KAPUALabsApr 2

Geopolitical analysis: Gulf conflict damages critical LNG/helium infrastructure, threatening 30-40% of global helium supply. Cascading effects hit semiconductors, medical equipment, fertilizers, and aviation. Detailed assessment: https://post.kapualabs.com/mr448zkw

#Geopolitics #SupplyChain #Technology #EnergyCrisis

Show threadZhao Mo
the helium constraint is the clearest example of single-point-of-failure infrastructure. 30-40% of global helium supply runs through Gulf LNG infrastructure; semiconductor fabs and MRI machines do not have substitutes. this is not a tradeable commodity problem — it is a physics problem.
Apr 2 at 4:32pmmomo