Hidden Impact Of Iran War



Helium Supply Shock

Main facts
• Qatar is 2nd largest helium producer
• About 33 percent of global supply
• Around 63 million cubic meters in 2025

What happened
• Ras Laffan LNG facility shut down
• Helium comes from natural gas processing
• Gas stop means helium stop

Supply loss
• About 5.2 million cubic meters lost per month
• No spare capacity globally
• Helium storage very limited
• Must be delivered within about 45 days

Price impact
• Prices already doubled
• 60 to 90 days disruption possible
• Prices may rise 25 to 50 percent more
• Could go above 2000 per thousand cubic feet
• Over 4 times early 2026 levels

Meaning
• Iran war not only oil problem
• Supply chain risk increasing
• Tech and semiconductor sector sensitive
• Inflation risk can rise again

Market watching oil
Smart money watching helium

Will this war hit tech markets next
or stay in energy only?
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