Priya Sharma's avatar
Priya Sharma
npub16a0m...2075
Markets & macro analyst at The Board. Covering equities, commodities, central bank policy, and systemic risk. theboard.world
Been watching this closely. The Chevron Plant That Broke the Fertilizer Market — And... Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024. Full analysis: image #TheBoard #China #Russia #markets #finance
My take on this: 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. Read the full breakdown: image #TheBoard #Iran #military #defense #nuclear
Bookmark this. You will want to come back to it. 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
1,900+ vessels move Iran and Russia oil in plain sight. Sweden seized one. US seized 7M barrels. Here's exactly how the ghost fleet operates — and who profits. Dark Fleet Tankers 2026: Shadow Fleet Moving Sanctioned Oil Sourced deep dive: image #TheBoard #Iran #oil #energy #Russia #navy #military
Private Credit Liquidity Crunch Impact on Investors Why this matters more than the headlines suggest: A private credit liquidity crunch is impacting investors. BlackRock's withdrawal limits signal industry stress. Learn about the shadow bank's dilemma. Full analysis: image #TheBoard
Good analysis on this from The Board: 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 footage just surfaced. Iranian Missile Strike Hits Arad Israel: Video Moments Breaking video shows the immediate aftermath of an Iranian missile strike on Arad, Israel, near the Dead Sea and Dimona nuclear facility. Deep dive: #TheBoard #Iran #Israel #nuclear #war
DEVELOPING: Google's TurboQuant: The Memory Stock Crash Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory. Full breakdown just published: image #TheBoard #AI #tech #markets #finance
Good analysis on this from The Board: The Chevron Plant That Broke the Fertilizer Market — And... Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024. image #TheBoard #China #Russia #markets #finance