X @Nick Szabo

RT Global Markets Investor (@GlobalMktObserv)🚨The Iran War is putting the semiconductor industry on high alert:The shutdown of Qatar's Ras Laffan facility, the world's largest LNG export plant, has knocked out ~33% of global helium supply, as helium is a byproduct of natural gas processing.With the facility offline, the global market is losing ~5.2 million cubic meters per month, while there is almost no spare capacity as helium must reach end users within ~45 days before it evaporates.As a result, Helium s ...