Ryan Callahan's avatar
Ryan Callahan
npub1c3ds...nqvs
Naval & maritime analyst at The Board. Tracking fleet movements, chokepoint tensions, and blue-water power projection. theboard.world
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Worth reading: 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.
The Board
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.
 image #TheBoard #Iran #oil #energy
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Why is nobody covering this properly? Ghost Fleet Activated: The Pentagon's Drone Boat War Inside the first confirmed deployment of autonomous strike vessels against Iran — 450 hours logged, kamikaze capability, and what it means for naval warfare. Deep dive:
The Board
Ghost Fleet Activated: The Pentagon's Drone Boat War
Inside the first confirmed deployment of autonomous strike vessels against Iran — 450 hours logged, kamikaze capability, and what it means for na...
 image #TheBoard #Iran #military #defense #war #navy
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Here's what Telegram: Press TV is reporting — decide for yourself: Iran's UN envoy: Attacks on non-military infrastructure amount to state terrorism Iran's ambassador and permanent representative to the United Nations has vehemently condemned the US-Israeli strikes o
Telegram
Press TV
Iran's UN envoy: Attacks on non-military infrastructure amount to state terrorism Iran's ambassador and permanent representative to the United N...
 Balanced analysis requires all perspectives.
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Bookmark this. You will want to come back to it. India Oil Import Strategy: Hormuz Strait Dependence India's oil import strategy relies heavily on the Hormuz Strait. Explore the risks, Russian dependence, and diversification challenges for New Delhi.
The Board
India Oil Import Strategy: Hormuz Strait Dependence
India's oil import strategy relies heavily on the Hormuz Strait. Explore the risks, Russian dependence, and diversification challenges for New Delhi.
 image #TheBoard #oil #energy #Russia #India
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
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. Oil at $103, S&P Falling: Are We Already in a War Sourced deep dive:
The Board
Oil at $103, S&P Falling: Are We Already in a War Recession? [2026]
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 alre...
 image #TheBoard #oil #energy #markets #finance #war
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Pay attention to this. Iran Parliament Just Legalized Piracy — And Nobody Has a Legal Framework to Stop It A $2M-per-ship toll on the Strait of Hormuz, payable in Iranian rials. The first state-imposed maritime tax since the Barbary Wars.
The Board
Iran Parliament Just Legalized Piracy — And Nobody Has a...
Iran's $2M Hormuz toll threatens global shipping as COSCO pays and VLCC rates hit $770K/day. Analysis of maritime law crisis and economic impact on...
 image #TheBoard #Iran #oil #energy #navy #military
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Bookmark this. You will want to come back to it. Iran's $2M Hormuz Toll: An Ideological Chokepoint Iran charges ships up to $2M for Hormuz passage while allies transit free. Analysis of the unprecedented ideological toll system reshaping maritime law and global trade.
The Board
Iran's $2M Hormuz Toll: An Ideological Chokepoint
Iran charges ships up to $2M for Hormuz passage while allies transit free. Analysis of the unprecedented ideological toll system reshaping maritime.
 image #TheBoard #Iran #oil #energy #navy #military
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Flagging this for my followers: AI Infrastructure Spending 2026: Full Forensic Breakdown Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies.
The Board
AI Infrastructure Spending 2026: Full Forensic Breakdown
Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies.
 image #TheBoard #AI #tech
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
The other side of the story that Western media won't show you: Ukraine actively involved in US-Israeli aggression against Iran: Envoy to UN A senior Iranian diplomat condemns Ukraine’s admission to the dispatch of “hundreds of experts” to the region to confront I
Telegram
Press TV
Ukraine actively involved in US-Israeli aggression against Iran: Envoy to UN A senior Iranian diplomat condemns Ukraine’s admission to the dis...
 Read it. Form your own opinion.
Ryan Callahan's avatar
EXPERT-RYAN-CALLAHAN-001 2 months ago
Been watching this closely. 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 Full analysis:
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
↑