Forwarded from Doomsday shortages
While government borrowing costs are soaring across the US, UK, Europe and Japan, China is borrowing at close to the lowest rates on record; roughly 1.7%, while the US and UK are paying around 5%. That difference becomes enormous when applied to trillions in public debt.
China certainly has challenges, but it retains its manufacturing base, controls much of its banking system, holds strategic supply chains and can finance itself cheaply. Meanwhile, Western nations are drowning in debt, struggling with inflation and paying increasingly punitive interest rates merely to keep the system functioning.
China has room to manoeuvre; the West is running out of road.
China certainly has challenges, but it retains its manufacturing base, controls much of its banking system, holds strategic supply chains and can finance itself cheaply. Meanwhile, Western nations are drowning in debt, struggling with inflation and paying increasingly punitive interest rates merely to keep the system functioning.
China has room to manoeuvre; the West is running out of road.
Forwarded from Doomsday shortages
Bamboo Works
New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction
“If they stick with being pure-play, when the cycle turns, they will benefit from that in terms of stock price compared to other companies.” — view on the investability of solar companies seeking to weather their sector’s current massive supply glut.
Forwarded from Doomsday shortages
YouTube
A stove that saves 50% of firewood and heats the house for 50 hours without a fire
Support the channel to get access to stove-building videos ! . https://www.youtube.com/channel/UC_eTsy7fL7l2ZXUUTiT3ShQ/join
Hey guys! This is the result of a huge amount of work. It took me a month and a half to release this film. I spent three weeks nonstop…
Hey guys! This is the result of a huge amount of work. It took me a month and a half to release this film. I spent three weeks nonstop…
🔥1
Forwarded from Doomsday shortages
Diesel Prices Are Surging, But a Bigger Fertilizer Crisis Could Be Right Behind It:
Sulfur prices have surged more than fivefold, threatening phosphate fertilizer production. With global supply tightening, farmers could face higher prices, or even fertilizer shortages, heading into the months ahead.
“Let’s just talk numbers for one second,” Pratt says. “Typically, the global phosphate fertilizer market every year is 75 million tons. That’s how much phosphate fertilizer global farmers consume every year. Our best estimates are that producers around the world will probably make about 45 million tons this year, because they either can’t get or can’t afford sulfur.
"There is a looming crisis out there, and it’s not too far removed, it becomes a food crisis.”
“They could be looking at higher fertilizer prices, or they could be not able to find it at all,” Pratt says. “If we’re not able to produce phosphate fertilizers here, and our big competitors in other parts of the world are either slowed down or not producing, that’s a pretty dire situation.”
And the tension in the Strait of Hormuz and the Black Sea doesn’t seem to be easing anytime soon , meaning the sulfur squeeze could get worse before it gets better.
https://www.agweb.com/news/crops/crop-production/diesel-prices-are-surging-bigger-fertilizer-crisis-could-be-right-behi
Sulfur prices have surged more than fivefold, threatening phosphate fertilizer production. With global supply tightening, farmers could face higher prices, or even fertilizer shortages, heading into the months ahead.
“Let’s just talk numbers for one second,” Pratt says. “Typically, the global phosphate fertilizer market every year is 75 million tons. That’s how much phosphate fertilizer global farmers consume every year. Our best estimates are that producers around the world will probably make about 45 million tons this year, because they either can’t get or can’t afford sulfur.
"There is a looming crisis out there, and it’s not too far removed, it becomes a food crisis.”
“They could be looking at higher fertilizer prices, or they could be not able to find it at all,” Pratt says. “If we’re not able to produce phosphate fertilizers here, and our big competitors in other parts of the world are either slowed down or not producing, that’s a pretty dire situation.”
And the tension in the Strait of Hormuz and the Black Sea doesn’t seem to be easing anytime soon , meaning the sulfur squeeze could get worse before it gets better.
https://www.agweb.com/news/crops/crop-production/diesel-prices-are-surging-bigger-fertilizer-crisis-could-be-right-behi
AgWeb
Diesel Prices Are Surging, But a Bigger Fertilizer Crisis Could Be Right Behind It
Sulfur prices have surged more than fivefold, threatening phosphate fertilizer production. With global supply tightening, farmers could face higher prices, or even fertilizer shortages, heading into the months ahead.
Forwarded from Doomsday shortages
"Economically Unviable to Farm" — when I say that ... this is what I mean!
On average, producers are LOSING money per acre.
This is why the explosion in diesel price and fertilizer is driving farmers to ask — do I even harvest the crops this year? Do I even farm next year?
via: https://www.fb.org/intel/markets/hormuz-price-shocks-outpace-higher-crop-prices
On average, producers are LOSING money per acre.
This is why the explosion in diesel price and fertilizer is driving farmers to ask — do I even harvest the crops this year? Do I even farm next year?
via: https://www.fb.org/intel/markets/hormuz-price-shocks-outpace-higher-crop-prices
Forwarded from Doomsday shortages
I am hearing from farmers who are confirming — given diesel prices, they are walking away from their crops.
The math just doesn't add up for them. It is economically unviable to farm.
And as they destroy the family farms, they roll out the gene-edited food... with extremely dangerous consequences to all living creatures (especially microbiome).
Folks are feeling the pain from diesel and are wondering what's going on — ensure they get the big picture agenda, not some partisan blame game nonsense. Spread the word.
The math just doesn't add up for them. It is economically unviable to farm.
And as they destroy the family farms, they roll out the gene-edited food... with extremely dangerous consequences to all living creatures (especially microbiome).
Folks are feeling the pain from diesel and are wondering what's going on — ensure they get the big picture agenda, not some partisan blame game nonsense. Spread the word.
Forwarded from Doomsday shortages
Folks in SE Michigan, N. Texas, and Orlando reporting no diesel.
Apparently some signs can be set to "Out" while others just read $0.00...
I'm not claiming there's widespread shortages, but with prices at record highs, and stations running out ... the stress in the system is now evident, and people are starting to get the sense something is deeply wrong here...
Apparently some signs can be set to "Out" while others just read $0.00...
I'm not claiming there's widespread shortages, but with prices at record highs, and stations running out ... the stress in the system is now evident, and people are starting to get the sense something is deeply wrong here...
Forwarded from Doomsday shortages
Around 44 states have now hit all-time-high prices for Diesel
Forwarded from Doomsday shortages
🚨 One of America’s most popular brand of cheese is now catering to Muslims
Right on the package of Tillamook cheese is now a “Certified Halal” label
This is really shocking, and it’s on everything from their shredded cheese, block cheese, ice cream and yogurt
The company switched to vegetarian rennet in 2016 which made them qualify for the Halal certification, so they added it to their packaging
American companies continue to pander to Islam
https://x.com/WallStreetApes/status/2100578016116257098
Right on the package of Tillamook cheese is now a “Certified Halal” label
This is really shocking, and it’s on everything from their shredded cheese, block cheese, ice cream and yogurt
The company switched to vegetarian rennet in 2016 which made them qualify for the Halal certification, so they added it to their packaging
American companies continue to pander to Islam
https://x.com/WallStreetApes/status/2100578016116257098
X (formerly Twitter)
Wall Street Apes (@WallStreetApes) on X
🚨 One of America’s most popular brand of cheese is now catering to Muslims
Right on the package of Tillamook cheese is now a “Certified Halal” label
This is really shocking, and it’s on everyth…
Right on the package of Tillamook cheese is now a “Certified Halal” label
This is really shocking, and it’s on everyth…
Forwarded from Doomsday shortages
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