March 16, 2026

Straße von Hormus, Öl und Gas und ein bisschen Helium

1 hour 15 minutes

Hausmeisterei

Hinweis: Ich arbeite derzeit an einem Paper zu Risikomitigationsmaßnahmen für Rohstofflieferketten. Sobald es veröffentlicht ist, wird es hier verlinkt.

Zentrale Referenzen

Wietschel, L., Helbig, C., Hillenbrand, M., Thorenz, A. (2025): Integrated conceptual framework for resilience and criticality assessments for raw material supply chains. Resources, Conservation and Recycling, 218, 108249.

" rel="noopener noreferrer">https://www.sciencedirect.com/science/article/pii/S0921344925001284
Cimprich, A., Young, S.B., Schrijvers, D. et al. (2023): The role of industrial actors in the circular economy for critical raw materials: a framework with case studies across a range of industries. Mineral Economics, 36, 301–319.

" rel="noopener noreferrer">https://doi.org/10.1007/s13563-022-00304-8
USGS (2026): Mineral Commodity Summaries – Helium and Rare Gases.

" rel="noopener noreferrer">https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-helium.pdf
SCRREEN2 (2022): Factsheet – Helium. EU Horizon 2020 Grant Agreement No 958211.
https://scrreen.eu/wp-content/uploads/2023/08/SCRREEN2_factsheets_HELIUM.pdf
RMIS: Helium

" rel="noopener noreferrer">https://rmis.jrc.ec.europa.eu/rmp/Helium

Straße von Hormuz & Iran-Konflikt

Congressional Research Service (2026): Iran Conflict and the Strait of Hormuz: Impacts on Oil, Gas, and Other Commodities. CRS Report R45281.

" rel="noopener noreferrer">https://www.congress.gov/crs-product/R45281
Wikipedia: 2026 Strait of Hormuz crisis.

" rel="noopener noreferrer">https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis
NPR (04.03.2026): The Iran war has effectively closed the Strait of Hormuz.

" rel="noopener noreferrer">https://www.npr.org/2026/03/04/nx-s1-5736104/iran-war-oil-trump-israel-strait-hormuz-closed-energy-crisis
Al Jazeera (01.03.2026): How US-Israel attacks on Iran threaten the Strait of Hormuz, oil markets.

" rel="noopener noreferrer">https://www.aljazeera.com/news/2026/3/1/how-us-israel-attacks-on-iran-threaten-the-strait-of-hormuz-oil-markets
Kpler (01.03.2026): US-Iran conflict: Strait of Hormuz crisis reshapes global oil markets.

" rel="noopener noreferrer">https://www.kpler.com/blog/us-iran-conflict-strait-of-hormuz-crisis-reshapes-global-oil-markets
Liebreich, M. (2026): Thoughts on the Strait of Hormuz crisis. Substack (aktualisiert 12.03.2026).

" rel="noopener noreferrer">https://mliebreich.substack.com/p/thoughts-on-the-straights-of-hormuz
FactCheck.org (13.03.2026): How Iran Blocking the Strait of Hormuz Affects the U.S.

" rel="noopener noreferrer">https://www.factcheck.org/2026/03/how-iran-blocking-the-strait-of-hormuz-affects-the-u-s/

Kharg Island

Al Jazeera (14.03.2026): US attacks military sites on Iran’s Kharg island, home to vast oil facility.

" rel="noopener noreferrer">https://www.aljazeera.com/news/2026/3/14/us-attacks-military-sites-on-irans-kharg-island-home-to-vast-oil-facility
TIME (14.03.2026): What To Know About Kharg Island, the Oil Hub at the Center of the Iran War.

" rel="noopener noreferrer">https://time.com/article/2026/03/14/kharg-island-trump-oil/
CNBC (09.03.2026): Iran war: Tehran’s oil industry is powered by Kharg Island in the Gulf.

" rel="noopener noreferrer">https://www.cnbc.com/2026/03/09/iran-war-us-israel-conflict-oil-prices-kharg-island.html
CNBC (13.03.2026): Iran threatens to retaliate against neighbors; Trump urges countries to assist in securing Strait of Hormuz.

" rel="noopener noreferrer">https://www.cnbc.com/2026/03/13/trump-says-us-obliterated-military-targets-on-irans-kharg-island-but-didnt-wipe-out-oil-infrastructure.html
Britannica: Kharg Island.

" rel="noopener noreferrer">https://www.britannica.com/place/Kharg-Island
Wikipedia: Kharg Island.

" rel="noopener noreferrer">https://en.wikipedia.org/wiki/Kharg_Island

Strategische Reserven & Gasversorgung Deutschland

Euronews (11.03.2026): IEA approves largest-ever oil reserve release of 400m barrels amid Iran crisis.

" rel="noopener noreferrer">https://www.euronews.com/business/2026/03/11/germany-and-japan-to-tap-oil-reserves-as-iea-and-g7-weigh-record-release
Clean Energy Wire (2026): Germany ready to release oil from strategic reserves amid escalating Persian Gulf conflict.

" rel="noopener noreferrer">https://www.cleanenergywire.org/news/germany-ready-release-oil-strategic-reserves-amid-escalating-persian-gulf-conflict
Brussels Signal (11.03.2026): Sharp rise in fuel prices forces Germany to release oil reserves.

" rel="noopener noreferrer">https://brusselssignal.eu/2026/03/sharp-rise-in-fuel-prices-forces-germany-to-release-oil-reserves/
Clean Energy Wire: Germany’s gas storage industry calls for strategic crisis reserve.

" rel="noopener noreferrer">https://www.cleanenergywire.org/news/germanys-gas-storage-industry-calls-strategic-crisis-reserve
Bloomberg (30.01.2026): Germany to Push for End of Gas Storage Targets After 2027 Expiry.

" rel="noopener noreferrer">https://www.bloomberg.com/news/articles/2026-01-30/germany-to-push-for-end-of-gas-storage-targets-after-2027-expiry
AGSI – Aggregated Gas Storage Inventory (Gas Infrastructure Europe).

" rel="noopener noreferrer">https://agsi.gie.eu/

Seltene-Erden-Krise 2010

Wikipedia: Rare earths trade dispute.

" rel="noopener noreferrer">https://en.wikipedia.org/wiki/Rare_earths_trade_dispute
Sprecher, B., Kleijn, R., Kramer, G.J. (2015): Framework for Resilience in Material Supply Chains, with a Case Study from the 2010 Rare Earth Crisis. Environmental Science & Technology, 49(11), 6740–6750.

" rel="noopener noreferrer">https://doi.org/10.1021/acs.est.5b00206
GQG Partners (2025): Critical Dependence on Rare-Earth Minerals.

" rel="noopener noreferrer">https://gqg.com/insights/critical-dependence-on-rare-earth-minerals/
CEPR/VoxEU: Revisiting the China–Japan Rare Earths dispute of 2010.

" rel="noopener noreferrer">https://cepr.org/voxeu/columns/revisiting-china-japan-rare-earths-dispute-2010
Breakthrough Institute (2025): How Should We Interpret Chinese Critical Mineral Export Restrictions?

" rel="noopener noreferrer">https://thebreakthrough.org/issues/energy/how-should-we-interpret-chinese-critical-mineral-export-restrictions

Betroffenheit nach Region

CSIS (2026): No One, Not Even Beijing, Is Getting Through the Strait of Hormuz.

" rel="noopener noreferrer">https://www.csis.org/analysis/no-one-not-even-beijing-getting-through-strait-hormuz
Atlantic Council (2026): What a Middle East oil and LNG crisis means for China and East Asia.

" rel="noopener noreferrer">https://www.atlanticcouncil.org/dispatches/what-a-middle-east-oil-and-lng-crisis-means-for-china-and-east-asia/
CNBC (03.03.2026): Strait of Hormuz closure: which countries will be hit the most.

" rel="noopener noreferrer">https://www.cnbc.com/2026/03/03/strait-of-hormuz-closure-which-countries-will-be-hit-the-most.html
Kpler (11.03.2026): Europe Seeks Jet Fuel Alternatives After Hormuz Closure.

" rel="noopener noreferrer">https://www.kpler.com/blog/markets-in-motion-where-can-europe-secure-jet-fuel-to-replace-the-mideast-gulf
Zero Carbon Analytics (2025/2026): Asian countries most at risk from oil and gas supply disruptions in Strait of Hormuz.

" rel="noopener noreferrer">https://zerocarbon-analytics.org/insights/briefings/asian-countries-most-at-risk-from-oil-and-gas-supply-disruptions-in-strait-of-hormuz/

Helium-Krise 2026

RMIS: Hrelium
https://rmis.jrc.ec.europa.eu/rmp/Helium
C&EN/ACS (04.03.2026): Iran war threatens global helium supply.

" rel="noopener noreferrer">https://cen.acs.org/business/specialty-chemicals/Iran-war-threatens-global-helium/104/web/2026/03
Gasworld (03.2026): Helium shortages becoming more likely.

" rel="noopener noreferrer">https://www.gasworld.com/story/helium-shortages-becoming-more-likely/2174147.article/
CNBC (10.03.2026): How the Iran war and rising energy prices are threatening semiconductor demand.

" rel="noopener noreferrer">https://www.cnbc.com/2026/03/10/iran-war-semiconductor-memory-chip-impact.html
Tom’s Hardware (12.03.2026): Qatar helium shutdown puts chip supply chain on a two-week clock.

" rel="noopener noreferrer">https://www.tomshardware.com/tech-industry/qatar-helium-shutdown-puts-chip-supply-chain-on-a-two-week-clock
Global News Canada (10.03.2026): Not just balloons: Why the Iran war could cause a global helium shortage.

" rel="noopener noreferrer">https://globalnews.ca/news/11726231/iran-war-global-helium-shortage/
GE Healthcare (2016): Setting helium free: revolutionary MRI tech from GE Healthcare.

" rel="noopener noreferrer">https://www.ge.com/news/press-releases/setting-helium-free-revolutionary-mri-tech-ge-healthcare
Anderson, S.T. (2018): Economics, Helium, and the U.S. Federal Helium Reserve: Summary and Outlook. Natural Resources Research, 27(4), 455–477.

" rel="noopener noreferrer">https://doi.org/10.1007/s11053-017-9359-y
Elsner, H. (2018): Edelgase – Versorgung wirklich kritisch? DERA Rohstoffinformationen, Vol. 39. BGR.

" rel="noopener noreferrer">https://www.deutsche-rohstoffagentur.de/DE/Gemeinsames/Produkte/Downloads/DERA_Rohstoffinformationen/rohstoffinformationen-39.html
Kartellrecht & Rohstoffmärkte
Humphreys, D. (2010): The great metals boom: A retrospective. Resources Policy, 35(1), 1–13.

" rel="noopener noreferrer">https://doi.org/10.1016/j.resourpol.2009.07.002
Fattouh, B. (2011): An Anatomy of the Crude Oil Pricing System. Oxford Institute for Energy Studies, WPM 40.
https://www.oxfordenergy.org/publications/an-anatomy-of-the-crude-oil-pricing-system/

Weitere betroffene Rohstoffe, die in dieser Episode aber nicht angesprochen wurden, sind:
– Synthetische Düngemittel
– Urea/Harnstoff, dafür ist der persische Golf eine der größten Exporteure (circa 1/3 weltweite Produktion)
– Ammoniak (circa 9%)
– Schwefel (circa 1/4 weltweite Produktion), als By-product der Ölraffinierung) -> Dadurch dann auch Phosphatdünger, Schwefelsäure und andere Chemikalien
– Schwefelsäure (circa 50% der auf dem Seeweg transportieren Schwefelsäure aus dem Mittleren Osten) -> Schwefelsäure vor allem für Bergbau und Raffination auf dem afrikanischen Kontinent

Datenquellen

AGSI (Aggregated Gas Storage Inventory)

" rel="noopener noreferrer">https://agsi.gie.eu/
Dutch Bullion (26.01.2026): Gasspeicherfüllstände 2026.
https://dutchbullion.de/gasspeicherfuellstaende-2026-steuert-deutschland-auf-eine-neue-gaskrise-zu/
Schiffe tracken (Flugzeugträger)
https://www.cruisingearth.com/military-ship-tracker/aircraft-carriers/
Schiffe tracken
https://www.marinetraffic.com/en/ais/home
Fancy Dashboard (ohne zu wissen ob das verlässlich ist)
https://hegemonglobal.com

Offenlegung:
Die Quellen wurden teilweise mithilfe von LLMs gesucht, und die Referenzen wurden mit LLMs bearbeitet.

Ergänzte spätere Informationen

The Hormuz Hypothesis – What If the U.S. Navy Isn’t in a Hurry to Reopen the Strait?

https://gcaptain.com/the-hormuz-hypothesis-what-if-the-u-s-navy-isnt-in-a-hurry-to-reopen-the-straithttps://c4mr.org/reports/helium-supply-and-the-strait-of-hormuz-crisis-a-critical-raw-material-under-pressure/https://c4mr.org/reports/helium-supply-and-the-strait-of-hormuz-crisis-a-critical-raw-material-under-pressure/

CMR Policy Brief: Helium Supply and the Strait of Hormuz Crisis – A Critical Raw Material Under Pressure

https://c4mr.org/reports/helium-supply-and-the-strait-of-hormuz-crisis-a-critical-raw-material-under-pressure/

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By Martin Hillenbrand