Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals.
The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts for 30% to 38% of global production, has ceased output this month following Iranian strikes on two liquid natural gas (LNG) facilities at Ras Laffan. Simultaneously, the Russian government has imposed temporary export controls through 2027 to prioritize domestic military requirements for drone-related fiber optics. These disruptions have driven spot prices to over $500 per thousand cubic feet (MCF), with severe scenarios projecting levels exceeding $1,000 per MCF.
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