4 Comments

Good data and research on wheat exports, but overall a terrible article and title.

Russia's (and Ukraine's) outright wheat exports are not the only factor in world food.

Escalating energy prices - both diesel and propane - will impact grain production.

So will fertilizer prices.

Then there's the pandemic-induced shortages in labor and semiconductors --> tractors.

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A terrific article, but this war is just one of the factors potentially fueling an agricultural crisis, the others being rising natural gas prices and climate change. From a macro view, it seems like we're heading down this road and the war is just adding fuel to the fire.

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Great article Aaron - very insightful

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Great article Aaron - very insightful

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