Nhasi, ese mazita makuru mu tech anogona kuzozviwana ivo vachikwenya kuti vatore maoko avo pane izvi zvakanyanya-zvisingawanzo commodity. Pasina iyo, Netflix yaisakwanisa kutepfenyura mafirimu nemashowa kumaTV kutenderera pasirese. Google haina kukwanisa kutsigira 5.6 bhiriyoni yekutsvaga yaiitwa pazuva. Uye Apple haina kukwanisa kuburitsa mamirioni ePhones neApple Watches ayo anofirwa nevazhinji vanopenga. Yakataurwa mutsanangudzo yanhasi inosanganisira: Apple Inc., Tesla, Inc., Baidu, Inc., Alphabet Inc., Amazon.com, Inc.
Nekudaro, imba yeBig Tech yemakadhi inogona kunge iri padyo kupfuura nakare kose kuti iparare nekuda kwekudzvanywa kwekupa kuri kuramba kuchiwedzera. Imhaka yekuti mushure memakore makumi manomwe+ ekugadzirwa, iyo huru pasi rose sosi yechigadzirwa ichi, US National Helium Reserve muAmarillo, TX yakazooma.
Vazhinji vaisatenda kuti kushomeka kwehelium kunogona kuunza dambudziko ririkuuya kune yese tekinoroji chikamu. Asi chavasingazivi helium inoita basa rakakosha mune zvakawanda kupfuura kungozadza mabharuni ekuzvarwa. Nekuda kwehunhu hwayo hwakasiyana, helium ndiyo imwe yezvakanakisa sarudzo munyika yekutonhodza michina inodiwa kuchengetedza nyika sekuziva kwedu kuti ichishanda.
Izvi zvinosanganisira zvinhu zvose kubva pakuongorora matambudziko ehutano (MRI machines) uye kutibatanidza neshamwari nemhuri (fiber optic cables for internet)…Kuvaka magetsi ane mukurumbira pasi rose (semiconductors) nekuchengetedza mabhizimusi emadhora matrillioni ari kushanda (supercomputing uye data centers ) Iye zvino nyanzvi dziri kufanotaura kuti isu hatizove neyakakwana yegasi isingawanzo nemitengo yazvino yekugadzirwa kuti itigarise kunyangwe makore makumi maviri anotevera.
Tekinoroji inoita basa rakakura uye rakakosha kupfuura nakare kose munyika yedu nhasi, iyo iri kufambisa kudiwa kwehelium mudenga-yakakwirira panguva iyo kuwanikwa kwakadzikira kupfuura nakare kose. Izvo zvatumira mutengo wehelium uchikwira, zvichiita kuti uwedzere kukosha kwe100x kupfuura gasi rechisikigo nhasi ($2-5/Mcf maringe nemadhora mazana maviri-200/Mcf). Uye izvo zviri kupa makambani ekuongorora helium akaita seAvanti Energy Inc. (AVN.V; ARGYF) inoshamisa inogoneka kune vanoisa mari yekutanga.
Avanti yakawana kodzero dzezvicherwa kune angangoita 70,000 maeka evanotarisirwa zvivakwa pamuganhu weUnited States-Canada gore rapfuura. Ikozvino, vaita chiziviso chinonakidza muchirongwa chavo chazvino chekudhirowa icho chinogona kukurumidza kutora kutarisisa kwemafuta negasi makuru kwese kwese.
Imba kune Anogona Bhiriyoni Dhora Helium Discovery?
Avanti's veteran exploration timu yakaongorora inopfuura makumi matatu mikana yakasiyana isati yaidzikisa kusvika pagumi uye pakupedzisira yawana iyo Greater Knappen chirongwa. Iine 30 maeka ezvivakwa zvinotarisirwa zvehelium, izvo zvakaenzana ne ~ 10 mahekita muAlberta uye ~ 69,000 maeka muMontana.
Mumwedzi misere yapfuura, vakarima kumberi mushure mekutora chivako, vachiratidza 8 zvibodzwa zvinongedzo zvinogona kuisa helium inodiwa kubatsira simba ino nyika ine nzara. Kubva ipapo, vakaisa pamwe chete chirongwa chekuchera, kuvaka kunze kwezvivakwa, uye vakatopedza kubudirira kuchera tsime rekutanga uye rechipiri tsime rakapwanywa.
Payback patsime riri padyo ingangove 6 months.
Mushure meizvozvo, chero chinhu chinogadzirwa mumakore anotevera chinogona kuenzana nemhindu yakakura kwazvo sezvo mitengo yehelium inoramba ichikwira kumusoro. Asi mhedzisiro inoratidzika kunge ichinyanya kuvimbisa pamudziyo weAvanti zvichibva pane zvakaziviswa nechikwata chavo mune zvichangobva kuitika zvekuchera.
Kupfuura Kungogoneka
Patsime ravo rekutanga, timu yeAvanti yakadhirowa inopfuura mamaira pasi pevhu kuti irove 5,860 tsoka, ichisangana nenzvimbo dzese dzakanangwa dzekugona helium munzira. Zvavakasangana nazvo zvinogona kuvabatsira kuti vanyatsoona nezvemusika uyu uri kukura nehelium.
Mhedzisiro yematanda akavhurika-gomba yakaratidza nzvimbo 5 dzine hunhu hwekuchengetedza (yakanaka porosity uye yakaderera mvura saturation). Izvi zvinoratidza kuti zvinoda kumwe kuyedzwa kubva kuchikwata mune imwe neimwe yenzvimbo idzi. Zvakatonyanya kukosha, drill stem test results yakaratidza hupfumi helium mukana, izvo zvinopa timu mwenje wegirini kuti ipedze imwe neimwe yenzvimbo idzi dzavakaona dzichienda kumberi.
Genga Nadaraju, Mutevedzeri weMutungamiriri weAvanti - Subsurface, akataura pamusoro pezvabuda, "Chikwata chehunyanzvi cheAvanti chinofara kuti ongororo yedu yekutanga yakasangana nenzvimbo dzese dzakanangwa kune inogona helium."
"Isu tinofara zvakare kuona mashow mune imwe nzira isati yazivikanwa uye timu iri kutarisira kuenderera mberi nekuongororwa kwetsime."
Zvese kutaura, mhedzisiro yacho inotovimbisa kupfuura zvaitarisirwa nekambani. Uye hupfumi hunogona kunge huri kunze kwemachati, zvichienderana nekufungidzira kwekutanga. Mushure mekuverenga mari yekudhirowa inosvika $1.5 miriyoni, zvingangotora mwedzi mitatu kusvika 3 chete kubhadhara izvi.
Munzvimbo Yakarurama Panguva Yakakwana?
Chiziviso cheAvanti's (AVN.V; ARGYF) chinogona kutonyanya kukosha tichipihwa nyaya dziri kukura dzekutengesa zvinhu dziri kuparadza misika kutenderera pasirese izvozvi.
Matambudziko ezvekutengesa abata zvese kubva kumasemiconductors kusvika kumidziyo yekurapa kusvika kumatanda, kungotaura mashoma. Helium haina kuchengetwa muhurukuro iyoyo zvakare.
Izvi zvinoreva kuti chinhu chisingawanikwe chatinoda kuti tigadzire angangoita ESE emagetsi edu anogona kukwidziridzwa mhiri kwemakungwa nekuda kwekwakavakirwa vagadziri vakuru vehelium.
Zvizhinji zvepasirese zvisiri zveUS zvinopihwa nhasi zviri kunyanya kubuda muRussia, Qatar, neAlgeria. Kunyangwe kuisa zvematongerwo enyika parutivi (uye chokwadi chekuti Russia inogona kubata izvi semutsindo mukunetsana kuri kuuya), kuve nehelium iri kure neNorth America kunoisa njodzi huru.
Ndosaka zvakakosha kuti tiwedzere kune helium muNorth America kuti tive nechokwadi chekuti tinokwanisa kugadzira magetsi atinoda uye kubatsira kuchengetedza makambani ehunyanzvi achienderera mberi. .
Zvakakwirira Zvinotarisirwa zveGreater Knappen
Chirevo chinobuda munzvimbo ino yehelium muMontana chave chakakwana kuvaka nyaya yakakomba yenzombe mune mamwe maonero evanoongorora. Beacon Securities nguva pfupi yadarika yakanyora kuti, "The technical acumen ibasa guru iro Avanti inaro mukuongorora kwayo helium, uye isu tinoramba tine tarisiro huru yenzvimbo yeGreater Knappen."
Ehe, ruzivo rwehunyanzvi rwavari kureva rwunobva kune dzimwe nhengo dzechikwata dzinotozivikanwa nekubatanidzwa kwavo mukuwanikwa kwepasi rose muMontney Formation yekuCanada. Mushure mekugadzira anenge 300,000 madhiramu emafuta akaenzana / zuva, iyo Montney yakaonekwa seimwe yezvakakura zvakawanikwa muNorth America yese.
Izvi zvinoreva kuti vanogona kunge vakagara pamusoro pe $ 1 bhiriyoni yehelium kana zvese zvikaronga.
Nemibairo ichangouya kubva kutsime rekutanga, tiri kutarisa kune yakatsiga inogona kubuda yenhau uye zvinouya zvinokonzeresa zvinobuda mumusasa weAvanti. Izvi zvinogona kuisa Avanti (AVN.V; ARGYF) sikweya pakati pechiito sezvo Big Tech iri kuramba ichisundidzira kudiwa kwehelium kuNorth America mudenga-kumusoro.
Iyo Helium Uye Semiconductor Kuperevedza Inogona Kuve NeKubata Kwakawanda
Nepo Apple (AAPL) yave kuita kunge yakafanana nemaPhones ayo uye munguva pfupi yapfuura chikamu chayo chekupfeka, ichakabata nzvimbo yayo seyechina mukurusa mugadziri wemakombuta munyika nhasi. Zviri kutora mukana uyu sezvo misika yesemiconductor ichikwira kuti iite shanduko huru zvayo.
Mukuchinja kukuru, Apple yatanga kushandisa machipisi ega dhizaini yayo mushure memakore ekushanda neIntel. Iyo tekinoroji hofori ichagadzira nyowani M1 machipi ane ARM tekinoroji inoshanda zvakanyanya, yakafanana mukugadzira kune machipisi anowanzo kuwanikwa muma smartphones. Izvi zvinopindirana nezvakataurwa naTim Cook munguva yakapfuura nezve "nzira yavo yenguva refu yekuve nekudzora matekinoroji ekutanga kuseri kwezvigadzirwa zvatinogadzira."
Tesla (TSLA) yakakwanisa kupfuudza vamwe vazhinji vanogadzira mota kuti vadzivise kurova zvakanyanya mukati meiyo semiconductor dambudziko. Yakaita izvi nekushandura akati wandei mabhiti ekodhi mune yayo software kuitira kuti iite kuti ikwane nemamwe aripo semiconductors. Kambani yechidiki yeEV yakave nemukana wekugadzira mota dzayo kubva pasi, izvo zvakabvumirawo Tesla kuti aite shasha pakatarisana nematambudziko aya mugore rapfuura kana maviri.
Nekuda kweizvozvo, iyo automaker yakakwanisa kugadzira 80% mamwe mota dzemagetsi muna 2021 zvichienzaniswa negore rakapfuura. Ndiko kuvandudzwa kukuru pamusoro pevazhinji automaker, avo kugadzirwa kwakaramba kwakapfava kwegore.
China hofori yekutsvaga injini, Baidu (BIDU), yakatora mukana wekusiyanisa bhizinesi rayo mugore rapfuura. Kupfuura midzi yayo mukushambadza nekutsvaga, yakarukana kuti itange kushanda muhungwaru hwekugadzira uye mota dzinozvimiririra zvakare.
Muchirimo, Baidu akamhanya kuti atange kuburitsa ruzhinji “Kunlun 2” AI chip kuyedza kuve mutambi akakosha mukusundidzira kweChina kusimudzira bhizinesi ravo resemiconductor. Iyo kambani nguva pfupi yadarika yakasimbisa kuti icharonga kutenderedza ruoko rwavo semiconductor mukambani yayo sezvainoramba ichikura.
America's own search engine hofori, Google (Alphabet, GOOG) yakatogadzirwa-mumba machipisi kubatsira kumhanyisa nzvimbo dzayo dzedhata, asi shanduko iyi inofanirwa kubvumira kambani kuti itore kutonga kwebhizinesi rakatarisana nevatengi kutanga munenge muna 2023.
Kunyange ingave iri nzira inodhura yekupuruzira kuve mugadziri wesemiconductor, Google ndeimwe yevashandisi vakuru vesemiconductor munyika, saka shanduko yacho yaizoibvumira kuburitsa anotungamira-kumucheto machipisi akagadziridzwa kune ayo eAI modhi.
Sezvo Amazon (AMZN) yakashandurwa kubva kune mutengesi wepamhepo kuenda kune cloud computing mutungamiri, kudiwa kwayo kwemachipisi kwakakwira zvakare. Muchokwadi, zvakabatsira kushandura kambani kuita imwe yevatengi vepasirese vesemiconductors yenzvimbo dzedata.
Mune maitiro ari kutsvaira Big Tech, Amazon yafambirawo mukugadzira machipisi ayo, izvo zviri kutyisidzira kutungamira kwakasimba kunoitwa nevakuru chipmaker seIntel neTaiwan Semiconductor. Kufamba kwayo kugadzira machipisi kunotarisirwa kuvhura musuwo wekubatsira Amazon kugadzirisa zvikamu zvayo kuti zvienderane nezvinodiwa uye kusiyanisa kambani zvakanyanya kubva kune vanokwikwidza vakaita seGoogle mune cloud computing space.
ZVOKUBVA MUNYAYA INO:
- Because of its unique properties, helium is one of the best options in the world for cooling the equipment needed to keep the world as we know it running.
- Technology plays a bigger and more important role than ever in our world today, which is driving demand for helium sky-high at a time when supply is lower than ever.
- “We are also excited to have seen shows in an additional formation not previously identified and the team is looking forward to the further evaluation of the well.
