Report Library
Our curated report library provides high-quality, evidence-based equity research focused on companies and industries within the tangible, real economy. These reports deliver insight into sectors where physical operations, supply chain dynamics, and operational execution drive long-term outcomes.
Deep Sector Expertise
Our research spans six core industries: Renewables, Technology Metals, Industrial Gases, Tech & Industry, Semiconductor Value Chain, and Investment Vehicles. We evaluate companies that demonstrate sustainable competitive advantages within their operational contexts, covering both developed and emerging markets. Whether evaluating new opportunities, conducting peer analysis, or monitoring company progress, our report library delivers a structured framework for evidence-based capital assessment.
Structured, Actionable Research
Updated regularly with new coverage and follow-ups, it serves as a dynamic research archive for investors, corporates, and partners seeking grounded insight into the companies building the physical economy.
Anglo Teck Mega Merger
The proposed Anglo American–Teck Resources ‘merger of equals’ is analysed to highlight key considerations.
NASA's $105M Helium Contract
NASA's recent $105.1M helium contract sets a new benchmark for long-term agreements, clearly differentiating them from the more volatile spot market.
Helium Industry Review - 2024
Explore our Global Helium Industry Review for in-depth insights. Stay informed about the latest developments shaping the international helium market.
Helium History
Explore the rich history of the helium industry. Discover key milestones, major developments, and influential figures that have shaped the evolution of helium production and its applications.
| ID | Title | Content | Image | Date | Categories | Link |
|---|---|---|---|---|---|---|
| 12101 | Helium, Gas & Geopolitics: 2026 Gulf Crisis – Executive Summary | The 2026 Gulf War created a logistics crisis, a price dislocation, and a permanent acceleration … |  | 2026/05/26 | Helium | |
| 9428 | Anglo and Teck Mega Merger | This research report examines the proposed Anglo American–Teck Resources ‘merger of equals,’ with asset profiles, … | | 2025/09/09 | Download | |
| 9382 | NASA’s $105m Helium Contracts August 2025 | The document, authored by Little Square Capital, analyzes NASA’s recent $105.1 million helium supply contract … | | 2025/09/05 | Helium | Download |
| 6143 | Essential Investor Deck Cheatsheet | Welcome to the Essential Investor Deck Cheatsheet! This guide is your quick reference for creating … |  | 2024/08/15 | Download | |
| 6076 | Helium Industry Historical Timeline | Helium’s story begins in the early 19th century with physicists observing dark lines in the … | | 2024/07/24 | Helium | Download |
| 6074 | Global Helium Industry – Outlook 2024 | In this Helium Industry report, we provide a summary guide for investors examining the key … | | 2024/07/24 | Helium | Download |