Nitrogen, Ammonia, and the Strait of Hormuz
www.science.org

... We find ourselves in a situation where chemistry is intruding on current events, and I'm referring to something that not everyone seems to have thought about: fertilizer, and especially nitrogen fertilizer. What it is, how it's used, and especially where it comes from. ...

The world nitrogen fertilizer market has really been shaken up by the situation that we have now caused in the Persian Gulf. And after those last couple of paragraphs it's easy to see why. The Gulf has extraordinary amounts of natural gas, and thus countries in that region have taken advantage of that value-added business opportunity and have become major fertilizer exporters. But not at the moment. Not right when it's needed in the Northern Hemisphere.

All that stuff comes out on huge container ships, down the Gulf and right out the Strait of Hormuz, just like the oil and the liquified natural gas. Prices for all the nitrogen fertilizers were already running high by historic standards before all of this, but now, well. Farm organizations here in the US are calling for financial help from the administration, but after all the tariff nonsense you have to wonder what they're expecting. Given the reports of mine-laying in the Strait, we might be looking at significant disruptions for some time. ...

Helium prices soar as Qatar LNG halt exposes fragile supply chain
www.reuters.com

... Disruptions to Qatar's natural gas processing from the Iran war have driven helium prices sharply higher, exposing the fragility of a small but critical market that supports industries from semiconductors to medical imaging.

Helium spot prices have doubled since the Middle East crisis began, according to Phil Kornbluth, president of Kornbluth Helium Consulting, as buyers scramble to secure supply.

State energy giant QatarEnergy, the world's second-largest LNG exporter, announced a production halt at its 77 million tons per annum (mtpa) facility last week and declared force majeure on LNG shipments, amid the conflict.

Because helium is extracted as a byproduct of natural gas processing, any disruption to LNG output directly cuts helium supply.

Qatari Energy Minister Saad al-Kaabi told the Financial Times last week that it would take "weeks to months" for deliveries to return to normal even if the conflict ended immediately.

Qatar is a pivotal supplier rather than a marginal one. ...

The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages -- and with no timeline for re-opening, supply chains face significant challenges
www.tomshardware.com

... If you can't make the chips and you can't run the turbines, you can't run an industry. ...