The Tech Download: How Russia could profit from Iran war helium supply chain disruption in the chip sector [MSNBC.com]
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Source: MSNBC.com
Skip the noise. Get thedownloadThe Tech DownloadThe Tech Download: How Russia could profit from Iran war helium supply chain disruption in the chip sectorPublished Fri, Mar 27 2026Updated 14 Min AgoKai Nicol-Schwarz@in/kainsWATCH LIVEKey PointsThis report is from this week's The Tech Download newsletter. Like what you see? You can subscribehere.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 manufacturingQatar, 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
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