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Subject Stock up! Farmers on the brink of collapse around the world – A global famine is no joke – Have your plan!
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Original Message [link to strangesounds.org (secure)]

Farmers on the brink of collapse around the world – A global famine is no joke – Have your plan!

“Farming looks mighty easy when your plow is a pencil and you’re a thousand miles from the corn field.” – Dwight D. Eisenhower

While we’ve been warning about just such a scenario for some time, after spending the past two weeks traveling across the US Midwest and conferring with our contacts in the agricultural sector, even we are a little spooked by what we’ve learned. In a financial crash, the correlation between all asset classes converges to one.

The coming crash in global food supply will be driven by a similar phenomenon across virtually every input into farming – they are all spiking to historic highs simultaneously, supply availability is diminishing across the spectrum, and the time to reverse the worst of the upcoming consequences is rapidly running short.

Fertilizer prices

We begin with the price of fertilizer, which has been soaring to record highs across the globe. Key sources of nitrogen, potassium, and phosphorous – important inputs into soil fertility, crop yield, and plant maintenance – have all gone vertical. Ammonia is derived directly from natural gas, and the price of natural gas outside of the US has gone vertical.

It’s no surprise that the price of ammonia has tripled over the past twelve months:

Belarus is the third-largest supplier of potash in the world and its state-owned miner, Belaruskali, declared force majeure after sanctions were imposed by the US and Europe.

The number two supplier of potash globally? Russia. Perhaps front-running the Russian move on Ukraine, China halted phosphate exports last fall in an effort to ensure adequate domestic supply.

Excerpts from the article:

Glyphosate prices; Herbicides

“The much-ballyhooed glyphosate shortage is just the first domino to fall, according to a leading crop protection company.

Diesel Prices

Diesel is another significant input into farming, and it too is facing a global supply crunch.

Equipment and working forces

As expensive as it is to fuel the field equipment needed to farm, keeping them operational at all is becoming an ever-growing challenge. The same chip shortage constraining automobile production has struck the farming equipment industry, making new equipment and spare parts harder to come by.

Compounding these challenges with machinery is a burgeoning labor shortage that is rapidly adding pressure to this brewing catastrophe.

Propane Shortages and Price increases

What does propane supply have to do with farming? Grain drying. Here’s a primer on the importance of drying, from Wikipedia:

“Hundreds of millions of tonnes of wheat, corn, soybean, rice and other grains as sorghum, sunflower seeds, rapeseed/canola, barley, oats, etc., are dried in grain dryers. In the main agricultural countries, drying comprises the reduction of moisture from about 17-30% w/w to values between 8 and 15% w/w, depending on the grain. The final moisture content for drying must be adequate for storage.”

For entire article and videos:
[link to strangesounds.org (secure)]
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