH PER VERTICAL
EVENT-DRIVEN RESEARCH NOTES
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01 / INDEPENDENCE
Independent analysis for commercial and investment decisions.
Kastra Research evaluates market developments through a consistent analytical framework and documents the evidence supporting each conclusion.
Coverage is directed at procurement, commercial, and investment professionals with direct exposure to strategic commodity markets, and is structured so that each conclusion can be traced to the evidence behind it.
02 / METHODOLOGY
Consistent source classification and transparent analysis.
Each publication distinguishes primary evidence, secondary analysis, and Kastra Research calculations. Material uncertainties and data limitations are stated explicitly.
P
Primary source
Company filings, government records, original statements, and source documents.
S
Secondary source
Third-party reporting and analysis, identified separately from primary evidence.
KR
Kastra Research calculation
Proprietary analysis accompanied by a stated method and underlying assumptions.
Verification limitsUnverified claims, data gaps, and material uncertainty are disclosed.
Thesis conditionsReports identify the developments that would alter the analytical view.
Published correctionsMaterial errors are addressed in the subsequent issue.
03 / RESEARCH COVERAGE
Focused coverage across six strategic commodity markets.
Uranium
Mine supply, conversion and enrichment capacity, utility procurement, inventories, policy, and the nuclear fuel cycle.
Rare earths
Mining and processing capacity, magnet supply chains, industrial policy, substitution, and geopolitical concentration.
Agricultural inputs
Fertilizer and feedstock supply, trade flows, production economics, farm demand, and policy-driven market risk.
Iodine
Chilean and Japanese supply, producer pricing, contrast media and pharmaceutical demand, and trade policy affecting US buyers.
Fluorspar and hydrofluoric acid
US import dependence, hydrofluoric acid cost, refrigerant and fluoropolymer regulation, and the fluorine inputs to batteries and nuclear fuel.
04 / RESEARCH REPORTS
Published research.
Helium Supply, Pricing and the Qatari Disruption
25 September 2026The United States dismantled the only strategic helium buffer in the world and banked $460 million for it. Twenty months later a third of world supply went offline, and there is nothing behind the market.
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25 September 2026
US Contract Coverage and the Russian Import Waiver
US utilities are contracted for barely half of their requirements this decade, and the gap opens in the year the Russian import waivers expire.
25 September 2026
Dysprosium, Terbium and the Magnet Supply Chain
The heavy rare earth oxide market is small relative to the downstream production it gates, and capital is still flowing to the wrong end of the chain.
25 September 2026
Nitrogen, Phosphate and the Autumn Application Decision
This autumn's incentives point toward cutting the one nutrient that cannot be deferred and holding the two that can.
6 October 2026
Iodine Pricing, Contrast Media Demand and the 2027 Supply Response
Iodine prices more than doubled in three years and have since gone flat, and the supply response is arriving from the company that sets the price.
6 October 2026
Fluorspar, Hydrofluoric Acid and US Import Dependence
The United States imports all of its fluorspar, and this year's cost shock in hydrofluoric acid came through sulphuric acid rather than the mineral itself.
05 / SUBSCRIBE
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Each vertical is a separate subscription at $100 a month. A subscription covers the current edition and every new edition in that vertical while it is active, and can be cancelled at any time from your account.
- Helium and Industrial Gases · $100 a month
- Uranium and the Nuclear Fuel Cycle · $100 a month
- Rare Earths and Permanent Magnets · $100 a month
- Agricultural Inputs · $100 a month
- Iodine · $100 a month
- Fluorspar and Hydrofluoric Acid · $100 a month
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