Hats off to someone with the facts.
Helium is cryogenically distilled out of natural gas to produce the helium we put in balloons.
I would wager there are two issues here at the heart of all this. First, with our rapid rising of natural gas production from fracking, the government is afraid of losing that control of a marketable product. As it is also a residual of atomic energy, increasing our footprint in that regard would also cut into their little pie.