BREAKING: US industrial gas supplier Airgas declared a force majeure, telling a customer it would only meet up to 50% of their normal monthly helium demand amid the Iran War, per WSJ. Details include: 1. The world is facing a significant helium shortage amid the Strait of Hormuz's closure which has limited ~30% of global helium supply 2. Airgas also told the client that it would add a surcharge of $13.50 per hundred cubic feet above the contracted price 3. Helium supplies which are "critical for AI" have been "choked off," per WSJ 4. Hundreds of specialized cryogenic containers, each costing $1 million, are now stuck in the Middle East Global helium supply is at risk.(The Kobeissi Letter)