Market Views: How will an Iran war-sparked helium shortage impact Asian chipmakers?
Despite soaring spot prices and supply fears, the disruption to supplies of helium -- a key material in semiconductor production -- may be cushioned by high inventories, recycling efficiency, and diversified sourcing.
Helium prices have soared since Qatar's natural gas processing was disrupted by the outbreak of the US-Iran war, with spot values for the gas doubling since the crisis began. QatarEnergy, the state-owned energy giant and the world’s second-largest LNG exporter, halted production at its 77 million tons per annum facility last week and declared force majeure on LNG shipments.
Sign in to read on!
Registered users get 2 free articles in 30 days.
Subscribers have full unlimited access to AsianInvestor
Not signed up? New users get 2 free articles per month, plus a 7-day unlimited free trial.
¬ Haymarket Media Limited. All rights reserved.