Gerald Piddock
10.5K posts
Gerald Piddock
@GeraldPiddock
Hamilton- based reporter for NZ Farmers Weekly
Waikato Region, New Zealand Katılım Haziran 2012
723 Takip Edilen1K Takipçiler
Gerald Piddock retweetledi
If God wanted us to have an opinion on everything, he wouldn’t have given us the 🤷 emoji.
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@teradar That would make a great movie, sort of like the people v Larry Flynt without the smut
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@GeraldPiddock Can't decide whether you should have 'edam good night' or 'a grate time'
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@secondzeit So Fonterra's new ceo won't be coming from Stuff?
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If only there was a process that could have prevented this from happening
FactPost@factpostnews
The FDA has announced at least 7 people have contracted E. coli linked to cheddar cheese made from raw milk.
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Gerald Piddock retweetledi
Dickhead With Ute Taller Than Himself Not So Fucking Smug About It Now
theshovel.com.au/2026/03/18/dic…
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Imagine Matt Berry doing the PA system at @FieldaysNZ
non aesthetic things@PicturesFoIder
Matt Berry pronouncing things at the Oscars
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Fark that's grim
Shanaka Anslem Perera ⚡@shanaka86
BREAKING: The world spent fifty years and hundreds of billions of dollars building Strategic Petroleum Reserves so that no geopolitical shock could starve civilization of energy. Nobody built the equivalent for fertilizer. That is the most expensive oversight in the history of modern statecraft, and you are about to pay for it at the grocery store. The Strait of Hormuz does not merely carry 20% of global oil. UNCTAD estimates roughly one-third of all seaborne fertilizer trade passes through it. The Fertilizer Institute estimates that conflict-exposed exporters account for nearly 49% of global urea exports and nearly half of global sulfur trade. Since February 28, daily ship transits have collapsed by 97%. Here is what almost nobody understands about why this is not "just another commodity spike." It was not the missiles that closed the strait. It was the insurance. Multiple P&I clubs cancelled war-risk extensions for the Gulf after 26 months of Red Sea losses had already depleted their Solvency II capital buffers. War-risk premiums surged from 0.25% to as high as 5% of hull value per transit. A urea cargo cannot absorb that. The economics of fertilizer shipping through Hormuz became impossible before a single mine needed to detonate. The Trump administration announced a $20 billion sovereign-backed reinsurance facility with Chubb as lead underwriter. There is no confirmed public evidence that a single fertilizer vessel has used it. Insurance pays for financial loss. It does not intercept anti-ship missiles. Physical security remains the binding constraint, and the US Navy confirmed on March 12 it is "not ready" for commercial escorts. Now here is the part that should terrify every allocator on Earth. Agriculture runs on biological deadlines. Corn Belt farmers need nitrogen applied by mid-April. Indian Kharif season prep starts in May. Australian winter crop needs urea by June. These are not financial deadlines that reprice. They are photosynthetic deadlines that, once missed, produce irreversible yield loss. A diplomatic breakthrough on April 15 does not help a farmer who needed fertilizer on April 1. And the yield math is nonlinear. Wall Street models fertilizer-to-output as proportional. It is not. The response is quadratic. In developed systems that over-apply nitrogen, a 15% reduction costs 2-5% of yield. In the Global South where farmers already under-apply, the same reduction pushes crops off a biophysical cliff. Sri Lanka proved this in 2021 when a sudden fertilizer ban collapsed rice production 40% in a single season and brought down the government. The market is pricing a 45-day disruption. The insurance architecture says 120 days minimum. Even after a hypothetical ceasefire, Solvency II capital rebuild, reinsurance treaty renegotiation, and vessel re-underwriting take months. The Red Sea precedent: 26 months after Houthi attacks began, war-risk premiums never returned to pre-crisis levels. Both sides are rejecting negotiations. Trump rebuffed ceasefire mediation March 14. Iran's foreign minister on March 15: "We never asked for a ceasefire." Meanwhile: 51% of US corn areas in drought. El Nino favored by June at 62% probability. Skymet assigns 60% chance of below-normal Indian monsoon. Bangladesh has shut five of six urea factories. India formally asked China for urea on March 12. Egypt faces $28 billion in debt repayments while importing 12.7 million tonnes of wheat. WFP identifies 318 million people already at crisis-level hunger. The world stockpiled oil but forgot to stockpile the molecules that produce half its food. The clock is the position. Full analysis in the link! open.substack.com/pub/shanakaans…
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@Seinfeldism1 Makes sense, with fuel prices being what they are.
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Gerald Piddock retweetledi
Pedro Pascal at the 2026 #Oscars Something tells me a low-talker asked him to wear that shirt.
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@PaulBMcGill I can picture what would happen if this bs occurred in a club game
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Gerald Piddock retweetledi
“But, as you see, it's a beautiful day, the Strait of Hormuz is open and people are having a wonderful time!”
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If the government wants to bring about the crisis, warning people that bans and rations may come tomorrow is a great way of encouraging people to buy and fill jerry-cans today.
FFS.
Michael Reddell@MHReddell
$10 a litre, say, should go a long way to managing demand thepost.co.nz/politics/36096…
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Gerald Piddock retweetledi
And now I want Timothée Chalamet to win every Oscar just for the pronunciation.
The Academy@TheAcademy
Presenting your 98th Oscars announcer, Matt Berry. Watch the #Oscars LIVE on Sunday, March 15th, at 7e/4p on ABC and Hulu. #OnlyAtTheOscars
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Gerald Piddock retweetledi
