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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.
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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.
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; 23 Hours 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?
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