Topic: Just commodities

[patentlymn]

Brilliant. /s 
Nuland is helping Russia keep the gas price up.


https://youtu.be/Y3E6_XCfxVg
 
Nuland ends EastMed gas. Elensky tour hits Cyprus. Russia out of UN Human Rights Council. Update 1
37,856 views
Apr 8, 2022

also

[Libertas]

Yeah, well...all the globalists want to crash things...reckon they think they'll emerge the other side stronger than ever...

Just like before a lot of wars...raising tariffs prevents peace not aggression...

https://www.zerohedge.com/political/biden-paves-way-tariffs-signs-bill-downgrading-russias-trade-status

...and it always plays into Imperial/Dictatorial homeland aims PR-wise to further dig in and double-down.

Much like Putin deciding to go into Ukraine made it easy for Despotic Globalists here to spin Enemy Russia PR here...

https://www.zerohedge.com/geopolitical/7-10-americans-see-russia-enemy

...when they should be viewed as a rival, not a friend...not a direct enemy...I've already admitted to loathing their connection to batshyt-crazy terrorists and communists...Iran, Venezuela, Cuba...not just China (who also supports Iran, Marxist African nations, Nork's etc)...as well as questioning their Christian supremacy given whom they align with, arm and provide nuclear expertise to...but they needn't have been ostracized as an enemy...well, all that is out the door now, doesn't matter...the PTB's and their puppets are not and will never listen to us, they hate us...their actions blowing back on us is not a mistake, it is part of the plan.  They with their wealth and stranglehold on industries and government consider themselves immune from the chaos they wreak.  We shall see about that...

In other market-related news...

We continue to get raped by Chi-Com schemers and they cannot do it without SEC acquiescence...

https://www.zerohedge.com/economics/china-insiders-steal-billions-us-investors

...and despite the so-called tougher standards on American's...insiders still reap ill-gotten gains...look at corrupt Pols from Pelosi on down who make hundreds and thousands of times more money than their government stipends provide.

Ukraine's harvest prospects look devastating...

https://www.zerohedge.com/commodities/shocking-estimates-show-ukraines-crop-harvest-could-be-halved

And with all the sanction-mania occurring the BRICS are moving towards their own settlement system which would amp-up the de-dollarization stakes...

https://www.zerohedge.com/geopolitical/russia-urges-brics-nations-create-own-swift-system-warns-sanctions-are-destroying

...and who believes the current Destroyers occupying power won't dick that up worse with more stupid actions?

All this means we as citizens need to figure out how to get ahead of this mess.

Frankly, trends being what they are betting on worse in all respects seems a pretty safe wager...so, inflation, collapsing commodities markets...de-dollarization...I think it almost certain they'll be bank runs and paper assets going up in flames that will end factoring outfits overnight with no equity to leverage...and explode prices on tangible commodities like the past 100 years never happened.  All fiat will suffer, but not as much as the high-debt nations...of which nobody is higher than America.

Load up on tangible goods while you can, use your fiat while you can.  When all this hits the fan "too late" is going to hit fast and hard and hurt like a train hit you in the face.

[patentlymn]

I do not GAF about Russia as to any tariffs but these people might want to consider the well being of the US for once.
Whenever I hear "Ukraine reconstruction fund" I think of massive graft.

[Libertas]

The reset they seek has multiple targets...but essentially everyone's citizens are the main target.

[Libertas]

Ouch!

https://theconservativetreehouse.com/blog/2022/04/13/producer-price-index-sets-new-record-at-11-2-percent-wholesale-inflation-highest-rate-ever-recorded/

The retail hit won't be pretty...   

FJB!!!

ETA - And catching MonkeyWerx yesterday...somebody had to bring this to Monkey's attention too because we've been focused on Black Sea, Med, US and Europe...and Monkey felt chagrined as he has a USAF & logistics background...but that Shanghai lockdown is creating a massive back up...

https://www.marinetraffic.com/en/ais/home/centerx:122.6/centery:30.9/zoom:9

Looks like a fricken bait-ball!  That's an insane amount of boats, mostly cargo (green) just sitting there...waiting...

Meanwhile people all over the globe dependent upon their output will see warehouses emptied out...retail shelves go empty...citizens in panic mode...

Even if they lifted the lockdown today...how many still alive to work able to work, how many replaced and how quick?  They could run shifts 24/7 and it would take several months to fill these ships and send them off...do they even have that much product to fulfill?  Even if that is overcome, it will take several weeks travel to hit most destinations, more time for off-loading, more time for stocking warehouses and filling distribution centers and then hitting retail shelves where it could be Black Friday conditions or worse maybe 5-6 months from now?

Scary stuff.

Monkey says from flight data tracking Amazon is trying to solve its notorious turnover problems with Latin imports, and we don't know if on work visas or what...

Gonna be a squirrely summer and fall...

[Libertas]

Yet again the illegitimate JoeFraud regime aka Obamao Shadow Government rededicates itself to the proposition that the American people neither deserve nor will be allowed domestic energy independence or economic sanity!

"The Biden Obamao Shadow administration said that it would reduce the amount of land it would sell oil and gas leases on by 80% and increase royalty rates for drillers (from 12.50% to 18.75%) in a late Good 'Eff You, Serfs!' Friday announcement drive-by media dump."
https://dailycaller.com/2022/04/15/joe-biden-interior-department-oil-gas-drilling/

FIFY

Industry should tell these despots to go screw themselves.  Time to be like Ellis Wyatt...

[Libertas]

This isn't good...

https://www.zerohedge.com/commodities/black-swan-event-top-us-fertilizer-producer-hit-rail-delays-midwest

...those who haven't switched to lower fertilizer need crops could be in serious trouble.  Those dependent upon feed corn likely also in a pinch.

Apparently Union Pacific is allowed to do this limiting of private cars in an effort to reduce supply chain (see Port of LA disaster et al) issues...something they cannot do easily without government (FEDS!) blessing...so, more cheap Chi-Com stuff...but at a cost of possible starvation at worse to even disturbingly higher food prices at best...and no guarantee industries or farms survive...

 

[Libertas]

Food pressures will mount...

Scratch Ukraine - https://www.zerohedge.com/commodities/one-third-ukraine-farmland-may-go-unplanted-russia-begins-second-phase-war

If 1/3 is unplanted...I reckon half of what is will likely be half yield...so net harvest would be at best maybe 1/3 normal.

Rice harvests look lower in Asia - https://www.zerohedge.com/commodities/global-rice-production-may-plunge-threatening-half-humanity

And if estimating 10% drop initially it likely will be more...especially if fertilizer isn't used/available...

And Oregon fans of organic food (the whole state I'm guessing) sees top distributor HQ go up in flames...no cause identified, naturally - https://www.columbiagorgenews.com/fire-destroys-azure-standard-headquarter-facility/article_7df4657c-c03e-11ec-a8c2-5f88e266c6db.html

[Pandora]

https://www.cfindustries.com/newsroom/2022/union-pacific-shipping-restrictions

CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today informed customers it serves by Union Pacific rail lines that railroad-mandated shipping reductions would result in nitrogen fertilizer shipment delays during the spring application season and that it would be unable to accept new rail sales involving Union Pacific for the foreseeable future. The Company understands that it is one of only 30 companies to face these restrictions.

CF Industries ships to customers via Union Pacific rail lines primarily from its Donaldsonville Complex in Louisiana and its Port Neal Complex in Iowa. The rail lines serve key agricultural areas such as Iowa, Illinois, Kansas, Nebraska, Texas and California. Products that will be affected include nitrogen fertilizers such as urea and urea ammonium nitrate (UAN) as well as diesel exhaust fluid (DEF), an emissions control product required for diesel trucks. CF Industries is the largest producer of urea, UAN and DEF in North America, and its Donaldsonville Complex is the largest single production facility for the products in North America.

Doubling down here on Libertas' post ...........

[patentlymn]

It was the govt response to covid that killed economies, not covid.
It is the govts responses to Ukraine that did this.  On top of the previous sanctions against Russia with screwed Ukraine worse than Russia. On top of the US backed coup in 2014.

All it would have taken was a phone call from the US govt to Ukraine to avoid all this.
"You will honor the Minsk agreements, meet with the Donbas as you agreed, stop shelling the Donbas, and we just went public with announcements that Ukraine will never be part of NATO, will be neutral,  and will not have nukes. If you do not do this you will not receive one US dollar in aid."

After the invasion began the US still could have done similar things. Instead the US sent more money. The EU choice to ban Russia gas and oil is their choice and suicidal, not the choice of Russia.

BTW I read that the US is sending oil from the strategic reserve to the EU?

[Libertas]

Could have been avoided too if Putin had honored the Budapest Memorandum...tit/tat...woopty-doo!

Water under the bridge, nobody cares...

Yeah, SPR releases going to EU...as is our LNG...

See this?



https://www.zerohedge.com/economics/stockman-exposes-inflationary-hell-thats-about-break-loose

The fun has just started...it'll be a fun race between death by global thermonuclear war, death by economic collapse, death by civil war/revolution, death by bio-terror, death by...well whatever.  I think it could be tie between 2 or 3 of these...

Oh, add food riots...

https://twitter.com/drafttucker2024/status/1516553727976558600

Ahh well, prepare for the worst, hope for the best...   

[Libertas]

Lots of fires on food plants/distribution centers...

https://youtu.be/aBhLxSGtAJ4

...but "officials" saying other causes, equipment and such...nothing nefarious...

Uhh huh, if nefarious...it would look coordinated and intentional, would they really be allowed to admit it?

 

[Libertas]

To cabalists it's all just a coincidence...

 

[Libertas]

It's easy to sucker fools who believe in lies...

https://twitter.com/ShellenbergerMD/status/1499386637066727424

[paulh]

Went to BJ's today for 1/2n1/2 and eggs. The 3 dozen pack normally about $5.00 was amost $10.00
I think I could buy a few chickens for that much. Still have the coops from years ago

[patentlymn]

To cabalists it's all just a coincidence...

 

Long ago a friend proposed a way to make money. Infect herds with hoof and mouth disease and/or use wheat fungus or rust and highly leverage the right futures.

Years ago some Chinese maybe air dropped or used other means to introduce infected pigs into non infected herds to raise the price of pork.

[Libertas]

I guess some in the People's Paradise of Communist China are not hopeful their super-efficient managers of all aspects of existence will adequately care for them...

Remember this phrase - "Long Pig"

https://michaelyon.com/dispatches/long-pig/

 

ETA - On the plus side...Gold as slide back to pre-Putin Ukraine invasion levels...

https://www.zerohedge.com/commodities/gold-tumbles-below-1900-erases-all-post-putin-risk-premia

...might be the last buying opportunity before The Big Unzipping...

...and a quick check reveals there is some inventory available for sale, though premiums are still scamdemic high...

...but, could be last opportunity, who knows?  Lately I've been wondering...this last time I buy X, last time I see the Dentist, last time I _______?

 

[Libertas]

https://www.zerohedge.com/economics/chronic-shortages-few-items-now-will-evolve-chronic-shortages-hundreds-products-later

NJ beef processing plant recall...

https://thehill.com/policy/finance/3463662-more-than-60-tons-of-ground-beef-recalled/?rl=1

Do not see the labels listed in the linked text in my area, could be these are more mid-Atlantic states affected...?

Reckon we'll see more of this pop up time to time...

[Libertas]

Interesting...but not surprising...

https://www.zerohedge.com/energy/hungary-throws-eu-neighbors-under-bus-says-10-nations-technically-buying-gas-rubles-putin

...either nations have sovereignty...or they don't...most masters despise rebellious vassals...

We shall see...

And guess?  Yes, more fires...

https://www.thegatewaypundit.com/2022/05/firefighters-respond-industrial-fire-perdue-farms-facility/

Anybody know where the FBI Amerikan KGB is at?  They gotta be involved in all of these...they're across the entire nation!

Also, already mentioned Blackrock...guess Vanguard is a partner in cornering contorl...

https://noqreport.com/2022/05/02/wake-up-call-blackrock-and-vanguard-are-nearly-in-total-control-of-food-production-and-distribution-in-america/

So, between fires and management things are looking scary...also, check out Team Depends thoughts on man-made fertilizer disaster...

“Fertilizer shortages are real now because Russia is a big exporter of fertilizer,” Power said told ABC’s “This Week” on Sunday. “And even though fertilizer is not sanctioned, less fertilizer is coming out of Russia. As a result, we’re working with countries to think about natural solutions like manure and compost.”
https://www.infowars.com/posts/never-let-a-crisis-go-to-waste-biden-official-celebrates-fertilizer-shortages-forcing-farmers-to-seek-natural-solutions/

Point of inquiry - How effective are composted Marxists as fertilizer?  Asking for lots and lots of friends...

[Libertas]

https://www.zerohedge.com/energy/eu-policy-chiefs-warn-against-creating-new-lng-dependence

I find that hilarious.