Helium
Production, logistics, storage, contract structures, end-market demand, and operational developments affecting availability.
Independent research across strategic commodity markets
Commodity intelligence for informed decision-making.
Kastra Research provides structured analysis of helium, uranium, rare earths, and agricultural inputs for commercial and investment decision-makers.
3 MONTHLY RESEARCH EDITIONS
EVENT-DRIVEN RESEARCH NOTES
UP TO 10 ANALYST RESPONSES
01 / INDEPENDENCE
Independent analysis for commercial and investment decisions.
Kastra Research evaluates market developments through a consistent analytical framework and documents the evidence supporting each conclusion.
The firm does not sell commodities, distribute equipment, or receive transaction-based compensation. Its research is produced independently for professionals with direct exposure to strategic commodity markets.
02 / METHODOLOGY
Consistent source classification and transparent analysis.
Each publication distinguishes primary evidence, secondary analysis, and Kastra Research calculations. Material uncertainties and data limitations are stated explicitly.
P
Primary source
Company filings, government records, original statements, and source documents.
S
Secondary source
Third-party reporting and analysis, identified separately from primary evidence.
KR
Kastra Research calculation
Proprietary analysis accompanied by a stated method and underlying assumptions.
Verification limitsUnverified claims, data gaps, and material uncertainty are disclosed.
Thesis conditionsReports identify the developments that would alter the analytical view.
Published correctionsMaterial errors are addressed in the subsequent issue.
03 / RESEARCH COVERAGE
Focused coverage across four strategic commodity markets.
Uranium
Mine supply, conversion and enrichment capacity, utility procurement, inventories, policy, and the nuclear fuel cycle.
Rare earths
Mining and processing capacity, magnet supply chains, industrial policy, substitution, and geopolitical concentration.
Agricultural inputs
Fertilizer and feedstock supply, trade flows, production economics, farm demand, and policy-driven market risk.
04 / RESEARCH REPORTS
Full research editions.
The market that sold its shock absorber
25 September 2026The United States dismantled the only strategic helium buffer in the world and banked $460 million for it. Twenty months later a third of world supply went offline, and there is nothing behind the market.
Read the full helium report
25 September 2026
The coverage cliff, and the date it lands on
Uranium and the nuclear fuel cycle.
25 September 2026
Four thousand tonnes
Rare earths and permanent magnets.
25 September 2026
Defer the wrong nutrient
Fertiliser markets, farm economics, and the sulphur shock.
05 / FOUNDING RESEARCH PROGRAM
Apply for access to the founding research program.
Qualified participants receive the first three monthly publications across Kastra Research coverage and may submit questions relevant to their organization’s market exposure.
- Three monthly strategic commodity reports at no charge
- Event-driven research notes between scheduled publications
- Up to ten analyst responses during the founding period
- No payment information required during the free period