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Briefing: The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets
Strategic angle: Supply allocations are being set by who needs the gas the most. Semiconductors are at the 'top of the pecking order,' said helium consultant Phil Kornbluth.
editorial-staff
1 min read
Updated 23 days ago
The current geopolitical situation in Iran is causing significant disruptions to helium supply chains, which are essential for various high-tech industries, particularly semiconductors.
According to helium consultant Phil Kornbluth, supply allocations are increasingly determined by the immediate needs of different sectors, with semiconductor manufacturers at the forefront of demand.
This prioritization may have broader implications for production capacities across industries reliant on helium, potentially affecting overall throughput and operational efficiency.