OCT 16 CLOSE

CU HG 6.531 +0.3% LIT 64.05 -2.32% REMX 54.23 -2.71% URA 35.43 -1.91% GLD 382.01 -0.18% VALE 13.060 +0.31% USO 161.76 +2.83% NG 3.116 -3.71% TAI 92.1 -4.86% SOV50 97.9 -4.39% SDX 93.5 -0.85% CU HG 6.531 +0.3% LIT 64.05 -2.32% REMX 54.23 -2.71% URA 35.43 -1.91% GLD 382.01 -0.18% VALE 13.060 +0.31% USO 161.76 +2.83% NG 3.116 -3.71% TAI 92.1 -4.86% SOV50 97.9 -4.39% SDX 93.5 -0.85%

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Helium

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Helium

The helium bottleneck the AI chip cannot engineer around

QatarEnergy extended the Ras Laffan force majeure through mid-August. Asian fabs are rationing the gas EUV lithography cannot run without. Brazil sits on the right basins and has built no separator.

Tantalum Strategy Desk·May 31, 2026·6 min