Manchester Chronicle 🐝

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Manchester Chronicle 🐝

@WithyGrove

Not the Manchester Evening News. Alternative business, politics and football 24/7 ⚽️

Manchester, England. Katılım Mart 2018
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Manchester Chronicle 🐝@WithyGrove·
VIDEO: Trump’s War 🇺🇸 : Psychologist Dr John Gartner, formerly of Johns Hopkins University School of Medicine, on Trump’s “malignant narcissism.” He says the world is in a “helluva lot of trouble” #Iran #Trump #Netanyahu
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Mark
Mark@Mark4XX·
40% WHEAT HARVEST RISK: EU LIFTS DUTIES AS GLOBAL FERTILIZER PRICES SOAR The European Union has suspended tariffs on essential fertilizers in a direct response to the supply chaos caused by the Iran conflict. As the Strait of Hormuz remains nearly closed and fertilizer trade grinds to a halt, prices are rising everywhere and threatening the next harvests. This one-year duty waiver on urea and ammonia is designed to prevent the agri-food catastrophe the United Nations has already flagged as a real possibility. THE EU TARIFF WAIVER ➡️ The Council of the EU approved a temporary one-year suspension of customs duties on key nitrogen-based fertilisers including urea and ammonia. ➡️ Imports from Russia and Belarus are completely excluded from the relief to protect European producers. ➡️ The help comes with a strict quota equal to 2024 most-favoured-nation import volumes plus twenty percent of the previous Russian and Belarusian shipments. THE GLOBAL PRICE SURGE ➡️ Fertilizer prices have jumped sharply worldwide following the near total closure of the Strait of Hormuz. ➡️ Around one third of all global fertiliser trade normally passes through that narrow waterway along Iran's coast. ➡️ The EU itself imported two million tonnes of ammonia and five point nine million tonnes of urea last year, making the price spike impossible to ignore even with low direct Middle East dependence. THE FARMER WARNING ➡️ Regions where planting is already underway are displaying the first clear signs of stress from rising input costs. ➡️ Australian wheat growers are planting less this season and now risk a harvest up to forty percent smaller than usual. ➡️ Rice supplies throughout Asia are expected to fall this year as the conflict combines with an emerging El Nino weather event. THE BOTTOM LINE The European Union is buying precious time with this tariff suspension to keep its farms running smoothly. Yet the Iran war has exposed a dangerous truth: the global food system sits on a knife edge, and one prolonged blockade could push millions toward hunger. This is how fast a single chokepoint can turn into an empty plate crisis. #FertilizerCrisis #IranWar #FoodSecurity #EUAction #HormuzBlockade #GlobalAgriculture #SupplyShock
Mark tweet media
Mark@Mark4XX

WHY FERTILIZER STOCKS ARE EXPLODING: ITAFOS POSITIONED FOR MASSIVE GAINS - $IFOS.V Middle East chaos has slammed global fertilizer markets harder than anything in decades. 30-35% of world urea exports, 22% of DAP and MAP, and 45% of traded sulfur are now blocked behind the Strait of Hormuz. Europe gas prices are high, India banned ammonia and urea exports, and China’s phosphate shipments hang in the balance. While the world scrambles for supply, one company is completely protected and ready to capitalize. THE SUPPLY SHOCK NO ONE SAW COMING ➡️ 20 million tons of urea and 4.3 million tons of ammonia are stuck, crippling India, Pakistan, Europe, and China. ➡️ Phosphate producers worldwide expected cheap sulfur in Q2 but now face shortages that could slash operating rates. ➡️ CEO David Delaney calls it far worse than the 2022 Russia-Ukraine crisis, with real risk to global grain and oilseed yields. THE TEMPORARY Q1 HIT EXPLAINED ➡️ Sulfur is a global commodity — Hormuz closure sent spot prices surging toward $1,000/t and pulled North American prices sharply higher in sympathy. ➡️ Itafos revenues rose 5% on higher product prices, but adjusted EBITDA collapsed 53% to just $18.4M because sulfur and sulfuric acid costs rose faster. ➡️ Stock fell 25-30% after earnings — exactly the reaction to the input-cost squeeze. THE CONTRACT FIX THAT CHANGES EVERYTHING ➡️ May 14 amendment to the Rio Tinto sulfuric acid deal extends to 2029 with a new capped pricing index. ➡️ Directly blunts future volatility — management’s clear response to the exact problem that hurt Q1. ➡️ No physical supply risk from Hormuz. ITAFOS REMAINS GEOGRAPHICALLY AND OPERATIONALLY BULLETPROOF ➡️ Flagship Cond asset in Idaho sources ammonia from Canada, sulfuric acid from Utah, sulfur from Canada. ➡️ Highest utilization rates and superior margins versus larger North American peers. ➡️ Over $500 million operating cash flow in four years, balance sheet cleaned to near-zero net debt. GROWTH CATALYSTS FIRING ON ALL CYLINDERS ➡️ New mine fully operational since Q4 2025, extending life through 2037 with aggressive summer drilling for decades more resources. ➡️ Brazil Aras turned from care-and-maintenance to $13M EBITDA in 2025 — SSP production restart planned for 2027 in a market importing 85% of phosphate. ➡️ Magnesium project on track for 2027 plus undeveloped upside in Brazil and Guinea-Bissau. THE BOTTOM LINE The Q1 sulfur shock was real, painful, and now fixed with a stronger contract while the global phosphate shortage keeps driving product prices higher. Itafos emerges with protected margins and multiple growth levers in the strongest market setup in years. This is the rare dip that smart money buys before the catch-up rally begins. $IFOS.V #Itafos #IFOS #PhosphateCrisis #FertilizerShortage #SulfurSpike #EarningsMissOpportunity #AgInvesting

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🏴‍☠️
🏴‍☠️@calvinfroedge·
Iran deal was imminent within hours on Saturday Still no Iran deal
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⚡️🌎 World News 🌐⚡️
🔥In a statement, the brigade said: “Firefighters are currently responding to a fire on Golders Green Road in #Golders_Green. #London #UK x.com/ferozwala/stat… 📌“The fire has occurred by a building which is three storeys, with a shop on the ground floor and premises above. 📌“The fire is producing a significant amount of smoke and we’re advising people in the area to keep their windows and doors shut at this time. 📌“A number of road closures are in place, including on Golders Green Road near the junction with Beverley Gardens. 📌“Please avoid the area whilst firefighters work to extinguish the fire.”
⚡️🌎 World News 🌐⚡️@ferozwala

🔥Golders Green fire - Blaze breaks out at Kosher supermarket in north #London 📌100 firefighters & ten engines have been called to the blaze at #KosherKingdom 📌The brigade said it received the first of 56 calls at 6.47 am on Wednesday and had sent crews from Finchley, Willesden, West Hampstead and surrounding fire stations to the scene – including a 32-metre turntable ladder.

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The Lucky Heron
The Lucky Heron@LuckyHeronSay·
Finally, some accurate advertising from the BBC
The Lucky Heron tweet media
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🏴‍☠️@calvinfroedge·
As long as there are daily headlines about Israel killing civilians with no consequence or remorse, markets will go up
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The Great Martis
The Great Martis@great_martis·
Books shall be written.
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TankerTrackers.com, Inc.
TankerTrackers.com, Inc.@TankerTrackers·
It appears that Russia is not going to try its luck at supplying Cuba with much-needed fuel amid the US-led fuel blockade of the island nation. After drifting for five weeks in the Sargasso Sea, the US-sanctioned, Russian-flagged Handymax tanker UNIVERSAL (9384306) has now deviated 1200nm southeast. #OOTT #Cuba #Tankers
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Mario ZNA
Mario ZNA@MarioBojic·
🚨🇵🇱Chaos in Bialystok, Poland where local authorities under PM Donald Tusk are attacking polish patriots trying to enter a city council meeting on migrants! They’re blocking locals from debating the controversial EU Migration Pact. Pure tyranny!
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Sarah Wilkinson
Sarah Wilkinson@swilkinsonbc·
From @adempalabiyik_ | a child, killed by the israelis, sealed in concrete in Gaza whose recovered body was missing vital organs #NeverForget
Sarah Wilkinson tweet media
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Saul Staniforth
Saul Staniforth@SaulStaniforth·
.@faizashaheen: "Firstly on Blair, he should be held accountable for what he did with the Iraq War, when he lied to all of us, I just find it shameful that he can come out & expect to give us advice on anything" Spot on.
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Art Berman
Art Berman@aeberman12·
Hormuz “has to be open” because closure is illegal, says @StateDept Get a ticket to reality, Che. This is the real world. You and your boss fucked it up. Now stop whining about fairness and do your job. Surrender and hope things return to something resembling early 2026. #Hormuz #Iran #Oil #Geopolitics #EnergyCrisis
Department of State@StateDept

SECRETARY RUBIO: The straits have to be open. What’s happening there is illegal. It’s unsustainable for the world and it’s unacceptable.

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First Squawk
First Squawk@FirstSquawk·
UK HOUSEHOLD ENERGY BILLS TO RISE BY 13% FROM JULY TO TWO-YEAR HIGH
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National Rail
National Rail@nationalrailenq·
ℹ️ #ManchesterAirport - Major disruption between Manchester Airport and Manchester Piccadilly expected until 10:00
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Brett Erickson
Brett Erickson@BrettErickson28·
Speaking to @connellmcshane on @NewsNation tonight, I discussed how the United States’ abhorrent slaughtering of more than a hundred children in Minab, combined with Trump threatening to wipe out Iran’s entire civilization all but ensured it would be impossible to achieve our ultimate, and truly only, objective of total regime change in Iran.
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DD Geopolitics
DD Geopolitics@DD_Geopolitics·
Israel and USA continue to do everything they can to avoid peace in the Middle East. Zionist airstrikes on eastern Lebanon tonight,
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Manchester Chronicle 🐝 retweetledi
Russian Market
Russian Market@runews·
MORE THAN 40% OF GERMANY’S YOUTH HAVE MIGRANT BACKGROUNDS More than 40% of young people in Germany are children of migrants. In many major cities, more than half of all children and teenagers already come from migrant backgrounds, including Turkish, Syrian, Afghan, Ukrainian, and others. According to Destatis, the nationwide figure among young people has reached 42–43%, while in some districts of large cities it already exceeds 70%.
Russian Market tweet media
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