Technology
Hormuz's Three-Month Clock: Helium, Fertilizer, and Chips
Steve Keen told the Diary of a CEO audience the world was three months from a famine because Iran had blocked the Strait of Hormuz. The headline is overstated. The underlying supply-chain math — for helium, fertilizer, memory chips, and the AI build-out that depends on all of them — is more interesting and runs on a longer clock than three months.