Helium Supply

Geopolitical tensions in the Middle East are disrupting global helium supply, crucial for semiconductor manufacturing. Qatar’s halted exports, a major supplier, have created a deficit, shifting the market from surplus to scarcity and driving up prices. Russia’s increasing helium production, despite sanctions, offers an alternative, particularly for markets like China. While direct use in advanced fabs is uncertain, Russia’s supply can free up qualified helium for critical chip production. Prolonged conflict will likely keep prices high and necessitate buyer diversification.