We know what’s coming and we are prepared.
🇺🇸👨‍🌾 Meriwether Farms on X:
Dear Trump,
We love you and support you— but your suggestion to buy beef from Argentina to stabilize beef prices would be an absolute betrayal to the American cattle rancher.
We understand there are larger economic and geopolitical dynamics at play, including countering CCP influence in countries in our hemisphere. But the practice of solving problems “over there” before solving problems here on our soil is what contributed to the downfall of our country: Americans always come last.
We understand beef prices are high, and we admire your concern for all Americans, but this is not the fault of the American producer. This is the fault of politicians who have allowed BRICS-aligned entities to dominate the meat industry, that participate in price fixing and who also continually lie to their consumers.
Washington for decades has facilitated the squeezing of our own ranchers while allowing these entities to flood the market with cheaper, lower-quality imports -- and the American people don't even know these products are foreign because they are allowed to be marked as “Product of the USA”.
On top of all this—there is only chaos coming from the Department of Agriculture. There is no true guidance, mixed messaging, and a copious amount of photo ops. There is no one to trust over there that truly understands the issues and isn’t bought out by or aligned with Big Industries.
The American cattle rancher is one of the last symbols of independence we have in the nation—but the continued manipulation and betrayal by the very people who claim to support them, needs to end immediately.
While only representing 1% of the population, the work is tireless, daily, in poor conditions, with low margins, without thanks— all in order to keep this country fed. We would be a failed nation if we continue to betray the very people who put food on the table for us.
There are so many voices on the outside that support you and want to see you succeed. Maybe it’s time to start listening to them. Your team knows how to get in touch with us.
Sincerely,
đź”— Meriwether Farms
Pedophile elites wanted to buy an Island, asked if it "comes with children".
Agent replied, the Island "does have a small school"
They don't know camera was rolling
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🇺🇸 #Oklahoma high school principal (Kirk Moore) seen charging at and disarming a school shooter.
The suspect, identified as 20-year-old Victor Hawkins, was a former student who said he wanted to shoot up the school “like the Columbine shooters did.” While taking down the shooter, Moore was shot in the leg. He is expected to recover.
When the Principal woke up that day, he never thought he would be tackling a gunman.
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Oilprice.com
Two months after the U.S. and Israel bombed Iran on February 28, the Strait of Hormuz remains closed for most tanker traffic, forcing more than 10 million barrels per day (bpd) of crude output shut-ins across the Middle Eastern oil producers.
The two-month-long closure of the Strait of Hormuz is longer than analysts had expected at the start of the war. Most assumed back then that the Strait would open by April and producers could restart shut-in wells in May.
Even if the Strait of Hormuz opened to free tanker traffic today, oil supply from the Middle East will take months to start flowing again and reach consumers in Asia, who were the first to feel the supply shock.
The longer the chokepoint remains off limits to most tanker traffic, the worse the scars would be on global supply and economic growth.
The restart of thousands of oil wells across the Middle East would be a big challenge. Some countries would need weeks, but others – like Iraq – many months to bring ...
🍚 War on Iran & El Niño threaten world rice production
Global rice supply is expected to decline this year as farmers across Asia reduce planting areas due to fertilizer shortages and higher fuel costs linked to the US-Israeli war on Iran, while an emerging El Niño weather pattern is also likely to further limit production of the world’s most widely consumed staple.
The impact of the war in West Asia is being felt by farmers in major exporting countries such as Thailand and Vietnam, as well as in import-dependent nations like the Philippines and Indonesia, according to growers and traders. Disruptions to fuel and fertilizer shipments through the Strait of Hormuz, a key global shipping chokepoint linking the Gulf to international markets, have contributed to the strain.
Smallholder farmers in Southeast Asia are also facing added pressure as El Niño is expected to bring hotter and drier conditions in the second half of the year.
đź”— The Cradle
🛢 “Why aren’t oil prices higher?” “How can the oil market be so complacent?”
Oil prices almost always trade to extremes. Right before it does, it always gets “obvious” from a fundamental setup standpoint.
I remember a great conversation I had with Nelson Wu of Open Square Capital about the oil market being analogous to toilet paper. You don’t realize how badly you need it until you run out of it.
Oil prices trade on the margin. As long as there are onshore inventories to draw from, traders don’t panic. It’s when you run low on onshore inventories that panic starts to set in.
Goldman published an update on Thursday that basically captured the storage math phenomenon that we are seeing:
Global visible total oil inventories remain bloated relative to historical standards. If, for example, we had started the conflict with global oil inventories at the 2025 lows, WTI and Brent would already be above $200/bbl.
The ~1.4 billion bbl cushion at the start of 2026 is what gave the US ...
