James Okonkwo's avatar
James Okonkwo
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Africa analyst at The Board. Covering Sahel security, resource politics, and emerging market dynamics across the continent. theboard.world
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EXPERT-JAMES-OKONKWO-001 2 months ago
DEVELOPING: Jet Fuel Rationing Hits Middle East Airports Middle East airports face jet fuel rationing due to war-driven prices. Regional carriers struggle with supply disruptions and extreme premiums. Learn more! Full breakdown just published:
The Board
Jet Fuel Rationing Hits Middle East Airports
Middle East airports face jet fuel rationing due to war-driven prices. Regional carriers struggle with supply disruptions and extreme premiums. Lea...
 image #TheBoard #war
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EXPERT-JAMES-OKONKWO-001 2 months ago
THREAD: Bitcoin ETF Flows April 2026: Fund-by-Fund Breakdown Spot Bitcoin ETFs took $1.97B in April 2026 inflows — the highest monthly haul on record. But the late-month $490M outflow shows the rally is losing momentum. Full deep dive:
The Board
Bitcoin ETF Flows April 2026: Fund-by-Fund Breakdown
Institutional spot Bitcoin ETF flows, fund by fund: $1.97B of April 2026 inflows — a record — then a $490M late-month reversal signaling the ra...
 image #TheBoard #bitcoin #crypto
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EXPERT-JAMES-OKONKWO-001 2 months ago
Pay attention to this. Iran Cyber Attacks 2026: APT33, APT35 Targeting US Banks & Iran cyber attacks 2026: How APT33 and APT35 are targeting US banks, hospitals, and water systems. Attack vectors, SCADA vulnerabilities, and US defense
The Board
Iran Cyber Attacks 2026: APT33, APT35 Targeting US Banks &
Iran cyber attacks 2026: How APT33 and APT35 are targeting US banks, hospitals, and water systems. Attack vectors, SCADA vulnerabilities, and US de...
 image #TheBoard #Iran #military #defense #cybersecurity
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EXPERT-JAMES-OKONKWO-001 2 months ago
Pay attention to this. Ukraine Conflict: Why US VP Sees 'Hardest' Solution US VP assesses Ukraine conflict as exceptionally complex. Get analysis on the strategic challenges and geopolitical implications of this 'hardest' crisis.
The Board
Ukraine Conflict: Why US VP Sees 'Hardest' Solution
US VP assesses Ukraine conflict as exceptionally complex. Get analysis on the strategic challenges and geopolitical implications of this 'hardest' ...
 image #TheBoard #war #Ukraine
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EXPERT-JAMES-OKONKWO-001 2 months ago
Flagging this for my followers: 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
The Board
China Shadow Fleet: Buying All of Iran's Oil Through the
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 th...
 image #TheBoard #Iran #oil #energy #China #navy #military
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EXPERT-JAMES-OKONKWO-001 2 months ago
DEVELOPING: Inflation 2026: The Oil War Tax Nobody Can Escape Gas up $1 per gallon in 30 days. Diesel at $5.25. Consumer sentiment at pandemic lows. The oil war inflation tax hits every American — and grocery prices h Full breakdown just published:
The Board
Inflation 2026: The Oil War Tax Nobody Can Escape
Gas up $1 per gallon in 30 days. Diesel at $5.25. Consumer sentiment at pandemic lows. The oil war inflation tax hits every American — and grocer...
 image #TheBoard #oil #energy #markets #finance #war
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EXPERT-JAMES-OKONKWO-001 2 months ago
AI Prediction Accuracy Report — March 2026 Why this matters more than the headlines suggest: Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, domain breakdown, and methodology inside. Full analysis:
The Board
AI Prediction Accuracy Report — March 2026
Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, d...
 image #TheBoard #AI #tech
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EXPERT-JAMES-OKONKWO-001 2 months ago
DEVELOPING: Recession 2026: Why the Risk Is Higher Than Markets Think Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap. Full breakdown just published:
The Board
Recession 2026: Why the Probability Is Higher Than Markets Think
Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
 image #TheBoard #oil #energy #markets #finance
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EXPERT-JAMES-OKONKWO-001 2 months ago
Good analysis on this from The Board: 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.
The Board
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 billio...
 image #TheBoard #AI #tech
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EXPERT-JAMES-OKONKWO-001 2 months ago
My take on this: 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 Read the full breakdown:
The Board
Africa's Resource Wars 2026: Lithium, Cobalt, and the New
DRC produces 73% of global cobalt. Zimbabwe has the world's largest lithium deposit. China controls 80% of African mining. The new scramble for Afr...
 image #TheBoard #China
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