About
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.
⸻
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
⸻
Disclaimer
The appearance of U.S. Department of Defense visual information does not imply or constitute DoD endorsement.
⸻
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
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8
Sign up for my free weekly newsletter at https://2ly.link/211gx
Be part of our online investment community:
https://cambridgehouse.com
https://twitter.com/JayMartinBC
https://www.instagram.com/jaymartinbc
https://www.facebook.com/TheJayMartinShow
https://www.linkedin.com/company/cambridge-house-international
Copyright © 2025 Cambridge House International Inc. All rights reserved.
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.
⸻
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
⸻
Disclaimer
The appearance of U.S. Department of Defense visual information does not imply or constitute DoD endorsement.
⸻
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
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8
Sign up for my free weekly newsletter at https://2ly.link/211gx
Be part of our online investment community:
https://cambridgehouse.com
https://twitter.com/JayMartinBC
https://www.instagram.com/jaymartinbc
https://www.facebook.com/TheJayMartinShow
https://www.linkedin.com/company/cambridge-house-international
Copyright © 2025 Cambridge House International Inc. All rights reserved.