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Podcast Episode

The 2026 Helium Crisis: How the Iran War Just Broke 30% of Global Supply (AI & Chips at Risk)

About this episode

The world is watching oil… But a far more dangerous crisis is unfolding behind the scenes — helium. In this video, we break down the 2026 global helium crisis, triggered by geopolitical tensions involving Iran, Qatar, and the shutdown of critical production facilities like Ras Laffan Industrial City. 🚨 Here’s what you’ll learn: Why helium is critical for semiconductors, AI, and MRI machines How the conflict disrupted ~30% of global helium supply Why prices are surging and companies are declaring force majeure The hidden risk to AI, chip manufacturing, and global tech infrastructure Which countries and companies control the future helium supply What happens next if the shortage worsens Helium isn’t just for balloons — it’s a strategic resource powering the modern economy. And this crisis could be bigger than most people realize. 📉 If supply shortages continue, this could trigger: Semiconductor production slowdowns AI infrastructure delays Healthcare disruptions (MRI systems) Global industrial shockwaves This is not a future problem. This is happening right now. #HeliumCrisis #GlobalCrisis #IranWar #Qatar #AIcrisis #Semiconductors #ChipShortage #Geopolitics #EnergyCrisis #SupplyChain #MiddleEast #BreakingNews #EconomicCrisis #FutureOfAI #TechCrisis #Commodities #MacroEconomics #Investing #StockMarket #GlobalEconomy