Tag

Helium

All articles tagged with #helium

investing11 days ago•22 min saved

Helium Shortage Could Turn Exxon Into a Quiet Chipmaker Winner

Geopolitical shocks have knocked out roughly a third of global helium supply, driving up prices for ultra-high-purity gas essential to semiconductor manufacturing. ExxonMobil’s Shute Creek gas plant in Wyoming now stands as a major helium supplier (about 20% of global supply) with long-run reserves, giving the company a potential margin tailwind as chipmakers like TSMC, Samsung, and SK Hynix rely on helium. The upgrade in helium pricing could boost Exxon’s cash flow and dividend appeal, making it a safer play than pure helium peers. Investors are cautioned to consider a position on dips (e.g., below about $165) as the shortage unfolds.

via 24/7 Wall St.|

#dividends #exxonmobil #helium

business11 days ago•2 min saved

Nvidia Faces Helium-Driven Supply Risk

Nvidia is portrayed as a Sell due to helium shortages and credit market stress threatening GPU supply and demand; roughly 30% of global helium supply has been disrupted by Middle East conflict, impacting semiconductor and HBM production; the stock trades at about 11x forward sales, well above the sector median, with inflation risks and questionable ability to sustain 74% EPS growth; limited helium recycling and slow supply-chain adaptation raise the risk of margin compression and missed growth.

via Seeking Alpha|

#business #helium #nvda

business12 days ago•7 min saved

Helium Crunch Intensifies as Gulf Conflict Impacts Chipmaking and MRI

The Iran‑led conflict is tightening a fragile global helium supply, with Qatar accounting for a large share of output and helium crucial for cooling semiconductor wafers and MRI magnets. Air Liquide USA warned it could struggle to fulfil helium orders amid the disruption, signaling rising prices and a scramble for alternative sources while buyers prioritize critical applications in chips and medical devices.

via Financial Times|

#air-liquide-usa #business #helium

technology14 days ago•1 min saved

Helium Shortage Emerges as Hidden Constraint on AI Chipmaking

A looming helium shortage—driven by war-related disruptions in Iran and damage to Qatar’s LNG facilities—has created a hidden bottleneck for chip manufacturers, threatening the supply of AI-ready semiconductors and prompting gas suppliers like Air Liquide to scramble for uninterrupted flows.

via The New York Times|

#air-liquide #helium #middle-east-conflict

business15 days ago•4 min saved

Qatar helium squeeze could push global supply toward Russia and China

A Middle East conflict has sharply reduced Qatar’s helium exports, tightening a key material for chipmaking and driving prices higher; North American producers stand to gain, but Russia could redirect more supply to China, potentially tightening markets elsewhere if the war drags on.

via CNBC|

#business #helium #qatar

business21 days ago•4 min saved

Iran War Broadens Global Supply-Chain Shocks Beyond Oil

The Iran conflict is disrupting far more than oil: helium supplies are tightening due to LNG-linked production in Qatar, with prices possibly rising as storage and demand pressure increase; pharmaceutical shipments—especially vaccines, insulin, biologics, and cancer therapies—face delays that could raise costs for consumers; and fertilizer flows through the Strait of Hormuz have slowed, heightening farmer costs and the risk of food-price inflation, underscoring that Hormuz is a chokepoint for multiple essential trades beyond energy.

via Business Insider|

#business #fertilizer #helium

technology27 days ago•2 min saved

Helium Shock Hits Global Chipmaking as Qatar Facility Goes Offline

Iranian drone attacks knocked QatarEnergy’s Ras Laffan helium facility offline, triggering roughly a 30% drop in global helium supply and threatening chip production since helium is essential for cooling wafers during fabrication. South Korea, which sourced a large share of its helium from Qatar, and Taiwan are diversifying procurement and stockpiles while regulators review critical materials; experts warn that a prolonged outage could force months-long realignments in industrial gas supply chains.

via TechSpot|

#drone-strikes #helium #qatarenergy

technology1 month ago•3 min saved

Artemis II delayed to April after helium pressurization issue

NASA has pushed Artemis II to April at the earliest after the 322‑foot SLS rocket was rolled back from Launch Pad 39B to the Vehicle Assembly Building to address a helium‑pressurization problem identified during prelaunch tests. The four astronauts—Reid Wiseman, Victor Glover, Christina Koch and Canada’s Jeremy Hansen—are in quarantine as technicians inspect the vehicle, replace batteries, and complete additional dress rehearsals ahead of a roughly 10‑day lunar flyby, a mission seen as a crucial stepping stone to a future crewed lunar landing by 2028 with an estimated per‑launch cost around $4.1 billion.

via The Washington Post|

#artemis-ii #helium #launch-delay

space1 month ago•6 min saved

Artemis II Rollback to VAB Delays Moon Mission

NASA will roll the Artemis II Space Launch System rocket from Launch Complex 39B back to the Vehicle Assembly Building for repairs after an interruption in helium flow to the upper stage, a fix that must be performed in the VAB; the rollback ends the March launch window and aims to preserve an April opportunity if data and repairs permit, with the cause under investigation and potential fixes including a valve, umbilical interface, or filter; the crew have completed quarantine and training continues.

via Ars Technica|

#artemis-ii #helium #nasa

science1 month ago•3 min saved

Artemis II Faces March Launch Delay as Helium Flow Issue Stalls Countdown

NASA says Artemis II's early-March launch window will almost certainly be delayed after engineers detected an interruption in helium flow during final launch checks; the crewed 10-day lunar flyby for four astronauts—Reid Wiseman, Victor Glover, Christina Koch and Canadian astronaut Jeremy Hansen—will proceed only after the issue is resolved, as Artemis II helps pave the way for Artemis III and a targeted 2028 lunar landing.

via BBC|

#artemis #helium #launch-delay

science1 month ago•2 min saved

Helium hiccup threatens Artemis II’s March crewed Moon mission

NASA says a new interruption in helium flow to the Space Launch System’s upper stage could delay the March crewed lunar flight (Artemis II); engineers are weighing repairs at the hangar or at the launch pad, following earlier hydrogen-fuel-leak delays. Four astronauts remain in quarantine as NASA reviews data and scrambles to preserve the mission timeline, though the first crewed Moon landing under Artemis is still years away.

via NBC News|

#artemis #helium #nasa

science3 months ago•5 min saved

3 Billion-Year-Old Rock Reveals Hidden Gas Reserves

An ancient rock formation in South Africa's Witwatersrand Basin has been trapping helium for over 3 billion years, providing a valuable and rare resource crucial for medical and scientific applications. The study of this helium deposit offers insights into its formation, migration, and potential longevity, which could influence future helium exploration and supply management globally.

via Earth.com|

#geology #helium #natural-gas

science3 months ago•5 min saved

Scientists Discover 3-Billion-Year-Old Trapped Gas

Scientists are studying a helium-rich gas trapped for over three billion years in South Africa's Witwatersrand Basin to understand its formation, migration, and potential for long-term supply, which is crucial for medical, industrial, and scientific applications.

via Earth.com|

#gas-resources #geology #helium

science6 months ago•2 min saved

Innovative Qubit Technology Uses Liquid Helium to Trap Electrons

A new qubit technology involves trapping lone electrons on the surface of liquid helium, leveraging old physics and the superfluid properties of helium to potentially scale quantum computers more efficiently. The system uses low temperatures and unique trapping methods to control electrons, offering a promising alternative in quantum tech development.

via Ars Technica|

#electrons #helium #quantum-computing

science7 months ago•3 min saved

Eclipse and Volcano: A Transformative Shift in Chemistry

The article recounts the discovery of helium, the second most abundant element in the universe, which was first identified during the 1868 solar eclipse through spectral analysis and later found on Earth in volcanic emissions from Mount Vesuvius, highlighting its cosmic and terrestrial significance.

via IFLScience|

#chemical-elements #discovery #helium