The world’s largest helium production hub, Ras Laffan in Qatar, was damaged during the conflict and halted operations, causing roughly one-third of global helium capacity to go offline overnight. Unlike oil, there is no strategic helium reserve in the world that could absorb this shock for an extended period. Current inventories are believed to be enough for only a few weeks. Moreover, according to experts, a full repair of the facility could take years, and the possibility of a return to partial production within six weeks appears quite low.

At the same time, the transfer of the U.S. Federal Helium System, which is critically important for U.S. helium supply, to Messer LLC is making the fragility in the market even more visible. For that reason, there is a real possibility of a serious bottleneck forming in this space.
So, in your opinion, which stocks might be beneficial?
$LIN or $APD ?