PERFECT STORM OF EVENTS So let’s get this strait with the perfect storm of crisis events and when you can expect it all to hit .. There is ALREADY a global fertilizer shortage caused by the conflict in the Middle East and the Strait of Hormuz, which drives up food production costs, lowers crop yields, and threatens food security worldwide ALREADY. NOW, Russia is BANNING its sulfuric acid exports for the whole rest of this year!! (Sulfuric acid is the primary chemical used globally to convert raw phosphate rock into water soluble phosphoric acid, which is the foundational ingredient used for our FERTILIZER) While at the very same time, Saudi Arabia has informed its European customers that Septembers (maybe even October and Novembers) Crude Oil will be CANCELLED because of the drone bombings of the East-West pipeline .. Even if America wanted to do it, we can’t keep up with the demand.. And stopping exports would be equally as bad right now as I explained in my last post. The U.S. government is debating whether to restrict or ban oil and fuel exports because of all of the above. In the meantime One of the largest diesel refineries in the Midwest is STILL offline. Floodwater overwhelmed the pump at Exxon Mobil's Joliet, Illinois refinery.. The facility supplies a massive amount of regional fuel .. A Tenth of the Heartlands' Fuel 10% of the entire Midwest's refining capacity. Valero Refinery (Port Arthur, Texas) has a partial shutdown of major units. Valero was forced to shut down the larger of its two primary crude distillation units due to an unexpected mechanical leak. BP Whiting Refinery (Whiting, Indiana).. currently undergoing localized unit maintenance. Also has a recent leak as well. We also have a super El Niño climate crisis event unfolding that affects this also. Don’t miss this one! The Worst Mississippi River Flow in 130+ Years.. This halts or limits barge traffic, which carries a huge share of U.S. fertilizer and grain. A severe "flash drought" has just gripped the Southern Plains and Lower Mississippi River Basin. The river basin has entered its driest start to a year since 1895, causing total river flow to drop by nearly 40%. Near Baton Rouge and St. Louis, the river is running up to 10 feet below its normal average, shattering daily low water records. Because the spring meltwater snowpack was critically weak, the river lacks the depth to float heavy freight. Barges hauling the Midwest's grain exports down to the Gulf, and fertilizer imports back up to the Corn Belt, are running aground, triggering an immediate logistics logjam just as the fall harvest and top dressing windows begin. Yikes .. ⚠️⚠️⚠️⚠️⚠️⚠️⚠️ There will be a big 2027 harvest lag where because global agriculture operates on a delay, the true impact of this fertilizer crisis hasn't and won’t FULLY hit supermarket shelves YET. Right now, global winter wheat and maize planting seasons for late 2026 are officially missing their required input windows. Yield Declines.. The World Economic Forum and the UN are warning that if these fertilizer constraints last JUST ONE MORE MONTH, global winter crop yields will drop significantly, setting up an incredibly tight global food supply for the first half of 2027. These things can take time to affect us.. While we are already noticing things here at home (prices suddenly increasing), the most likely outcome of this major convergence is a major global stagflationary shock centered on food and fuel peaking in mid 2027!! This is setting us up for a BAD 2027!!! This can be defined by a severe spike in diesel and winter heating costs, sudden regional fuel rationing in the U.S. Midwest, and a sharp increase in global grocery prices. You think it’s bad now just wait … It is my belief that because global supply chains, energy refining, and agricultural cycles operate on a delay, these overlapping crises will hit the public in rolling distinct waves rather than all at once. Rolling waves… There is Immediate to short term issues like localized fuel price shocks and regional diesel rationing. Happening soon through, let’s say, December.. The combination of the Joliet, Whiting, and Valero refinery outages, paired with the record low Mississippi River levels blocking barge transport, will immediately constrict fuel availability in the Midwest. So yes that can be seen now and soon. Retail diesel and gasoline prices will continue to spike sharply across the Heartland. Farmers entering the peak fall harvest season will face localized diesel shortages, forcing some regional cooperatives to implement temporary fuel rationing or hyper inflated surcharges. Now.. January to let’s say about March 2027 Likely see surging winter utility bills and the first wave of grocery inflation. Home heating bills (natural gas and heating oil) will hit near record highs or even break records. In the grocery store, the price of meat, dairy, and packaged goods will climb.. April through July 2027 We will likely see global food supply contraction and severe grocery price spikes. This is when the "fertilizer cliff" manifests also…the global spring 2027 planting season will be severely under fertilized.. Global grain yields (wheat, corn, and soy) will drop noticeably. This will trigger a SECONDARY, much more aggressive spike in global food prices, leading to severe food insecurity in import dependent developing nations and highly visible inflation at U.S. supermarkets. This kind of perfect storm of events can last well into late 2027 and beyond. This is a high risk window for structural grid and refinery failures as well because of how they are running trying to keep up.. likely won’t end good. Late 2027 and on, Watch for increased frequency of unannounced, catastrophic mechanical breakdowns at domestic refineries, causing sudden, unpredictable localized fuel shortages well into the following year. And ALL of that ^ is just from THESE events going on alone.. Imagine when other orchestrated and manufactured many crisis events unfold in the middle of all this 🫠 We are being set up for one big fall The crash of the world as we know it The ushering in of the beast system