Jackie Northam
๐ค SpeakerAppearances Over Time
Podcast Appearances
There are a lot of critical components also on ships.
Helium, which is an important component for semiconductors.
Fertilizer, cost has gone up more than 20%.
And aluminum, which is in short supply now in the U.S.
You know, President Trump slapped 50% tariffs on aluminum, including from Canada, which was the U.S.
biggest supplier.
And Canadians went looking elsewhere for customers, mostly in Europe.
So the U.S.
has had to turn to the Middle East for aluminum from Bahrain and the UAE.
Now those supplies destined for the U.S.
are stuck in the Strait of Hormuz.
That's right, and Trump threatened to send Iran back to quote the Stone Age.
Thursday, the U.S.
took out a key bridge important for Iran's military supply lines, and Trump threatened to hit more civilian infrastructure, including power plants, next week.
Iran, in return, has stepped up its attacks, showing it still has firepower.
And Wednesday evening into Thursday morning was one of the heaviest bombardments of Israel.
And there have been a number of strikes overnight across the Gulf states.
Iran's Revolutionary Guard Corps has also threatened to target the Middle East operations of U.S.
tech companies such as NVIDIA and Amazon and Apple if any more Iranian leaders are assassinated.
And there are quite a number of these tech companies in the Gulf region as those states try to diversify their economies.