
LegoBlocks
954 posts



There's No Strategic Fertilizer Reserve Step back and look at the architecture of global fertilizer supply. ▪️ China is restricting exports through August 2026 ▪️ Russia and Belarus remain constrained ▪️ The Middle East now faces direct disruption All 3 pillars took a serious hit within the same cycle. There is no swing supplier ready to absorb this Unlike oil, nobody has been stockpiling ammonia in underground caverns. G7 countries don’t maintain fertilizer reserves the way they maintain oil stockpiles. There's no reserve valve when the system tightens




President Trump over the last 36 hours: Friday, 3:40 PM ET: "I don't want to do a ceasefire with Iran." Friday, 5:15 PM ET: The US is "considering winding down" the war with Iran. Today, 2:00 PM ET: Axios reports Trump is planning "peace talks." Now: "If Iran doesn’t open the Strait of Hormuz within 48 hours the US will obliterate Iran's power plants." What's happening behind the scenes?









87% of the world still runs on coal, oil, and gas.


Europe’s first responsibility is to protect our citizens and prepare for the impacts of the conflict in the Middle East. We are already seeing the impact of the situation in the Middle East on energy ↓ twitter.com/i/broadcasts/1…























