JP Morgan varnade i augusti för en global matkris år 2027, om El Niño blir rekordkraftig och Hormuzsundet förblir stängt. Läs resten av artiklarna också, inte bara smakproverna.
JPMorgan warns a global food crisis could hit next year, and unlike oil, there’s no backup plan for fertilizer
https://finance.yahoo.com/markets/commodities/articles/jpmorgan-warns-global-food-crisis-183000431.htmlA new report from JPMorgan, Food Security is National Security: A Compounding Storm, warns that global food costs could climb 5% in the first half of 2027.
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There are two prongs to JPMorgan's predicted food deficits: a fertilizer shortage and a monumental weather event.
And the Strait of Hormuz's closure wasn't just bad for gasoline prices. The strait also sees about a third of the world's nitrogen fertilizer — an essential form of fertilizer for around half of the world's crops.
Nitrogen fertilizer shortages are a ticking time bomb. Because it's needed during the early stages of crop growth, we could still be feeling the effects of a shortage as much as a year later.
Atlantic Council lägger fram fyra olika scenarier, från relativt små konsekvenser till total kollaps av hela länder.
Four scenarios for a looming global food crisis
https://www.atlanticcouncil.org/content-series/fastthinking/four-scenarios-for-a-looming-global-food-crisis/JP Morgan warned of food inflation in the first part of next year as a potentially historic El Niño, combined with disruptions around the Strait of Hormuz caused by the Iran war and other factors, have created a perfect storm for food production capacity.
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Analysts debate how severe and widespread the consequences will be for food production, with some saying that an already hotter climate plus a “super” El Niño could degrade food production across the entire planet.
In this debut edition of Fast Foresight, we explore four scenarios for how these developments could unfold into 2027, using the foresight tool of a 2×2 matrix.