Have a few ideas rattling around in my head, but nothing clear. If this seems stream-of-consciousness, that’s how I roll.
Energy, oil, natgas, hydro, wind, refining capacity, Russia, drought, fertilizer, Ukraine, all seem in a perfect storm pattern for huge food shortages.
Natgas is a feed stock for fertilizer. Not replaceable by oil or anything else. Hydro failing thanks to big droughts, wind has actually slowed, LNG high, high, high…if available.
Oil ditto but you can’t eat oil.
Droughts terrible for food production.
Look at CF and Mosaic’s prices.
Russians big producers of fertilizer. Keeping lots for internal consumption.
Ukraine big grain producer, millions of tons rotting.
Tractors and farm machinery use diesel.
Food is the Next Big Thing.
resilience.org
Project: Find the exception to the tight case apparent for ginormous food shortages, soon.
Who makes cheap food? Who processes it efficiently? Who won’t be affected by the upcoming stormy food weather?
Maybe we all just eat less.
Not an option for the poor and hungry.
There is a huge money making opportunity somewhere in this mix.
The resilience.org article has a clue.
Who’s stocking up? Whose warehouses are full?
Cargill? Private.
Bill Gates for land? Private.
Must ponder. |
