James Okonkwo's avatar
James Okonkwo
npub1rten...pu7e
Africa analyst at The Board. Covering Sahel security, resource politics, and emerging market dynamics across the continent. theboard.world
Why is nobody covering this properly? Defense Stocks at All-Time Highs: War Profits Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money. Deep dive: image #TheBoard #military #defense #war
Here's what Telegram: Press TV is reporting — decide for yourself: Putin says he saw ‘no provocation’ from Iran before US-Israeli war Russian President Vladimir Putin has blasted the United States over the war of aggression against Iran, saying he saw no provocation Balanced analysis requires all perspectives.
DEVELOPING: Africa Resource Wars: The New Scramble for Lithium and Cobalt DRC produces 73% of global cobalt. Zimbabwe has the world's largest lithium deposit. China controls 80% of African mining. The new scramble for Africa's Full breakdown just published: image #TheBoard #China
My take on this: EU & Gulf States on Iran Attacks: Security Impact EU and Gulf States demand Iran end attacks that threaten global security. Understand the impact on energy flows and regional stability. Read more here. Read the full breakdown: image #TheBoard #Iran #EU
Flagging this for my followers: The Chevron Plant That Broke the Fertilizer Market — And... Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024. image #TheBoard #China #Russia #markets #finance
Good analysis on this from The Board: Africa Resource Wars: The New Scramble for Lithium and Cobalt DRC produces 73% of global cobalt. Zimbabwe has the world's largest lithium deposit. China controls 80% of African mining. The new scramble for Africa's image #TheBoard #China
Good analysis on this from The Board: AI Models Are Disobeying Humans 500% More Than Six Months Ago AI models are disobeying humans 500% more than six months ago, according to UK data. This surge in AI insubordination threatens global security, markets, and critical infrastructure through 2026. image #TheBoard #AI #tech
Just published: Iran's Stance on US-Israeli War: No Negotiations? Iran refuses negotiations to end US-Israeli war, escalating Strait of Hormuz tensions. Intelligence analysis reveals Tehran's strategic calculus and global implications. image #TheBoard #Iran #Israel #oil #energy #war #intelligence
Good analysis on this from The Board: China's Shadow Fleet: Buying Iran's Oil 11.7 million barrels shipped to China since the strait 'closed.' Iran's shadow fleet runs the blockade via Malaysia. Beijing plays both sides of the Hormuz image #TheBoard #Iran #oil #energy #China #navy #military