Forwarded from Ice Age Farmer
WSJ / western media now reporting exactly what I’d said yesterday - this is a shutdown of the shipping arteries that carry global food and fertilizer supplies.
Now western media can blame Putin for food shortages. Sure, it’s not the Grand Solar Minimum, or insane C19 policies, etc..
This doesn't need to become nuclear -- it is enough to be a cover story for why there is no food.
___
Russia’s invasion of Ukraine throttled exports from one of the world’s largest grain suppliers after the country’s ports went quiet and traders halted operations.
At stake is the 13% of global corn exports and the 12% of wheat that flow from Ukraine. In threatening those flows Moscow risks disrupting supplies to China while setting off a scramble among customers in fragile Middle Eastern economies at a time when food inflation is already high.
An ocean vessel chartered by one of the world’s largest food suppliers, Cargill Inc., was hit by a projectile off the coast of Ukraine in the Black Sea on Thursday. Minnesota-based Cargill, which operates an export terminal in Ukraine, said the ship is seaworthy and no one was injured.
… If the situation on the ground escalates to a position where farmers can’t apply pesticides or fertilizers to their wheat, which will start in March, that could reduce the yield by up to a third, presuming they can harvest in July, Mr. Lee said.
#Ukraine #Wheat #Corn #Shipping #SupplyChain
https://www.wsj.com/articles/russias-ukraine-invasion-chokes-food-exports-from-global-breadbasket-11645798059
Now western media can blame Putin for food shortages. Sure, it’s not the Grand Solar Minimum, or insane C19 policies, etc..
This doesn't need to become nuclear -- it is enough to be a cover story for why there is no food.
___
Russia’s invasion of Ukraine throttled exports from one of the world’s largest grain suppliers after the country’s ports went quiet and traders halted operations.
At stake is the 13% of global corn exports and the 12% of wheat that flow from Ukraine. In threatening those flows Moscow risks disrupting supplies to China while setting off a scramble among customers in fragile Middle Eastern economies at a time when food inflation is already high.
An ocean vessel chartered by one of the world’s largest food suppliers, Cargill Inc., was hit by a projectile off the coast of Ukraine in the Black Sea on Thursday. Minnesota-based Cargill, which operates an export terminal in Ukraine, said the ship is seaworthy and no one was injured.
… If the situation on the ground escalates to a position where farmers can’t apply pesticides or fertilizers to their wheat, which will start in March, that could reduce the yield by up to a third, presuming they can harvest in July, Mr. Lee said.
#Ukraine #Wheat #Corn #Shipping #SupplyChain
https://www.wsj.com/articles/russias-ukraine-invasion-chokes-food-exports-from-global-breadbasket-11645798059
WSJ
Russia’s Ukraine Invasion Chokes Food Exports From Global Breadbasket
Ports went quiet and traders halted operations in Ukraine, one of the world’s largest grain suppliers, risking disruptions for buyers in China, the Middle East and elsewhere.
Expect food prices to continue to rise:
Crop production in Ukraine this year could be down anywhere from 20% to 80%, significant,” he said. European farmers have been reducing fertilizer application rates and are adjusting the way they use the products.
“What it means is that we’re going to see lower yields going into the year ahead, so there’s going to be less grain as we come out of this growing season, and therefore high grain prices going over into 2023,” Claxton said.
#wheat #eu #FoodPrices #inflation
https://agfax.com/2022/04/01/sizing-up-ag-effects-of-ukraine-war-dtn/
Crop production in Ukraine this year could be down anywhere from 20% to 80%, significant,” he said. European farmers have been reducing fertilizer application rates and are adjusting the way they use the products.
“What it means is that we’re going to see lower yields going into the year ahead, so there’s going to be less grain as we come out of this growing season, and therefore high grain prices going over into 2023,” Claxton said.
#wheat #eu #FoodPrices #inflation
https://agfax.com/2022/04/01/sizing-up-ag-effects-of-ukraine-war-dtn/
AgFax
Sizing Up Ag Effects of Ukraine War – DTN
While the agriculture world continues to get a grip on the ripple effects of Russia's invasion of Ukraine, a livestock and meat consultant for the National Pork Board said Wednesday
Forwarded from Ice Age Farmer
Drought in the wheat growing areas of USA has latest USDA Winter Wheat crop condition estimates at worst in 10 years. China also claims their wheat is the worst on record. Ukraine/Russia not exporting.
Hard Red Winter wheat is nearly half of the overall US wheat production.
Multiple breadbasket failure.
#Wheat #FoodShortages #FoodPrices #GrandSolarMinimum
https://agfax.com/2022/04/04/1st-seasonal-crop-progress-report-shows-lowest-winter-wheat-condition-in-a-decade-dtn/
Hard Red Winter wheat is nearly half of the overall US wheat production.
Multiple breadbasket failure.
#Wheat #FoodShortages #FoodPrices #GrandSolarMinimum
https://agfax.com/2022/04/04/1st-seasonal-crop-progress-report-shows-lowest-winter-wheat-condition-in-a-decade-dtn/
Agweb
AgFax
Grain commodity markets impact farmers, producers, and consumers alike. View the latest prices and market data on AgWeb.
Forwarded from Ice Age Farmer
Diesel shortage in Punjab, India, impacting wheat harvest/sowing:
Diesel shortage may hit wheat harvesting and sowing of Kharif crops as farmers are queuing up at filling stations to get oil supplies in various areas of Punjab.
Reports particularly from south Punjab districts suggest that diesel is either not available or its supplies are short at filling stations. Farmers who have harvested wheat and are waiting for its threshing are worried that if diesel supplies are not stabilised, their crop may be damaged because of high winds and possible rains in the month of May.
Farmers from various regions blame panic buying for the shortage on the rumours that the oil prices may be increased from May 1. “Some of our colleagues are trying to hoard the oil in anticipation of an increase in its prices, putting stress on the supplies,” says Fayyaz from Chishtian.
#wheat #india
https://www.dawn.com/news/1686632/diesel-dearth-may-hit-wheat-harvesting-kharif-sowing
Diesel shortage may hit wheat harvesting and sowing of Kharif crops as farmers are queuing up at filling stations to get oil supplies in various areas of Punjab.
Reports particularly from south Punjab districts suggest that diesel is either not available or its supplies are short at filling stations. Farmers who have harvested wheat and are waiting for its threshing are worried that if diesel supplies are not stabilised, their crop may be damaged because of high winds and possible rains in the month of May.
Farmers from various regions blame panic buying for the shortage on the rumours that the oil prices may be increased from May 1. “Some of our colleagues are trying to hoard the oil in anticipation of an increase in its prices, putting stress on the supplies,” says Fayyaz from Chishtian.
#wheat #india
https://www.dawn.com/news/1686632/diesel-dearth-may-hit-wheat-harvesting-kharif-sowing
DAWN.COM
Diesel dearth may hit wheat harvesting, Kharif sowing
Farmers queue up at filling stations due to erratic supply.
Forwarded from Ice Age Farmer
BREAKING: India mulls export limits on wheat.
We went from “India will step in to cover the Ukraine wheat” to new export limits in about a month.
This is huge. With other major exporters already limiting, Black Sea not shipping, US having worst wheat since ‘89, China worst on record - this really signals the “protectionist” policies (ie keep our food domestic!) will now spread everywhere. And importers are in real trouble.
For more: #wheat in @iceagefarmer
#FoodPrices #FoodShortages #india
https://www.bloombergquint.com/global-economics/india-considers-restricting-wheat-exports-as-heat-destroys-crops
We went from “India will step in to cover the Ukraine wheat” to new export limits in about a month.
This is huge. With other major exporters already limiting, Black Sea not shipping, US having worst wheat since ‘89, China worst on record - this really signals the “protectionist” policies (ie keep our food domestic!) will now spread everywhere. And importers are in real trouble.
For more: #wheat in @iceagefarmer
#FoodPrices #FoodShortages #india
https://www.bloombergquint.com/global-economics/india-considers-restricting-wheat-exports-as-heat-destroys-crops
NDTV Profit
India Mulls Wheat Export Curbs in Latest Food Supply Squeeze
The country experienced its hottest March on record, shriveling India’s wheat crop during a crucial growth period.
Forwarded from Ice Age Farmer
India has now flip-flopped and announced they are NOT limiting exports.
I wonder what conversations are going on behind the scenes to motivate an announcement in order to protect domestic food prices, and then suddenly a retraction to continue exporting for now.
#india #wheat
https://www.nasdaq.com/articles/india-is-not-moving-to-curb-wheat-exports-official-says
I wonder what conversations are going on behind the scenes to motivate an announcement in order to protect domestic food prices, and then suddenly a retraction to continue exporting for now.
#india #wheat
https://www.nasdaq.com/articles/india-is-not-moving-to-curb-wheat-exports-official-says
Nasdaq
India is not moving to curb wheat exports, official says
India is not moving to curb wheat exports, the top official at the food ministry said on Wednesday, following an earlier report that the world's second biggest producer of the grain was mulling restrictions after a heat wave damaged crops.
Forwarded from Ice Age Farmer
EVACUATE THE GRAIN:
Nearly 25 million tonnes of grain stuck in Ukraine, says UN food agency
Nearly 25 million tonnes of grains are stuck in Ukraine and unable to leave the country due to infrastructure challenges and blocked Black Sea ports including Mariupol, a U.N. food agency official said on Friday.
“It’s an almost grotesque situation we see at the moment in Ukraine with nearly 25 mln tonnes of grain that could be exported but that cannot leave the country simply because of lack of infrastructure, the blockade of the ports,” Josef Schmidhuber, FAO Deputy Director, Markets and Trade Division told a Geneva press briefing via Zoom.
Schmidhuber said the full silos could result in storage shortages during the next harvest in July and August.
Head of the WTO announced, “It would really help the world if we could evacuate this grain (from Ukraine),” — Earlier this week, the head of the World Trade Organization told Reuters she was “seriously worried” about spiraling food prices and seeking solutions alongside other partners.
#SupplyChain #shipping #wheat #ukraine
https://www.reuters.com/article/us-ukraine-crisis-un-grains/nearly-25-million-tonnes-of-grain-stuck-in-ukraine-says-un-food-agency-idUSKCN2MS0PX
Nearly 25 million tonnes of grain stuck in Ukraine, says UN food agency
Nearly 25 million tonnes of grains are stuck in Ukraine and unable to leave the country due to infrastructure challenges and blocked Black Sea ports including Mariupol, a U.N. food agency official said on Friday.
“It’s an almost grotesque situation we see at the moment in Ukraine with nearly 25 mln tonnes of grain that could be exported but that cannot leave the country simply because of lack of infrastructure, the blockade of the ports,” Josef Schmidhuber, FAO Deputy Director, Markets and Trade Division told a Geneva press briefing via Zoom.
Schmidhuber said the full silos could result in storage shortages during the next harvest in July and August.
Head of the WTO announced, “It would really help the world if we could evacuate this grain (from Ukraine),” — Earlier this week, the head of the World Trade Organization told Reuters she was “seriously worried” about spiraling food prices and seeking solutions alongside other partners.
#SupplyChain #shipping #wheat #ukraine
https://www.reuters.com/article/us-ukraine-crisis-un-grains/nearly-25-million-tonnes-of-grain-stuck-in-ukraine-says-un-food-agency-idUSKCN2MS0PX
Reuters
Nearly 25 million tonnes of grain stuck in Ukraine, says UN food agency
Nearly 25 million tonnes of grains are stuck in Ukraine and unable to leave the country due to infrastructure challenges and blocked Black Sea ports including Mariupol, a U.N. food agency official said on Friday.
Forwarded from Ice Age Farmer
Huge: India has banned wheat exports that world needed without Ukraine:
Have long said to watch wheat —
India Bans Wheat Exports in Growing Wave of Food Protectionism
India prohibited wheat exports that the world was counting on to alleviate supply constraints sparked by the war in Ukraine, saying that the nation’s food security is under threat.
Exports will still be allowed to countries that require wheat for food security needs and based on the requests of their governments. All other new shipments will be banned with immediate effect.
#wheat #india
Have long said to watch wheat —
India Bans Wheat Exports in Growing Wave of Food Protectionism
India prohibited wheat exports that the world was counting on to alleviate supply constraints sparked by the war in Ukraine, saying that the nation’s food security is under threat.
Exports will still be allowed to countries that require wheat for food security needs and based on the requests of their governments. All other new shipments will be banned with immediate effect.
#wheat #india
Forwarded from Ice Age Farmer
How quickly India changed their tune as the world figures out there isn’t enough good to go around!
From “we can feed the world!” to banning wheat exports in a matter of weeks.
I’d warned things would escalate quickly but it’s still wild to see - and this is straight from the script of Podesta’s Food Chain Reaction Game…
#india #wheat #FoodShortages
From “we can feed the world!” to banning wheat exports in a matter of weeks.
I’d warned things would escalate quickly but it’s still wild to see - and this is straight from the script of Podesta’s Food Chain Reaction Game…
#india #wheat #FoodShortages
Forwarded from Ice Age Farmer
Egypt buys half a million tonnes of wheat from India:
[IAF: This purchase was pending before India announced their ban — will be interesting to see price point.]
Egypt has four months' worth of strategic at reserves and six months of vegetable oils, the country's prime minister said earlier in the day.
Egypt, one of the world's biggest wheat importers, is looking for alternatives to Black Sea grain exports which face disruptions caused by Russia's invasion of Ukraine, both major wheat exporters to Egypt.
#Egypt #wheat
https://www.reuters.com/world/middle-east/egypt-agrees-buy-half-mln-tonnes-indian-wheat-supply-minister-2022-05-15/
[IAF: This purchase was pending before India announced their ban — will be interesting to see price point.]
Egypt has four months' worth of strategic at reserves and six months of vegetable oils, the country's prime minister said earlier in the day.
Egypt, one of the world's biggest wheat importers, is looking for alternatives to Black Sea grain exports which face disruptions caused by Russia's invasion of Ukraine, both major wheat exporters to Egypt.
#Egypt #wheat
https://www.reuters.com/world/middle-east/egypt-agrees-buy-half-mln-tonnes-indian-wheat-supply-minister-2022-05-15/
Reuters
Exclusive: Egypt to buy 500,000 tonnes of wheat from India
Egypt's government has agreed to buy half a million tonnes of wheat from India, Egyptian Supply Minister Aly Moselhy told Reuters on Sunday.
Forwarded from Ice Age Farmer
tl;dr: European Commission predicts yield of wheat/barley/corn will be down 2.5% YoY due to drought, "experts" rush to blame climate change:
__
Europe is staring into one of its driest summers in living memory.
The drought has already crimped production of hydroelectric power and food, adding to market pressure from the war in Ukraine. Many city authorities have asked residents to cut back their use of drinking water.
With global food flows already squeezed, the drought has Europe’s farmers spooked. [IAF: perhaps not the word I would use for it.] Hungary's agriculture ministry said Wednesday that as of the beginning of the month it had received 8,413 drought damage notifications covering 322,000 hectares in 2022, three times the area of any previous first half of the year.
#EU #wheat #drought
https://www.politico.eu/article/europe-temperature-heat-wave-drought/?amp;amp
__
Europe is staring into one of its driest summers in living memory.
The drought has already crimped production of hydroelectric power and food, adding to market pressure from the war in Ukraine. Many city authorities have asked residents to cut back their use of drinking water.
With global food flows already squeezed, the drought has Europe’s farmers spooked. [IAF: perhaps not the word I would use for it.] Hungary's agriculture ministry said Wednesday that as of the beginning of the month it had received 8,413 drought damage notifications covering 322,000 hectares in 2022, three times the area of any previous first half of the year.
#EU #wheat #drought
https://www.politico.eu/article/europe-temperature-heat-wave-drought/?amp;amp
POLITICO
Europe’s big dry
An ‘unprecedented’ drought grips much of the Continent with worse to come.
Forwarded from Ice Age Farmer
India has banned wheat exports to protect domestic prices.
Here's why this is a really big deal as we enter full on #FoodWars. Top wheat producers are being hit across the board:
#1 China. (also #1 consumer!)
#2 India. (and now exports are banned.)
#3 Russia (#1 exporter — but Black Sea shipping is affected, and sanctions stop some buyers)
#4 USA (terrible season, drought)
#5 France (drought has severely impacted yields)
#6 Canada (spotty harvest so far)
#7 Germany (drought has severely impacted yields - some est. 50%)
#10 Ukraine
It is these nations that the rest of the world upon for their bread. And bear in mind some major wheat exporters like Kazakhstan have banned wheat/flour exports. Supplies are getting tight and countries are acting defensively. No relief in sight as harvests are looking bad across Northern hemisphere and things are off to poor start in S. America.
Stock up and keep growing food!
#wheat #FoodPrices
Here's why this is a really big deal as we enter full on #FoodWars. Top wheat producers are being hit across the board:
#1 China. (also #1 consumer!)
#2 India. (and now exports are banned.)
#3 Russia (#1 exporter — but Black Sea shipping is affected, and sanctions stop some buyers)
#4 USA (terrible season, drought)
#5 France (drought has severely impacted yields)
#6 Canada (spotty harvest so far)
#7 Germany (drought has severely impacted yields - some est. 50%)
#10 Ukraine
It is these nations that the rest of the world upon for their bread. And bear in mind some major wheat exporters like Kazakhstan have banned wheat/flour exports. Supplies are getting tight and countries are acting defensively. No relief in sight as harvests are looking bad across Northern hemisphere and things are off to poor start in S. America.
Stock up and keep growing food!
#wheat #FoodPrices
RT
India bans wheat flour exports
India has restricted wheat flour exports to bring down prices on the domestic market
Forwarded from Ice Age Farmer
Forwarded from Ice Age Farmer
France to reap worst corn harvest in decades
French farmers are harvesting their smallest corn crop in more than three decades, following the worst drought in at least 500 years that has hit the continent.
The smaller crops in France, which is one of Europe’s agricultural heavyweights, could drive soaring food prices even higher. Fields in Germany and Romania, other key EU producers, have also suffered from drought.
(Cue the media blaming climate change and calls for zero carbon)
#eu #france #corn #wheat
https://www.rt.com/business/562729-france-bad-corn-harvest/
French farmers are harvesting their smallest corn crop in more than three decades, following the worst drought in at least 500 years that has hit the continent.
The smaller crops in France, which is one of Europe’s agricultural heavyweights, could drive soaring food prices even higher. Fields in Germany and Romania, other key EU producers, have also suffered from drought.
(Cue the media blaming climate change and calls for zero carbon)
#eu #france #corn #wheat
https://www.rt.com/business/562729-france-bad-corn-harvest/
RT
France to reap worst corn harvest in decades – Bloomberg
France’s corn crop could hit its lowest level in more than 30 years, finance ministry reports, according to Bloomberg
Forwarded from Ice Age Farmer
Wheat shortage as Argentine crop disappoints due to drought
Brazil to buy U.S., Canada and Russia wheat as Argentine supplies suffer
#brazil #wheat
https://www.nasdaq.com/articles/brazil-to-buy-u.s.-canada-and-russia-wheat-as-argentine-supplies-dwindle
Brazil to buy U.S., Canada and Russia wheat as Argentine supplies suffer
#brazil #wheat
https://www.nasdaq.com/articles/brazil-to-buy-u.s.-canada-and-russia-wheat-as-argentine-supplies-dwindle
Nasdaq
Brazil to buy U.S., Canada and Russia wheat as Argentine supplies dwindle
Brazil will need to seek alternative wheat sellers because Argentina's crop failure has curtailed production and compromised its ability to export, analysts said, pointing to the United States, Canada and even Russia as possible suppliers.
Forwarded from Ice Age Farmer
Russia suspends grain deal after this morning’s drone attack on their naval forces.
Also worth noting—because why is no one concerned about this?—that Russia openly accuses UK of involvement in today’s attack, as well as Nordstream sabotage.
Suddenly direct conflict, no longer proxy.
#ukraine #russia #wheat
https://www.reuters.com/world/europe/russia-suspends-participation-deal-ukraine-grain-exports-tass-2022-10-29/
Also worth noting—because why is no one concerned about this?—that Russia openly accuses UK of involvement in today’s attack, as well as Nordstream sabotage.
Suddenly direct conflict, no longer proxy.
#ukraine #russia #wheat
https://www.reuters.com/world/europe/russia-suspends-participation-deal-ukraine-grain-exports-tass-2022-10-29/
Reuters
U.N., Turkey, Ukraine press ahead with Black Sea grain deal despite Russian pullout
Antonio Guterres was trying to revive the agreement, which aims to ease a global food crisis. President Biden said the suspension would increase starvation, and Secretary of State Antony Blinken said Russia was "weaponizing food."
Forwarded from 🇵🇸 Automated Apartheid in Palestine
🇵🇸 Wheat harvest in Gaza | Middle East Monitor - 2018
Palestinian farmers separate wheat and straw bundles as they work on a farm land in Gaza City
#Agriculture #Wheat #Flour #Gaza #Palestine #Food
Palestinian farmers separate wheat and straw bundles as they work on a farm land in Gaza City
#Agriculture #Wheat #Flour #Gaza #Palestine #Food
Forwarded from 🇵🇸 Automated Apartheid in Palestine
Media is too big
VIEW IN TELEGRAM
🇵🇸 In Gaza Palestinian farmer Itaf Qudeih only harvested a quarter of the wheat she once grew on her land due to shifting weather patterns and poor rainfall in 2022.
#Palestine #Gaza #Agriculture #Wheat #Flour #Food
#Palestine #Gaza #Agriculture #Wheat #Flour #Food