In this episode of The 1895, we look at supply chains, helium security, and US LNG exports. We start with a look at the impact of geopolitical issues on the industry. We then look at the vulnerability of supply chains and the lessons learned from the COVID-19 pandemic. We explore the fragility of supply chains in the helium industry, along with the recent sale of federal helium assets. The episode also covers the pause on LNG export permits in the US with Sam Reynolds, Research Lead of LNG in Asia, for The Institute for Energy Economics and Financial Analysis (IEEFA).

00:00 - Introduction

01:15 - The Impact of Globalization on Supply Chains

03:08 - Vulnerability of Key Trade Lanes

07:17 - Lessons Learned from COVID-19 and Just-in-Time Supply Chains

16:35 - The Sale of Federal Helium Assets

20:06 - The Pause on LNG Export Permits in the US

39:34 - Barclays' Decision to Stop Financing Upstream Oil and Gas Expansion

45:41 - Outro