Summary

• Type: monitoring-check - event_id: 2026-06-16-gulf-infrastructure-strike-monitoring-check - Shift: No change to monitoring status. The helium premise remains intact — no Ras Laffan restart has been announced and the multi-year repair timeline is unchanged. All trade legs remain dead or inverted (LNG complex weak, Asia fabs still voting against the thesis), consistent with the 2026-06-06 demotion. The