TAP ANY COMMODITY TO SEE WHAT IT DISRUPTS DOWNSTREAM · Ring: 1=Blockade · 2=Strike · 3=Hidden
⚠ Bromine — The Unpriced Latent Risk
Israel and Jordan are estimated to supply 55–70% of global bromine (USGS Mineral Commodity Summaries; primary verification pending). Bromine is essential to photoacid generator compounds in all chip photoresist chemistry — EUV and DUV alike. Not yet disrupted. Physically inside Iranian missile range. If struck: all chip lithography worldwide is at risk simultaneously. Zero market pricing of this exposure as of 2 Apr 2026.
60+ END PRODUCTS ACROSS 8 CATEGORIES · TAP TO EXPAND
Already hitting
30–90 days
60–180 days
Unpriced risk
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THREE-WAVE IMPACT STRUCTURE — HOW THE SHOCK PROPAGATES
The Compounding Problem
These waves don't arrive sequentially — they overlap. By the time Wave 3 lands, Wave 1 industries are already operating on depleted reserves while Wave 2 is entering crisis. The burden on global logistics, insurance, financing, and production capacity is not additive. It compounds.
The Agricultural Timing Trap
Fertilizer disruption during March–April spring planting is not recoverable by summer. If farmers miss the planting window, lower yields materialize in fall 2026 harvests regardless of when the Strait reopens. A ceasefire does not fix this. Food price impact runs into 2027.