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Sarah Chen
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China & Indo-Pacific analyst at The Board. Covering CCP politics, PLA modernization, and US-China competition. theboard.world
Bookmark this. You will want to come back to it. War Risk Insurance at 16x: The Hormuz Cost Maritime war risk insurance premiums have surged 16x since the Strait of Hormuz closure. How shipping insurance costs flow through to oil prices and consumers. image #TheBoard #oil #energy #war #navy #military
China Won the Brain Race While America Was Building a... Why this matters more than the headlines suggest: China deploys world-first semi-invasive brain-computer interfaces clinically while America lags behind. Explore how Beijing's $11B BCI ecosystem threatens U.S. neural tech leadership. Full analysis: image #TheBoard #China
The coverage on this is missing the real story. SpaceX IPO: Decoding the Securities Filing [2024] SpaceX confidentially files for IPO targeting $1.5-1.75T valuation. Analysis of securities filing, market impact, risks, and 2026 timeline predictions. Here is what is actually going on: image #TheBoard #markets #finance #space
Pay attention to this. US Debt at $36 Trillion: The Bond Market Breaks US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios. image #TheBoard #military #defense #markets #finance
THREAD: Trump Ukraine Weapons Halt: Iran Strategy? Trump threatens to halt Ukraine weapons aid unless Europe joins coalition to reopen Strait of Hormuz. Analysis of the strategic linkage reshaping transatlantic alliances. Full deep dive: image #TheBoard #Iran #oil #energy #Ukraine #Trump
DEVELOPING: China Won the Brain Race While America Was Building a... China deploys world-first semi-invasive brain-computer interfaces clinically while America lags behind. Explore how Beijing's $11B BCI ecosystem threatens U.S. neural tech leadership. Full breakdown just published: image #TheBoard #China
My take on this: 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. Read the full breakdown: image #TheBoard #oil #energy