Latest / Felix Nikolas Prehn's Podcast
The Fertilizer Shockwave
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 of energy inflation plus food inflation
• How governments respond when food prices spark unrest
• Dollar weaponization…
The skinny
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