When Ras Laffan Went Quiet: Qatar, Helium, and the Hidden Fragility of the Chip Supply Chain
The March 2026 drone strike on Ras Laffan triggered a force majeure from Qatar Energy and a sudden halt to a third of global helium supply. This post explains why helium matters for semiconductor fabs, who is most exposed, and what it means for AI hardware timelines.
·9 min read