Everyone rushed to celebrate the truce while the oil headlines took over, but who’s actually tracking what this does to food supply chains? The agriculture angle feels like the story nobody wants to talk about yet..
That is exactly the point. Food prices follow fertiliser, and these last follows Hormuz. The agriculture story is just slower, so it gets less attention. It will catch up fast.
Well said, Robert. The headline gives people a reason to relax but the ships are still not moving. That gap between the story and the reality is ....where the real damage builds up quietly... and where we definitely need a political wisdom.
Everyone rushed to celebrate the truce while the oil headlines took over, but who’s actually tracking what this does to food supply chains? The agriculture angle feels like the story nobody wants to talk about yet..
That is exactly the point. Food prices follow fertiliser, and these last follows Hormuz. The agriculture story is just slower, so it gets less attention. It will catch up fast.
The headlines shift and it creates the sense that something has been resolved.
Meanwhile, the actual system - ships, inputs, timing - runs on a different reality.
That disconnect is where most people get caught off guard ... and there does not seem to be any political wisdom that might redirect trajectory.
Well said, Robert. The headline gives people a reason to relax but the ships are still not moving. That gap between the story and the reality is ....where the real damage builds up quietly... and where we definitely need a political wisdom.