War and Agriculture

March 7, 2022 29% of global wheat production comes from Russia and Ukraine. A large proportion of the Middle East and North Africa import over half of their wheat from Russia and Ukraine. Then we have fertilizer. Potash is a huge input, with Russia and Belarus as the number 2 and 3 producers globally. With … Read more

Geopolitics and War

March 5, 2022 Russia’s invasion of Ukraine has done more to unite Europe and reinvigorate NATO than I could have imagined. Between getting the Swiss to abandon their financial neutrality in support of financial sanctions, Germany rapidly scaling its military spending, and now even rumblings about Finland joining the fold, NATO seems to have a … Read more