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Has Gasoline Price Shock Triggered Demand Destruction Yet? And Where Will Gasoline Prices Go from Here?

Has Gasoline Price Shock Triggered Demand Destruction Yet? And Where Will Gasoline Prices Go from Here? There’s some demand destruction. But oil bounced again, gasoline might be next. My guess is a long-drawn-out zigzag higher. Following the dizzying spike in gasoline prices, the question arises when demand destruction will set in, where people start driving […]

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Resource limits and our strange game of musical chairs

Resource limits and our strange game of musical chairs With a wide range of commodities in limited supply, various regions of the world are now  behaving as if they are engaged in simultaneous games of musical chairs when it comes to commodity shortages. The games differ by commodity and by region, but they all share […]

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Global Rice Production Set To Plunge 10%, Threatening Half Of Humanity

Global Rice Production Set To Plunge 10%, Threatening Half Of Humanity Farmers in China, India, Bangladesh, Indonesia, and Vietnam — the largest rice-producing countries could experience reduced output due to soaring fertilizer prices. The International Rice Research Institute warns that harvests could plunge as much as 10% in the next season, equating to about 36 […]

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EU To Impose Full Embargo On Russian Oil Next Week, Will Send Price Above $185 According To JPMorgan

EU To Impose Full Embargo On Russian Oil Next Week, Will Send Price Above $185 According To JPMorgan Despite the clear intentions of western government to cripple Russian energy production, loadings of Russian oil have so far been surprisingly resilient, so much so that Russia’s current account balance is at all time highs. According to […]

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3 Factors Which Are About To Make The Coming Food Shortages Even Worse

3 Factors Which Are About To Make The Coming Food Shortages Even Worse A confluence of circumstances has come together to create a “perfect storm” for global food production, and now that “perfect storm” is about to get even worse.  For months I warned that this crisis was coming, and in recent weeks I have […]

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Stock Market Crash Coming Before September As Massive Bubble Bursts

Stock Market Crash Coming Before September As Massive Bubble Bursts

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Basic Solutions To Our Economic Problems That Establishment Elites Won’t Allow

Basic Solutions To Our Economic Problems That Establishment Elites Won’t Allow I think one of the great misconceptions about economic crisis is that solutions are always dependent on centralized government action. In truth, most financial disasters are actually caused by too much government action and involvement. Central banks like the Federal Reserve are also primary […]

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NATO Sanctions and the Coming Global Diesel Fuel Disaster

NATO Sanctions and the Coming Global Diesel Fuel Disaster Amid the ongoing global inflation crisis, NATO heads of state and mainstream media repeat a mantra that high energy prices are a direct result of Putin’s actions in Ukraine since end of February. The reality is that it is the western sanctions that are responsible. Those […]

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Black Swan Event? Top US Fertilizer Producer Hit With Rail Delays To Midwest

Black Swan Event? Top US Fertilizer Producer Hit With Rail Delays To Midwest A fertilizer supply shock is imminent for US farmers as CF Industries Holdings, Inc. warned Thursday that rail shipments of crop nutrients would be reduced to top agricultural states, which couldn’t come at the worst time as the Northern Hemisphere spring planting season is […]

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The Great Supply Chain Collapse to Continue Into 2023

The Great Supply Chain Collapse to Continue Into 2023

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Asian country rations fuel

Asian country rations fuel Sri Lanka’s government has been under fire over shortages in food, fuel, and other essential goods Auto rickshaw drivers queue up to buy petrol near a fuel station in Colombo, Sri Lanka, April 13, 2022 © AP / Eranga Jayawardena Sri Lanka’s state-run Ceylon Petroleum Corporation (CPC) on Friday started rationing […]

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Will the bullwhip do the Fed’s job on inflation?

Will the bullwhip do the Fed’s job on inflation?  With inventories building and supply chain bottlenecks easing, is deflation next? The only thing surprising about the freight market slowdown is the speed at which it’s unfolding. The supply chain “bullwhip effect” is both predictable and expected. The surge of inventories and declining freight costs/capacity imbalances […]

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The Failure of Global Elites

The Failure of Global Elites In the 1970s, global political and corporate elites had all the information they needed to put the world on a path toward long-term stability. Systems science was sufficiently advanced that a team of its practitioners organized a scenario study to see how trends in industrial production, population, food, pollution, and resource usage […]

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Will Famine Emerge by Year End? Yes.

Will Famine Emerge by Year End? Yes.

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Where Will The Food Riots Start?

Where Will The Food Riots Start? Global food prices have never risen so fast and have never been so high, and as have detailed multiple times in recent months (as this is not simply a one-month, ‘blame it on Putin’ crisis), most recently here, the pieces are in place for some serious tears to form in the […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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