


ONE ATTACK IN THE MIDDLE EAST JUST PUT THE ENTIRE TECH INDUSTRY ON LIFE SUPPORT


Iran bombed Qatar's helium plant.
33% of global supply is gone.
Here's who's bleeding right now:

South Korea — 64.7% of all helium imported from Qatar ($226.9M). Samsung and SK Hynix fabs on a countdown clock.

Taiwan — home to TSMC, makes 18% of global chips. Said "monitoring situation." Translation: quietly panicking.

Japan — major chip fab and MRI manufacturer hub. First to run out if Qatar outage extends beyond 60 days.

Singapore — regional semiconductor hub. Heavy Qatar helium dependency flagged by Scientific American.

India — imported helium from Qatar for thousands of hospital MRI machines. MRI costs already rising, scan delays starting.

Germany — hosts major industrial gas distributors (Linde HQ). Helium spot prices up 100% — Linde, Air Liquide rationing supply.

United States — federal helium reserve running down for years. US chip fabs still exposed. HP, Dell, Lenovo warned enterprise buyers: 15-20% price hike incoming.

United Kingdom — NHS hospitals with MRI machines facing supply tightness. No domestic helium production.

France — Air Liquide headquartered here but cannot produce new helium. Distribution-only country.

China — imports helium for chip fabs and MRI. Could accelerate its own helium exploration in Siberian region (strategic play).

Australia — Exporter, one of few alternatives. Helium production from Amadeus Basin, but NOT enough to fill Qatar's gap.

Qatar — the source of 33% of the world's supply. Offline since March 2. CEO says 14% of capacity PERMANENTLY damaged for up to 5 years.
12 countries exposed.
33% of global supply gone overnight.
Zero substitutes.
No restart timeline.
RT before the market prices this in and it's too late.
Mike