We know what’s coming and we are prepared.
🌾 🌍 🚜 JPMorgan warns a massive global food supply crisis could begin next year as fertilizer shortages tighten agricultural supply.
JPMorgan is the latest institutional research desk to warn that the next global food crisis may already be taking shape, driven by what its analysts describe as the "Five Ws": War, Weather, Warehousing, Water, and Waste.
In a new report titled Food Security Is National Security: A Compounding Storm, a team led by London-based senior global economist Nora Szentivanyi warned that disruptions around the Strait of Hormuz and the emergence of a potentially historic El Niño could weaken crop yields, constrain agricultural production, and keep food inflation elevated through the first half of 2027.
"Successive shocks since COVID have compounded, eroding food production capacity and keeping food price pressures elevated into 2027," Szentivanyi said, warning that "this is not a short-lived shock; it has reduced the likelihood of near-term disinflation, and the food inflation cycle is likely to exert pressure through 1H27."
She expects global food inflation to accelerate from 2.8% in the first half of 2026 to 5% in the first half of next year.
The warning comes despite a modest improvement in hunger statistics. About 645 million people faced hunger in 2025, down roughly 43 million from 2022. Yet 2.1 billion people, or 25.8% of the global population, still experienced moderate or severe food insecurity.
Szentivanyi outlined the most immediate vulnerability: fertilizer. She noted, "Disruptions in the Strait of Hormuz and the coming super El Niño are adding to fertilizer and food price pressures."
She said that "crop and price effects are still building and agricultural impacts lag the oceanic peak by 6 to 12 months."
Szentivanyi warned that this year's energy shock could roughly double the inflationary impact of a super El Niño, lifting global food CPI by about 1.5 percentage points, compared with the historical .7-point increase. Food inflation is projected to reach a 5% annualized rate in the first half of 2027, adding .6 percentage points to headline inflation and slowing full-year disinflation by .3 points.
"Exposure is concentrated in South and Southeast Asia, including rice, sugar, and coffee; West Africa, including cocoa; and parts of East and Southern Africa," the analyst said, adding, "EM bears the brunt of El Niño. The largest food inflation responses are concentrated in EM Asia and Latin America, where weather-sensitive agriculture plays a larger role in economic activity, and food carries a higher weight in consumption baskets. India, Colombia, Indonesia, Brazil, Taiwan, and Korea emerge as among the most sensitive economies"”
Furthermore, China has been stockpiling food, fertilizer, energy, and industrial metals. While the West has strategic oil reserves (quickly draining to offset the loss of Gulf supplies), it lacks a meaningful fertilizer buffer. With the Hormuz chokepoint still disrupted, crop conditions deteriorating, and export controls spreading, Szentivanyi suggests that the next inflation shock may emerge not at the gas pump, as seen earlier this year, but potentially in the grocery aisle next year.
This comes as the UN Food and Agriculture Organization's global food price index climbed to a three-year high in July.
Bank of America analyst Robert Ohmes recently warned that another food price spike could arrive in supermarkets this fall. He said that grocery inflation "may be on the way," citing a blended index of wages, diesel, and commodity costs.
The U.S. Election Assistance Commission’s official 2024 report shows that Texas processed 2,900,357 new valid voter registrations between the 2022 and 2024 elections, representing 56.5% of 5,133,464 voter-registration transactions.
Another 2,165,514 transactions (42.2%) involved updates to existing registrations.
During that period, Texas required applicants to affirm U.S. citizenship under penalty of law but did not routinely require a birth certificate, passport or naturalization papers with registration applications. The 56.5% share exceeded the national average of 25.3%, although other states reported even higher percentages. In September 2026, Texas officials referred 117 potential noncitizen-voting cases for investigation.
Official Election Administration and Voting Comprehensive Report buried this information all the way on page 193 of the document.
55% "new" Texas voter registrations might explain how leftists won in the midterms there.
🇺🇸 The Real Architect of the Iran Mess and its not Pete Hegseth
Yesterday, the military command for the Middle East unveiled its new podcast, “Inside CENTCOM,” featuring its commander, Navy Admiral Brad Cooper — the man most responsible for the Strait of Hormuz crisis and skyrocketing gas prices.
The timing couldn’t be more hilarious. The entire country just voted against his Iran war, and there’s Cooper, the architect, grinning and chatting up his workout routine, love of french fries and basketball. Asked about Operation Epic Fury, he says only that “I just couldn’t be prouder” and how even amidst the war he guards the “sanctity” of his workouts.
Considering that Cooper never bothered to make keeping the Strait of Hormuz open an objective of the war — which sent oil prices soaring — maybe he should’ve spent less time working out. But judging from his breezy podcast appearance, Cooper sleeps like a baby.
“Let me be clear: the Strait of Hormuz is controlled by the...
Things I am not afraid of (and you shouldn't be, either):
1. Trump escalates the Iran War. The U.S. will not win, Iran will prevail, U.S. will be expelled from Middle East and Israel will be destroyed.
2. Trump passes amnesty with Democrats. This was always in the cards for Trump's final 2 years, with or without a Democrat majority. There was never going to be mass deportations under ZOG. They aren't leaving without major economic collapse, civil unrest or race war.
3. Woke censorship comes back. All it did was piss off and radicalize White people the first time. The "vibe shift" did nothing except allow rightoids to cheer ZOG on Twitter.
4. Whites become a minority in America. This will the beginning of a genuine White nationalism and eventual breakup of the republic. It's also inevitable at this point. Nationalism only grows under occupation and adversity.
5. Democrats fail to end the Iran war. This will cause huge unrest within the Democratic grassroots & open revolt ...
