俄羅斯國防部：俄羅斯部隊在烏克蘭頓涅茨克地區奪取了赫裏申內。

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.

消息人士稱，美國針對俄油的新豁免可能進一步提振需求，使供應量升至新的紀錄水平。俄羅斯對印度的石油供應在4月至5月期間有望在強勁需求推動下超過200萬桶/日。