US EditionThe Iran War Just Exposed America’s Hidden AI Chokepoint: Helium
5 Articles
5 Articles
Trade barriers - not only US tariffs - have accelerated the crisis of globalisation, but in spite of governments' protectionist strategies, supply chains...
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Hi all,The Iran War has created a chokepoint in the supply of helium, a byproduct of natural gas processing and LNG production that’s used in more than 20 steps of semiconductor fabrication. Headlines are making the helium situation sound apocalyptic for chips, but the reality is more nuanced. Here’s what’s going on:A third of the world’s helium is trapped. Qatar is the source of 34% of global helium supply.One-sixth destroyed. Last week, Iran s…
The conflict between Iran, the United States and Israel not only threatens oil markets, but could also weaken an unexpected link in the supply chain of artificial intelligence: helium, rare gas and irreplaceable in the manufacture of electronic chips. On 19 March 2026, Iran
The conflict in Iran threatens the supply chain of minerals critical to the global semiconductor industry, driving up prices of aluminum and helium, and creating significant risks for AI and technology companies.
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