Out of the frying pan into the fire, our fertilizer prices are going to skyrocket and
just get ready for another inflation wave of food moving through the rest of the year.
There's a point at which you say, wow, this thing has gone into uncharted territory and
now truly the feedstocks for our nitrogen is fertilizers are being affected.
Prices are already rising and I didn't expect that in the U.S. because I thought most
farmers had already bought what they needed for this season's planting, at least in
the beginning of what we're seeing right now in the beginning of April, May, June.
Prices have already risen 77% for fertilizers.
That shocked me.
So if it's like that in the U.S. where things are much more stable, what's it like for the
rest of the world and how is everybody going to cope with these higher food prices and
also now the gasoline rationing across all of Asia, at least the calls for it.
Let's get into it.
Crumbling infrastructure, this might be one of the reasons they never fixed anything.
You know, you keep hearing in different countries like especially the U.S.
Bridges have fallen apart, locks have fallen apart, roaches have fallen apart.
Just so many things are not being repaired and you have to ask yourself why.
But here, satellite images reveal that bridges around the world are at highest
risk of collapse.
744 are in North America, mostly built in the 1960s, not maintained.
And you have to ask yourself, why, why not?
Was this all part of a plan?
Somebody knew was coming to disrupt, to switch to new systems.
Picture worth a thousand words here.
Port O. Salah in Oman.
And it's Oman's largest oil storage facility.
So another one bites the dust and then right away,
airstrikes taking out flour and starch processing factory in Seira,
Haydarabad.
This is in northwest of Edon.
So they're striking now into the food production.
This is getting nasty quick.
Looking down into Mexico now, tortillas are all the thing.
They're getting taxes on their tortillas.
They're getting taxes from the cartels.
And now the government says you have to do it exactly the way we say or you
get fined $225,000 just for not storing your foods properly.
Which means for me, it's cataloging system.
They want to know where every morsel of grain is.
And this was what I was always predicting on the ADAPT 2030 channel.
They're going to commit digital ration cards.
They're going to be putting everything in IoT or Internet of Things on real time
digital ledger to know where exactly all the food is moving to.
Now, for you to access that food,
you're going to have to put some sort of token in that allows you to get
that so they can verify, validate, and also know exactly every gram that came out.
Back in time, the silver was weighted against the grains of wheat,
not the other way around like it is today.
We're just going to step back in the past, but we're going to have a digital version of it.
And again, largest oil terminal in Iran.
Look at the flames on that and illuminating the mountains in the background.
That's how bright and voracious this fire is.
And then tit for tat through rice refinery.
Biggest in the Middle East up in flames.
So the oil infrastructure is being destroyed.
One large piece at a time.
There's only one piece left.
So the energy stock, this is where the rubber reads the road.
This is a super important chart.
So the spikes in food pricing based on the CPI,
which was also calculated differently in the 70s than it is now.
So I'm not, you can compare, but the charts aren't going to match exactly.
But one, the general is oil price up, oil embargo, food price up,
get ready for the shock.
That sort of gold color there is the increase in your food price.
And the black is the increase in energy prices.
You can see the energy was lower than the food.
Take a deep breath on that one, because when we looked at Ukraine,
also the World Food Index followed oil prices on the futures.
So we can see how this drops coming back up.
We get these boxes, the green boxes are highlighting where the spikes
in oil prices were, and what your World Food Index was going at.
So why that out one last time here?
If we are going to go into unprecedented $200 per barrel of oil,
never seen ever in human history at this price,
where do you think the food is going to go?
Because it looks like, at least on CPI basis,
that the food was more than double at the apex of the highest of oil prices.
And that 74, that gray bar there, that was the oil embargo
that smashed the U.S. economy.
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So just step back and again, take a deep breath
at analyzing the charts here.
Every forecast now is this straight of hormone is going to be closed far longer.
There's only one last piece that if it gets
eradicated from the ability to go the east-west pipeline
for those five million barrels a day,
we're going to go into such a state of contagion and fear here
on the planet that our natural gas is not going to be there to create the fertilizer.
Oil won't be there.
Asian economies are going to get smashed first.
America will get smashed, but we're going to recover last.
We're going to get stuck in a quicksand trying to get out of this.
Asian economies will get on first as soon as the straits open back up
and they'll be fed gluttonously because they're on the side of the bricks over there, predominantly.
If oil really goes to $200 a barrel, our food is not going to be affordable.
And at what point do you?
Oh, they're going to start rationing.
They might start some sort of handout.
You might be required to go to a community work garden crew.
These are the things that have occurred in the past.
Nothing new under the sun here.
I'm not inventing anything.
I'm just looking at past cycles and what had occurred.
Like, what happened?
How did they deal with it?
Okay, well, when there wasn't enough labor to make something roll,
they forced people into that.
People were forced to the Victory Gardens in World War II
so that war effort could go over to, you know, Europe and Asia.
If the food price really were to quadruple from here,
how many people could afford that?
Could you afford it?
You'd definitely be needing to grow your own.
Like, there's so many factors at work here, but everything is pointing to,
even if this thing unwinds today,
the largest refineries in Middle East is completely wiped out.
Oil storage facilities completely wiped out.
They're turning off all of the wells and the pumping into the storage facilities
because the ones that aren't yet wiped out
in flames are completely full.
There's nowhere to unload to.
They just smashed several carriers and, you know, large crude carriers.
I'll show you some of that.
Cargo ships just got wiped five of them yesterday.
Like, this is a real closure.
This thing is going to go for more than a minute
and all analysis that I've seen says two months to unwind it,
another month for factories to get back up to maximum production
and a month again behind on shipping and logistics
just to get all that in the freight forwarding smoothed out too.
So you're looking at a four month delay.
So if it stops tomorrow, which it ain't four months delay
on getting your life back to normal and mine,
and I'm just curious the countries that are going to survive the best
and get refed supplies that keep economies chugging first
after this is over.
So the lines over in China already beginning.
Yeah, this stretches back a good, I'd say, half a mile out of the station.
Forbidden footage out of China.
World's largest oil company, Saudi Aramco, cuts production at two fields.
Yeah, they're running out of places to store it.
And by the way, the Houtis just smashed their southern border oil facilities.
That's an ongoing story.
But the Ross Tanura refining facility up in smoke,
this is another Houti attack.
So you can see this oil VIX or like VIX, the amount of fear in the market.
One from 30 to 120.
That's a, you know, this is not really a price on the stock
as a volatility index on oil specifically.
And when we're looking to hear the global energy and commodity force,
major meaning they can't deliver to you because,
well, there's a war going on and the supplies are shut in.
This is going to be a global thing.
It starts now just like COVID did.
It started here.
Move slowly.
It did this.
It kind of crept here.
Then suddenly, wham, we are following a 2.0 on this.
It started there.
The contagion zone, disruption center right there,
but it is quickly spreading to those super reliant on Middle Eastern oil.
We in America and Canada are not so much.
Indonesia is a major oil producer themselves.
So maybe they'll ask to step up, you know, hey, bring it on.
We can boost your production.
Let's do it.
Africa, they do have a lot of oil production there.
But here's the thing that really, you know,
took it to a new level yesterday.
The cargo shifts got hit in the straight of Hormuz.
And I was looking at that saying, all right,
what kind of cargo ships are there?
There's one that's actually a container ship just like this,
but note the point.
Marist ocean shipping suspending all Middle East cargo
at least until March 21st, and that's probably going to be extended.
All the people trying to leave Dubai at the same time here.
Something's gone terribly wrong.
Even their PR campaign to say, hey, it's safe.
You cool everything, keep investing.
It's falling on deaf ears, falling on deaf ears.
So over here to the attacks against dry bulk container shipping.
And by the way, the U.S. Navy hit one of those by accident.
Oops.
So I wanted to see which these cargo ships,
what are they throwing out here?
So we got the Thailand flag, bulk carrier,
Marshall Islands flagged and Japan flagged container ships.
First two are bulk carriers.
So they were carrying dry bulk wheat, coal,
iron ore, bauxite and fertilizers.
That's the one that was concerning me, the fertilizers.
Then we come over and look at the other two ships
and the Star Gwyneth, grains, bauxite,
alumina or other raw materials in bulk, i.e. fertilizers.
And then Japan, that was just a flagged container ship.
Regular boxes on that.
So here is the one that was hit.
And now, you know, they got bulkheads on the door.
So once they get hit, they dogged everything down
and they were able to keep the ship from sinking.
How ships are designed.
But here's the hole in the hull, say that three times fast.
And that's some damage that's going to take a minute to fix up.
And carriers and insurers are super not into it right now.
And by the way, the U.S. Navy tells shipping industry
Hormuz escorts not possible for now.
Right after the AP confirms that a projectile hit
a cargo ship in this rate of Hormuz from the U.S. Navy,
bad targeting against a Iranian mine laying vessel.
So this thing has just gone totally out of control.
And for me to read that statement,
that the U.S. Navy can no longer guarantee shipping that,
wait a minute, we were supposed to be controlling that place,
at least in our news telling us it's almost over.
We're totally in control.
And they're even saying we can't,
we don't have enough control to bring ships through.
Like you can't have it on both ends.
Like, what is it?
We're in total control, things almost over,
or it's complete quagmire and we can't even control anything.
And we can't even get the ships through
because that's too dangerous for our Navy to get through there.
You can't have it both ways.
Like, what's going on?
You know, at Fogelwar, I get it.
There's a lot of things going on AI these days.
You can't really tell how stuff's new.
So what is it really?
I mean, if our Navy is terrified to go through
and bring ships through, then something's,
the sniff test again, the sniff,
just common sense sniff test.
Seems like it's off a little bit.
And those were just the dry bulk carriers that get hit.
But then some oil tankers got smashed up yesterday,
too.
So oil tanker, this is near Basra Coast.
You know, you get the whole Iraqi Kuwaiti,
and you just follow the gulf through there
and see what the coastlines are.
And the explosions are tremendous.
And they're far afield.
That's two of those vessels right there engulfed completely.
Like this is what's happening.
They're starting to strike the actual carrying capacity
of that oil out of the gulf.
It's not that they blew up a pipeline.
They're shooting at the ships now
that are bringing the oil out.
That's a very large fireball.
And I noticed this right away, the reflections.
Like these fires are so vast and so gigantic
that that one is lighting up the mountains
in the background near Teheran.
And then these two very large crude carriers,
you know, sending just starlight
through the ocean waters reflective.
Same, same, but different.
Like these are two quintessential images here
so far of the conflict.
That mean food prices up.
And Michael Yon, who I talk to occasionally,
the giga famine will be the most severe famine
in human history.
And I really hope you're wrong, Michael,
but I'm agreeing with you that we're having
a huge problem with fertilizer right now.
So he was pointing out the deindustrialization
of everywhere you see here is a fertilizer plant
that was closed in Europe.
So even if they do get the LNG back online,
again from Qatar and send it up by pipe somehow,
20% of the world's natural gas
was going at least in part here
to produce fertilizers in all these different places,
which creates a huge problem.
Well, the even bigger problem is
Ras Tornado, that was completely destroyed
or at least largely destroyed.
They completely shut it down.
So these wholesale rates don't even apply anymore
and look how outside the norm they were.
They were to record highs.
And the one was going to Ningboa,
which is in China, the other Rotterdam,
Europe there.
These rates don't even apply
because they can't even get to even ship anymore.
Just put a big red X across this one here.
Because the smoke in your refinery cannot be loaded.
It only had 550,000 barrels a day
of crude coming out of it
and that is completely offline.
So now it's not just not about it being blockaded
or the ships that are being sunk can't carry anymore.
Now the actual oil loading terminals
slash refineries are being destroyed,
one after the other after the other.
This is, they're not coming back
for decades, plural, if they ever do.
Like these are offline indefinitely, indefinitely.
So that just puts a whole new twist
into this Rubik's Cube that we're looking at here.
Just destroyed at least three
of the world's largest refineries slash
oil loading areas on the planet.
The pipelines are next.
There's the Achilles heel of all Achilles heel.
There's only one left.
It's so easy to see.
So I want you to also take a gauge
at this story here.
The IEA proposes largest ever oil release
from strategic reserves.
You know, I'd covered that before
and they were deciding on how much to release
and they were going to get out at the next day.
Well, here's the next day for you.
400 million barrels,
400 million on 32 countries.
That's more than 10 million per country.
And ask yourself, what is going on?
Well, Bahrain's refinery,
Qatar's largest LNG and world's largest LNG plant,
Rui Was in Abu Dhabi, Aramco in Saudi Arabia,
hitting tankers with drone boats.
You got the Strait of Hormuz closed
and it's very clean the way he's stated it here, Mario.
Iran's not just closing the Strait of Hormuz.
They're dismantling every alternative route
and facility simultaneously,
which brings me to Highlander.
There shall be only one.
The East West, 5 million barrel a day.
It's almost a full pressurization as of tomorrow,
which we'll be able to load those ships,
which there's 20 plus of them waiting in line
on the Red Sea.
This is your number one target here.
If this goes, so does the world.
And Xavier Blas put in this one.
I don't want to dissect.
Okay, the first paragraph is talking about
35% of the oil that normally gets out of the Strait of Hormuz
is still reaching markets because Iran's letting some go to China,
some's going by pipe, but there's still some coming out.
If they get that East West pipeline on,
that's going to jump back to 63,
which means Iran's blockade of the Strait of Hormuz
is pretty much going to be, you know,
going to have a very minimal impact to that point.
So the East West pipeline,
they're about to bring another 5 to 10 million barrels online
going through those pipelines over to the Red Sea.
So since the Iranians are systematically
destroying all oil infrastructure,
do you really think that thing's going to be allowed to stay and pump?
Because once it goes offline,
our oil parts are going to start skyrocketing.
There's no other alternative to get any oil or gas out of there.
It's going to come by ship.
And since all those loading ports, refineries,
oil field storage,
since those are all being taken out one by one
and so many vast, gigantic
stock market crashing size have already been taken out.
We've stepped into a new world.
Now again, it's not because of fear doing the video here.
It's just to let you understand
that fertilizer is being greatly affected.
And with that food pricing is going to be greatly affected.
And with the oil price and diesel prices going up,
gasoline and diesel both,
then your transportation costs are going to be affected greatly
by getting that food to market
in addition to what it would cost
for the additional planting
and different fees.
If we can even get the regular like pesticides,
herbicides, fungicides
that they use through the year for certain crops,
which I'm not a fan of,
but it's just the way it is.
Some food better than no food.
Like all those things are totally reliant
and 100% reliant on fossil fuel production
that has just been knocked out at the knees.
I am absolutely unequivocally saying
there's that one major gigantic thing
with the bull's eye on it,
that East West pipeline.
And if you read the news,
the next three to five days
or two days or whatever,
that that thing is taken out,
then our world changes at that point.
As much as Pearl Harbor changed the world,
that taking out and destruction
of the East West pipeline
will be an equivalent of,
yeah, the world's going to move
into a completely different direction.
Like our economy will be reset
during these events here.
And that was all part of the plan anyway.
Was it not to get us away
from this fiat-backed system
that is so just deep in debt
that it can never be paid back ever
that it needs to come to a new system
and that switch over in the system
of revaluing money,
a hundred to one to a thousand to one
will bring us back to some sort of,
well, it's manageable at that point.
So how do you protect yourself
from all these things?
That's the question.
You're brising food prices,
the switch over the currency,
things are going to get tremendously
atrociously expensive.
That's not quite hyperinflation,
but you're getting there.
So I wish you the best in,
you know, weighing out your different options
and what you might think about.
But having storeable foods
is going to be one of those,
as well as having seeds to be able to plant.
You're going to need to grow your own food again.
This is not going to be a choice.
It's going to be a necessity.
I'm just wondering if finally,
mind over matter in this,
combine 80, 90% of the people
who don't want to work
and actually use their minds
and remanifest their different reality,
like bending the hologram back
compared to these 2% warmongers
that want everything to go forever
so they can continuously sell
and destroy and rebuild
that whole infinite circle jerk
that they have going on there.
So I do appreciate you watching.
Hope you got something out of the video.
My pressure is supplying a DAF 2030
four week food supply.
I also have a three day and a seven day
to dip your toe in the water.
And also trulyfmarket.com,
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for any girls on the planet.
Those links are in the description box
below.
I'll see you next time
for the next update.
Bye for now.