Big Sky Industrial CEO: Helium Shortage Creates Major Growth Opportunity

Big Sky Industrial (NYSE American: BSIN) is transforming from a traditional oil and gas company into a pure-play helium and carbon management business, centered on its wholly owned Big Sky Carbon Hub in Montana. In this interview, management explains why growing demand from artificial intelligence, semiconductors, aerospace, defense, and healthcare is creating a long-term supply shortage for helium and positioning the company to become a key domestic supplier.

The company also outlines how its integrated carbon management strategy generates additional revenue by capturing and monetizing CO₂ from the same gas stream, creating a self-funding growth model. Management believes the project could supply 4–5% of U.S. domestic helium production within the next 30 months while supporting long-term EBITDA growth through industrial gas partnerships and expanded processing capacity.

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