🛢️ barrel of crude becomes many fuels that power transport, industry, and the global economy. #oott

WTI vs BRENT

Fertilizer markets are flashing a serious warning signal. Prices have already surged ~35% YoY, reaching the highest levels since Oct 2022 — just as geopolitical tensions threaten supply routes. Roughly one-third of global fertilizer trade moves through the Strait of Hormuz. Any

With the conflict passing two weeks, it becomes increasingly likely that still-operational #fertilizer plants will need to curtail output. Fertilizer traffic through the Strait of Hormuz is paralysed and prices for #urea, #ammonia, #sulphur and #phosphates have surged (1/3)

This is a monumental crisis for Australian agriculture, and I urge politicians and authorities to act urgently. No more round-tables, take control now. You are elected by the Australians to make hard decisions. This is it, now is your time. Please read and repost Brad Jones in

In my book War & Wheat, I discuss a mutually beneficial solution for fuel security and agriculture. Whether it was 100 years ago or today, Australia has three challenges. First, an almost 100% dependency on fuel imports. Second, the majority of our crops are export oriented and

Retweets appreciated. 😃

🚨 AGRICULTURAL COMMODITIES BREAKOUT 🚨 A nearly 20-year resistance level just got taken out. This isn’t noise. This is a macro shift. Energy moves first. Food follows. And now… agriculture is waking up. 🌾📈 If this accelerates: • Fertilizer costs rise • Crop yields get

Corn requires 140 to 180 pounds of synthetic nitrogen per acre. Soybeans require near zero because rhizobia bacteria in their root nodules fix atmospheric nitrogen directly from the air. This biological fact is now the most consequential variable in American agriculture because

Hedge funds have turned net bullish on #wheat for the first time in nearly four years, betting on higher #prices driven by dry weather in the US and a shortage of fertilizer and fuel arising from the war in the Middle East. bloomberg.com/news/articles/…

Unveiling the world’s first selective herbicide to control resistant grass weeds in soybean and cotton in nearly 40 years! We’re launching VIRESTINA™ technology globally after Argentina approved this new weed control. We plan to roll out this breakthrough to other countries

#Ammonium #sulphate is on the rise as buyers pounce on scarce #nitrogen. #Urea prices moved into the $800s/t FOB from the AG, North Africa and Southeast Asia. The world is looking for answers

Before planning scolaire potatoes

Ukrainian farmers say the crop could drop 5% to 10% this year because of a spike in input prices - RTRS We tend to agree. Among major grain exporters in the Northern Hemisphere, Ukraine could suffer the most. That was a key reason why we cut our Ukrainian #wheat and #corn crop

🔥 EL NIÑO EXPLAINED: Why India is Heating Up & Monsoon Risk is Rising 🌍 India’s heatwave and weak monsoon fears? Not politics. Not policy. It’s El Niño. Here’s what’s really happening 👇 🌊 Normal Year Strong winds push warm Pacific water toward Asia → more clouds → strong

🚨 Fertilizer Shock Is Here — And It’s Escalating Fast 🌍🌾 Urea prices are exploding. 📈 +80% to +100% YTD across global benchmarks ⛔ ~33% of global urea trade disrupted 🌊 Strait of Hormuz effectively shut This isn’t just a commodity move — it’s a direct hit to global food