See this link from CF Industries: https://www.cfindustries.com/newsroom/2022/union-pacific-shipping-restrictions
Then, we have the restriction of exports from China due to the Shanghai lockdowns, and war in the Ukraine leading to no crops being planted at all.
For New Zealand, it gets worse too. The closure of its one oil refinery means: if the supply chain cannot deliver finished fuels, farmers cannot produce as they need diesel to run their tractors. We are sitting on the precipice and are about to fall off the cliff.
No comments:
Post a Comment