The Tech Download: How Russia could profit from Iran war helium supply chain disruption in the chip sector
Russia may gain from helium supply disruptions caused by the Iran war.
As the Iran war disrupts global helium supplies, Russia is positioned to benefit from the resulting shortages. Helium, essential for semiconductor manufacturing, has seen a significant supply reduction due to conflict-related restrictions on Qatar, which previously accounted for over 30% of the market. With helium prices rising and buyers scrambling for alternatives, Russia's helium exports, particularly to China, are expected to increase, potentially filling the void left by Qatar.
Key Takeaways
- 1.
The Iran war has removed roughly a third of global helium supply.
- 2.
Russia's helium exports to China increased by 60% year-on-year in 2025.
- 3.
Qatar previously supplied 54% of China's helium, creating a significant gap.
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