据五位消息人士及相关测算，俄罗斯4月石油产量较今年前几个月的平均水平下降约30万至40万桶/日。

Large semiconductor manufacturers are unlikely to face immediate helium shortages from Middle East conflict, Moody’s analysts say. Inventory buffers, recycling, contract prioritization and expanded storage should limit near-term disruption. They note global helium supply exceeded demand in 2025, prompting major industrial gas firms to invest in storage to absorb surplus. If rationing occurs, chipmakers are likely to receive priority allocation. The sector is also relatively insensitive to helium price increases, as it accounts for under 1% of material costs.

FITCH RATINGS: FOREIGN INVESTMENT COULD IMPROVE THE CREDIT PROFILES OF INDIA’S FINANCIAL INSTITUTIONS