Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Nitrogen Fertilizer Price Shock and Food Inflation
With core CPI holding at 338.9 in September, food prices remain stubbornly sticky despite lower energy costs. Lucas and Luna examine the nitrogen fertilizer price shock driving agricultural input costs higher. They look at how supply constraints from European production cuts and shifting global trade routes are creating a green premium for raw materials. This episode breaks down why your grocery bill keeps rising even when oil drops, focusing on the specific mechanics of fertilizer markets and their direct impact on consumer inflation today.
#NitrogenFertilizer #FoodInflation #CoreCPI…
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