TSE:8088Oil and Gas
Why Iwatani (TSE:8088) Is Up 12.7% After Qatar Helium Disruptions Test Its Supply Resilience
Disruptions to Qatar’s natural gas processing during the Iran war have pushed helium prices sharply higher, exposing global supply vulnerabilities while Iwatani, Japan’s leading helium supplier, reports it has so far kept deliveries stable through US sourcing and stockpiles.
The episode highlights how concentrated helium production leaves industrial gas companies like Iwatani highly exposed to geopolitical risk despite contingency measures.
Next, we’ll examine how heightened geopolitical...