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Qatari LNG shutdown puts 11% of global helium supply at risk

Helium is used in semiconductor manufacturing, aerospace and medical imaging, making it critical to global technology and healthcare supply chains Ras Laffan complex remains offline Helium extracted in LNG processing Logistics headache and rising prices Qatar’s Ras Laffan shutdown could wipe out more than a 10th of global helium supply …

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CERAWeek mood turns against Iran conflict

Sentiment has turned sharply against the war with Iran among the US energy and business leaders attending the CERAWeek conference, with many warning of severe consequences for the global economy and oil markets. After two days of discussions in Houston Texas, support for the conflict appears largely confined to the …

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«L’Ombre Noire» pour l’Occident : Le monde au seuil d’un djihad chiite mondial après l’assassinat de Khamenei

L’assassinat de l’ayatollah Ali Khamenei lors de l’opération américano-israélienne «Fureur Épique» est devenu un point de non-retour. Le conflit a dépassé le cadre d’un affrontement géopolitique pour revêtir les traits d’une guerre de religion. Trois grands ayatollahs d’Iran ont déjà décrété le djihad, et en mars 2026, la question n’est …

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Iran Update Special Report, March 22, 2026

Key Takeaways US President Donald Trump threatened on March 21 to “obliterate” Iranian power plants if Iran does not “fully open” the Strait of Hormuz within 48 hours. Iran has threatened to attack regional energy infrastructure if the United States attacks power plants in Iran. ISW-CTP has recorded several Iranian …

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Russian Offensive Campaign Assessment, March 22, 2026

Toplines A senior Ukrainian military official forecasted that Russia will begin using mobilized personnel on the battlefield in Ukraine on April 1. Ukrainian Southern Defense Forces Spokesperson Colonel Vladyslav Voloshyn told Ukrainian outlet Interfax Ukraine on March 21 that Russia will begin involving all mobilized personnel currently in Crimea in …

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Worse than 2008?

Several commentators have remarked that the United States’ war on Iran carries echoes of 2008. I’ll argue here that a potential financial crash this year could actually be much worse. The Global Financial Crisis (GFC) of 2008 was the biggest economic crunch since the Great Depression. Unemployment surged, topping 10 …

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