📊Executive Summary

The ongoing conflict in Iran has significant implications for global supply chains, particularly affecting the availability of helium and fertilizer, which are critical for both agriculture and semiconductor manufacturing. With about a third of the world's helium and half of its urea passing through the Strait of Hormuz, any disruption could lead to severe shortages. Southeast Asia, heavily reliant on these inputs, faces potential agricultural impacts, including reduced yields and higher food prices. The semiconductor industry is particularly at risk, as helium is essential for cooling in chip fabrication processes. Companies are urged to seek alternative sources and consider investing in recycling technologies to mitigate these risks....