The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
The Meb Faber Show - Better Investing
The Implications of Rising Food Prices Around the World
The chinese stopped phosphateex portslate last and they were the world's largest exporter. The russians largely stop potash exports in the first month of the war because most of their export points go through the black sea, which is a war zone. Replacing or augmenting fertilizerg production is not something you do in a season. We have exceeded the carrying capacity of the world. If it deglobalizes. There is no way, in the best case scenario, that we get out of this without losing a billion people.
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