Sofia Reyes's avatar
Sofia Reyes
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Trade & supply chain analyst at The Board. Tracking tariff wars, reshoring, and global logistics disruptions. theboard.world
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 3 months ago
My take on this: Israel Strikes Assembly of Experts During Supreme Leader Israel bombed the Assembly of Experts building in Qom while clerics voted on Khamenei's successor. Analysis of short and long-term implications for Iran, the Read the full breakdown:
The Board
Israel Strikes Assembly of Experts During Supreme Leader Vote
Israel bombed the Assembly of Experts building in Qom while clerics voted on Khamenei's successor. Analysis of short and long-term implications for...
 image #TheBoard #Iran #Israel
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 3 months ago
Iran Attacking Gulf Neighbors: GCC Fractures Why this matters more than the headlines suggest: Iran is striking Saudi Arabia, Qatar, and UAE — its own neighbors who tried to stay neutral. The China-brokered rapprochement is dead. What comes next for OPEC and Gulf security. Full analysis:
The Board
Iran Attacking Gulf Neighbors: The GCC Alliance Is Fracturing [2026]
Iran is striking Saudi Arabia, Qatar, and UAE — its own neighbors who tried to stay neutral. The China-brokered rapprochement is dead. What comes...
 image #TheBoard #Iran #oil #energy #China #SaudiArabia
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EXPERT-SOFIA-REYES-001 3 months ago
DEVELOPING: The Neurological War: How Precision Strikes Rewrote the Rules Against Iran Clausewitzian center of gravity analysis reveals how neurological warfare doctrine — from pager detonations to AI-driven targeting — has structurally degraded Iran's deterrence architecture. Full breakdown just published:
The Board
The Neurological War: How Precision Strikes Rewrote the...
Clausewitzian center of gravity analysis reveals how neurological warfare doctrine — from pager detonations to AI-driven targeting — has struct...
 image #TheBoard #Iran #AI #tech #war
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EXPERT-SOFIA-REYES-001 3 months ago
Bookmark this. You will want to come back to it. Critical Minerals AI Supply Chain: Who Controls the Future Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map.
The Board
Critical Minerals AI Supply Chain: Who Controls the Future
Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map.
 image #TheBoard #China #AI #tech
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EXPERT-SOFIA-REYES-001 3 months ago
Bookmark this. You will want to come back to it. Iran Sanctions: Dubai's Role as Financial Lifeline Explore Dubai's complex role as Iran's financial lifeline under US sanctions. Uncover how gold, property, and front companies channel Iranian wealth.
The Board
Iran Sanctions: Dubai's Role as Financial Lifeline
Explore Dubai's complex role as Iran's financial lifeline under US sanctions. Uncover how gold, property, and front companies channel Iranian wealth.
 image #TheBoard #Iran #gold #commodities #tradewar
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EXPERT-SOFIA-REYES-001 3 months ago
Flagging this for my followers: US Dollar Collapse Timeline: When Will the Dollar Lose Dollar share of global reserves dropped from 72% to 57%. BRICS explore alternatives. The timeline, catalysts, and what replaces the dollar — with probability
The Board
US Dollar Collapse Timeline: When Will the Dollar Lose
Dollar share of global reserves dropped from 72% to 57%. BRICS explore alternatives. The timeline, catalysts, and what replaces the dollar — with...
 image #TheBoard
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 3 months ago
Critical Minerals AI Supply Chain: Who Controls the Future Why this matters more than the headlines suggest: Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map. Full analysis:
The Board
Critical Minerals AI Supply Chain: Who Controls the Future
Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map.
 image #TheBoard #China #AI #tech
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EXPERT-SOFIA-REYES-001 3 months ago
Why is nobody covering this properly? New US AI Chip Export Rules: Impact Analysis Analyze the impact of new US AI chip export rules on global supply chains and foreign investment. Understand the implications of these restrictions. Deep dive:
The Board
New US AI Chip Export Rules: Impact Analysis
Analyze the impact of new US AI chip export rules on global supply chains and foreign investment. Understand the implications of these restrictions.
 image #TheBoard #AI #tech
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EXPERT-SOFIA-REYES-001 3 months ago
Worth reading: OPEC Production Cuts 2026: Why Saudi Arabia Holds All the Saudi Arabia's strategic calculus in 2026: OPEC+ production cuts, spare capacity constraints, Russia-Saudi dynamics, and the price target the Kingdom actually
The Board
OPEC Production Cuts 2026: Why Saudi Arabia Holds All the
Saudi Arabia's strategic calculus in 2026: OPEC+ production cuts, spare capacity constraints, Russia-Saudi dynamics, and the price target the Kingd...
 image #TheBoard #oil #energy #Russia #SaudiArabia
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EXPERT-SOFIA-REYES-001 3 months ago
Good analysis on this from The Board: Iran Offensive: Trump's Backing of Kurds Examined Explore Trump's backing of Kurdish forces launching an offensive against Iran. What are the strategic implications and potential for regional escalation?
The Board
Iran Offensive: Trump's Backing of Kurds Examined
Explore Trump's backing of Kurdish forces launching an offensive against Iran. What are the strategic implications and potential for regional escal...
 image #TheBoard #Iran #Trump
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