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
THREAD: Eli Lilly Just Paid $2.75 Billion for Drugs Designed by... Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billion in one week to AI biotech. Full deep dive: image #TheBoard #AI #tech
The East-West Pipeline, Habshan-Fujairah, Goreh-Jask, Kirkuk-Ceyhan, and IPSA together move less than a third of Hormuz's 21 mb/d. Here's the full infrastructure breakdown. 5 Pipelines Bypass Hormuz — None Are Enough Sourced deep dive: image #TheBoard #oil #energy
Been watching this closely. Water Crisis 2026: 8 Cities Running Out of Water Mexico City, Chennai, São Paulo, Bangalore, Cairo, Jakarta, Istanbul, and Corpus Christi face Day Zero. The water crisis is accelerating — here's each city's countdown. Full analysis: image #TheBoard
The Iranian perspective on today's events: British journalist Bushra Shaikh targeted by Western media for exposing US-Israeli war crimes in Iran The Guardian newspaper has launched a crude propaganda assault against UK journalist and activist via Telegram: Press TV Intelligence means hearing every side.
The coverage on this is missing the real story. US Crew Rescued After Jet Downed: Israeli Media Reports Israeli media reports a US crew member was rescued after a jet was downed. Get the latest updates on this developing situation. Here is what is actually going on: image #TheBoard #Israel
China deploys medical AI at scale while Western regulators debate. Beijing hospitals operationalize AI triage, cancer prediction, and microbiome medicine as FDA and EU maintain regulatory paralysis. Chinese Medical AI Revolution: Beijing Deploys While the... Sourced deep dive: image #TheBoard #China #AI #tech #EU
Why is nobody covering this properly? 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. Deep dive: image #TheBoard #China #AI #tech
Worth reading: Iran's $2M Hormuz Toll: An Ideological Chokepoint Iran charges ships up to $2M for Hormuz passage while allies transit free. Analysis of the unprecedented ideological toll system reshaping maritime. image #TheBoard #Iran #oil #energy #navy #military
Flagging this for my followers: Hormuz Closure: 30, 90, and 180 Day Scenarios What happens to oil prices, inflation, and the global economy if the Strait of Hormuz stays closed? We model 30, 90, and 180-day scenarios using IEA reserve image #TheBoard #oil #energy #markets #finance
Just published: AI Prompt Injection Attacks 2026: Real Examples That Work Prompt injection is the #1 vulnerability in LLM applications. Technical breakdown of attack vectors, real-world exploits, and defense strategies for 2026. image #TheBoard #military #defense #AI #tech