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Connie · 1w
The coming global food crisis “Chemicals such as ammonia and sulphur are significant to agriculture because they are converted into finished fertilisers on a vast scale. Much of the Gulf’s ammoni...
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Macro_Intuitions @Macro_Intuitions
Indeed, everyone talking just about #oil without considering all the other products and materials related that creates a cascade in different markets and sectors.

I don't know why, but I feel something will start in South East Asia in the next months, years.. and then decades.
Macro_Intuitions @Macro_Intuitions · 2w
Soon on your feeds: Strait of #Malacca and the importance of Sulfuric Acid in the world #economy for fertilizers production, chemicals manufacturing, metal processing, batteries, oil refining.. We are learning geography and much more thanks to 2026! Lol https://i.ytimg.com/vi/0 Show more
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Connie · 1w
Trump's interventions generate unprecedented systemic risks. The timing couldn't be worse. The human cost will be terrible, and yet I believe it could provide an opportunity for changes that would not have otherwise occurred.