Michael Sanders

🚨🇺🇸 BREAKING: Fed Chair Powell warns Americans that inflation is going to spike hard.

Long nitrogen fertilizer post: Lot of folks asking "how do we solve this crisis quickly?". Short answer...you don't. The damage is done. We CAN alleviate some of the problems and we CAN help put the market in a better place for the next generation: Very short-term: consider another government farmer payout - I am not a fan of gov't subsidy payments, but when gov't action destroys the farmer markets, I can justify them. This helps the average farmer survive the year. Short-term: do away with DEF requirements - talk to most people who have to use DEF and they will be more than happy to share why it sucks. Removing requirements puts a lot of tons back in farmers hands. Medium-term: look into enticing existing production into debottleneck projects/production expansions - yes, I know this just makes the big companies bigger but the problem is not the number of companies but rather the lack of supply. We need an injection of supply sooner than later. Long-term: finance package for a new company to build a new world scale nitrogen production facility - this checks the box for more competition and more supply in the market. This would take years...again, we are thinking of the next generation. This is just my personal two-cents and honestly, my personal POV is rarely worth that much!

🚨 BREAKING: Trump calls on U.S. media to stop reporting on damage and losses caused by Iran, saying it harms the United States.

Who is “we”?

Slovakia’s largest fertilizer producer said it’s curbing ammonia output after natural gas prices surged, in another sign that the Middle East conflict is starting to hit the industry in Europe, per Bloomberg.

Iowa farmer: We've had this huge jump in fertilizer prices because of this conflict. With 30% of fertilizer coming through the Strait or Hormuz, we've only been in conflict for 12 days here, and our fertilizer costs have jumped 77%.

The war in Iran is creating a fertilizer crisis bloomberg.com/news/articles/…

The U.S. House of Representatives passed a measure to automatically register men for the Selective Service, updating requirements for the first time in decades. fox5dc.com/news/us-milita…

JUST IN: US House votes 357-65 to block release of congressional sexual misconduct reports.

According to a release from U.S. Southern Command (SOUTCOM), U.S. SOUTHCOM forces launched a joint operation with Ecuadorian forces against “ Designated Terrorist Organizations in Ecuador.”

34% of the global fertilizer supply travels through the Strait of Hormuz. If this is a prolonged war with Iran it could cause a global food shortage.

The guy who promised to end the forever wars is literally promising us wars can indeed be fought forever

By 2036, Social Security, Medicare, Medicaid, and interest costs will account for 73% of total federal spending, consuming nearly 100% of all federal revenue, Cato’s @LettDominik reports. “Congress must bring entitlement spending under control,” he argues. ow.ly/NK5H50Yhgxo

BREAKING: The US FDA has retreated from their plan to ban artificial colors in food, per The Guardian. Instead, the FDA: 1. Will loosen requirements for companies to state “no artificial colors” 2. Allow products that may contain dangerous substances such as titanium dioxide to state “no artificial colors” 3. Agreed to what critics label a “handshake” with big food More details are expected soon.

Companies pocketing $175 billion in tariff refunds after raising prices on consumers to cover those same tariffs

House prices are up 4x in 10 years? Yes Dave. And you’re going to print 16 billion more dollars out of thin air? Yes Dave.

Lead ABC, CBS, NBC shows refuse to cover largest sewage spill in U.S. history on the Potomac River newsbusters.org/blogs/nb/curti…

@jonbrooks Things that didnt happen for 1000. Post the screen shot

One of the largest HVAC company reps in my market just texted me this: “The biggest financial crisis since the Great Depression is underway.” Not a hedge fund manager. Not a pundit. An HVAC rep. Meanwhile others think we’re at the start of a new bull run. This feels like 2007 — when nobody agreed on anything.

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