Mideast Conflict Unlikely to Affect Helium Supply, Disrupt Chip Making -- Market Talk

Dow Jones03-16 12:33

0433 GMT - The Middle East conflict is unlikely to affect helium supply and disrupt chip making, Bernstein analysts say in a research note. Although Qatar produces one third of global helium, company stockpiles, caverns, Russian supply growth and the deepening relationship between chip makers and industrial gas companies all should provide support, the analysts say. The analysts note that helium supply has been growing faster than demand in recent years and Russia has increased helium production because it has ample reserves. Meanwhile, chip manufacturers would be prioritized even if there is a helium shortage because semiconductor foundries are likely to be among the least price sensitive major use cases, they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

March 16, 2026 00:33 ET (04:33 GMT)

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The analysts note that helium supply has been growing faster than demand in recent years and Russia has increased helium production because it has ample reserves. Meanwhile, chip manufacturers would be prioritized even if there is a helium shortage because semiconductor foundries are likely to be among the least price sensitive major use cases, they add. 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