Peace bonanza14 May 2026 13:23
If Trump and Xi reach a deal where the U.S. eases tech restrictions in exchange for China "managing" Iran, the demand for green, primary helium shifts from "critical" to "stratospheric. If Trump allows Nvidia to sell the latest H200 chips to China, the massive lab expansions in mainland China (which relied on 64% Qatari imports) will need a secure, non-Middle Eastern supply.