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ASP Isotopes Offers Helium Alternative As Qatar Export Crisis Looms
ASP Isotopes Offers Helium Alternative As Qatar Export Crisis Looms
ASP Isotopes could provide timely relief for the global helium shortage.
In a new research note from Canaccord Genuity analyst George Gianarikas, he highlights the company’s Virginia Gas Project in South Africa as a potential new source of supply just as Qatar’s helium exports face major disruption.
The warning comes shortly after we reported on Qatar’s Ras Laffan complex damage and the closure of the Strait of Hormuz, which together threaten roughly one-third of global helium output. Helium remains essential for semiconductor manufacturing,...
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Mar 17, 2026 / Tyler Durden
Russia Seeks To Keep Iran 'In The Fight' As Pentagon Eyes Mass Kamikaze Drone Production
Russia Seeks To Keep Iran 'In The Fight' As Pentagon Eyes Mass Kamikaze Drone Production
Summary:
Russia is trying to keep its regional ally Iran "in the fight"; Pentagon eyes ramping up Kamikaze drone use and production.
Trump: War will be over "soon" after which "oil prices will drop like a rock"; We are "not ready to leave Iran yet" but will in "near future". Brushes off potential for 'Vietnam-style quagmire.' Trump on China and delayed Xi meeting - "Looks like it'll happen in five weeks."
Macron: "We are not party to the conflict...
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Mar 19, 2026 / Andrew P. Napolitano
Free Speech for Me But Not For Thee
Last week, the chair of the Federal Communications Commission threatened to rescind the broadcast licenses of media entities that do not relate events in Iran or Ukraine as the Trump administration would like them to be related. He also attacked The Wall Street Journal and The New York Times for the same reasons. This followed […]
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Apr 3, 2026 / Tyler Durden
Services Sector Contraction In March Screams Q1 Stagflation
Services Sector Contraction In March Screams Q1 Stagflation
Following S&P Global's Manufacturing PMI's better than expected print higher (signaling resilience in the face of March's war in Iran), the data released this morning showed the US Services Sector experienced a contraction of activity at the end of the first quarter of 2026.
The headline S&P Global US Services PMI Business Activity Index recorded 49.8 in March, down from February’s 51.7 and lower than the earlier ‘flash’ estimate of 51.1.
It was the first decline recorded in over three years amid the weakest...
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