They Can’t Make Printed Circuit Boards Anymore . . . Iran War . . . . Naptha Outage

• They Can’t Make Printed Circuit Boards Anymore . . . Iran War . . . . Naptha Outage
  by https://halturnerradioshow.com/
  The retarded morons who re-started the Iran war have caused yet another catastrophe: The Manufacture of Printed Circuit Boards (PCB) must cease from lack of polyphenylene ether (PPE) resin, needed to make them.
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  An Iranian strike on Saudi Arabia’s Jubail petrochemical complex in early April 2026 halted production at a facility operated by the Saudi Arabian Basic Industries Corporation (SABIC), which supplies approximately 70% of the global high-purity polyphenylene ether (PPE) resin used in printed circuit board (PCB) laminates.
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  Polyphenylene ether (PPE) resin, often referred to as polyphenylene oxide (PPO), is used in printed circuit board (PCB) laminates primarily because of its superior electrical performance at high frequencies. While standard materials like FR-4 (epoxy-based) are sufficient for everyday electronics, PPE is essential for advanced technologies like 5G infrastructure, high-speed servers, and automotive radar.  PPE can withstand heat, it prevents circuit boards from warping over time, and thereby malfunctioning.
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  This critical supply disruption has caused PCB prices to surge by up to 40% in April alone, according to Goldman Sachs analysts. The shortage, compounded by disrupted Gulf shipping routes and rising copper costs, has forced manufacturers like South Korea’s Daeduck Electronics to raise prices and extend material wait times from three weeks to fifteen.
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  Reuters reports that SABIC, which operates in the Jubail complex and accounts for approximately 70% of the global high-purity PPE Resin supply, has been unable to resume production and supply since the event.
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  The impact of this strike was almost immediate, as is the reality of supply chains, and has rapidly flowed down to all industries downstream of the facility, leading to severe shortages of the critical material.
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  This is not the first time the war in Iran has impacted the global electronic supply chain. Earlier this week, the South China Morning Post reported that major Japanese suppliers of photoresist — a key chip-making chemical — had begun informing customers, such as Samsung and SK Hynix, of disruptions in raw-material procurement. The suppliers cited the scarcity of naphtha, a raw material for making the photoresist, stemming from the conflict, as they rely on the Middle East for more than 40% of their supply.
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  What this means for all of us
  THIS IS A BLACK SWAN
  ALL ELECTRONICS NEED PCB
  70% OF ALL PCB RESIN CAME FROM ONE PLANT THAT IS NOW OFFLINE
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  Printed circuit boards (PCBs) are found in nearly all electronic devices, serving as the foundation for connecting components in products ranging from consumer gadgets to industrial machinery. Common applications include smartphones, laptops, TVs, medical imaging, automotive systems, household appliances, and gaming consoles.
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