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Helium we use mostly comes from radioactive decay underground. It gets trapped in natural gas formations.
It is used in electronics manufacturing, and coolant for machines like MRIs.
It is getting very expensive.
https://www.reuters.com/world/asia-p...um-2026-07-10/China temporarily bans helium exports as US-Iran tensions flare again
BEIJING, July 10 (Reuters) - China announced on Friday a temporary export ban on helium, effective immediately, as resumption of military conflict in #the Middle East threatens to trigger new shortages of the gas critical for chip manufacturing.
Earlier this year, the U.S.-Israeli war on Iran led to helium shortages, disrupting companies globally, including in China, where the AI industry increasingly relies on domestic chips for training and running AI models. Helium is essential for heat management in semiconductor production.
The helium ban is the latest example of Beijing seeking to prevent domestic shortages of critical materials by curbing exports. It has previously imposed similar measures on fuel, fertilisers and sulphuric acid.
China is also looking to boost domestic chip manufacturing capacity and reduce the industry's dependence on cutting-edge Nvidia semiconductors that fall under U.S. export controls.
...
Helium we use mostly comes from radioactive decay underground. It gets trapped in natural gas formations.
It is used in electronics manufacturing, and coolant for machines like MRIs.
It is getting very expensive.
Global oil reserves are reaching their fucntional minimums within the next few weeks, and will no longer be able to augment global oil production.
When that happens the price of oil will go up, quite a bit. Even if the shooting stopped tomorrow, and the flow of oil resumed to prewar levels, this will still happen.
Once that happens, it will drive the price of food up even further than it is going up now.
The attack on Iran was a very bad idea for the global economy.
Trump bears full responsiblity for the starvation and impoverishment of many people.
He will not live much longer.
Many people will be happy when he dies.
Trump is the principal villain of history in the 21st century so far, so that roughly tallies.
It's risky to predict macro specifically and well, it isn't at all discreet to predict the death of others and the reaction thereto.
We'll see, eh?
Iran shot a missile at a commercial vessel, the US attacked Iran, Iran counterattacked at least five GCC countries including Qatar and Oman
Last edited by Winehole23; 2 Days Ago at 12:53 AM.
war is on, pending any timely temporary pause of hostilities about when the markets open tomorrow night
A deal to make a deal which is a better deal than the last deal will be in place soon. Art of the deal.
last week we had beaucoup mid week warring
a ver
As War restarts, I keep hearing "tactical success, strategic failure" as a summary of US-Israel war on Iran because of enormous destruction of Iran's military and economic capacity & regime decapitation. But its better described as "tactical failure, strategic failure". Good note by @policytensor
https://bsky.app/profile/convolver.b.../3mqhtnoo5sk2b
Iran is not a major power, it’s a largely failed regional power, but they can practice A2AD from onshore while we have to project naval and air assets at great expense to counter them. Hormuz is basically the training level for China/Taiwan, and we aren’t doing well at it.
Yah... boots on the ground is just a matter of time at this rate.
unless Trump starts drafting Americans, there's not enough boots to hold and control Iran and too short a runway
also, the resulting energy crunch would basically bake in a worldwide recession
war could break out beyond the region
where's hater?
“We're going to keep the strait, and we'll probably run it. We'll become the guardian of the strait. Maybe we'll call it the guardian angel of the strait. And we should be reimbursed for that,” Trump said in a phone interview on Fox News' Fox & Friends.
“We guarded the strait for 50 years, and we never got paid for it. We guarded it for nothing, but now we will make money.”
Trump has been talking about a US tollbooth in the Persian Gulf since the Tanker War of the 1980s
There's a term for when you set up a "protection" scheme where it wasn't needed before and then demand money for it
US blockade starting tomorrow
The renewed naval blockade hasn't come into effect yet, due to a legal requirement to notify ships owners 24 hours in advance. A U.S. official said the U.S. military central command will announce the specific timing later on Monday.-Axios
Gee I wonder who will ultimately be paying those tolls
nobody, since Trump isn't going to do it
no way the GCC goes for a Trump toll that's 10x more than the Iranian one that's intolerable to them
Trump redeclares war on Iran to restart the 60 day clock on Congressional approval
https://www.politico.com/news/2026/0...-iran-00995170President Donald Trump formally notified lawmakers this weekend that the nation is once again at war with Iran, giving his administration another 60-day clock to use the military in the region without congressional approval.
gift link while it lasts
https://www.nytimes.com/2026/07/13/u...core-ios-shareMr. Ahmadinejad’s 2024 visit to the university and a second one the following year were part of a yearslong Israeli effort to groom him as an intelligence asset who, when the time came, could be installed as Iran’s new leader, according to both American and Iranian officials familiar with the operation, who spoke on the condition of anonymity to describe sensitive intelligence.
Recruiting Mr. Ahmadinejad was of such priority for Israel that the country’s then-spy chief David Barnea even traveled to the Hungarian capital in 2024 to meet with Mr. Ahmadinejad personally, according to former American officials. Soon afterward, they said, Mossad, Israel’s foreign intelligence service, notified the C.I.A. that it had been in contact with Mr. Ahmadinejad.
Israel’s decision to build a regime-change plan around Mr. Ahmadinejad is an extraordinary twist in the saga of the country’s relations with the former president, who was known for accelerating Iran’s nuclear program, calling regularly for the destruction of Israel and denying the Holocaust.
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