Merge pull request 'extract: 2026-03-18-he3-market-price-supply-scarcity' (#1285) from extract/2026-03-18-he3-market-price-supply-scarcity into main

inbox/queue/.extraction-debug/2026-03-18-he3-market-price-supply-scarcity.json

@@ -0,0 +1,34 @@
+{
+  "rejected_claims": [
+    {
+      "filename": "helium-3-supply-structure-creates-tritium-breeding-competitive-risk.md",
+      "issues": [
+        "missing_attribution_extractor"
+      ]
+    },
+    {
+      "filename": "constrained-supply-market-projections-underestimate-addressable-market-when-new-supply-unlocks-latent-demand.md",
+      "issues": [
+        "missing_attribution_extractor"
+      ]
+    }
+  ],
+  "validation_stats": {
+    "total": 2,
+    "kept": 0,
+    "fixed": 4,
+    "rejected": 2,
+    "fixes_applied": [
+      "helium-3-supply-structure-creates-tritium-breeding-competitive-risk.md:set_created:2026-03-18",
+      "helium-3-supply-structure-creates-tritium-breeding-competitive-risk.md:stripped_wiki_link:falling-launch-costs-paradoxically-both-enable-and-threaten-",
+      "constrained-supply-market-projections-underestimate-addressable-market-when-new-supply-unlocks-latent-demand.md:set_created:2026-03-18",
+      "constrained-supply-market-projections-underestimate-addressable-market-when-new-supply-unlocks-latent-demand.md:stripped_wiki_link:launch-cost-reduction-is-the-keystone-variable-that-unlocks-"
+    ],
+    "rejections": [
+      "helium-3-supply-structure-creates-tritium-breeding-competitive-risk.md:missing_attribution_extractor",
+      "constrained-supply-market-projections-underestimate-addressable-market-when-new-supply-unlocks-latent-demand.md:missing_attribution_extractor"
+    ]
+  },
+  "model": "anthropic/claude-sonnet-4.5",
+  "date": "2026-03-18"
+}

inbox/queue/2026-03-18-he3-market-price-supply-scarcity.md

@@ -7,9 +7,13 @@ date: 2025-12-01
 domain: space-development
 secondary_domains: [ai-alignment]
 format: analysis
-status: unprocessed
+status: null-result
 priority: medium
 tags: [helium-3, market-analysis, supply-scarcity, quantum-computing, pricing, tritium]
+processed_by: astra
+processed_date: 2026-03-18
+extraction_model: "anthropic/claude-sonnet-4.5"
+extraction_notes: "LLM returned 2 claims, 2 rejected by validator"
 ---
 
 ## Content
@@ -63,3 +67,15 @@ Market data on helium-3 supply, pricing, and demand trajectory:
 PRIMARY CONNECTION: water is the strategic keystone resource of the cislunar economy — He-3 supply constraints suggest it may be the keystone early commercial resource even if water is the keystone in-space resource
 WHY ARCHIVED: Market data needed to calibrate He-3 extraction economics; the tritium production risk is underanalyzed and worth flagging
 EXTRACTION HINT: Focus on the structural supply facts (tritium decay = primary source, no scalable alternative) and the competitive risk from tritium breeding programs. Don't just repeat price numbers — the structural analysis is more durable.
+
+
+## Key Facts
+- Global He-3 production: low tens of kilograms per year worldwide (2024)
+- Primary He-3 source: tritium decay in aging nuclear weapons stockpiles (US and Russia)
+- Current He-3 pricing range: $2,000-$20,000+ per liter (gas phase at standard conditions)
+- He-3 price surge: 400%+ over recent years
+- He-3 market size 2024: ~$11.36M global
+- He-3 market projection 2033: $202.24M (CAGR 37.6%)
+- Geological He-3 confirmed at Ramsay Project (Gold Hydrogen, Australia, October 2024)
+- Interlune pursuing AFWERX contract for terrestrial He-3 extraction via cryogenic distillation
+- He-3 demand drivers: dilution refrigerators (quantum computing below 0.3K), neutron detection, nuclear fusion research, medical imaging (lung MRI), scientific research (NMR, low-temperature physics)