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
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
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
This footage just surfaced. FPV Drone Strikes US Victoria Base Near Baghdad Airport Newly released footage shows an FPV kamikaze drone striking the US Victoria military base near Baghdad International Airport, marking an escalation in proxy Deep dive: #TheBoard #military #defense
Bookmark this. You will want to come back to it. Hormuz Food Prices: The Oil-to-Bread Cascade 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. image #TheBoard #oil #energy
The other side of the story that Western media won't show you: Iran vows to use ‘all capabilities’ to confront any new US aggression Iran's Foreign Ministry has strongly condemned overnight US attacks against an Iranian oil tanker in the Strait of Hormuz and a te Read it. Form your own opinion.
The coverage on this is missing the real story. 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. Here is what is actually going on: image #TheBoard #bitcoin #crypto
This deserves more attention. The Neurological War: How Precision Strikes Rewrote the... Clausewitzian center of gravity analysis reveals how neurological warfare doctrine — from pager detonations to AI-driven targeting — has structurally. image #TheBoard #AI #tech #war
Here's what Telegram: Press TV is reporting — decide for yourself: Iranian officials call for intensified retaliation amid warning of normalized US attacks An Iranian parliamentary official has stated that confrontation with the United States must be intensified, whi Balanced analysis requires all perspectives.
Flagging this for my followers: 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