> C'mon... First, there's no infrastructure in the US to process the gas and purify to semi manufacturing levels

Not true. As an example, Air Liquide tanks take semiconductor grade pure helium from Ladder Creek in Colorado to international semi labs:

https://electronics.airliquide.com/who-we-are/our-markets/se...

https://tumbleweedmidstream.com/

(I noticed now because Colorado has a weird Natural Gas bill on the docket)