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Pawel Sanders
11.6K posts
Pawel Sanders
@Magnifyingglas_
🇪🇺 🇺🇦 🇳🇱 #𝕳𝖎𝖘𝖙𝖔𝖗𝖎𝖆𝖓 Founder @changnoi2018
NL 가입일 Kasım 2013
15 팔로잉345 팔로워
Pawel Sanders 리트윗함
A food price shock is coming and most people have no idea it's already in motion.
The timeline based on everything right now is 6 to 9 months.
Most people are dismissing it.
They shouldn't be.
The Strait of Hormuz situation was already serious:
- 34% of global fertiliser supply stranded in the Gulf
- Force majeure declared on contracts worldwide
- Urea up 30% since February.
But something just made it significantly worse.
Russia, which supplies 37% of global ammonium nitrate exports, just announced it's halting all exports from March 21 through April 21. Right at the start of the Northern Hemisphere planting season."
The countries most exposed are
• Brazil
• Canada
• India
• Peru
• Ukraine
All of which are heading into their growing season right now.
So we now have two simultaneous shocks hitting fertiliser markets at the same time. Gulf supply stranded by the Iran conflict and Russian exports switched off.
Taking a lesson from history food price shocks in the 1970s were actually worse than the oil shocks that caused them. Food inflation contributed more to headline CPI than energy did through almost the entire decade.
We appear to be setting up for something similar.
By late 2026 planting drops and yields fall.
By 2027 that shows up on food prices worldwide.
I don't know what people are waiting for.
Most won't pay attention until they're standing in a supermarket wondering why everything costs so much more than it did a year ago.
By then it's too late to prepare.
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Pawel Sanders 리트윗함
here’s my prediction: U.S. and Israel will launch a major ground offensive on Iran’s Kharg island and coast lines this coming weekend March 27-28 - they will use Iran’s refusal to engage in dialogue vis-a-vis Pakistan “facilitation” as justification for the attack - in response Iran will likely overrun the UAE and Bahrain coastlines , which will be the end of the gulf state monarchies - it will also spell the end of Pakistan’s deception and the beginning of the end of Pakistan’s Trump installed regime -
I hope and pray it doesn’t play out like this - but this is what I see happening - in the next five days onwards
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Pawel Sanders 리트윗함
Pawel Sanders 리트윗함
NEW - Japan will deploy approximately 1,000 combat troops to the Philippines for the 2026 Balikatan exercises, marking the first time since 1945 that Japanese combat forces have set foot on Philippine soil — PNA
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@yoyonofukuoka Commuters stranded because there are only a few passenger jeepneys and buses passing by along Commonwealth Avenue in Quezon City, on Wednesday morning March 25 2026.
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🔥🔥Trump’s former defence secretary, 4-star general Jim Mattis, describes Trump's strategy in Iran as "delusional nonsense".
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Pawel Sanders 리트윗함
❗️Ust-Luga is on fire 🔥 🔥🔥
Primorsk + Ust-Luga = almost 50% of all russian oil exports!
And Ust-Luga is the main export hub of liquefied gas in russia.
Happy Wednesday everyone!
Ukraine is WINNING 🥳🥳🥳
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Pawel Sanders 리트윗함
🚨 BREAKING
Iraq officially declares its entry into the war alongside Iran against the United States and Israel.
"We have decided to respond and defend ourselves against the attacks targeting our official Popular Mobilization Forces (PMF)."
This comes as Israel and the US continue to launch raids on PMF headquarters, killing numerous leaders.
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Pawel Sanders 리트윗함
Leaked photo of Trump negotiating with Iran
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Pawel Sanders 리트윗함
🚨🇮🇷🇪🇸 BREAKING:
Iran allows the Kingdom of Spain to use the Strait of Hormuz with complete freedom without restrictions or barriers that impede the maritime navigation of Spanish ships and tankers.
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