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Monthly Newsletter - March 2026

Seeking Alpha
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⚡ Quantum Brief
The Iran conflict disrupted global helium supplies after Qatar—a key producer supplying 30% of industrial helium—faced operational risks, highlighting vulnerabilities in critical quantum and tech supply chains. Exogenous risks, defined as unexpected, unanticipated events like wars or natural disasters, pose severe short-term disruptions but historically have transient economic impacts, per financial analysts. Helium, essential for cooling quantum computers and MRI machines, became an overlooked casualty of geopolitical tension, exposing reliance on a few dominant suppliers. Analysts compare such risks to "asteroid strikes"—low-probability but high-impact events that defy conventional risk management strategies, demanding adaptive contingency planning. While immediate disruptions are sharp, past patterns suggest markets and industries recover swiftly, though quantum tech’s dependency on rare resources may prolong adjustments.
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Baskin Financial Blog696 FollowersFollow5ShareSavePlay(5min)CommentsSummaryA risk that it is out of the normal course of events, is unexpected, unanticipated and is extremely hard to guard against, is exogenous.When the war in Iran started, I don’t think a lot of people were thinking about helium, but it turns out that Qatar produces about 30% of all industrial helium.History shows that while the immediate impact of exogenous risk can be highly disruptive and unpleasant, generally the effects are not long-lasting. benmoss/iStock via Getty Images By David Baskin Nobody expects an asteroid to hit their house The old joke goes that risk is a four-letter word, and one of the nastiest varieties is exogenous risk. By definition, a risk that is out ofThis article was written byBaskin Financial Blog696 FollowersFollowDavid Baskin & Barry Schwartz are the lead Portfolio Managers at Baskin Financial Services in Toronto, Canada. David and Barry appear frequently on national television and radio and are quoted widely in the press.

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