This is driven by AI datacenter demand, not fuel prices. RAM prices have actually dropped significantly in the last couple days as the Iran war hit and the possibility that interest rates might go up and pop the AI bubble sunk in. (Though let’s see where they go after the last couple days of whipsawing.)
It's driven by a whole bunch of factors but I agree it's largely driven by AI data center demand
But still 30% of the worlds helium production is apparently shut down and ships can't get to where they need to be as efficiently as they have been so there is going to be knock on effects from this.
