In March, plans were written for an energy, food, and water crisis. That crisis is here. Those plans need to be understood as they come off the shelf.

The pressure on diesel continues to build heading into harvest. Prices have climbed further, on-farm inventories are low, Russia is extending its export ban, refining is running at historic stress levels, and farming associations in the UK and Germany are warning of a Food Crisis, as many producers may not have the cash to plant next season. Ground reports of delivery impacts are also starting to surface.

Anyone who cannot see by now how meticulously scripted the Iran War truly is needs to read the following short yet quite compelling analysis. [Read More]