Independent thinking for complex markets and current events
The closure of the Strait of Hormuz has triggered a systemic fertilizer supply shock detailed by the FAO and energy reporting, as well as Oilprice. Roughly 30 to 34 percent of global fertilizer exports and 50 percent of global sulfur trade were dependent on this maritime chokepoint before the blockade began in February 2026. Global …
What we’re witnessing isn’t just another agricultural downturn – it’s the systematic collapse of the most powerful food production system the world has ever known. From the cornfields of Iowa to the wheat plains of Kansas, from the soybean farms of Illinois to the cattle ranches of Texas, American farmers are making a decision that …
by Michael China is normally the largest export market for U.S. agricultural products. In a typical year, we sell tens of billions of dollars worth of agricultural products to the Chinese, but now that door has been slammed shut thanks to the extremely high tariffs that China has imposed on U.S. imports. If that door is …
by External-Noise-4832 Newly released files reveal the CIA planned to sabotage Cuba’s crops with biological agents under Operation Mongoose. The documents confirm bioweapons were considered for regime change, with aerial spraying as a possible method. Agents used subtle toxins to avoid detection—ensuring no trace led back to the U.S. Wouldn’t that have violated Geneva Conventions?
China will take resolute countermeasures to firmly safeguard its rights and interests after the United States announced that it will impose an additional 10 percent tariff on Chinese exports to the US, starting Tuesday, under the pretext of fentanyl-related concerns, according to the Ministry of Commerce. China is one of the world’s strictest and most …
Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much higher. — Peter Schiff (@PeterSchiff) December 13, 2024 Agricultural commodities have surged nearly 30% year-over-year, …
Something Is Rotten in the State of Denmark- and it’s not the livestock flatulence. The unchecked mass migration is not the only failed Globalist policy that Eutrope has embraced – there is also the ‘Global warming’ hoax that ushers in a slew of crippling policies that is slowly destroying the continental economies. Few countries are …
Agricultural commodities are now up 21% annually. That has a 3-month lead on CPI. A second wave of inflation is emerging. pic.twitter.com/gCq8C3hxkF — Otavio (Tavi) Costa (@TaviCosta) March 27, 2024 I see so many pushing DBA and calling for a commodity bull (like they have last 30 years). Yes, we have potential inflation so we actually might …
STOP WHINING… https://twitter.com/pqpolitics/status/1681951858582233088?ref_src=twsrc%5Etfw Elijah Wood has a message for Zelensky: go to rehab for your drug addiction. Instagram deleted the video. pic.twitter.com/5fpxb6h1Sv — Ian Miles Cheong (@ianmiles) July 20, 2023 h/t MonkeyWrangler