https://www.zerohedge.com/commodities/worlds-largest-fertilizer-company-warns-crop-nutrient-disruptions-through-2023
Peter Zeihan is making regular appearances on the board now. If you believe him then it will last longer than the above article claims. To recap
It would seem that if the US took this problem seriously it would still take us at least 18 months if not longer to address the global shortage in any significant way. Canada has pot ash but not the distribution network to get it where it needs to go.
Quote:
Fertilizer disruptions could be a multi-year event. Already, farmers worldwide are reducing fertilizers, which may threaten yields come harvest time. The repercussions could be huge: Lower yields may exacerbate the food crisis.
Peter Zeihan is making regular appearances on the board now. If you believe him then it will last longer than the above article claims. To recap
- 3 types fertilizer, Nitrogen from natural gas, pot ash which is mined, and phosphate mostly from China
- China halted exports to focus on their own food problems and was the world's largest supplier
- Pot Ash for the world mostly comes from Russia and Belarus
- Nitrogen is made from natural gas which is rising in price and the distribution network isn't there to get product to places that now need a new source
It would seem that if the US took this problem seriously it would still take us at least 18 months if not longer to address the global shortage in any significant way. Canada has pot ash but not the distribution network to get it where it needs to go.

