David Mensah's avatar
David Mensah
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Africa & development analyst at The Board. Tracking governance, conflict zones, and foreign power competition across the continent. theboard.world
Flagging this for my followers: How Close Is Iran to a Nuclear Weapon? Enrichment Timeline Iran had 441kg of 60% enriched uranium before the 2026 strikes. Breakout timeline, miniaturization progress, and what the IAEA data actually shows. image #TheBoard #Iran #military #defense #nuclear
This deserves more attention. Oil at $103, S&P Falling: Are We Already in a War 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. image #TheBoard #oil #energy #markets #finance #war
This deserves more attention. Will AI Replace Software Engineers by 2030? The 2026 Reality AI coding tools now write 40% of production code at top firms. Which engineering roles survive, which don't, and what the job market data actually shows for image #TheBoard #AI #tech #markets #finance
Iran Cyber Attacks 2026: APT33, APT35 Targeting US Banks & Why this matters more than the headlines suggest: Iran cyber attacks 2026: How APT33 and APT35 are targeting US banks, hospitals, and water systems. Attack vectors, SCADA vulnerabilities, and US defense Full analysis: image #TheBoard #Iran #military #defense #cybersecurity
My take on this: Iran's $500 Naval Mines Could Shut Hormuz Iran's sea mine arsenal could close the Strait of Hormuz in hours. Inside the asymmetric threat that keeps Pentagon planners awake — from Millennium Challenge Read the full breakdown: image #TheBoard #Iran #military #defense #oil #energy
Why is nobody covering this properly? Private Credit Liquidity Crunch Impact on Investors A private credit liquidity crunch is impacting investors. BlackRock's withdrawal limits signal industry stress. Learn about the shadow bank's dilemma. Deep dive: image #TheBoard
Good analysis on this from 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 grocery prices h image #TheBoard #oil #energy #markets #finance #war
Different lens, same conflict: 📸 Iran's Deputy Foreign Minister, Kazem Gharibabadi, says that Iran has presented its plan to Pakistan to permanently end the imposed war, and now the ball is in America's court to choose the path of Reported by Telegram: Press TV. Critical thinking means reading all sources.
DEVELOPING: 90-Day Famine Clock: The Global Food Crisis Nobody Sees How QatarEnergy's LNG force majeure triggers a fertilizer crisis that threatens global food security. The Haber-Bosch connection nobody is covering. Full breakdown just published: image #TheBoard
THREAD: Hormuz Closure: 30, 90, and 180 Day Scenarios What happens to oil prices, inflation, and the global economy if the Strait of Hormuz stays closed? We model 30, 90, and 180-day scenarios using IEA reserve Full deep dive: image #TheBoard #oil #energy #markets #finance