Forget Oil: Iran War Could Eventually Trigger AI Recession

James FoordInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryGeopolitical tensions in Iran are doing much more than disrupting oil.Fertilizer prices have surged up to 70% due to Gulf region production halts.And helium shortages threaten semiconductor manufacturing, risking delays in the AI buildout.It's still early to tell, but this could be the start of the AI recession.This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More »Shinsei Motions/iStock via Getty Images Thesis Summary The market is quite understandably hyper-focused on oil right now, as escalation in Iran continues to limit supply. But with the war potentially dragging on longer than expected, other bottlenecks are beginning to appear.This article was written byJames Foord27.47K FollowersFollowJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth.

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