event_id: 2026-05-29-gulf-infrastructure-strike-eow-full-scan-refresh

Type: refresh (subtype: weekly data)

Source: summaries escalation.json, chemicals.json, memory.json, war-sensitivity.json 2026-05-29 close

Shift: US helium leg (APD/LIN) has reversed sharply — APD RSI 30.5 weak-down -7.14% 30D, near oversold; the Doe Canyon moat is not yet pricing into the tape and may be pricing in a Q2 earnings miss or industrial slowdown. LNG complex in breakdown (LNG RSI 28.6 down -18.03% 30D, -25.27% from 52-wk high; FLNG -8.2% 30D) — Cheniere-proxy leg of the thesis is fully off. Asia-fab leg continues to ignore the depletion clock (TSM strong-up +13.69% 3M; EWT RSI 72.3 +14.35% 30D; EWY +28.04% 30D) — chip-cycle pricing remains dominant over tail-risk pricing.

Per-ticker: APD ↓ (RSI 30.5 weak-down — moat not priced, or broader industrial headwind), LIN ↓ (weak-down -0.69% 30D), LNG ↓ (RSI 28.6 down — breakdown; Cheniere leg dead), FLNG ↓ (weak-down -8.2% 30D), EPD ↓ (weak-down -4.94% 30D), TRGP → (strong-up on 3M but -1.93% 30D — mixed), TSM ↑ (strong-up, chip cycle winning), EWT ↑ (RSI 72.3 — overbought; near 52-week high), EWY ↑ (strong-up +28.04% 30D), INDA → (weak-up, flat 30D), STX ↑ (RSI 74.5 strong-up +30.6% 30D +132% 3M — storage cycle ripping, not helium-sensitive)