For 3 months, shipping in the Gulf has basically flatlined ๐ฌ
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? ๐