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
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: image #TheBoard #Iran #Israel
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: image #TheBoard #Iran #oil #energy #China #SaudiArabia
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: image #TheBoard #Iran #AI #tech #war
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. image #TheBoard #China #AI #tech
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. image #TheBoard #Iran #gold #commodities #tradewar
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 image #TheBoard
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: image #TheBoard #China #AI #tech
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: image #TheBoard #AI #tech
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 image #TheBoard #oil #energy #Russia #SaudiArabia
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? image #TheBoard #Iran #Trump