Global fertilizer prices are rising: 25% of nitrogen trade flows through the Strait of Hormuz. Its closure has seen Urea prices jump 15% in just the last few days.

This comes just in time for Spring planting, meaning farmers (who are already going bankrupt at a record pace) will literally have to give up the farm, accelerating consolidation into the hands of technocrats like Gates (already the #1 individual holder of US farmland).

And, of course, it translates to higher food prices. Factor in also the cost of fuel for farm operations and product transport...and this is a full-chain gut punch for food security.

Grow those gardens!

- @iceagefarmer

source: https://www.agweb.com/news/conflict-iran-ripples-through-global-fertilizer-markets-raises-prices-even-higher

🚨 MOMS TEST CHICK-FIL-A SANDWICHES — AND FIND “BIRD BIRTH CONTROL” IN THEM

A woman claims lab testing on Chick-fil-A chicken turned up nicarbazin — a compound known for its contraceptive effects in birds.

She describes it as an “aviary contraceptive” and says the results shocked her.

Then she points out something else alarming:

Chick-fil-A quietly removed the phrase “No Antibiotics Ever” from parts of its website and replaced it with “No antibiotics important to human medicine.”

What else do you think is hiding in the sandwiches?

https://x.com/i/status/2029212894567543274

The Strait of Hormuz shipping disruption has thrown global grain trade into crisis this week as major lines suspend transit following the outbreak of open conflict in West Asia, stranding vital shipments of rice, wheat, and barley destined for the Gulf region.

With severe implications for perishable and specialized agricultural cargo, CMA CGM has also halted all reefer (refrigerated container) bookings to and from a wide range of West Asian and Red Sea countries, including Iraq, Bahrain, Kuwait, UAE, Saudi Arabia, Jordan, and Egypt. This will directly impact shipments of temperature-sensitive goods like certain seeds, specialized ingredients, and processed foods.

https://millingandgrain.com/strait-of-hormuz-shipping-disruption-grain/

Everyone's focused on oil — but it's not just oil:

- The United Arab Emirates (UAE) imports 80-90% of its food
- Saudi Arabia, 80%
- Kuwait, 95%

With the Strait closed (or even "open" but with rates exploding 650%), the literal lifeline of these nations is cut off.

And yes, with UAE/Saudi Arabia/Qatar stopping oil production, we are quickly entering an energy crisis that will have DRASTIC effects on food availability and pricing.

Be prepared...

Dubai has only 10 days of fresh food remaining, according to reports.

As I posted yesterday, many Middle East countries import the vast majority of their food supply — and are now unable to do so. When people can't eat, things get hairy quickly — remember the Arab Spring was caused by bread prices...

This is a very serious situation with global consequences.

"Stefan Paul, CEO of global logistics giant Kuehne + Nagel, told Swiss broadcaster SRF on Thursday that the estimate is based on supply chain data monitored by his company."

(And now is a great time to be getting that garden ready for this season...)

- @iceagefarmer

https://x.com/shanaka86/status/2029893657797779829