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escalatory·Mar 5·Thursday, March 5, 2026
Qatar Helium Shutdown Hits 38% of Global Semiconductor Supply
escalatory·94% confidence
Summary
Iranian drone strikes on Ras Laffan shut down Qatar's helium production — 38% of global supply. SK Hynix sourced 64.7% of its helium from Qatar. Helium is irreplaceable in semiconductor fabrication for cooling and leak testing. Global chip production faces months of disruption.
Risk Impacts (1)
38% of global helium supply offline — irreplaceable input for chip fabrication
Current probability:75%High