The Fertilizer Shockwave
Episode 25 min 35s
A sulfuric acid export ban sounds boring until we trace how it can choke fertilizer supply, reduce food output and collide with $100 plus oil to drive a sharp inflation shock. We connect that real-world squeeze to dollar weaponization, hedge fund leverage in Treasuries and why professional money is positioning around gold and volatility. • Russia and China export cuts as a fertilizer supply trigger • Why sulfur and the Strait of Hormuz matter beyond oil • The double whammy o...

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