Agricultural Shocks Ahead

March 7, 2026 Winter Watch 2

The fertilizer and therefore agriculture markets are heavily affected by the Strait of Hormuz. Share of global flows of fertilizer components: ~44% of sulfur ~31% of urea ~18% of ammonia ~15% of phosphates Major commodity […]

Oil Infrastructure Being Wrecked

March 5, 2026 Winter Watch 0

🇮🇷 Iran is now hitting oil infrastructure. The Baku-Tbilisi-Ceyhan pipeline — running through Georgian territory, carrying Azerbaijani crude across the Caucasus to the Turkish Mediterranean coast, has been struck by drones. That pipeline supplies 30% […]

Another Day in the Life of Neo-Caligula Trump

March 3, 2026 Winter Watch 2

Never fails to amaze. Caligula talks about ballroom drapes. While families of the fallen U.S. soldiers in a war with Iran are grieving, Donald is talking about his “beautiful ballroom.” pic.twitter.com/9E7RkmYB5q — HatsOff (@HatsOffff) March […]

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