GeoShockBoard
Night edition · built 2026-10-26 06:32 IDTMarket context, not investment advice

Corrections

By Net Jacobsson · X · LinkedIn

We fix errors in the open. Each entry is dated and shows the old value struck through, the new value and the source with its tier (T1 primary data or official, T2 major outlet, T3 aggregator or single source). Last updated 2026-10-25.

2026-10-25 · Home · Shock Radar #1 (Brent, narrative 01 + KPI card + Signal box) · Wrong contract / outdated

Brent +5.3% on the week to $111.52 (15→22 Oct, Yahoo continuous BZ=F, 22 Oct intraday)

→ Brent Dec '26 +6.2% on the week to $116.72 (16→23 Oct settles, front-month BZZ26.NYM); now read from brent_front.json on every build

2026-10-25 · Home · Shock Radar #1 (Hormuz KPI card + Highest-conviction box) · Outdated

Hormuz flows −41% vs pre-war (Kpler 7-day avg 10,173 kbd vs 17,267 kbd baseline; flows as of 17 Oct, briefing 19 Oct)

→ Hormuz flows at ~74% of pre-war, i.e. −26% (Kpler 7-day avg 12,653 kbd vs 17,147 kbd baseline; flows as of 21 Oct, briefing 23 Oct); now read from the latest Kpler briefing on every refresh

2026-10-25 · Home · Shock Radar #1 (Taiwan narrative) and Taiwan flashpoint ‘What changed’ · Overstated + wrong link

Taiwan will criminalize unlicensed AI-chip and server exports to China (linked Taipei Times piece was about PLA drills)

→ Taiwan plans to add AI servers and advanced chips to its export-control list; once in force, unlicensed shipments to China could be prosecuted under the Foreign Trade Act. No bill or implementation date yet

2026-10-25 · Home short answer vs page titles · Inconsistent count

Across 37 past geopolitical shocks with oil data … (elsewhere: 39 past shocks / 39 events)

→ Of 39 past geopolitical shocks in our dataset, 37 have oil data (1990–91 events predate the oil series); all counts now computed from the dataset

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Market context, not investment advice. No trading recommendations. "Crowd" = Polymarket prices; "ours" = GeoShockBoard judgment.