# UBS cited mounting concerns over global helium supply disruptions caused by Iran's drone and missile strikes.

*semiconductor · news · 2026-04-07 · Seeking Alpha*

## Key points

- UBS reiterated its Buy rating on Exxon Mobil with a $171 price target.
- UBS expects Exxon to benefit from global helium supply disruptions.
- Iran's drone and missile strikes on Qatar have disrupted helium production.
- Qatar is responsible for approximately 31% of global helium supply.

**Companies:** Exxon Mobil Corporation
**Countries:** Iran, Qatar

[Read the full story on Seeking Alpha](https://seekingalpha.com/news/4573096-exxon-reiterated-buy-at-ubs-on-expected-boost-from-helium-supply-disruption)

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