Strait of Hormuz Crisis Triggers Fertilizer and Helium Shock Beyond Oil Markets

The media tries so hard to make Trump look rational that they CAN'T report the nature of the consequences. There was more of an effort during his first term, but the media failed us then, too.

Because most people will only realize it once it hits their wallet. And then they will blame whoever is in charge then, not the fools running the ship right now.

To be fair, the Ukraine-Russia war shock happened before the world managed to recover from Covid (inflation was still much higher already when the war started, and the war drove that even higher)

I don't know if its the media only. Its like a lot of people are just sick of disruptions, and are acting like nothing is happening. Also, if you are in the industry you see the effects already for a while, if you only look at prices/markets/stocks, its still not clear to people what actually is going on.

My local CBS news reported a few days ago, I kid you not, "...a look at how President Trump successfully negotiated a ceasefire agreement." At this point the 4th estate is just a propaganda arm for this administration. Completely disconnected from reality. It's going to take gas prices over 6 bucks a gallon and troops on the ground in Iran to wake my idiot fellow Americans out of this stupor.

What do you mean? Egg prices are down. /s

Basically Covid all over again, some countries will feel the shock first, media will downplay it, Trump will sell our reserves (paid by with Tax dollars btw) to the highest bidder or to his friends. Media will continue to downplay the impact as everything collapses (supply chain strain, supply issues). Trump will blame it on everything but, give a speech how it will all be resolved by next two weeks or spring, it will be a miracle. While job losses and inflation tear through all safety nets, and democrats won’t do sht because they will care more about keeping their spots and will just posture.

A good part of the claimed impacts of the Ukraine-Russia war was actual the impact of Covid policies. It’s easier to blame inflation on a war, than the billions you’ve printed yourself. This crisis is still very big, but let’s not change history.

They might think about turning on Trump, but them they’ll remember that time a black guy was President and that people may think they’re gay if they vote Democrat, so the idea will die right then and there.

At the moment, they think this is temporary. A lot think that it will all be resolved in a few months. They might start waking up by November.

Farmers are hard core base Republicans (Conservatives, up here in area 51). Remember FarmAid? It's still going on. It was started by hard core right wingers like Neil Young and Willie Nelson to bail farmers out of the disastrous Reagan policies. They know that. They couldn't care less. Not to over-generalize like a meathead or anything

They won’t. This is all worth it to them because how dare someone dye their hair blue and have different ideas in America.

Yep. Unless you’re in (at least) the top 10% *in America*, you will feel all of this acutely. That top 10% aren’t immune either, but they just have to cut out a few luxuries and life probably feels similar to before. The Epstein class won’t even notice unless their stock portfolios take a big hit.

People don’t get that unless america bans exporting, even if we produce everything 100% locally prices will rise since companies will export to foreign markets for greater profits. Everything affects everyone now.

Don’t worry about it. When the US put the tariffs on Canadian potash, you secured a supply from Belarus. 

Their input costs are WAY up. Yet they're reliably Republican - even though FarmAid (started by neo-cons like Neil Young, Willie Nelson and John Mellenkamp) in response to disastrous Reagan policies.

Well, most of them voted for this.

>American farmers got right fucked this year with fertilizer as well As an American: The vast majority of those farmers are getting exactly what they voted for and they absolutely deserve all of the horrible shit getting ready to head their way.

When I saw the headline, being from Canada, I googled if we have an abundance of those resources, and it seems like we do. What am I missing? 

May I asked what the difference is between the two?

Well with climate the way its headed, wont be long before an equatorial death band claims a billion people. So maybe this is a good trial balloon for mass die offs. /s

1. When the world runs out of urea and fertilizer to grow crops. Yields will drop significantly without it. and/or 2. Once the price of urea and fuel outweighs the cost of the crop. Farmers will not plant crops if they lose money. and/or 3. The price of food is so high due to 1. and 2. above, that many cannot afford to eat. Any nation under food stress before this happened is going to really hurt from here on out. You will see nations that had good food security before this blockade experience food stress.

Depends, in some places it's already famine, in other places like the western world we haven't endured large scale shortages yet. As we are in ENSO neutral and heading to El Niño, the spring of 2027 will be very interesting as that will also have a major impact on crops. So if we are to put a number on it, I'd say autumn 2027 will be the time when society will seriously start looking back at our inaction in dealing with the warming planet. Whether it will lead anywhere other than more resource gathering by those who can or heavy reforms, time will tell.

Australian farmers just said they do not plan to seed a summer crop due to cost. Australia grows food to feed 100 million people for a 27 million population and is a major food exporter.

needed that money to bomb gaza and give tax breaks to fat pigs, couldn’t be helped

Other than the 18 refineries we already have, you mean!?

I mean. They're right... Natural gas is steam reformed to make hydrogen which is reacted with Nitrogen in the Haber Bosch process to make ammonia. Crude doesn't come into it. Edit: y'all are weird with the down votes. I've spent the last 15 years of my life dealing with crude and steam methane reformers...

Canada has mountains of sulfur. At some price point, they will be mobilized.