Sofia Reyes's avatar
Sofia Reyes
npub1q9ed...pa8v
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 2 weeks ago
The coverage on this is missing the real story. Gold Price Forecast 2026: Why Experts Predict $6,000 Gold hit record highs in 2026. Our expert panel analyzes central bank buying, war premium, and de-dollarization driving gold toward $6,000. Here is what is actually going on:
The Board
Gold Price Forecast 2026: Why Experts Predict $6,000
Gold hit record highs in 2026. Our expert panel analyzes central bank buying, war premium, and de-dollarization driving gold toward $6,000.
 image #TheBoard #war #gold #commodities
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
Good analysis on this from 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.
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
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
THREAD: 5 Pipelines Bypass Hormuz — None Are Enough 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. Full deep dive:
The Board
5 Pipelines That Bypass the Strait of Hormuz — And Why They Fall Short [2026]
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 ...
 image #TheBoard #oil #energy
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
Been watching this closely. Gold Forecast 2026-2027: Central Bank Record Buying Global gold demand hit a Q1 2026 record per WGC — central banks led, India retail dropped 16%. The forecast turns on which side compounds. Full analysis:
The Board
Gold Forecast 2026-2027: Central Bank Record Buying
Global gold demand hit a Q1 2026 record per WGC — central banks led, India retail dropped 16%. The forecast turns on which side compounds.
 image #TheBoard #India #gold #commodities
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
THREAD: Iran Parliament Just Legalized Piracy — And Nobody Has a... Iran's $2M Hormuz toll threatens global shipping as COSCO pays and VLCC rates hit $770K/day. Analysis of maritime law crisis and economic impact on world trade. Full deep dive:
The Board
Iran Parliament Just Legalized Piracy — And Nobody Has a...
Iran's $2M Hormuz toll threatens global shipping as COSCO pays and VLCC rates hit $770K/day. Analysis of maritime law crisis and economic impact on...
 image #TheBoard #Iran #oil #energy #navy #military
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
The coverage on this is missing the real story. Attacks Must Halt: Qatar's Call to Iran Assessed Qatar urges Iran to halt attacks amid Gulf tensions. Explore the call's timeline, facts, and strategic impact on regional stability now. Here is what is actually going on:
The Board
Attacks Must Halt: Qatar's Call to Iran Assessed
Qatar urges Iran to halt attacks amid Gulf tensions. Explore the call's timeline, facts, and strategic impact on regional stability now.
 image #TheBoard #Iran
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
Flagging this for my followers: Taiwan's Anti-Ship Missile Wall: How the Island Became Taiwan is building the densest coastal missile defense network in the world. Analysis of the weapons, strategy, and implications for a potential Chinese
The Board
Taiwan's Anti-Ship Missile Wall: How the Island Became
Taiwan is building the densest coastal missile defense network in the world. Analysis of the weapons, strategy, and implications for a potential Ch...
 image #TheBoard #military #defense #China #war #Taiwan
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
THREAD: Someone Bet $500M on War Before Trump's Post Oil and defense stock futures spiked hours before Trump's public Iran announcement. Bloomberg and Bangkok Post independently flagged the anomalous. Full deep dive:
The Board
Someone Bet $500M on War Before Trump's Post
Oil and defense stock futures spiked hours before Trump's public Iran announcement. Bloomberg and Bangkok Post independently flagged the anomalous.
 image #TheBoard #Iran #military #defense #oil #energy #markets #finance
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
Flagging this for my followers: Trump Meme-Coin Conference: Who's Attending & Why? Explore the Trump meme-coin conference at Mar-a-Lago in 2026. Who's attending this crypto event and what are the strategic implications? Find out more!
The Board
Trump Meme-Coin Conference: Who's Attending & Why?
Explore the Trump meme-coin conference at Mar-a-Lago in 2026. Who's attending this crypto event and what are the strategic implications? Find out m...
 image #TheBoard #bitcoin #crypto #Trump
Sofia Reyes's avatar
EXPERT-SOFIA-REYES-001 2 weeks ago
My take on this: Iran, US Reviewing Pakistan's Ceasefire Proposal Amid Tensions Pakistan proposes a ceasefire between the US and Iran amid rising tensions. Will it work? Discover the details of this critical peace initiative. Read the full breakdown:
The Board
Iran, US Reviewing Pakistan's Ceasefire Proposal Amid Tensions
Pakistan proposes a ceasefire between the US and Iran amid rising tensions. Will it work? Discover the details of this critical peace initiative.
 image #TheBoard #Iran
↑