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Higher Crude Oil Futures for Longer = Stagflation?

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    Higher Crude Oil Futures for Longer = Stagflation?

    Fears are starting to grow that higher crude oil futures for longer could see slower economic growth and higher inflation BUT….

    At a meeting in Paris, the Chinese team said they would be willing to buy more non-U.S. soybean row crops????

    Trump’s delay with the Xi meeting (pushed out to end of April) was replaced with the Ag Appreciation Day on March 27th, 2026.

    A dry weather pattern for the Central Plains/U.S. winter wheat country causing are wildfires in NE and breaking record temps for March.

    Stocks are officially in a correction as funds continue to sell the metals to buy energy and ag + more.
    ?

    #2
    Recession or No recession? Are you spending less due to the uncertainty from the Iran War? What about booking fertilizer needs for 2027 in 2026 if you can take delivery on available supplies?
    ?

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      #3
      Wasn’t there a record amount of boats floating with oil and no destination before Iran war started? Losing some production for a month should be no sweat?

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        #4
        There is nothing more inflationary than war, even more so when its the destruction of complex energy infrastructure. Possibly a not so great reset and a roll out of a new normal of energy rationing, limited travel, social credit score and digital id for our "safety". Ordu Ab Chaos
        Last edited by biglentil; Mar 21, 2026, 04:21.

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          #5
          Originally posted by biglentil View Post
          There is nothing more inflationary than war, even more so when its the destruction of complex energy infrastructure. Possibly a not so great reset and a roll out of a new normal of energy rationing, limited travel, social credit score and digital id for our "safety". Ordu Ab Chaos
          Epstein files, connect the dots BL.

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