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From Spud

Third, and most importantly, Steve highlights the centrality of energy and material inputs. Production is not an abstract function of labour and capital; it is physically grounded. Cut the energy supply, and Steve suggests, based on economic modelling using his Ravel model, that output falls more or less proportionately. In that case, cut fertiliser supply and food production collapses. And because fertiliser is time-critical, missed planting cycles cannot be recovered later.

Fourth, this leads to his most alarming claim: the greatest risk from this war is not battlefield casualties but famine. Modern agriculture is heavily dependent on fossil fuels and chemically produced fertilisers. If these inputs are disrupted, global food output could fall below subsistence requirements. In that case, the crisis becomes one of mass starvation, potentially affecting even high-income countries that have allowed their strategic reserves to be depleted.

Raising energy prices and stopping fertiliser production in the UK by not fracking for gas might be a bad idea then?

But of course Spud never does manage to actually think, does he?

Unless the consequences of failing global supply chains for oil, gas, fertiliser, helium, other raw materials, and consequent second-order products such as food, medical supplies, technology and other items are managed effectively by international agreement to ensure that hardship is limited to the greatest possible degree, and that rationing is not imposed by price alone, then the risk that there will be very large numbers of casualties, particularly from famine, is incredibly high, and Steve is entirely right to draw attention to this.

Ahhh, that’s why he’s not thinking. There’s a job opportunity for a Fat Controller….

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Gamecock
Gamecock
17 days ago

“Global communism is the answer.”

“What was the question?”

“Doesn’t matter.”

Norman
Norman
17 days ago

The money obsessive suddenly realises that production and consumption depend on actual stuff?

Iceman
Iceman
17 days ago

I would have thought it to be obvious that war means that there is no international agreement.

Esteban
Esteban
17 days ago

Sounds like the equivalent of Zil lanes for food are in the works.

Martin Near The M25
Martin Near The M25
17 days ago

“… and that rationing is not imposed by price alone …”

I wonder who he thinks should be in charge of this?

Bloke in North Dorset
Bloke in North Dorset
17 days ago

This guy appears to know what he’s talking about, but it is from X:

To be absolutely clear, the looming fertiliser and food price crisis has not happened to us. We have done this to ourselves.

In 2014, I worked with the UK’s shale gas sector and the fertiliser industry. Our warning was very simple: without domestic gas, you lose ammonia; lose ammonia, you lose fertiliser; lose fertiliser, you hit food supply.

Ammonia is also needed to make… explosives – which are quite handy when you need to re-arm.

Westminster, green campaigners and national media journalists scoffed. It was dismissed by anti-fracking campaigners as “scraping the barrel”.

Then reality intervened in 2021–22 with the war in Ukraine.

In June 2022, fertiliser producers went into administration because they could not secure feedstocks at viable prices. By 2023, CF Fertilisers (which acquired Grow How) announced the permanent closure of its UK operations.

And now, in 2026, we are told the problem is Donald Trump and disruption to the Strait of Hormuz.

This is classic obscurantism. Shift the focus to the trigger. Avoid the structural cause: domestic energy policy, climate policy (Net Zero) and deindustrialisation. And continue to deny the potential of shale and the North Sea.

Our media and political elites do this because confronting the actual cause is too uncomfortable.

Conservatives, Labour and the Liberal Democrats all chose, over time, to make this country more dependent. Not always explicitly, not always deliberately, but consistently. Sabotage fracking. Ban it in 2019. Vandalise the North Sea with the EPL. Allow energy-intensive industry, including fertiliser, to be offshored. Accept higher costs and greater reliance on imports as the price of policy.

And if you are Ed Davey, boast to journalists that you are “proud” to have played your part in sabotaging the sector as Energy Secretary.

SW1 can dress it up however they like. They can continue to point to geopolitics, wars, foreign leaders.

But the chain was known in the 2010s. The risks were flagged. The capacity was allowed to wither anyway.

Now the whole country will pay for it.

https://x.com/MDC12345678/status/2038560057785217205?s=20

Nautical Nick
Nautical Nick
17 days ago

Just how does Spud think we are going to get “effective agreement” with Iran and the Houtis

Van_Patten
Van_Patten
17 days ago
Reply to  Nautical Nick

They’ll respect him as the world’s leading authority on MMT. He’s looking for a sinecure

AA
AA
17 days ago

Lets ignore substitution.

PJF
PJF
17 days ago

. . . based on economic modelling using his Ravel model . . .

Is this the string quartet mentioned in another thread?

dearieme
dearieme
17 days ago

I saw a pierce online bemoaning the fact that the US suffer dearth because the absence of fertiliser will just add to the problem of drought over much of the continent. Clearly the writer didn’t understand the 4D chess champion that is Trump. If much of the west won’t be able to grow crops because there will be no water then it doesn’t matter that there is no fertiliser since the ruddy crops wouldn’t grow anyway. So this was a good year in which to launch his war because the fertiliser problem won’t be a big deal for the US.

However a 5D chess champion might think (i) why on earth should I believe the weather-guessers?, and (ii) if there’s going to be a poor harvest in the US shouldn’t I want good harvests elsewhere so the US can buy food abroad?

Tricky biz, this n-dimensional chess. Far over the head of the potato. But then everything else is too.

The Other Bloke in Italy
The Other Bloke in Italy
17 days ago

I swear it was here where I was told that wartime rationing instantly produced a rich black market.

Agammamon
Agammamon
17 days ago

Its a lesson to be learned for the ‘globalization is always and everywhere a total good’.

Globalization is useful as a risk-management tool – you can lesson the impact of local disasters if you have built-up sources outside your area.

But if you are *too* globalized, *too* much ‘just in time’ – then you are subject to disaster yourself if something happens on the other side of the world.

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