The Tech Download: How Russia could profit from Iran war helium supply chain disruption in the chip sector Share [CNBC]
S&P Global Inc. (SPGI)
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Source: CNBC
Skip the noise. Get the download This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here. Helium has emerged as a key focus for the tech sector as industry watchers cast their minds to the implications of a prolonged Iran war. A byproduct of natural gas production, helium is crucial to semiconductor manufacturing and the world's second largest supplier has seen its export capacity hamstrung by Iranian strikes. Qatar, which owns part of the world's largest gas field, provided over 30% of the market in 2025, according to S&P Global. That's a big gap to fill. “The shutdown of Qatar helium production due to the US-Iran military conflict has removed roughly a third of global helium supply and shifted the market from oversupplied to undersupplied,” Deutsche Bank analysts said in a note from March 12. Prices have surged since, and while many market watchers are optimistic about chipmakers retaining access to the material, a drawn-o
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SPGI
Earnings
- 2/10/26 - Miss
SPGI
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- SPGI's page on the SEC website