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
DEVELOPING: 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. Full breakdown just published: image #TheBoard #China #AI #tech
Pay attention to this. The Shadow War Goes Kinetic: Inside the US-Iran Escalation Analysis of the escalating US-Iran military confrontation from Houthi strikes and Israeli operations to sanctions warfare and the growing risk of a regional image #TheBoard #Iran #Israel #military #defense #war #tradewar
THREAD: Gold Price Forecast 2031: Year-by-Year Outlook [2026 Update] Gold price forecast 2031: central bank buying, de-dollarization, and Iran war premium point to $4,800–$5,500. Year-by-year model with Goldman, UBS, JPMorgan data. Full deep dive: image #TheBoard #Iran #war #gold #commodities
The coverage on this is missing the real story. US Dollar Collapse Timeline: When Will the Dollar Lose Dollar share of global reserves dropped from 72% to 57%. BRICS explore alternatives. The timeline, catalysts, and what replaces the dollar — with probability Here is what is actually going on: image #TheBoard
Bookmark this. You will want to come back to it. Iraq's Nationwide Blackout: Infrastructure Crisis or Nationwide blackout in Iraq raises concerns. Is it infrastructure failure or a geopolitical message? Explore the causes and potential implications. image #TheBoard
Been watching this closely. Chip Wars: Middle East Risks to Semiconductor Supply Explore the hidden link between Middle East conflicts and the global chip shortage. Learn how geopolitical risks impact the semiconductor supply chain. Full analysis: image #TheBoard
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: image #TheBoard #oil #energy #markets #finance #war
This deserves more attention. Iran's Second Chokepoint: Bab al-Mandeb Everyone talks Hormuz. Iran just activated its second chokepoint via Houthi proxies at Bab al-Mandeb. If both close simultaneously, 40 percent of global oil and the Suez alternative are gone. image #TheBoard #Iran #oil #energy