The Helium Shortage Exposed the Artificial Intelligence (AI) Supercycle's Weakest Link. Could a Ceasefire Fix It?

11.05.26 14:38 Uhr

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On Feb. 28, Iranian drone strikes hit Qatar's Ras Laffan Industrial City, the single largest helium production facility on earth, responsible for roughly one-third of the world's supply. QatarEnergy declared force majeure within days.The Strait of Hormuz, the only maritime export route for Qatari helium, became a contested waterway where commercial vessels faced seizure, naval vessels exchanged fire, and traders scrambled to reprice a gas they had never needed to think about before.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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