Founding Members CNBC CFO Council Resin is a critical component in the manufacturing of printed circuit boards, which are the nervous system of every modern device, and when board costs spike, the pain moves fast through phones, laptops, wearables, gaming consoles, routers, and AI servers. The Jubail petrochemical and industrial complex in Saudi Arabia is offline, knocking out a key world reservoir of resin, and its operational status remains in flux and subject to what could be a lengthy restart process due to the Strait of Hormuz and other war-related issues. There are few resin alternatives, not enough production of...