Back to dashboard
Need to KnowPhD13 m+160 XP
How the world runs: energy, chips & supply chains
Oil, shipping, semiconductors, food systems & the chokepoints that move history
The Strait of Hormuz: 20% of global oil passes through a 21-mile-wide channel. The Taiwan Strait: 90% of advanced semiconductors (sub-7nm) are manufactured in Taiwan. The Suez and Panama Canals: chokepoints for global shipping, proven in 2021 (Ever Given) and 2024 (drought-reduced capacity). These single points of failure are why geopolitics matters to every business. The COVID supply chain crisis wasn't random — it was the predictable result of decades of just-in-time, zero-redundancy supply chains hitting simultaneous stress.
Key Points
- ▸Strait of Hormuz: 20% of global oil
- ▸TSMC Taiwan: 90%+ of sub-7nm chips
- ▸Just-in-time → just-in-case: the supply chain rethink
- ▸Energy security = national security = economic security