Episode Details

In the next 90 days, the price of your iPhone is going up. So is your car. So is the wiring in your walls.

Not because of inflation.

Not because of tariffs.

Because a war 7,000 miles away is breaking the system that builds everything.

This isn’t an oil story.

It’s a supply chain story.

Sulfur stops moving.

Chemicals get rationed.

Copper and cobalt production slows.

And suddenly, the cost of building the modern world starts rising.

Most people think the U.S. is protected because it has energy.

That’s the wrong model.

A modern economy doesn’t run on oil alone. It runs on thousands of inputs—most of which it doesn’t produce anymore.

Break one link, and the whole system tightens.

That’s what you’re watching happen now.

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Sources & Attributions

Social Media (Editorial / Commentary Use)

https://www.linkedin.com/in/merlenye

https://x.com/joshuafarahzad

https://x.com/MerleNye

News / Context

United Nations News (Strait of Hormuz disruption reporting)

Public Domain Footage

U.S. Department of Defense via DVIDS

https://www.dvidshub.net/video/997733/us-forces-launch-operation-epic-fury

https://www.dvidshub.net/video/998719/operation-epic-fury-we-control-skies

Stock Media

Adobe Stock

Alamy

Music

Artlist (Licensed)

https://artlist.io

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Disclaimer

The appearance of U.S. Department of Defense visual information does not imply or constitute DoD endorsement.

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Chapters

0:00 Prices are about to move

1:11 Why Hormuz actually matters

3:34 The system most people don’t see

5:09 Chemicals to metals to everything

7:03 The cascade

8:07 The energy myth

13:51 A different industrial model

17:02 Proto Town

19:22 Hard assets vs markets

20:34 The shift to scarcity

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