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CU 90.06 +2.97% LI₂CO₃ 86.09 +0.13% NdPr 99.45 +1.04% U₃O₈ 50.54 +1.12% AU 411.26 +0.34% FE 16.30 +1.88% OIL 135.50 -0.11% NG 11.54 -0.6% TAI 105.7 +2.72% SOV50 122.4 +2.09% SDX 98.2 +1.66% CU 90.06 +2.97% LI₂CO₃ 86.09 +0.13% NdPr 99.45 +1.04% U₃O₈ 50.54 +1.12% AU 411.26 +0.34% FE 16.30 +1.88% OIL 135.50 -0.11% NG 11.54 -0.6% TAI 105.7 +2.72% SOV50 122.4 +2.09% SDX 98.2 +1.66%

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Helium

2 articles

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
O gargalo do hélio que o chip de IA não consegue contornar
A QatarEnergy estendeu o force majeure de Ras Laffan até meados de agosto. Fábricas asiáticas estão racionando o gás sem o qual a litografia EUV não funciona. O Brasil está sobre as bacias certas e não construiu nenhum separador.

Tantalum Strategy Desk · May 31, 2026 · 6 min

Tantalum Strategy

Helium