Forwarded from Ice Age Farmer
This is what, the sixth massive industrial explosion this week? And another blow to shipping?
You have to be thoroughly asleep not to realize we are under attack. The whole global supply chain, food supply, and at the core: humanity.
#SupplyChain
https://www.zerohedge.com/geopolitical/massive-blast-rips-through-dubais-main-port-reports-container-ship-fire
You have to be thoroughly asleep not to realize we are under attack. The whole global supply chain, food supply, and at the core: humanity.
#SupplyChain
https://www.zerohedge.com/geopolitical/massive-blast-rips-through-dubais-main-port-reports-container-ship-fire
Zerohedge
Zerohedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
Forwarded from Ice Age Farmer
Even shipping issues / collapse of supply chain are now being blamed on unvaccinated sailors - the rhetoric has been turned up to 11:
- A slow rollout of COVID-19 for seafarers risks worsening a worldwide shipping crisis.
- Infections on vessels are rising, which could further harm already strained global supply chains.
- Shipping experts warn of delays and a tightened labor pool leading up to Christmas.
"When outbreaks occur on ships it can endanger marine works and cause further disruption to trade."
#SupplyChain
https://www.businessinsider.com/shipping-crisis-labor-shortage-covid-seafarers-maritime-workers-vaccines-2021-7
- A slow rollout of COVID-19 for seafarers risks worsening a worldwide shipping crisis.
- Infections on vessels are rising, which could further harm already strained global supply chains.
- Shipping experts warn of delays and a tightened labor pool leading up to Christmas.
"When outbreaks occur on ships it can endanger marine works and cause further disruption to trade."
#SupplyChain
https://www.businessinsider.com/shipping-crisis-labor-shortage-covid-seafarers-maritime-workers-vaccines-2021-7
Business Insider
The global shipping crisis and labor shortages may get worse because of the slow vaccine rollout for seafarers, say experts
Seafarers aren't getting vaccinated fast enough, which is leading to outbreaks on vessels. This is likely to further exacerbate the shipping crisis.
Forwarded from Ice Age Farmer
By popular request: here is a copy of the "list of lists" via survivalblog that offers an extensive look at ideas/supplies to stock up on in advance of further supply chain degradation:
#SupplyChain
https://iceagefarmer.com/docs/rawles-listoflists.xls
#SupplyChain
https://iceagefarmer.com/docs/rawles-listoflists.xls
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.
Forwarded from Ice Age Farmer
Farmers are not able to get the inputs they need to plant the crops they’d intended.
Up from 52% in February, now 87% retails reporting #SupplyChain issues that will impact food production.
Farmers intend to plant 4% fewer acres in 2022, largely due to fertilizer prices, according to USDA’s Prospective Plantings report.
source: https://www.agweb.com/news/crops/planting/are-there-enough-chemicals-and-fertilizer-plant-years-crop-inside-look-whats
Up from 52% in February, now 87% retails reporting #SupplyChain issues that will impact food production.
Farmers intend to plant 4% fewer acres in 2022, largely due to fertilizer prices, according to USDA’s Prospective Plantings report.
source: https://www.agweb.com/news/crops/planting/are-there-enough-chemicals-and-fertilizer-plant-years-crop-inside-look-whats
Forwarded from Ice Age Farmer
Wow: Shanghai’s backlog of ships is quite literally off the chart, even compared to the disturbances last year.
US and global supply chains are about to go from “severely strained” to “completely broken.”
Need it? Buy it now. And buckle up…
#SupplyChain #china
US and global supply chains are about to go from “severely strained” to “completely broken.”
Need it? Buy it now. And buckle up…
#SupplyChain #china
Forwarded from Ice Age Farmer
Just a bit of marine traffic backed up there in Shanghai — get ready for massive supply shock (see previous post)
#SupplyChain #china
#SupplyChain #china
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.