India crop situation:>June rain: **-40%**>Planting: **-21%**>“Recovery”: torrential floods>Hormuz: fertilizer choked>China: fertilizer exports restricted>Black markets: already happening>El Niño: loadingIf August kharif numbers are still **10–15% down**, India probably restricts rice exports.Then:>rice prices moon>poor countries get absolutely fucked>wheat season starts already crippled>El Niño heat rolls in>India hoards/imports>global food system goes full assclonckersAugust = fuse check.Wheat season = kaboom check
>>538777188So go long on rice and wheat futures?We could meme global famine into existence.
>>538777188Who eats rice? I only put rice on wet electronics
>>538777301India supplies roughly 40% of global rice exports, 266 million people in 47 crisis-affected countries, whose ability to absorb another price shock is extremely limited will be affected when indias gov decides to ban exports to prioritize the 1.4 billion indians. there is reason to beleive palm oil could be a good bet as wellIndonesia and Malaysia together account for roughly four-fifths of world palm-oil production. Palm oil is the cheapest major edible oil and is especially important to lower-income consumers, processed foods and commercial cooking. Indonesia alone produced about 45.5 million tonnes and exported approximately 24 million tonnes in 2024, indonesia has now raised its domestic biodiesel mandate to B50, meaning diesel must contain 50% palm-derived fuel. The government expects this to increase domestic palm-oil consumption to approximately 16.3–17 million tonnes. In other words, the Russian diesel and Hormuz energy shocks are already encouraging Indonesia to divert more edible oil into fuel.
>>538777387you still buy it
>>538777424>the 1.4 billion indians2.5 billionI love how everyone just continues to memoryhole the announcement that global population estimates for rural areas turned out to be much lower than reality.there are 10 billion individuals of the various hominid species on the planet right now.
>>538777516yea i was suspecting it was at least 2 bill but if i start spouting numbers like that (which may be more realistic) people might just stop listening
>>538777516>>538777575The underestimation is meant as camoflagie so they can flood 3-400 million browns into the USA to act as welfare leeches, and as sandbags against ethnonationalism
>>538777516>>538777575They're preparing for mass violence, when they turn off the lights
>>538777516>>538777575All the doomer propaganda here and elsewhere is meant to make people thirst for collapse
>>538777794the collapse has been occurring around us since before either of us were born, the collapse began before Hitler and it will go on for centuries more.at our current global population the question is, will our society collapse and reset first, or will we eat the planet into extinction before that?
