In this 100th episode of The 1895 Podcast we discuss the growing supply chain risks surrounding helium, rare gases, specialty gases, neon, deuterium, and CO2.

Armed with market sentiment data and industry polling, we cover how geopolitical tensions, supply concentration and semiconductor demand are reshaping confidence across critical gas markets.

Across the podcast, we look at helium market stability and Qatar supply disruption; rare gas vulnerabilities including neon, krypton, and xenon; semiconductor exposure to specialty gas constraints; deuterium supply concerns and emerging demand; and how industrial gas supply chains are adapting to geopolitical risk.

We also reflect on 100 episodes of conversations, picking out our favourite interviews, live event recordings, and breaking industry stories.