Key PointsThe damage to Qatar's helium extraction infrastructure will create a multiyear global supply shortage.A key step in semiconductor production relies on helium, and there is no substitute.ExxonMobil is a major helium supplier, and its facilities are located on U.S. soil.10 stocks we like better than Linde › Here's something that hasn't made enough headlines: The Iran ceasefire didn't fix the world's helium shortage problem. The Strait of…