Article
Helium, Hormuz And The Chip Supply Chain: How Helium Shortages Are Impacting The Semiconductor Supply Chain And Capital Markets
Geopolitical disruption in the Strait of Hormuz is exposing critical vulnerabilities in the semiconductor supply chain through an emerging helium shortage. This analysis examines how maritime chokepoint risks transmit into sectors far removed from shipping, creating hidden dependencies across global manufacturing, capital markets...
Gowling WLG