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| <p> IN555 - 3/26/2026 08:17<br /><br />So if I stand out in the snow and make a video that isn't dramatic will I get just as many views? <br /><br />No kidding.<br /><br />Some things he gets correct.. others.. “not so much”. China is actually a net exporter of Nitrogen fertilizer.. however, a pretty big importer of LNG.. so it has the capacity to make in excess of it’s needs.. if it has an abundant supply of Natty.. some of which it gets from the Persian Gulf.. or.. the US.<br /><br />Egypt is a large producer of Nitrogen.. from Natty.. from Israel.. when that supply is available.<br /><br />Phosphates can be produced.. with Anhydrous.. which again comes from the Persian Gulf.. so as Josh Lindville has been pointing out.. a lot of supply chains originate with cheap natural gas.. from the Persian gulf.<br /><br />As I’ve pointed out.. the world will probably have to figure out new supply lines AROUND the straits of Hormuz.. which Iran is claiming as now closed to some participants while charging a fee to pass to others..<br /><br /> <a href="https://www.youtube.com/watch?v=o5dipK6o7Mo">https://www.youtube.com/watch?v=o5dipK6o7Mo</a> <br /><br />This guy has 2 subscribers.. saying there are other routes.. such as 600 k bbls/ day through Turkey.. <br /><br /> <a href="https://youtu.be/miNRCEjBj74?si=BAXaLJFSnOngfFeg">https://youtu.be/miNRCEjBj74?si=BAXaLJFSnOngfFeg</a> <br /><br />No idea if “compass” is a bot.. or not.. but Iraq does have a means of going through Turkey.. which can be influenced by Russias Black Sea fleet.. unless that has been curtailed by Ukraine sinking enough of it.. with Drones.. as a Turkey oil tanker was reportedly attack with yesterday.<br /><br />hmmmm.<br /><br />Anywho I thought Todd was dry.. yet Zeihan claims snow in Colorado.. so many confusing aspects to this world… <br /><br />Asia.. Australia is becoming critically short.. on fuel.. etc..<br /><br /> <a href="https://youtu.be/QiTpno5_65A?si=pAbxOW956UZeR23h">https://youtu.be/QiTpno5_65A?si=pAbxOW956UZeR23h</a></p>
Edited by JonSCKs 3/27/2026 04:45
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As Fertilizer Falls, Famine Will Follow || Peter Zeihan
