Middle East Conflict Sparks Looming Global Food Crisis
My latest on how the conflict in the Middle East is threatening a global food crisis https://t.co/J5zkfEobhr
Critical 0‑90 Days Determine Food Crisis or Stagflation
The supply gap is just beginning. If a peace deal comes within days, we’re still in a critical 0–90 day window: markets could absorb the shock, fertilizer flows resume, and a global food crisis be avoided. If not, risks escalate...
Supply Gap Emerging as Last Hormuz Tankers Arrive
The tanker companies I spoke to last week confirmed that the last vessels that moved out of the Strait of Hormuz before the closure have reached their destinations at the end of March -- meaning the real supply gap is...
Hormuz Blockage Fuels Fertilizer Crisis; Policy Aid Needed
Ships still aren’t moving through the Strait of Hormuz. Fertilizer delays are forcing farmers to pay more or cut use. They need timebound, targeted help. With right policy and diplomacy, nations can still avert a global food crisis. Watch our...
Media Mentions Drive Food Price Volatility, Demand Transparency
Media coverage doesn’t just reflect food markets; it shapes them. Even one extra news mention can amplify price swings, fueling volatility and leading to costly policy mistakes. So it's critical to strengthen market transparency and risk communication. https://t.co/ZaleYvfJLS
Food Prices Stable Now, Risk Rising Post‑2026 Conflict
Food prices are stable for now, supported by sufficient availability & high stocks, with only marginal inflation across major economies. But if the conflict persists, risks shift forward: higher input costs or shift to other crops will push prices up...