South African Farming Crisis May Trigger Food Shortages Across The Continent

Barclays Maintains Bullish Stance On Nuclear Barclays is out with a report on nuclear and how the industry is progressing from conviction to construction. The report highlights year-to-date regulatory developments, demand and execution signals and market pricing across the industry.  Last year, Barclays argued three core points regarding nuclear energy: A nuclear renaissance is underway driven by energy security, decarbonization, and AI power demand The nuclear fuel cycle is likely to be an upstream bottleneck that requires reshoring As the theme matures, practical hurdles will take center stage, such as speed to power, labor,...

Denver Imposes Water Restrictions, Orders Restaurants To Serve Only On Request Authored by Jacki Thrapp via The Epoch Times (emphasis ours), Restaurants in Colorado’s capital are only allowed to serve water to guests if they ask, according to new restrictions by the Denver Board of Water Commissioners. A scenic view of the Denver skyline at sunset, with the Rocky Mountains in the background and a forest in the foreground. Bill Ross/Getty Images “Restaurants and catering businesses shall serve water only upon request,” the mandatory irrigation restrictions read. The rules were issued in the Mile...

ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring  On Friday, ZeroHedge, in partnership with the Macro Dirt Podcast, hosted a debate focused on the implications for agriculture, inflation, and global supply chains given the current situation in Iran. The discussion was illuminating and worth a rewatch if you missed it.  The discussion featured former Bridgewater head of commodities Alex Campbell, Brent Johnson of Santiago Capital, and was hosted by Tony Greer and Jared Dillian. The Damage Has Been Done Even in a best case scenario where shipping lanes reopen immediately, Santiago...