🎈 Most people think helium is just for birthday balloons. In reality, it is critical to the global semiconductor supply chain. Advanced chip manufacturing relies on EUV lithography machines, and these systems require helium cooling to operate. Here is where things get interesting.
🌍 China imports 95% of its helium, and roughly 90% of that supply comes from Qatar. Helium is not usually drilled on its own. It is produced as a byproduct of LNG processing. When Iranian drone strikes forced Qatar to halt LNG production at Ras Laffan, the ripple effect was far bigger than natural gas markets.
⚠️ When LNG stops → helium stops
⚠️ When helium stops → chip fabs stop
The global semiconductor industry, AI chips, and ASIC supply chains all depend on this critical noble gas. And here is the strategic twist.
🇺🇸 The United States controls about 51% of the world’s helium reserves, making helium one of the most overlooked strategic resources in the world.
⚠️This video is meant for educational or entertainment purposes only. This video is not a solicitation. I am not a lawyer, CPA, or financial advisor and I am not giving legal, financial, or tax advice. ________________________________________
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