Doomsday shortages
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All shortages all the time
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Yet more fertilizer production drops offline as Australia's biggest fert producer is damaged, shut down for 2mo.:

The Yara Pilbara plant accounts for 5% of globally traded ammonia. Stunning timing which, in concert with the symphony of other disruptions, is setting us up for very real effects on global crop yields.

Plays right into the planned food crisis 🤔

https://www.zerohedge.com/commodities/glitch-shuts-australias-biggest-maker-vital-fertilizer-input-2-months
"Everyone is focused on oil prices. A new Morgan Stanley report shows the real supply chain threat nobody is talking about.

The Middle East controls 45% of global sulphur, the key input for fertilizer production. It also controls 22% of urea, ammonia, and diammonium phosphate, the nutrients that feed global crop yields. These supply chains are now under direct fire from active warfare.

This isn't the 2022 fertilizer crisis where sanctions slowly squeezed supply. This is missiles hitting infrastructure in real time. Nine critical commodities, from crude oil (34%) to helium (33%) to aluminum (24%), all running through a warzone.

The food price shock is coming."
🌐⛽️ - The sulfuric acid shortage caused by the Iran war is now threatening commodity production.

Sulfuric acid is essential to extract metals from rock. The market was already tight, with prices up ~500% even before the conflict. The Middle East accounts for ~24% of global sulfur production, and producers typically hold only a few weeks to 2 months of supply.

Without sulfuric acid, production drops.

Around 20% of global copper, ~50% of uranium, and ~30% of nickel production depend directly on it.

With critical energy infrastructure being destroyed, these shortages won’t disappear even if the Strait is reopened... they will persist.
Energy prices will skyrocket if there isn’t a diplomatic breakthrough with Iran
https://seekingalpha.com/news/4570347-energy-prices-will-skyrocket-if-there-isn-t-a-diplomatic-breakthrough-with-iran
ECB must respond quickly to signs of inflation drift, says Stournaras | Reuters
https://www.reuters.com/markets/europe/ecb-must-respond-quickly-signs-inflation-drift-says-stournaras-2026-03-30/
LAST NIGHT: Massive Fire Rages at Major Iowa Egg Farm – Cause Unknown

- Who: Hawkeye Pride Egg Farm (a large commercial egg producer near Corwith that houses millions of laying hens).

- What: A massive blaze has engulfed multiple buildings at the facility; flames were visible for miles and multiple fire crews from surrounding towns have been fighting it overnight.

- When: Started Thursday night (March 26, 2026) and was still burning into Friday morning (March 27).

- Where: Hawkeye Pride Egg Farm, near Corwith in Hancock County, northern Iowa.

- Why/Impact: Cause not yet determined; no human injuries reported so far (status of animals unclear). Potential effects on local egg supply.

Flocks killed, firefighter injured in large fire at Northern Iowa egg farm
https://www.ktiv.com/2026/03/27/flocks-killed-firefighter-injured-large-fire-north-iowa-egg-farm/