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supercat

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Iran's new supreme leader just made some statements in a coma:
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As the IEA and the US release reserves, member countries are pleading China not to use the opportunity to buy more barrels for its own reserve (as it did in 2022).
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siegecrossbow

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Chevalier

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Faisal Iqbal

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Helium shortage for chip manufacturing,

Thompson: On computer chips: Taiwan makes about 90 to 95 percent of the world’s most advanced chips, and Qatar ships about 30 percent of [its liquefied] natural gas through the Strait of Hormuz. South Korea is making noises about fearing that helium shipments could be slowed, and helium is a major input for Korea’s memory chips. So: no gas, no helium, no power, no chips.
 
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