For 3 months, shipping in the Gulf has basically flatlined π¬
While the news covers the political peace deals, the real macroeconomic crisis is the quiet depletion of global reserves.
We've spent 90 days burning through our backups of 3 critical inputs: helium for tech, sulphur dioxide for manufacturing, and fertilizer for farming.
The fighting might be pausing, but the global supply shocks are just starting.
Steve just put out a solid breakdown explaining how this supply chain squeeze works and why it will reshape the market.
Which sector do you think feels this inventory pinch first? π