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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?