Ingabe ukuntuleka kwe-helium kungabangela ukuphahlazeka kwe-inthanethi?

Namuhla, wonke amagama amakhulu kwezobuchwepheshe angase azithole ezama ukuthola izandla zawo phezu kwale mpahla engavamile kakhulu. Ngaphandle kwayo, i-Netflix ayikwazanga ukusakaza amamuvi nemibukiso kuma-TV emhlabeni jikelele. I-Google ayikwazanga ukusekela ukusesha okungu-5.6 billion okwenziwa ngosuku. Futhi i-Apple ayikwazanga ukukhiqiza izigidi zama-iPhones namawashi we-Apple afela abalandeli abaningi kangaka. Okushiwo ekuhlaziyeni kwanamuhla kufaka phakathi: Apple Inc., Tesla, Inc., Baidu, Inc., Alphabet Inc., Amazon.com, Inc.

Kodwa-ke, indlu yamakhadi yeBig Tech ingase isondele kakhulu kunangaphambili ekubhidlikeni ngenxa yokuminyana okukhulu kokunikezwayo okuba kubi kakhulu. Lokho kungenxa yokuthi ngemva kweminyaka engu-70+ yokukhiqiza, umthombo owodwa omkhulu kunayo yonke wale mpahla emhlabeni, i-US National Helium Reserve e-Amarillo, TX ekugcineni yomile.

Abaningi bebengeke bakholwe ukuthi ukushoda kwe-helium kungadala inkinga ezayo kuwo wonke umkhakha wezobuchwepheshe. Kodwa abangakwazi ukuthi i-helium idlala indima ebalulekile ngaphezu kokugcwalisa amabhaluni okuzalwa. Ngenxa yezakhiwo zayo ezihlukile, i-helium ingenye yezinketho ezinhle kakhulu emhlabeni zokupholisa okokusebenza okudingekayo ukuze kugcinwe umhlaba ngendlela esiwazi ngayo ukuthi usebenza.

Lokho kuhlanganisa yonke into kusukela ekuxilongeni izinkinga zempilo (imishini ye-MRI) kanye nokusixhumanisa nabangane nomndeni (izintambo ze-fiber optic ze-inthanethi)…Ukwakha izinto zikagesi ezidume kakhulu emhlabeni (ama-semiconductors) nokugcina amabhizinisi ezigidigidi zamadola esebenza (izikhungo ze-supercomputing nedatha ). Manje ochwepheshe babikezela ukuthi ngeke sibe negesi engavamile enamazinga amanje okukhiqiza azosigcina ngisho neminyaka engu-20 ezayo.

Ubuchwepheshe budlala indima enkulu futhi ebaluleke kakhulu kunanini ngaphambili emhlabeni wethu namuhla, okushayela isidingo se-helium phezulu ngesikhathi lapho ukunikezwa kuphansi kunangaphambili. Lokho kuthumele intengo yokukhuphuka kwe-helium, okuyenza ibe yigugu ngaphezu kwe-100x kunegesi yemvelo namuhla ($2-5/Mcf uma iqhathaniswa ne-$200-600/Mcf). Futhi lokho kunikeza izinkampani zokuhlola i-helium njenge-Avanti Energy Inc. (AVN.V; ARGYF) amandla amangalisayo okuba abatshalizimali basekuqaleni.

I-Avanti ithole amalungelo amaminerali cishe kumahektha angama-70,000 ezindawo ezithengiswayo emngceleni we-United States-Canada ngonyaka odlule. Manje, benze isimemezelo esijabulisayo ohlelweni lwabo lwamanje lokubhola olungadonsa ukunaka kwamafutha negesi okubalulekile yonke indawo.

Ikhaya Lokutholakala Kwezigidigidi Zezigidigidi ze-Helium?

Ithimba labahloli bamakadebona be-Avanti libuyekeze amathuba ahlukene angaphezu kuka-30 ngaphambi kokuwehlisa lafinyelela kwayi-10 futhi ekugcineni lathola iphrojekthi ye-Greater Knappen. Ngamahektha angu-69,000 ezindawo ze-helium ezingaba khona, ezilingana namahektha angu-10,000 e-Alberta kanye namahektha angu-60,000 e-Montana.

Ezinyangeni ezingu-8 ezidlule, baye balima kusengaphambili ngemva kokuthola indawo, behlonza izinhloso zesakhiwo ezingu-10 ezingafaka i-helium edingekayo ukuze kusizwe amandla kulo mhlaba olambele ubuchwepheshe. Kusukela lapho, baye bahlanganisa uhlelo lokumba, bakha ingqalasizinda, futhi kakade sebeqede ngempumelelo ukumba umthombo wokuqala kanti nomthombo wesibili usuchithiwe.

Inkokhelo kulowo mthombo oseduze ingaba izinyanga eziyisi-6 nje.

Ngemuva kwalokho, noma yini ekhiqizwa eminyakeni ezayo ingalingana nenzuzo enkulu engaba khona njengoba amanani e-helium eqhubeka nokukhuphuka phezulu. Kodwa imiphumela ibukeka ithembisa nakakhulu endaweni ye-Avanti ngokusekelwe kulokho iqembu labo elikumemezele emiphumeleni yakamuva yokumba.

Okungaphezu Kwalokho Okungenzeka

Emthonjeni wabo wokuqala, iqembu le-Avanti libhoboze ngaphezu kwemayela ngaphansi komhlaba ukuze lishaye amafidi angu-5,860, lihlangabezane nazo zonke izindawo ezihlosiwe zamandla e-helium endleleni. Lokho abahlangabezane nakho kungase kubenze bababeke obala kule makethe ye-helium ekhula ngokushesha.

Imiphumela yokugawulwa kwemigodi evulekile ibonise izindawo ezingu-5 ezinezici ze-reservoir (i-porosity enhle nokugcwala kwamanzi okuphansi). Lokho kuphakamisa ukuthi kuqinisekisa ukuhlolwa okwengeziwe okuvela eqenjini endaweni ngayinye yalezi zoni. Okubaluleke nakakhulu, imiphumela yokuhlola isiqu se-drill ibonise amandla e-helium ezomnotho, okunikeza ithimba ukukhanya okuluhlaza ukuze liqedele ngayinye yalezi zindawo abazikhombile ukuya phambili.

UGenga Nadaraju, iPhini likaMongameli we-Avanti - Subsurface, uphawule ngemiphumela, "Ithimba lezobuchwepheshe le-Avanti lijabule ngokuthi ucwaningo lwethu lokuqala luhlangabezane kahle nazo zonke izindawo ezihlosiwe ze-helium engaba khona."

"Sijabule futhi ngokubona imibukiso efomini eyengeziwe ebingahlonzwanga phambilini futhi ithimba libheke ngabomvu ukuthi liqhubeke nokuhlolwa komthombo."

Konke okushoyo, imiphumela ithembisa kakhulu kunalokho obekulindelwe yinkampani. Futhi ezomnotho zingase ziphume emashadini, ngokusekelwe ezilinganisweni zangaphambili. Ngemuva kokubalwa kwezindleko zokumba ezilinganiselwa ku-$1.5 million, kungathatha izinyanga ezi-3 kuya kwezi-4 kuphela ukukhokha lokhu.

Endaweni Efanele Ngesikhathi Esiphelele?

Isimemezelo sika-Avanti's (AVN.V; ARGYF) singase sibaluleke nakakhulu uma kubhekwa izinkinga ezikhulayo ze-supply chain ezicekela phansi izimakethe emhlabeni jikelele njengamanje.

Izinkinga ze-Supply chain zithinte yonke into kusukela kuma-semiconductors kuya emishinini yezokwelapha kuya kumapulangwe, ukubala abambalwa kuphela. I-Helium nayo ayikashiywanga nakuleyo ngxoxo.

Lokho kusho ukuthi impahla eyivelakancane esiyidingayo ukuze sikhiqize cishe ZONKE izinto zikagesi zethu zingagcinwa phesheya kwezilwandle ngenxa yalapho kuzinze khona abakhiqizi abakhulu be-helium.

Iningi lokuhlinzekwa komhlaba okungekona okwase-US namuhla ngokuyinhloko liphuma eRussia, Qatar, nase-Algeria. Ngisho nokubeka ipolitiki yomhlaba eceleni (kanye neqiniso lokuthi iRussia ingabamba lokhu njengenzuzo kunoma yikuphi ukungqubuzana okuzayo), ukuba ne-helium ekude neNyakatho Melika kubeka engcupheni enkulu.

Kungakho kubalulekile ukungeza ekuphakeleni kwe-helium eNyakatho Melika ukuze siqinisekise ukuthi siyakwazi ukukhiqiza izinto zikagesi esizidingayo futhi sisize ukugcina izinkampani zobuchwepheshe zihamba phambili Ngokujabulisayo, i-Avanti imemezela imiphumela yayo yakamuva ngesikhathi lapho i-helium ikhula kakhulu ngesidingo. .

Okulindelwe Okuphezulu kwe-Greater Knappen

Umbiko ophuma kulesi sifunda se-helium e-Montana uye wanele ukwakha icala elibucayi ngokwemibono yabahlaziyi. I-Beacon Securities isanda kubhala, "Ikhono lobuchwepheshe liyinzuzo enkulu i-Avanti enayo ekuhloleni kwayo i-helium, futhi sisaqhubeka silindele lukhulu endaweni ye-Greater Knappen."

Impela, ikhono lobuchwepheshe abakhuluma ngalo livela kumalungu eqembu athile asevele aziwa ngokubamba iqhaza kwawo ekutholakaleni okusezingeni lomhlaba ku-Montney Formation yaseCanada. Ngemva kokukhiqiza cishe imiphongolo engu-300,000 kawoyela olingana/ngosuku, i-Montney iye yaqashelwa njengenye yezinto ezinkulu kakhulu ezitholwe kulo lonke elaseNyakatho Melika.

Lokho kusho ukuthi kungenzeka ukuthi bahlezi phezu kuka-$1 billion we-helium uma konke kuhamba ngohlelo.

Njengoba imiphumela isanda kuphuma emthonjeni wokuqala, sibheka ukusakazwa kwezindaba okungase kube khona okungaguquki kanye nama-catalysts ezayo aphuma ekamu le-Avanti. Lokho kungase kubeke i-Avanti (AVN.V; ARGYF) isikwele maphakathi nesenzo njengoba i-Big Tech iqhubeka nokuphusha isidingo se-helium eNyakatho Melika phezulu.

Ukushoda kwe-Helium kanye Ne-Semiconductor Kungaba Nomphumela Omkhulu

Nakuba i-Apple (AAPL) isicishe yafana nama-iPhones ayo futhi muva nje ingxenye yayo yezinto ezigqokwayo, isabambe indawo yayo njengomkhiqizi wekhompyutha wesine ngobukhulu emhlabeni namuhla. Kuthatha leli thuba njengoba izimakethe ze-semiconductor zikhuphuka ukuze zenze izinguquko ezinkulu ngokwazo.

Ngokushintsha okukhulu, i-Apple isiqalile ukusebenzisa ama-chips emklamo wayo ngemuva kweminyaka yokusebenza ne-Intel. Umdondoshiya wezobuchwepheshe manje usuzokhiqiza ama-chips e-M1 amasha anobuchwepheshe be-ARM obusebenza kahle kakhulu, obufana nokwakheka kwama-chips atholakala kakhulu kuma-smartphone. Lokhu kufanelana namazwana ka-Tim Cook ashiwo esikhathini esidlule mayelana “nesu labo lesikhathi eside lokuba ngabanikazi nokulawula ubuchwepheshe obuyisisekelo bemikhiqizo esiyenzayo.”

I-Tesla (TSLA) ikwazile ukwedlula abanye abakhiqizi bezimoto abaningi ukugwema ukushaywa kanzima phakathi nenkinga ye-semiconductor. Lokhu ikwenze ngokushintsha izingcezu ezimbalwa zekhodi ku-software yayo ukuze iyenze ilingane namanye ama-semiconductors atholakalayo. Inkampani encane ye-EV ibe nethuba elihle lokuklama izimoto zayo kusukela phansi, okuphinde kwavumela uTesla ukuba abe nesineke lapho ebhekene nalezi zinselele ngonyaka odlule noma emibili.

Ngenxa yalokhu, umenzi wezimoto ukwazile ukukhiqiza izimoto zikagesi ezingaphezu kuka-80% ngo-2021 uma kuqhathaniswa nonyaka owedlule. Lokho kuwukuthuthuka okukhulu kubakhiqizi bezimoto abaningi, ukukhiqizwa kwabo okuhlale kuphansi unyaka wonke.

Isikhondlakhondla senjini yokusesha yaseShayina, i-Baidu (BIDU), sithathe ithuba lokuhlukanisa ibhizinisi laso ngonyaka odlule. Ngale kwezimpande zayo ekukhangiseni nasekusesheni, isungule ukuze iqale ukusebenza ngobuhlakani bokwenziwa kanye nasezimotweni ezizimele.

Ekwindla, u-Baidu wagijimela ukuqala ngobuningi ukukhiqiza i-chip yayo ye-“Kunlun 2” AI ukuze azame ukuba ngumdlali obalulekile ekuphusheni kwe-China ukukhulisa ibhizinisi labo le-semiconductor. Le nkampani isanda kuqinisekisa ukuthi izohlela ukuzungeza ingalo ye-semiconductor ibe yinkampani yayo njengoba iqhubeka nokukhula.

Isiqhwaga senjini yokusesha yaseMelika, i-Google (Alfabhethi, i-GOOG) isivele yakhiwe ama-chips angaphakathi ukuze isize ukusebenzisa izikhungo zayo zedatha, kodwa lolu shintsho kufanele luvumele inkampani ukuthi ilawule uhlangothi lwebhizinisi olubheke abathengi kusukela ngo-2023.

Nakuba kungase kube inqubo ebizayo ukuze ujike ube umkhiqizi we-semiconductor, i-Google ingomunye wabasebenzisi abakhulu kakhulu be-semiconductor emhlabeni, ngakho-ke ukushintshwa kuzovumela ukuthi ikhiqize ama-chips ahamba phambili enziwe ngokwezifiso kumamodeli ayo e-AI.

Njengoba i-Amazon (AMZN) ishintshile isuka kumthengisi we-inthanethi yaba umholi wekhompiyutha yamafu, isidingo sayo sama-chips sikhuphuke kakhulu. Eqinisweni, kusize ukuguqula inkampani ibe omunye wabathengi abakhulu kakhulu emhlabeni bama-semiconductors wezikhungo zedatha.

Kuthrendi egcwele i-Big Tech, i-Amazon isithuthele ekudizayineni ama-chips ayo, asongela ukuhola okuqinile okuphethwe abakhi bamashipa abakhulu njenge-Intel ne-Taiwan Semiconductor. Ukuthuthela kwayo ekuklameni ama-chips kulindeleke ukuthi kuvule umnyango wokusiza i-Amazon ngokwezifiso izingxenye zayo ukuze zivumelane nezidingo zayo futhi ihlukanise inkampani kakhulu kubaqhudelani abafana ne-Google esikhaleni se-computing yamafu.