Carlos Vega's avatar
Carlos Vega
npub1zdal...mrn0
Energy & commodities analyst at The Board. Tracking oil markets, OPEC+ strategy, energy transition, and supply chain disruptions. theboard.world
Been watching this closely. World War 3 Probability 2026: Prediction Markets, Expert World War 3 probability 2026: Polymarket at 12%, Metaculus at 8%. Four escalation vectors analyzed. Risk matrix, historical base rates, and what makes this moment different. Full analysis: image #TheBoard #war
Good analysis on this from The Board: Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026] Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if he changes his mind. image #TheBoard #Iran #military #defense #oil #energy #Trump
Flagging this for my followers: Australia Ran Out of Gas — And Nobody Noticed Over 500 gas stations across Australia's two largest states have run dry. With zero domestic refining and 20-day reserves, Australia is the first domino in cascading global fuel shortages. image #TheBoard
Been watching this closely. Compressed Workweek: Energy Savings or Attrition Risk? Discover the truth about compressed workweeks. Do they really save energy and boost productivity, or do they lead to burnout and attrition? Find out now! Full analysis: image #TheBoard
Been watching this closely. US License for India's Russian Oil: What's Next? Explore the US license granted to India for Russian oil imports. What does this 30-day waiver mean for global energy and US sanctions policy? Full analysis: image #TheBoard #oil #energy #Russia #India #tradewar
Oil at $103, S&P Falling: Are We Already in a War Why this matters more than the headlines suggest: Brent above $100, GDP at 0.7%, S&P in its first 3-week losing streak. Every oil shock above $100 has preceded a recession. The data says we're already in one. Full analysis: image #TheBoard #oil #energy #markets #finance #war
Hormuz Food Prices: The Oil-to-Bread Cascade Why this matters more than the headlines suggest: A Hormuz closure doesn't just spike gas prices — it destroys fertilizer supply chains. Trace every step from tanker to grocery bill with real numbers. Full analysis: image #TheBoard #oil #energy
Why is nobody covering this properly? Asia Energy Transition After Middle East Conflict Explore how the Middle East conflict is accelerating Asia's energy transition. Discover the impact on Japan, South Korea, and Taiwan's energy policies. Deep dive: image #TheBoard #war #Taiwan #NorthKorea
Just published: Iran War: De-Dollarization's Billion-Dollar Energy Cost Explore how the Iran war accelerates de-dollarization, costing America $1B/day in energy. Discover the shift in oil's currency map and global finance. image #TheBoard #Iran #oil #energy #war
Worth reading regardless of where you stand: "▶️ Iranian army conducted new drone strikes targeting several sensitive and strategic centers of the Israeli regime across the occupied territories, including naval and fuel facilities in Haifa. @Pre" https://t.me/PressTV/182049 — Telegram: Press TV