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Update — April 14, 2026: Blockade ACCELERATES Helium Crisis + LASR Monster

Hormuz blockade accelerates everything. Naval blockade = shipping completely blocked. Helium that was already constrained by Ras Laffan shutdown now can't transit at all. SK fab stockpile depletion timeline moves forward.

LASR is a monster stock. $67.94, +870% 1Y, +62% 3M. Golden cross, strong-up, 84% above SMA200. Trump quote today: "A laser melts the drone. It's a beautiful thing to see." The directed energy cost math: $2M per Patriot interceptor vs $10 per laser shot. LASR holds $171M contract for 1MW laser demonstration for Golden Dome this year.

EOS.AX is the ITAR-free equivalent — AUD $459M order book. Every allied nation that can't buy from Raytheon is calling them. (Source: @kawzinvests)

See: sources/tweets/2026-04-13-kawzinvests-hormuz-lasr-blockade.md

Status: ACTIVE — Ras Laffan shutdown confirmed. Helium clock is ticking.

The scenario thesis is independent of oil price. USO pulling back from $138 to $128 doesn't change the Gulf infrastructure vulnerability one bit. Ras Laffan (Qatar's LNG/helium complex) is still the most asymmetric risk in global markets.

Ras Laffan is already offline. QatarEnergy declared force majeure on March 2, 2026 after Iranian attacks, shutting down ~30% of global helium supply with no restart timeline. This...