Analysis of global helium industry chain and China's strategy

TANG Jinrong; ZHANG Yuxuan; ZHOU Junlin; LI Yuhong; NIU Yazhuo

doi:10.12097/j.issn.1671-2552.2023.01.001

2023 Vol. 42, No. 1

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TANG Jinrong, ZHANG Yuxuan, ZHOU Junlin, LI Yuhong, NIU Yazhuo. 2023. Analysis of global helium industry chain and China's strategy. Geological Bulletin of China, 42(1): 1-13. doi: 10.12097/j.issn.1671-2552.2023.01.001

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TANG Jinrong, ZHANG Yuxuan, ZHOU Junlin, LI Yuhong, NIU Yazhuo. 2023. Analysis of global helium industry chain and China's strategy. Geological Bulletin of China, 42(1): 1-13. doi: 10.12097/j.issn.1671-2552.2023.01.001

Analysis of global helium industry chain and China's strategy

1.
Xi'an Center of Geological Survey(Northwest China Center of Geoscience Innovation), China Geological Survey, Xi'an 710054, Shaanxi, China
2.
China-SCO Geosciences Cooperation Research Center, Xi'an 710054, Shaanxi, China
3.
Key Laboratory of Paleozoic Oil and Gas Geology in North China, China Geological Survey, Xi'an 710054, Shaanxi, China

Received Date: 16 October 2022

Revised Date: 02 November 2022

Publish Date: 15 January 2023

Abstract

Abstract

As an important strategic rare gas resource related to national security and the development of high-tech industries, helium is irreplaceable in liquid fuel rocket launch, deep diving and other fields, and has a profound impact on the high-quality development of "deep space, deep sea, deep earth, deep blue" and other fields. The integrated development of helium industry and innovation chains plays an important role to improve the security of resource supply. It has a great significance to promote the structural reform of helium supply and build a diversified helium supply system. This paper analyses the development situation of global helium resources industry and innovation chains integrated the resource side, the supply side, the consumption side, the trade side and the technology side. This study proposes the development status and challenges of China's helium industry and the corresponding development path of helium industry based on indicators such as resource conditions, capacity construction, foreign dependence, concentration of importing countries, concentration of importing enterprises, risk of importing countries, substitutability, the recycling rate, future supply and demand trend, industrial technology chain, management mechanisms. The results show that the global helium resource potential is considerable, but most countries remain in low exploration level; The global helium production capacity, supply, demand and trade pattern would be profoundly changing, but the contradiction between supply and demand would persist for a long time; The helium reservoir forming theory and exploration and development technology are underdeveloped, and the helium extraction equipment is continuously improved; The overall trend of global helium production develops well with a "helium heat" tide. The development subjects become diversified, which may change the global helium supply and demand pattern. China's helium development challenges and opportunities coexist considering the global helium resource industry chain pattern and the new trend of industry development. The 2022 is the key year to implement "the 14th Five Year Plan". It is desirable to conduct the work including the integrated chain analysis, the investigation and evaluation of helium resources, technical equipment research, the cultivation of market players, the construction of a diversified supply system. The above work will build an independent and controllable innovation chain, form a stable and resilient industrial chain, and provide helium resources guarantee for the development of high-tech industries.
- helium resources /
- industrial chain and innovation chain /
- safety supply /
- development path

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