Fertilizer prices have increased 50-200% depending on type; US farmers can finance crop switching to lower-input crops; most of the world lacks farm credit and cannot make this shift, forcing them to use less fertilizer or abandon marginal lands.
causalpending
Speaker
Peter ZeihanEvidence Quote
“fertilizer prices...are up between 50 and 200%...we can do here because we can finance the difference...most of the world doesn't have access to something like farm credit”
Created: 8/11/2026, 1:10:18 AM
My Notes
Loading notes...