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Helium has emerged as a key focus for the tech sector as industry watchers cast their minds to the implications of a prolonged Iran war.
A byproduct of natural gas production, helium is crucial to semiconductor manufacturing and the world’s second largest supplier has seen its export capacity hamstrung by Iranian strikes.
Qatar, which owns part of the world’s largest gas field, provided over 30% of the market in 2025, according to S&P Global. That’s a big gap to fill.
