It's not just oil

TL;DR

Iran conflict is causing global shortages of helium and aluminum, impacting more than just energy markets.
Qatar's helium production has stopped due to Iranian strikes on LNG facilities, threatening supplies crucial for semiconductors and medical equipment.
Helium is essential for cooling in chip manufacturing and MRI machines; its shortage could hinder electronics production.
Aluminum prices have reached a four-year high due to regional disruptions and rising energy costs, impacting packaging and automotive industries.
Manufacturers have limited helium reserves, and shortages are already being communicated to U.S. customers, leading to expected price hikes and production delays.
A prolonged conflict could also lead to shortages of nitrogen, further increasing food and packaging costs.

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