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World News See other World News Articles Title: There Is No Way Food Prices Don’t Go Up (A Lot) by Capitalist Exploits Russia produces roughly two-thirds of the world’s ammonia nitrate. Russia introduces export ban on ammonium nitrate for two months — government – Business & Economy – TASS Russia imposed a ban on ammonium nitrate export for two months, until April 2, the government’s press service said on Tuesday. “The two-month ban on ammonium nitrate export comes into force from February 2. The relevant decree of the government was signed,” the press service said. “This is a temporary measure. The remaining volume can be exported from April 2, when Russian companies will receive the ammonium nitrate in required volume and the demand for it on the domestic market will pass peak values,” First Deputy Prime Minister Andrey Belousov said. “Wow, that’s a problem, Chris.” I know, right? There is no way food prices don’t go up. A lot. I know I’ve mentioned this before, probably a few times, but it’s super important. When food prices rise to a point where they exceed 30% of disposable income, civil unrest and revolution become highly probable. Maybe not 2022, but at some point in the next few years we’re almost guaranteed a revolution, maybe more than one in countries which you’d never have thought such a thing possible. Sticking with this part of the world.. Belarus bans transit of oil products, fertilisers from Lithuania Belarus will ban oil and chemical products from crossing its territory from Lithuania, including fertilisers, in response to Lithuania’s decision to stop the transit of potash fertiliser from Belarus, the Belarusian foreign ministry said on Wednesday. The ban comes into effect on Feb. 7, the ministry said, adding that the products in question amounted to 1.6 million tonnes a year, and were worth more than $1 billion. Lithuania ceased transporting the potash, a major cash earner for Belarus, after the Vilnius government decided the transit goes against its national security interests. Could it be that the market is waking up to what we’ve been hammering on about for two years now? That we’re going to have a food crisis and resource nationalism is going to become more popular than a “cancel Joe Rogan party” at Gavin Newsom’s place. How Our Fund Is Frontrunning The Economic Madness In 2022 And Beyond Copper - Copper prices have to rise to address a huge supply deficit looming on the horizon. Shipping - Shipping is vital for the functioning of the modern world, yet is priced for bankruptcy. Eastern Europe - Position for the long term trend of capital moving from the West to the East with Polish and Russian equities markets. US Dollar - We’re bearish all paper currencies, but believe that the USD will outperform all others. Base Metals - Clean energy targets require more battery metals than existing global supply. Off Shore Oil & Gas - Offshore oil investment has been smashed, yet consumption continues to grow. Rare Earth Metals - A play on geopolitics and a cycle that should see a repricing of these commodities. Russian Oil & Gas - Virtue signaling abandonment of fossil fuels led by Western oil co’s means Russia is taking up the slack. Uranium - The looming supply deficit promises to pay handsomely when the market inevitably reprices. Gold - Gold sees the perfect storm; the turn of a cycle, supply issues, and lack of faith in sovereign currency. Coal - Modern society is dependent on coal, with supply continually growing. Is there a more hated investment? Personal Defense - Order is breaking down in the US, and the unrest is giving us an opportunity to position for asymmetry. Agriculture - Lockdowns and monetary stimulus have ensured food prices will rise, providing deep value. Natural Gas - Supply and demand dynamics coupled with dependency from the US provides a great opportunity. Poster Comment: Big Ag is going down. They need fertilizers, pesticides and herbicides. Regenerative agriculture does not. it appears as though fertilizer prices will increase in excess of 80% for the 2022 planting season (relative to 2021. And 2021 prices were higher than 2020. Biden will ban fertilizer imports from Belarus. Post Comment Private Reply Ignore Thread
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