Nobody's talking about helium when they should be👇 Qatar's Ras Laffan and Mesaieed have been offline since March 2. That's 33% of global helium supply gone. 5.2M cubic meters lost every month with zero spare capacity anywhere. Helium evaporates in ~45 days so you can't just stockpile it. ‣ Semiconductors became the #1 helium consumer in 2025 (~24% of demand) ‣ Samsung and SK Hynix have ~6 months of inventory. Past 90 days, fabs start prioritizing ‣ US is the top producer now but at capacity. New projects don't come online until 2028 ‣ Spot prices already doubled. Chinese prices up 22% in one week. 60-90 more days could push past $2,000/Mcf For crypto and AI, every GPU, ASIC and AI chip needs helium to manufacture. Higher wafer costs mean higher hardware prices, longer mining rig lead times, and more expensive data center builds Hospitals are already seeing MRI delays. Naphtha supply from the same facilities is down, raising costs for plastics, chemicals and auto parts. One facility complex offline for 16 days and it's repricing hardware costs across every chip-dependent industry.