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The latest threat to phosphate supplies is electric vehicles

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    #11
    Originally posted by shtferbrains View Post
    There is no way China can't produce enough phosphate to export product. They produce 5x the US production.

    US production is falling not because of reduced reserves but because of consolidated ownership in the hands of the usual suspects.

    There are many smaller more expensive to mine phosphate deposits that might get mined as prices make it pheasable.

    Appears to me that China is no longer trying to lowball the whole world on a large number of products. They have dominated production on many products after destroying manufacturing segments in most original G7 countries and are set up to take some windfall profits.

    My humble opinion.
    DYOD
    I think that exactly what’s going on

    Comment


      #12
      Arianne phosphate mine that’s purposed in Quebec is focused on batteries

      Comment


        #13
        I can see gly going to $20/ltr

        Comment


          #14
          Originally posted by furrowtickler View Post
          I think that exactly what’s going on
          China is declaring 'economic terrorist warfare' on Western Civilization.

          When the Chinese 'Nation State' controls vast market share, then Blackmails market economies with withdrawal of critical input supplies necessary for food production... this threat is then no less than:
          economic terrorist warfare'.

          The threat of disruption to commodity markets [by China and Russia] globally cannot be underestimated.

          China and Russia can easily break Western Civilization, BECAUSE OF CLIMATE CHANGE 'GREEN REVOLUTION'... we have put our western economies in peril of catastrophic shortages of energy and food security needs.

          This is unprecedented in history, a threat to us as farmers and humanity in general.

          Cheers

          Comment


            #15
            Originally posted by TOM4CWB View Post
            China is declaring 'economic terrorist warfare' on Western Civilization.

            When the Chinese 'Nation State' controls vast market share, then Blackmails market economies with withdrawal of critical input supplies necessary for food production... this threat is then no less than:
            economic terrorist warfare'.

            The threat of disruption to commodity markets [by China and Russia] globally cannot be underestimated.

            China and Russia can easily break Western Civilization, BECAUSE OF CLIMATE CHANGE 'GREEN REVOLUTION'... we have put our western economies in peril of catastrophic shortages of energy and food security needs.

            This is unprecedented in history, a threat to us as farmers and humanity in general.

            Cheers
            You're so negative. I think they're just playing the same game as everybody else and winning.
            Last edited by Guest; Nov 15, 2021, 03:07.

            Comment


              #16
              Originally posted by Austranada View Post
              You're so negative. I think they're just playing the same game as everybody else and winning.
              Interesting thought... wasn't meant to be particularly 'NEGATIVE'... JUST REALISTIC!

              When Hurricane 'Ida' took much of the US fertilizer production off line for months.... we are very vulnerable in North America to 'Supply Chain' disruptions... with global stocks of grain short and getting shorter.

              Our grain bins on our farm have Never been this empty at this time of the year since 2002.

              We can't be alone. I see Nov 22 Canola at $815/t now.. and Nov 23 $806. This is unprecedented... so I obviously am not alone in my concerns for our grain security globally.

              I wonder how many farmers in Aussie land really know how extremely dry it is in western Canada....

              Comment


                #17
                Originally posted by TOM4CWB View Post
                Interesting thought... wasn't meant to be particularly 'NEGATIVE'... JUST REALISTIC!

                When Hurricane 'Ida' took much of the US fertilizer production off line for months.... we are very vulnerable in North America to 'Supply Chain' disruptions... with global stocks of grain short and getting shorter.

                Our grain bins on our farm have Never been this empty at this time of the year since 2002.

                We can't be alone. I see Nov 22 Canola at $815/t now.. and Nov 23 $806. This is unprecedented... so I obviously am not alone in my concerns for our grain security globally.

                I wonder how many farmers in Aussie land really know how extremely dry it is in western Canada....
                Most Aussie farmers would look at us and say we don't know what dry is. My grain bins are like what you disscribe above thou.

                Comment


                  #18
                  Does anyone remember when gas prices were on the rise years ago? Reason was the world was running out of O&G. Maybe we should split the difference and use 1/2 as much oil and 1/2 renewables or electric.

                  Comment


                    #19
                    Originally posted by wmoebis View Post
                    Does anyone remember when gas prices were on the rise years ago? Reason was the world was running out of O&G. Maybe we should split the difference and use 1/2 as much oil and 1/2 renewables or electric.
                    The stone age didn't end because of a lack of stones.

                    Civilization willingly moved beyond that era because of better alternatives and a generally improved lifestyle resulting from innovation.

                    None of the unreliable "renewables" that have been forced upon us have provided a better lifestyle for any of society or sustainability.

                    In fact they have proven to be no benefit at all - other than to the well-connected friends of crooked and very stupid politicians - and have now led to energy crises that are only beginning to make themselves felt across the developed world.

                    The existing, deplorable excuses for "renewables" has only hurt the developed world.

                    Only the appearance of a better, more affordable replacement for oil will precipitate the redirect of our energy source.

                    IMHO, the greatest hindrance to finding such alternatives is the concentration of wealth and power into too few hands, stifling and eliminating the creativity and potential of the vast majority of the earth's population.

                    Comment


                      #20
                      Originally posted by TOM4CWB View Post
                      China is declaring 'economic terrorist warfare' on Western Civilization.

                      When the Chinese 'Nation State' controls vast market share, then Blackmails market economies with withdrawal of critical input supplies necessary for food production... this threat is then no less than:
                      economic terrorist warfare'.

                      The threat of disruption to commodity markets [by China and Russia] globally cannot be underestimated.

                      China and Russia can easily break Western Civilization, BECAUSE OF CLIMATE CHANGE 'GREEN REVOLUTION'... we have put our western economies in peril of catastrophic shortages of energy and food security needs.

                      This is unprecedented in history, a threat to us as farmers and humanity in general.

                      Cheers
                      Go ahead play the victim role and cry for pity. Don't forget to pray, God will solve your problems, why are you whining? Oops, sorry to slap you across the face but I think you need it.

                      Comment

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