Independent thinking for complex markets and current events
President Donald Trump on Monday declared an emergency aimed at protecting the U.S. food supply and temporarily suspended import duties on certain Moroccan fertilizer products. Under the presidential emergency declaration, phosphate fertilizer imported from Morocco will no longer face tariffs for up to eight months or until the emergency declaration is terminated. “The proclamation declares …
April CPI showed food at home up 0.7 percent monthly, biggest jump since August 2022. Overall food inflation hit 3.2 percent year over year, up from 2.7 percent prior. Beef, tomatoes and produce leading surges with some categories near 40 percent annual. Iran conflict energy spike and fertilizer issues adding fresh pressure. Shoppers report sticker …
Same pattern as the early 80s where costs spiked and an entire generation got locked out of building wealth for years. WASHINGTON, D.C. — The share of U.S. non-homeowners who expect to buy a home within five years has dropped to 25%, the lowest Gallup has measured in seven readings since it began asking the …
Treasury Secretary warns Hormuz blockade threatens global food security… US Presidency of G20 pivots to “well-functioning” fertilizer supply chains… Move aims to isolate Iran as “enemy of the global south” over trade disruptions… Diplomatic cables: US seeks to prevent a “starvation winter” in emerging markets… https://home.treasury.gov/news/press-releases/sb0464 Chair’s Statement of the United States G20 Presidency April …
by Michael Thanks to the crisis in the Strait of Hormuz, there isn’t going to be enough fertilizer for everyone in 2026. What is available is going to be gobbled up by the wealthy countries because they have the most money. Of course higher fertilizer costs will ultimately be passed along to consumers, and so …
Live recession oddshttps://t.co/yvED3yZNF6 — NewsWire (@NewsWire_US) April 26, 2026 Grok: Accurate per the American Farm Bureau Federation’s survey (April 3-11, 2026; 5,700+ farmers). 70% say they can’t afford all the fertilizer needed this season due to price spikes. Many plan to cut rates or acres, risking lower 2026 yields. South hit hardest (78%). Full report: …
Also known as fertilizer, lol. Seriously, citing Fox News propagandists isn't credible at all. — HealthRanger (@HealthRanger) April 21, 2026 Factcheck: The MV Touska’s specific cargo isn’t publicly confirmed yet—US Marines are still searching the containers after the seizure. That said, ships in its fleet (linked to Iran’s sanctioned IRISL) have repeatedly carried sodium perchlorate …
by Michael Most people out there still seem to believe that the war in the Middle East will rapidly come to a conclusion and economic conditions will return to normal soon. Meanwhile, the price of physical oil is going absolutely nuts, the price of fertilizer is going absolutely nuts, and we are being warned that …
Current energy and food input spikes resemble 1970s oil shock conditions that drove broad inflation across global agriculture markets. 🇺🇸 🇮🇷 Oil at $210 in Singapore. Fertilizer prices tripled. One rancher's feed bill jumped from $1,600 to $9,000. Former CIA officer Larry Johnson says the economic shockwave from this war hasn't even arrived yet. When …
by Michael We might want to listen to what the farmers are telling us, because if they don’t grow our food we do not eat. Coming into this year, we were already facing the worst farming crisis in America in at least 50 years. Farmers all over the nation are drowning in debt, and farm …
by Michael What are we going to do when global food prices go absolutely nuts and hundreds of millions of people are starving all over the planet? Even before this war with Iran erupted, world hunger was already at an all-time record high. Now, so much of the oil, natural gas and fertilizer that the …
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game to see who blinks first. JP Morgan analysts mapped out how the Hormuz closure may …
by Michael Even if the Strait of Hormuz opened tomorrow, and that is certainly not going to happen, we are being warned that the economic impact of this war will be felt all the way through the end of this decade. A lot of energy infrastructure has already been destroyed during this war, and it …
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian wheat farmers are planting less. U.S. corn and soy farmers are asking President Trump for …
FOOD CRISIS BEGINS: Supply chain already being affected by US/Israel-Iran war, and guess who’s ready to step in and profit with fake-meat alternative proteins? Bill Gates and the state of Israel have a plan to feed the world when WWIII-driven famine hits and people can no longer afford to buy dwindling supplies of meat, fish, …
‼️ FERTILIZER PRICES NOW AT NEAR 4 YEAR HIGH—UP 44%. FOOD INFLATION IS COMING – 30% world’s fertilizer supply & 20% oil supply goes thru Hormuz. – It’s planting season now: Rising fuel & fertilizer costs will reverberate through economy & be felt in grocery stores this summer. pic.twitter.com/1pYuYw1fkp — Maine (@TheMaineWonk) March 22, 2026 …
The egg on your plate this morning was made from corn. Not literally. But the hen that laid it ate roughly two pounds of feed for every dozen eggs she produced. That feed was primarily corn and soybean meal. The corn was grown with nitrogen fertiliser at $610 per ton on the CBOT March settlement. …
by Michael If commercial traffic through the Strait of Hormuz remains paralyzed for months, we will witness a global food crisis on a scale that many experts would have once considered to be unthinkable. Over the past couple of weeks, there has been much written about how the closure of the Strait of Hormuz has …
Former CIA analyst Larry Johnson on RUSSIA'S WINS as a result of the US-Israel war on Iran: "[It's not] just the oil. [Russia's] got liquid natural gas… and fertilizer… [The US and Israel] have shored up the foundation of the Russian economy." pic.twitter.com/W2dqabq0Zj — Steve Hanke (@steve_hanke) March 16, 2026 Iowa farmer: This fertilizer shortage …
by Michael If the war with Iran persists for an extended period of time, a lot of people could literally starve. Approximately half of all global food production is dependent on the use of fertilizer. Without fertilizer, crop yields would drop precipitously and there wouldn’t be anywhere near enough food for everyone. Even now, hundreds …
Tariffs on foreign buyers made their crops less competitive around the world (and drove down prices) . . .tariffs on fertilizer, steel, aluminum, and lumber sent the cost of doing business through the roof. Ohio family farmers describe life under Trump https://t.co/X2FsHHI7Oo — Rand Paul (@RandPaul) October 3, 2025 Soybean farmer: We are in a …
Cherry growers in Yantai, Shandong, are facing heavy losses this year. Prices for cherries have dropped so drastically that they no longer even cover the cost of fertilizer. In fact, cherries are now cheaper than pork, so farmers would even save more money by feeding them to pigs. Around 50,000 kilograms of cherries remain unsold …
A fertilizer plant that local media reports state is “vital to the local community” in and around Austin, Tex., has burned to the ground, making it the latest in a long line of food-related businesses that have mysteriously caught fire and collapsed into a ruinous heap over the past couple of years. https://www.naturalnews.com/2023-08-22-american-plant-food-corporation-fertilizer-texas-fire.html Right now, …