Beijing: China has suspended all helium exports with immediate effect in a move aimed at safeguarding domestic supplies amid a worsening global shortage of the critical industrial gas.
The export halt was announced by China’s Ministry of Commerce and the General Administration of Customs. The notification does not mention any exemptions or specific countries, indicating that the restriction applies to all overseas shipments.
Why helium matters
Although helium is best known for inflating balloons, it is a vital resource for several high-tech industries. It is widely used in semiconductor manufacturing, MRI scanners, aerospace technology and fibre-optic production.
China relies heavily on imported helium, with more than 80 per cent of its supply sourced from overseas. The country is now prioritising domestic chip manufacturers as demand for semiconductors continues to surge due to the rapid growth of artificial intelligence.
Middle East tensions disrupt supply
The global helium shortage has been aggravated by ongoing tensions in the Middle East. Disruptions linked to the conflict involving Iran have affected liquefied natural gas production, from which helium is extracted as a by-product.
The temporary shutdown of a major helium facility in Qatar and shipping disruptions through the Strait of Hormuz have further tightened global supplies.
According to reports, China’s helium imports declined by more than 10 per cent during the first five months of 2026, even as demand from the semiconductor industry continued to rise.
Global industries likely to feel the impact
With helium production concentrated in a few countries, including the United States and Qatar, the export suspension is expected to add pressure to already strained global supply chains.
Industry experts warn that sectors such as semiconductor manufacturing, healthcare and aerospace could face increased costs and supply challenges if the shortage continues.