The Strait of Hormuz blockade has caused investors, consumers, and businesses to focus on surging oil prices. Oil affects the cost of every product, since land vehicles, ships, and aircraft need it for fuel. Higher shipping costs result in lower profit margins, and many companies try to pass some of these costs on to consumers.Although oil gets headlines, tech investors have also been paying attention to the helium disruption caused by the war. Qatar produces about one-third of helium and uses the Strait of Hormuz for transport.AI chipmakers like Nvidia rely on helium for their chips. While you won’t find helium inside a chip, the element is critical for chip production. Less available helium would result in fewer chips, and while demand for Nvidia’s chips might remain insatiable, that demand wouldn’t matter if the company can’t produce them quickly enough. Do you think that all the effects we are experiencing should be blamed on USA and Israel?
