Podcasts about Fertilizer

This is an excerpt from my podcast This Week in Geopolitics. I record new episodes every Monday so give me a follow if you would like to see more!

May 28, 2026 – Senior Bloomberg Intelligence agriculture analyst Alexis Maxwell discusses the sweeping impact of the ongoing Strait of Hormuz blockade on global fertilizer markets. She explains how it has disrupted key nutrients like nitrogen...

The Strait of Hormuz's closure has driven up prices for fertilizer and diesel, two inputs essential for agricultural production. Considering how farmers pre-buy fertilizer and crops take months to grow, the higher costs may not be fully passed on to consumers until the spring of 2027. Agricultural production will be a bellwether as the Fed waits to see the second-order effects of higher oil prices on broader consumer inflation. In this episode, we talk with Alexis Maxwell, Senior Analyst for Fertilizer with Bloomberg Intelligence, about how the war in Iran is increasing costs for agricultural production, farmers' alternatives to conventional fertilizer, and the energy shock's delayed impact on consumer food prices.

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Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. Day sees the recent weakness in oil as a potential buying opportunity, particularly if a peace deal triggers a further short-term drop. He argues that beyond temporary disruptions, the underlying supply picture is bullish because oil has been chronically underinvested for years. With US shale production peaking and no clear new major source of global supply to meet consistent demand growth, he views a sustained move above $150 per barrel as a plausible base case. He is waiting for exaggerated drops in oil stocks to build positions, favoring companies with strong balance sheets. Broadening the discussion to the wider commodity complex, Day notes that resource stocks are near 100-year lows relative to the equity market. He identifies a long-term cycle shift where foreign markets are beginning to outperform the US after 15 years of underperformance, a trend he expects to continue for years. This rotation out of large-cap US tech into international value creates opportunities in deeply undervalued markets like the UK, Hong Kong, and Singapore. Regarding precious metals, Day believes gold and gold stocks currently offer the best risk/reward. Central bank and institutional buying remains price-agnostic and robust, driven by a strategic desire to diversify away from the dollar. While short-term interest rate narratives have held back some buyers, he argues that an eventual peace deal would allow rate cuts, which is very positive for gold. Valuations across royalty companies and mid-tier producers are historically attractive on free cash flow metrics. He advises clients with existing large allocations to hold firm, while those new to the sector should consider building substantial positions. Overall, Day sees gold as the best commodity to own now, even as other hard assets may eventually begin to outperform within the broader cycle. Timestamps: 00:00:00 – Introduction 00:00:43 – Oil Supply Disruption Analysis 00:02:51 – Oil Price Projections Scenarios 00:11:05 – Oil Producers Valuations Review 00:15:47 – Fertilizer and Commodity Disruptions 00:21:45 – Gold and Silver Stocks Outlook 00:23:00 – Foreign Markets Outperformance Trends 00:30:30 – Gold Risk Versus Reward 00:39:00 – Gold Miners Valuations Discussed 00:47:40 – Silver Market Analysis Today 00:49:30 – Commodity Super Cycle Thesis 00:55:00 – Coal and Supply Security 00:57:30 – Concluding Thoughts Guest Links: Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.

Are you confused about nitrogen levels for your tomato plants? Don't make the same mistake as your fellow gardeners.

Welcome, and thanks for tuning in to RealAg on the Weekend with your host, Shaun Haney. On today’s show, Haney reflects on the BSE crisis. He also unpacks Canadian Farmer Sentiment Index data on differences in livestock and cropping sectors. For the final segment of the show, Haney is joined by Michael Bourque of Fertilizer... Read More

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Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Stijn Schmitz welcomes back Simon Hunt to the show. Simon is a consultant on the global economy, China, and the copper industry. The discussion opens with the ongoing disruption in the Strait of Hormuz and its profound implications for global energy supplies. Hunt explains that Saudi Arabia is attempting to broker a new regional architecture involving China, Russia, Pakistan, and Turkey, partly in response to Iran's demonstrated military capabilities. He assesses only a fifty percent chance of success, warning that even if a ceasefire is reached, reopening the strait to normal traffic could take months, and oil stockpiles in Asia, Europe, and America may be exhausted by mid-July. This supply crunch, he argues, makes a global recession nearly certain by year-end, deepening significantly in the following year. The conversation shifts to China's strategic positioning. Hunt notes that China anticipated American geopolitical moves and has diversified its energy sources through pipelines from Russia and Kazakhstan, alongside massive domestic coal and renewable capacity. This allows China to withstand the Hormuz closure indefinitely, unlike Western nations. The discussion then turns to the evolving global monetary order, where Hunt describes a BRICS-led effort to create a multipolar system anchored in physical gold. He details China's construction of Shanghai Gold Exchange vaults in Saudi Arabia and Hong Kong, enabling trade settlement in non-G7 currencies convertible to gold. While he sees gold prices reaching double-digit thousands in five years, he cautions that America is unlikely to revalue its gold reserves and warns of potential government confiscation during crises. On commodities, Hunt challenges the prevailing supercycle narrative, calling it premature. He predicts that a deep recession will cause physical demand to collapse, outweighing current supply constraints. He specifically highlights copper, noting that NVIDIA's shift to photonics could eliminate copper from data centers by 2028, undermining a key demand thesis. Strategic stockpiling of critical minerals by governments will eventually follow, but processing capacity remains a bottleneck controlled by China. Timestamps: 00:00:00 – Introduction 00:01:00 – Middle East Conflict Origins 00:03:46 – New Gulf Security Architecture 00:06:05 – Oil Supply Disruption Impacts 00:08:06 – Straits of Hormuz Reopening 00:08:37 – China Trump Trade Dynamics 00:12:25 – Oil Prices Futures Disparity 00:14:14 – Fertilizer and Food Crisis 00:16:10 – BRICS Monetary System Shift 00:22:51 – Bond Yields and Instability 00:25:02 – Recession Outlook and Assets 00:30:40 – Commodity Supercycle Analysis 00:33:00 – Concluding Thoughts Guest Links: E-Mail: mailto:simon@shss.com Website: https://simon-hunt.com/ Report: https://www.theinstitutionalstrategist.com/products-and-services/frontline-china/ Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961, he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organization, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. Simon appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993, and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. Simon also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996.

When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers were hit far harder than others, revealing how location-based risk can emerge deep within a supply chain.Host: Gabriela de la Serna, MSCI Sustainability & ClimateGuest: Cole Martin, MSCI Sustainability & Climate

As conflict around the Strait of Hormuz disrupts global trade, the world's fertilizer supply chain is facing unprecedented pressure. Andrew Wilkinson speaks with AgResource analyst Ben Buckner about soaring fertilizer prices, the threat to corn and wheat production, and why the Iran crisis could trigger the next global food shock.

Welcome to this week's Farmer Rapid Fire on RealAg Radio, brought to you by Corteva Crop Protection and hosted by Shaun Haney! 00:00 - Coming up... 01:47 - Scott Douglas of Leamington, Ont. 14:15 - Sukhpaul Bal of Kelowna, B.C. 26:21 - Landon Friesen of Crystal City, Man. 37:53 - Mark Burnham of Cobourg, Ont.... Read More

Canada’s ability to grow agricultural exports and strengthen trade relationships in Indo-Pacific markets depends on addressing critical transportation bottlenecks, says Fertilizer Canada president and CEO Michael Bourque. In this conversation with RealAgriculture’s Shaun Haney, Bourque discussed a coalition letter sent to Prime Minister Mark Carney and Transport Minister Steve MacKinnon urging federal leadership on long-term... Read More

Welcome to this week's Farmer Rapid Fire on RealAg Radio, brought to you by Corteva Crop Protection and hosted by Shaun Haney! 00:00 - Coming up... 01:47 - Scott Douglas of Leamington, Ont. 14:15 - Sukhpaul Bal of Kelowna, B.C. 26:21 - Landon Friesen of Crystal City, Man. 37:53 - Mark Burnham of Cobourg, Ont.... Read More

Listen to the story of Avika Narula and Abhi Agarwal from Living Roots. Based in Thailand, they taking on the large and real-world problem of food safety. Growing pressure on soil health, rising fertilizer costs and supply chain fragility, fuels the demand for regenerative agriculture. Living Roots tackles this problem by starting from first principles in science and farming economics by combining biology, agronomy, local manufacturing, and AI-assisted formulation to create what they call “crop protocols”: a system of biological products paired with an intelligence layer that adapts formulations by crop type, soil conditions, and growth stage. Their goal is to help farmers improve yields, reduce dependency on synthetic fertilizers, and restore soil health, while maintaining or improving farmer profitability. Angel investor Megha Jindal joins the Investor Talk at the end of this podcast (minute 53:30).Hosted by Maaike Doyer & Hester Spiegel, founders of Epic Angels.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Stijn Schmitz welcomes Mining Stock Monkey to the show. The discussion centers on navigating the current commodity cycle with a disciplined, downside-protection-first approach. He emphasizes that while structural tailwinds like electrification, AI infrastructure, and global poverty reduction support a broad commodities bull market, selectivity is critical. He starts by identifying historically cheap commodities—where low prices eventually cure low prices by curbing supply and boosting demand—and then evaluates individual companies on their risk-reward profiles. Nickel tops his list, but he exclusively seeks high-grade nickel-sulfide deposits, avoiding laterite projects due to severe environmental and human rights concerns in Indonesia. Potash also appears cheap, with BHP's delayed and over-budget Jansen mine potentially discouraging new supply; he notes producers like Nutrien and Mosaic, though he favors royalty exposure through Altius Minerals. In oil and gas, equities are undervalued at spot prices, but the futures curve points to a sharp decline, making him cautious. He prioritizes protecting against large losses, explaining that avoiding a 75% drop is far more valuable than chasing outsized gains. On precious metals, he views the gold bull market as mature after a decade-long run, yet acknowledges that endless money printing and the weaponization of the dollar could drive prices infinitely higher. He is reducing exposure to riskier gold miners and favors royalty companies like Royal Gold, citing its superior margins, built-in growth, relative undervaluation, and potential S&P 500 inclusion as key downside protections. Silver, however, raises concerns: a parabolic chart pattern and the fact that over a billion rural Asians hold silver as savings could trigger massive selling if they cash in on recent price spikes, potentially flooding the market. He also briefly notes that thermal coal's chart resembles a classic bottoming pattern worth investigating. Timestamps: 00:00:00 – Introduction 00:01:06 – Commodities Bull Market Outlook 00:03:40 – Identifying Cheap Commodities 00:06:37 – Attractive Commodities Nickel Oil 00:08:08 – Oil Equities and Supply Risks 00:09:50 – Downside Protection Strategy 00:16:03 – Potash Market Analysis 00:21:44 – Nickel Sulphide Deposits 00:25:40 – Gold Markets Currently 00:30:52 – Miners & Risk/Reward 00:36:12 – Finding Value In Miners 00:42:07 – Junior Explorers & Developers 00:47:05 – Silver Market Thoughts 00:53:57 – Thermal Coal 00:54:48 – Concluding Thoughts Guest Links: YouTube: http://www.youtube.com/@MiningStockMonkey Website: https://miningstockmonkey.com/products/vip X: https://x.com/miningstockguy Substack: https://miningstockmonkey.substack.com Jordan is an independent resource investor and the founder of Mining Stock Monkey. He shares his personal portfolio, dynamic valuation models, and in-depth research with a growing audience of serious investors. His approach is uncompromisingly independent: no corporate sponsors, no investment banking fees, and no hidden agendas. Jordan invests his own capital and transparently shares exactly what he is buying and selling, along with the proprietary valuation models and research that drive his decisions. If you're an asset manager, family office, or high-net-worth investor looking for authentic, high-conviction resource opportunities, you can access Jordan's real-time portfolio and join a private community of like-minded investors here: https://miningstockmonkey.com/products/vip

Host and American Family Farmer, Doug Stephan (www.eastleighfarm.com) welcomes Michigan journalist Ron French of Bridge Michigan about two deeply important stories impacting farm families across the Midwest and beyond.First, Doug and Ron discuss the growing financial crisis facing farmers as skyrocketing diesel fuel and fertilizer prices squeeze already-thin margins. Drawing from Ron's reporting, they examine how global conflict and supply chain disruptions are driving up production costs while crop prices remain flat, leaving many farmers “losing money on every acre.” The conversation highlights the difficult choices growers are making this planting season, the emotional and financial toll on farm families, and fears that another wave of family farms could disappear under mounting economic pressure.Doug and Ron also explore Ron's powerful reporting on the mental health crisis in agriculture, including the alarming rate of suicide among farmers in Michigan. They discuss the stress of weather uncertainty, debt, declining profits, and the overwhelming pressure many feel to preserve multi-generational family farms. The episode also examines the recent loss of state funding for Michigan's farmer mental health counseling program and what that means for struggling farmers who relied on those services.Shining a light on the resilience, optimism, and quiet struggles of America's farming communities, Doug and Ron share why supporting farmers means understanding both the economic and emotional realities they face every day.You can read more articles from Ron French on BridgeMI.comFor more on the American Family Farmer…Website: AmericanFamilyFarmerShow.comSocial Media: @GoodDayNetworks 

05 19 26 In-Crop Fertilizer Applications - Foliar and Soil by Ag PhD

Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security. 2:10 – Pre-war oil outlook 3:35 – Revised outlook for oil 7:00 – AI and an oil supercycle 9:50 – Critical importance of the Strait of Hormuz 11:30 – Downstream effects across supply chains 14:50 – Oil and energy market volatility 16:45 – Geopolitical implications 21:00 – Fertilizers, metals, and LNG 25:30 – Effects on the energy transition 28:10 – What to watch Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to this Tuesday edition of RealAg radio with your host Shaun Haney! Today on the show, Haney is joined by Jim Wiesemeyer of Wiesemeyer's Perspectives to unpack fertilizer affordability and the impacts of President Trump’s trip to China. Kee Jim of GK Jim Farms also joins Haney to discuss cattle traceability concerns. 00:00 -... Read More

Welcome to this Tuesday edition of RealAg radio with your host Shaun Haney! Today on the show, Haney is joined by Jim Wiesemeyer of Wiesemeyer's Perspectives to unpack fertilizer affordability and the impacts of President Trump’s trip to China. Kee Jim of GK Jim Farms also joins Haney to discuss cattle traceability concerns. 00:00 -... Read More

Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El Niño in Australia are all in focus. At the same time, Black Sea new-crop wheat is competing with Australian origin in Asia, while strong crop prospects in the Middle East and North Africa are reshaping expectations for trade flows and demand. Join Maham Quadri, associate price reporter, North America, Vivien Tang, senior price reporter covering APAC, and Vivian Iroanya, senior price reporter for Europe, Middle East & Africa, as they talk to Pierre Cera-Huelva, global wheat analyst and head of EU crops research, to discuss how demand and trade flows will adjust in the months ahead.

Rising diesel fuel and fertilizer prices are increasing financial pressure on U.S. farmers during the peak of spring planting season, according to analysts and farm groups. NAFB News ServiceSee omnystudio.com/listener for privacy information.

051826 US Postpones Iran Attack, Israel Intercepts Aid Flotilla, Fertilizer Film Flam, Mamdani's 9 Words by The News with Paul DeRienzo

Rusty Halvorson and Sarah Heinrich share the week's top stories in agriculture.See omnystudio.com/listener for privacy information.

Rapid planting progress continues across much of the Corn Belt as farmers also navigate tightening fertilizer supplies, shifting trade developments, and ongoing weather concerns heading deeper into the 2026 growing season. This week's agriculture headlines include the latest USDA Crop Progress report showing corn and soybean planting continuing ahead of the five-year average across much of the Midwest. Weather updates focus on improving planting conditions following recent frost concerns, while hotter and drier conditions continue stressing winter wheat in parts of the Plains. Other headlines include President Donald Trump delaying planned action tied to beef imports, a federal trade court ruling against the administration's global tariff policy and fertilizer markets tightening as global supply concerns continue driving volatility for key crop nutrients. Additional stories include updates on nationwide E15 legislation, a new biofuels partnership between Bayer Crop Science and bp focused on camelina production, new EPA conservation grant funding and Smithfield Foods releasing its latest sustainability report. Today's interview is with Ag News Daily summer intern Josie Kelly. She is a junior at Iowa State University studying Agricultural & Rural Policy Studies alongside Public Relations. In today's conversation, she shares more about her background, interests in agriculture and what she is looking forward to this summer with the Ag News Daily team. Stay connected with us for daily agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

Today from SDPB - the latest in agriculture as planting season begins, news on South Dakota's lone death row inmate, a look at a Congressional bill hoping to tackle fertilizer transparency and more.

American farmers are feeling the pressure of high fertilizer costs, and the National Farmers Union is bringing that message to Capitol Hill. Layla Soberanis is NFU senior government relations representative. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Thanks for tuning in to RealAg Radio! On today’s show, host Shaun Haney is joined by Anne Wasko of Gateway Livestock Exchange for a beef market update. Plus, Lyndsey Smith and Kelvin Heppner join Haney for the RealAg Issues Panel. 00:00 - Coming up... 02:01 - Beef Market Updatex 14:02 - RealAg Issues Panel 28:25... Read More

Thanks for tuning in to RealAg Radio! On today’s show, host Shaun Haney is joined by Anne Wasko of Gateway Livestock Exchange for a beef market update. Plus, Lyndsey Smith and Kelvin Heppner join Haney for the RealAg Issues Panel. 00:00 - Coming up... 02:01 - Beef Market Updatex 14:02 - RealAg Issues Panel 28:25... Read More

President Trump's China challenge, antidepressants risks and withdrawal, U.S. farmers' fertilizer scramble, and building a Christian worldview. Plus, David Closson on targeting Christians, illegal mowing, and the Thursday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Dordt University, whose online MBA and MPA programs prepare leaders for lasting impact. Dordt University. Until All Is Made New.From St. Dunstan's, inviting young men into the building arts and the adventure of holiness on a Blue Ridge Mountains farm... stdunstansacademy.orgAnd from WatersEdge. Most churches aren't ready if their bookkeeper left tomorrow. WatersEdge Ministry Accounting is. Watersedge.com/accounting WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

While much of the world has been focused on the war in Iran's impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market is in a precarious spot. Roughly a third of the world's seaborne fertilizer trade goes through the Strait of Hormuz. Even before the war in Iran began, China, the world's top phosphate producer, halted exports of the crucial compound. As a result, the longer the strait remains closed, the more the threat to our global food supply escalates. In this episode, Shayle speaks with Josh Linville, vice president of Fertilizer at StoneX, to make sense of the global fertilizer market and its cascading impacts. Shayle and Josh cover topics including: The current state of global fertilizer markets The tenuous relationship between natural gas prices and the cost of producing nitrogen-based fertilizers in Europe How stalled shipments of fertilizer could impact supply and demand for next year's planting season The impact of Chinese phosphate export restrictions on the global market How a prolonged closure of the Strait could impact food supplies around the world Resources Josh Linville's X account Open Circuit: Iran, energy shocks, and the case for distributed power Latitude Media: DOE's second ‘Energy Dominance' loan was reworked to embrace coal Latitude Media: This isn't demand destruction. It's rationing. Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts.

Stijn Schmitz welcomes Doomberg to the show. Doomberg is Head Writer For The Doomberg Team and Creator of the Doomberg Substack. The podcast explores the current geopolitical and energy landscape, focusing on the ongoing conflicts in the Middle East and potential global power dynamics. Discussing the current energy market disruptions, Doomberg suggests that while the Strait of Hormuz closure is significant, the market has been surprisingly stable. He estimates the potential oil supply disruption at around 8 million barrels per day, significantly lower than some analysts’ predictions. The sophisticated oil markets have absorbed these challenges, with China potentially playing a crucial role by releasing strategic reserves and managing supply. The conversation delves into a potential grand geopolitical bargain that might be discussed in the upcoming meeting between Trump and Xi in Beijing. Doomberg speculates about a potential realignment of global interests, including a settlement of the Ukraine conflict on terms favorable to Russia, ceding Taiwan to China’s sphere of influence, and dividing Middle Eastern and Arctic territories among major powers. Regarding the US dollar and global economic shifts, Doomberg argues that we’re moving towards a multipolar or potentially Chinese-dominated unipolar world. He sees the sanctions against Russia after Crimea as the beginning of a new world order, with China and Russia challenging US global dominance. The discussion highlights the United States’ significant natural gas advantage, with the country producing 110 billion cubic feet per day and poised to become a major LNG exporter. Doomberg emphasizes the potential for North American energy dominance, particularly through clean and abundant natural gas. Looking forward, Doomberg suggests a potential multipolar world with the US focusing on its Western Hemisphere, China gaining prominence, and Russia finding its place. He remains cautiously optimistic about a potential diplomatic resolution to current global tensions, while acknowledging the complexity of geopolitical negotiations. Timestamps: 00:00:00 – Introduction 00:00:38 – Oil Supply Disruption Assessment 00:03:54 – China’s Oil Stockpiling Role 00:05:02 – Oil Price Mechanics Explained 00:10:24 – Supply Shortage Estimates 00:12:52 – Strait Reopening Impact 00:15:20 – Trump-Xi Meeting Significance 00:17:54 – Grand Bargain Outlines 00:22:45 – US Western Hemisphere Focus 00:26:30 – Fading Oil Spike Strategy 00:31:03 – Fertilizers and Commodity Impacts 00:34:53 – Helium Just-In-Time 00:36:16 – OPEC & the Petrodollar 00:39:20 – Geopolitical Shifts and Gold 00:46:46 – Unipolarity Outcomes 00:53:46 – Euro Hydrocarbon Resources 00:56:37 – Concluding Thoughts Guest Links: Substack: https://doomberg.substack.com X: https://x.com/DoombergT Website: https://doomberg.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.

Your workout leggings, your morning commute, and the fertilizer to grow your food — what do they have in common? They're all fossil fuel legacies of war. In this episode, we connect the dots between the military and the climate crisis, tracing how wartime decisions made decades ago still shape and pollute our everyday lives.We sit down with Neta C. Crawford, professor of international relations at the University of St. Andrews and author of The Pentagon, Climate Change, and War, to unpack a staggering blind spot in our global emissions picture: the military. We also follow the money with Commons co-founder Sanchali Pal to understand how the U.S. kept military missions out of the Kyoto Protocol, and what that means for climate targets today. We also hear how our community feels about using their money to avoid funding wars they don't support.  Episode rundown: (00:22) - The US military is the world's single largest institutional fossil fuel consumer. (01:31) - War's Industrial Afterlife: Nylon, fertilizer, and freeways. (05:55) - Community action: from campus divestment campaigns to rethinking their everyday spending. (09:02) - A deep dive into military emissions, hidden history, and the case for diplomacy. (38:07) - Following the Money: How Big Oil lobbied to keep military emissions off the global books (44:18) - Your vote and your wallet are more powerful climate tools than you think. (46:10) - Community Classified: Citizens' Climate Lobby

There's a lot of talk about fertilizer costs, and for good reason, but many farmers are wondering what next year will look like. In this edition of Kernels, Tadd Nicholson and NCGA's Krista Swanson cut through the noise to get answers about what is really happening in the fertilizer market. Plus, depending on where you are in the state, a warm spring has encouraged many farmers to take advantage of an early planting window. As every farmer knows, Mother Nature can still throw a hard punch or two this time of year. J.D. Bethel from Seed Consultants shares how much concern farmers should have about recent frost hurting early-planted fields.

It sounds counterintuitive at first, that you can maintain a lower average water content in the soil, and a higher air content in the soil, by applying irrigation every day. Once upon a time, I thought the way to keep soils drier and with more air was to implement deep and infrequent irrigation. The blog post discussed is: https://www.asianturfgrass.com/post/deep-and-infrequent-or-light-and-frequent-irrigation-which-is-better/I also mentioned John Jordan's research, see: https://tic.msu.edu/tgif/flink/RECNO/59354Paul Johnson article about irrigation frequency: https://usgatero.lib.msu.edu/v02/n06.pdfRead more about all kinds of turfgrass topics at https://www.asianturfgrass.com/Find a suite of decision-making tools at https://www.paceturf.org/Get free ATC newsletters at https://www.asianturfgrass.com/newsletter/ Find out more about soil tests with ATC at https://www.asianturfgrass.com/project/soil-tests/

And Another Thing With Dave, by Dave SmithIn this explosive episode of And Another Thing with Dave, host Dave Smith breaks down the disturbing rise of “biosolids” — repackaged human fecal matter loaded with pharmaceuticals, antidepressants, hormones, and chemicals — being spread on American farmland as fertilizer.Dave reacts to shocking footage of a Texas farmer who lost livestock, pets, and his livelihood after toxic runoff from a neighboring biosolids operation poisoned his land and water. He argues this isn't incompetence — it's biological warfare on the food supply.Dave connects the dots to:Massive data centers consuming millions of gallons of water daily and seizing farmlandCoordinated scams draining billions in California, Minnesota, and New JerseyImmigration policies, cultural Marxism, gender ideology in schools, and Epstein connectionsHistorical parallels to Weimar Germany and “Zionist-occupied government” influenceFrom Agenda 21/2030 concerns to food control, population agendas, and censorship battles, Dave pulls no punches in this raw, unfiltered rant.If you're tired of sanitized corporate media, this episode will make you angry — and wide awake.Listen now and connect the dots.#Biosolids #HumanWasteFertilizer #TexasFarms #ToxicFertilizer #FoodSupplyCrisis #Agenda2030 #Agenda21 #ZionistOccupiedGovernment #DaveSmith #AndAnotherThing #Conspiracy #CulturalMarxism #Epstein #WeimarAmerica #FarmersUnderAttack #WakeUpAmerica #aatwd #AATWD

Welcome to the first episode of True Thirty 30 | a new weekly conversation where Joey and his Producer Sean X break down the biggest stories, questions, and cultural moments shaping the week.In this episode, we discuss Iran, rising gas prices, tariffs, farming pressures, and the symbolism behind the “Golden Calf” controversy. We also talk about diesel prices, California regulations, global trade pressures, and the strange state of modern political culture.TIMESTAMPS0:00 Welcome to True Thirty 0:42 Iran War Questions 1:03 Gas Prices and Taxes 2:47 California Gas Island 3:41 Farmers Feeling the Squeeze 5:05 Tariffs Fertilizer and Margins 7:10 No End in Sight 8:01 Asymmetric War Explained 12:06 Hormuz and Global Ripple 13:29 Trump China and Ceasefire 14:57 Generational Farms at Risk 16:32 Golden Calf Statue Story 22:50 Wrap Up and SubscribeFULL TRANSCRIPTJoey Dumont: Hello, everyone. We are doing something called True Thirty 30, which is basically an idea of our members reaching out to us over the weekend with stories that they thought were either crazy, unfounded, or they wanna know more about. So that's what we're doing today. Some of the subjects, we're gonna cover the Iran war for all the obvious reasons.Joey Dumont: We're gonna talk a little bit about some of the deleterious effects of that war specific to farming. And we're gonna end the conversation with the golden calf discussion. In case you guys don't know what that is, you will soon find out. So I'm here with my producer, Sean X, and we are gonna go through these topics, um, as best as possible.Joey Dumont: Hey, buddy.Sean X: Hey. How you doing?Joey Dumont: I'm doing well. It's a happy Monday.Joey Dumont: So I don't know, why don't you share some of the comments we got specific to the... Well, they wanna know more about what's going on in Iran.Joey Dumont: For the most part, people have said, “Okay, what's the nuance with the war going in Iran?”Joey Dumont: Because we keep on hearing it's on again, it's off again. It's affecting prices. It's not affecting prices. Yeah.Joey Dumont: So The New York Times has Iran war long-term energy discussions specific to Iran defended its demands for a peace deal, and President Trump called them garbage.Joey Dumont: Mr. Trump said he wanted to suspend the federal gasoline tax. So obviously everyone knows that gas has been affected by the Straits of Hormuz being shut down because of this war. We're now seeing gas prices at what, six- Six, si- six.Sean X: It's $6.35Joey Dumont: For regular?Sean X: For regular in San Francisco. Yeah. It's $6.74 for premium, and it's-Joey Dumont: And diesel fuel is anywhere between 7 and 8Sean X: $7.80 for diesel.Joey Dumont: Um, a lot of it is from California policies, and some of it is from the pipelines or gas can't reach us. Yeah. We're a gas island. If a refinery goes down, we're screwed. So for the most part, we pay the worst gas prices, so we're feeling the biggest effect here.Joey Dumont: So we are up over a dollar compared to the rest of you folks out there in the United States of America.Joey Dumont: And Donald Trump wants to suspend the gasoline tax, which is how much? It's eight-Sean X: 18 cents.Joey Dumont: 18 cents.Joey Dumont: So- Do, do you know what 18 cents means for those of us in California?Joey Dumont: With the gas prices I just mentioned, it's 2 to 3%. Yeah, every little bit helps, but it's really our California regulations that are the things that are screwing us.Joey Dumont: I read a meme recently that said, uh, “Donald Trump is so awesome that my truck only used to hold $59 worth of gas and now it holds $130 worth of gas.”Joey Dumont: Which I thought was brilliant. Um, so whoever wrote that, good for you. Um, but yeah, the, the gas tax is not gonna help us and- for us, . No.Sean X: It's, it's not gonna help us.Joey Dumont: Like, what we need help with is all the regulations in our state- Yeah ... and let that make us... A lot of people don't understand.Sean X: We use different gasoline here.Joey Dumont: We do. We do. And it's actually called CARB, um, which stands for California Air Resources Board, in case you guys have never heard of it, ‘cause I sure haven't. And it basically means that our gas burns cleaner, reduces smog, lowers certain pollutants, and it's chemically different from gasoline used in the rest of the country.Joey Dumont: So when they say that we're a gas island or a, an actual island on its own, that's what they mean by our taxes. So yeah, I don't think the, uh, suspending the gasoline tax is gonna work. And by the way, he has to get congressional approval to do so. So there's another wrinkle.Joey Dumont: Dude- Uh, we'll see ... we need, we need, we need more help th- than from the federal government.Joey Dumont: So those are all problems, I can say that we have an issue with.Joey Dumont: But As we know, this is affecting everyone, not only the day-to-day people, but farmers specifically because a lot of farmers use diesel fuel as opposed to regular fuel. And, um, so let's talk a little bit about that, dude. I just moved back to Minnesota to be with my mommy, uh, for her 86th birthday, and, uh, it was cool.Joey Dumont: And I don't know, I think most of our listeners understand that I grew up there. I've been in California for now 44 years, and I have a lot of buddies both from high school here in California, as well as the people I grew up with in Minnesota who are in the farming business.Sean X: Yeah. They're also tend to be more conservative than out, uh, out in California.Joey Dumont: I mean, it's- All my friends from Minnesota are Red Hatters. Not all, but most. And then most of my relatives are Red Hatters as well. I've been talking to them for the four years that I've been reporting on politics. They come to me because they say I don't judge them, and that, you know, they know I love them.Joey Dumont: And so they're just like, “Joey, what's actually going on?” Yeah. And that's kind of why we wanted to start this program as well, is that it's, if I'm reaching out to my Republican friends all the time on a DL basis, which is kind of funny, um, they don't explain to everyone else, “Hey, I called Joey.Joey Dumont: I wanted to know what's going on.” That's really what I try to do with my friends and relatives the other side of the aisle, if you will.Joey Dumont: And what we tried to explain to them specific to gas is that I have a buddy of mine who's a soybean farmer, in the Midwest, and he called me previous to the election and said, you know, “What do I need to know?”Joey Dumont: And I tried to explain to him, I said, “Hey, buddy, look at where you're getting your potash,” because I knew he was actually getting potash. Potash, about 80% of our potash comes from Canada. In Project 2025, the Trump administration announced that they actually did want to tariff potash. And I told my buddy, I said, “Hey, just if you can, try to find another source.Joey Dumont: Look at supply chain issues. Figure out that specific to your EBITDA,” because farms, if you guys don't know out there, farmers run at a very small margin to begin with. And if there's increased prices specific to tariffs, which is on the potash, the Mexico-Canadian free trade agreement that Trump actually launched in 2017, which was a good free trade agreement, he blew it up, said it was the worst deal ever, and now we have supplies specific to John Deere, other maintenance issues that are going across the borders of Mexico and Canada, which is also putting up their prices.Joey Dumont: And some of the things that I talked about specific to the numerous farmers that I've talked to over the last month- Is that the Farmer Bureau is actually saying that, and I'll just repeat it here, “Fertilizer pre-booking rates up 19%. 70% of farmers being interviewed are unable to afford all the fertilizer they need,” so they're actually planting less, “And farm diesel prices have increased by 46% since the end of February.”Joey Dumont: So nearly six in 10 farmers report worsening finances, rising fertilizer, fuel cost during plant season, and the immediate economic assistance to keep these open is probably gonna help this year, but they're worried, they're very worried about next year. Yeah. So that's the big-Sean X: So, well, a lot of them, as you said, they pre-book.Joey Dumont: So they'll pre- Well, they're running out. That's the problem.Sean X: They'll order, and now it's running out. Yeah. So now the effects are hitting them. Yeah. So what, what were their main concern to you? What, what are they asking you?Joey Dumont: They're just asking me what I think based on my reporting, based on the homework we're doing here at True Thirty to figure out, you know, what do you guys see an end to this war?Joey Dumont: President Trump has said very publicly that there is so much disarray in Iran that there is actually no leadership to negotiate with. And if you read up on this, the Iranian leadership specifically are a Basarashi-Sean X: Well, that is a problem when you bomb their leadership.Joey Dumont: I- Well, he did mention that. He did mention that. He didn't kill the people they wanted to replace, Khomeini. But, uh, yeah, I, I, I don't see an end to the war. Obviously, there's a lot of people talking about that. We've had some war correspondents on the show to talk about the externalities of this war and the longevity and the possibly forever war specific to anything in the Middle East based on our history, based on us being the United States.Joey Dumont: I think what we're gonna try to explore here at True Thirty, some of the experts we're bringing on in the next couple months will be talking about what they have referred to as a asymmetric war, and the war is no longer about kinetic destruction.Sean X: Joey. What do you mean by,, asymmetric war?Joey Dumont: Great question. So asymmetric war in this sense is that historically kinetic war, we have big battleships, we have destroyers, we have the biggest military in the world.Joey Dumont: Iran's known this for as long as it's existed. So the way they fight us means the asymmetry to what we're doing. So if we're launching at $4 million-Sean X: It's not, it's not equal. Yeah. Like, it's like if we, we can't- It's not equal ... we can't launch $10 million missiles at $10,000 drones all day.Joey Dumont: There you go.Joey Dumont: That's it. Okay. That's a big piece of it. There's also something called mosquito boats. So there's these little tiny boats with engines and people and guns, and they go after the big boats, like our destroyers, and that's how they're actually taking Straits of Hormuz under siege, if you will.Joey Dumont: They only- So basically, they're not blowing up anything now, but they're, they're essentially taking it hostage because of these things.Joey Dumont: Through strategies that involve less dollars. Yeah. They have mines-Joey Dumont: A lot less dollars ...Joey Dumont: they plant a bunch of mines in the Straits of Hormuz because there's most of the narrow ways, some actual throughput is, like, two miles wide. It's very narrow, so they can actually take from the ground, from the coasts and defend it.Joey Dumont: They can defend it with the mosquito boats that I was talking about. They can defend it with drones. And then something that not a lot of people talk about is the topography o- of Iran to begin with. It's approximately four times the size of Iraq, and I mention that because when we had a surge in Iraq, um, I think we had 170,000 soldiers during the surge, 150,000 now.Joey Dumont: And one of the big things, and I think this, we learned this in our interview with Tom Shanker, uh, the New York Times war correspondent.Joey Dumont: Dude, that was a great interview, man.Sean X: Yeah, he's so smart.Joey Dumont: I think you were right about Bibi. I think, like, he convinced Trump- that's my guess. I have to, I, I think- Yeah.Joey Dumont: Like, I'm sorry, man. It's like, dude, someone said, somebody said “If we go into Iran, the people will rise up.” Yes. The problem is the people had just risen up, and they got slaughtered. Wow, that's- I mean, if you take out 10 to 20,000 protesters, guess what? All the people that are likely to lead the charge are gone.Joey Dumont: Wow. And yes, and, and people see people being slaughtered, that's not good for them either. So yeah, I mean, that's what I mean by asymmetric war, buddy.Joey Dumont: That's where we are today.Joey Dumont: Dude.Joey Dumont: So I think one of the things that we can admit across the board is that we, America, have proven to be unbelievably powerful in our military might.Joey Dumont: So what we did in Venezuela, where we swooped in and pulled out Nicolás Maduro in the middle of the night, put him in Rikers Prison, maybe one of the most efficient, wonderfully produced smashes-Sean X: Efficient leadership changes, yeah.Joey Dumont: Yeah, I mean, just... Well, I mean, it actually, the regime change didn't happenJoey Dumont: I think that was where Donald Trump got very excited about how he can go into other countries. And with Netanyahu coming in specifically to his war room and saying, “Hey, I think we can go-” Iran's weak. I think we can get them today.Joey Dumont: Let's go after them. Obviously, that's what took place on February 28th. Now we're seeing, you know what? Eight, seven, eight weeks later, , this very small military excursion, as he called it, has moved into a full-blown war.Joey Dumont: But back to my Republican friends and farmers, everything they mentioned to me in my one-on-ones with them, their fertilizer, their diesel fuel, their supplies, their maintenance, they're scared-Joey Dumont: they're going under. These are places that operate on, like, a 3 to 5% margin if they're lucky.Sean X: Yeah, now it's going up.Joey Dumont: And we're talking about 20... Yeah, and you're talking about, expenses that are just through the roof. Yeah. We talked about the farmers. There's also global aspects of this. Yeah.Joey Dumont: I mean, the Strait of Hormuz closing is most important to Japan, South Korea, China, and India. Yeah.Sean X: And you mentioned to me, one of, one of our members was literally asking about... Because they are international- Yeah ... they were asking about the international effect that this is having.Joey Dumont: Well, Prime Minister Modi actually asked all of his 1.4 billion citizens to cut back on gas and anything to do with,, fertilizer or anything to do with the things that we now have a shortage in.Joey Dumont: LNG, if, for those who don't know-Sean X: Liquid natural gas ...Joey Dumont: it's liquefied natural gas. Liquified natural gas is something that most people have never really talked about but please understand it's this: what we use LNG for is fertilizer, intensive food, electronics, textiles, plastics, household utility bills.Joey Dumont: Again, guys, what we're gonna try and do is bring some experts on the show to talk to these specifically. We're gonna bring some economists on, and we're gonna talk about the longevity of this war. Is it possible with the ceasefire? What does that mean?Joey Dumont: Well, uh, the, the nature of warfare has changed. I, it- People, and this is where I'll totally agree with Republicans, like people are growing frustrated with a war that is literally only 60 days old.Sean X: Yeah. It's just the fear of the effects long term.Joey Dumont: So Trump is going to China. What do you think he hopes to accomplish there?Joey Dumont: I think he hopes to accomplish some type of a trade deal. I don't know if he's gonna jump down on the, the tariffs or not, but I do know that this Iran war is not helping his negotiations with XiJoey Dumont: because obviously America is the biggest foe of China. I do know that there's rumor around the campfire that Donald Trump is trying to negotiate numerous deals specific to tariffs and opening up more markets here in America that he's shut down based on his, 100% or 145% tariff, I think, in the beginning of his first or second administration.Joey Dumont: The sad part about all this is that there's, there's no end in sight with anything to do with what's going on in Iran. Lebanon obviously is a big issue with that because Donald Trump wants to negotiate with Netanyahu to say, “Hey, we need you to stop bombing in Lebanon because that's part of our ceasefire agreement, and you're violating that.Joey Dumont: And if that's violation, if that continues to happen, then the ceasefire itself stops, and then we're right back to a kinetic war.” Bibi isn't listening. Let's just say that. Bibi's not listening. He's doing what he wants to do because he got us into this war, I think, and I don't think he wants us to leave anytime soon, and this is more of his issue specific to his place in the Middle East and the surrounding countries that have not been a big fan of him for many years now.Joey Dumont: So yeah. Yeah.Joey Dumont: I, I don- I wish I had better news for my friends, specifically in the farming business because it is... It's been really scary to talk to some of these people. And then, you know, the one-on-one conversations are different than the stuff we're reading from.Sean X: Yeah.Joey Dumont: Sitting down and talking with farmers who have, you know, third, fourth, fifth generation, farms that they're very proud of.Joey Dumont: And these are not big farms, by the way. These, you know, 1,000 acres, 2,000 acres. These are not huge farms. The farm my, my grandpa used to work when I was growing up I think was 400 acres. Um, and these are the typical farmers you read about growing up. You know, they jump on their tractors-Sean X: Yeah, these aren't, these aren't the big agribusinesses.Joey Dumont: No. These are your mom-and-pop farmers- These are mom-and-pop farmers ... just trying to, you know, waking up at 5:00 every morning- Yeah ... working 18-hour days.Joey Dumont: Yeah. Yeah. All day, every day till the sun drops, and then they go back and eat, and then they re- rinse and repeat. Yeah. And they're very s- they're very scared because, again, these are generational, and these farmers that I talk to specifically don't have any other skills.Joey Dumont: They've been doing this their whole life. They were born and raised on these farms. They watched their father go through exactly what they're now going through. There is some diversification in s- there's some big pig farmers that I talk to that are doing well on that, but the guys that are planting soybeans, corn, and wheat, and the typical commodities, they're very scared for all the aforementioned reasons, right?Joey Dumont: The fertilizer itself, the price of their supplies, their maintenance, the upkeep on their tractors, their combines, all that stuff, it's, it's pricey and it's, and it's scaring them.Joey Dumont: Okay. We'll get an update, on that issue. Yeah.Joey Dumont: One of the other big questions that I've got right in front of me from one of our members, and many people ask this, what is about this golden calf?Joey Dumont: It's probably good to end this on a little bit of a whimsical piece. So in case you guys don't know, Donald Trump had a golden statue erected in his honor at Doral, which is one of his golf courses here in the United States. It's 22 feet. It weighs seven tons. And if you guys aren't aware of the old story specific to the Bible-Sean X: With MosesJoey Dumont: Yeah. So- ... Exodus 32, I'm a recovering Catholic, so I know a little bit about this story. Um, it was when Moses came down from Mount Sinai with the Bibles, or excuse me, with, with- The Ten Commandments ... Ten Commandments Ten Commandments. And he saw this golden calf that Aaron had a- had built for the staff because they needed an, an idol to worship.Joey Dumont: Moses was pretty pissed, to paraphrase. And he shattered the tablets, and then he melted down the golden calf, and he made all of the Israelites drink it. So not happy about that. Fast-forward to 2026, Donald Trump has erected a calf. Now,Sean X: who g- who gave, who gave this to him?Joey Dumont: Uh, it was a gift, and the Pastor Mark Burns was the one orchestrating this piece at the Trump National Doral in Miami, and he said this, to quote, “Let me be clear. This is not a golden calf,” he said. “This statue is a celebration of life. It is a symbol of resilience, freedom, patriotism, strength, and the willpower to keep fighting for the future of America.” Now, this was the statue from Trump's attempted assassination in Butler, Pennsylvania, which was obviously awful.Joey Dumont: Where he said, “Fight, fight, fight.” And they wanted to capture that moment for the remainder of time to prove how brave he was in, in the circumstance. He was pretty brave or foolish, but he was.Joey Dumont: If the pastor has to say, “This is not a golden calf”- Yeah ... that's an issue. Yeah. Like, you know, it, it's r- it reminds me of when Trump did that post a couple weeks ago, and he took it down because there was controversy of it.Joey Dumont: The Jesus post?Joey Dumont: The Jesus post. Yeah, yeah. He's like, this... You know, and then he comes out and he says, “I'm not being Jesus here.” Right. It's like, you know, don't tell people to not believe their eyes. So when I look at this 22-foot golden monument to Trump, like, how is that not a golden calf?Joey Dumont: Well, it is... And I think that's the funny thing, too, is check this out.Sean X: So there was a show called The Boys, and- Oh, my God ... have you seen it?Joey Dumont: Oh, it's a great show. My mom watches it. Okay. So- She's 85, by the way- All right ... watching superhero stuff.Joey Dumont: So Eric Kripke is... I guess he put, “What the fuck? Seriously?” And this idea, this is what he wrote on Instagram- So who, who is he? ... over the weekend.Sean X: Who is... He's one of the actors.Joey Dumont: He's the showrunner.Sean X: He's the showrunner.Joey Dumont: Okay, got it. And he said, “Seriously, what the fuck?” over a split image of a golden statue of Homelander from episode six of The Boys and the golden statue of Donald Trump. So in the sixth episode of the show features a larger than life golden Homelander statue.Joey Dumont: The psychotic leader of The Seven proclaims that he is the new Messiah following a visitation by an angel. So the showrunner, this was July of 2025, and he's saying everything that we put in here as parody about a ridiculous man trying to be the Messiah has now come to fruition. Except-Sean X: I've seen that.Joey Dumont: The craziest thing about it is- Except it happened here ... if you look at that statue that they had in that episode, I mean, it's obviously not the same pose as Trump- No ... but- It's so close ... it is so clo- Dude, it is so close He's got his arm out like this. He's got...Joey Dumont: and maybe because that was the JC being on the cross, all that.Joey Dumont: So, so they're like- But it's the same fucking A ... this is not a golden calf. Trump is not Jesus in this post. No. The, the showrunner for The Boys has basically come out and say... Now, the character on the show, the character on the show is one of the worst characters, right?Joey Dumont: Well, he's the Antichrist in this story.Joey Dumont: He's the Antichrist.Joey Dumont: But this is, and this is Pastor Burns again, to continue this quote, “We worship the Lord Jesus Christ and Him alone,” he wrote on his social media. “Honor is not worship. Respect is not idolatry, and celebration is not bowing down to a false god.” So again- This is not a golden- It's right out of Central Casting.Joey Dumont: If you wanted to write a script- about what not, what isn't real while you're actually looking at what is real. This just took place in our life as citizens of the United States of America, and yeah, I don't think, I don't think there's enough, there's not enough jokes. I mean, the good news is there's plenty of jokes now.Joey Dumont: The memes are going everywhere with this. But the idea too, in case you haven't heard this, was that Donald Trump, who's never actually opened a Bible much less ridden it-Sean X: No, he opened a Bible. I saw him open a Bible.Joey Dumont: All right, true. But he's never read it.Joey Dumont: He opened the Bible that he held upside down- Down.Joey Dumont: True, true, true ... if you don't remember. He held it upside down when he was front of the church and he opened the Bible that he put, the Declaration of Independence in and the Bill of Rights, ‘cause he sold that once.Joey Dumont: Well, in his defense, in his defense he's probably never seen a picture of Jesus, so if he didn't think- ... he looked like Jesus, it, it actually might have been part of it. But I also heard this, and I have nothing to confirm this is true or not, but they said that either Caroline Leavitt or one of his comms people said, “Hey, Mr. President, say that the f- photo was doctored and that you had nothing to do with that.” I don't know if that's true, and then he came out and said, “Oh, I was supposed to be a doctor.” So I don't know if that's true or not, but it's one of those things where I just can't get over how silly this whole thing is and how...Joey Dumont: I thought it'd be good just to, uh, yeah- Yeah ... run this story through the ringer to- Yeah ... bring our- So- ... bring our members some fun-Sean X: That's the- ... on a Monday morning ...Sean X: true Thirty this week, and let's end it on this-Joey Dumont: Sounds like a good idea, buddy ...Sean X: pathetic note of the golden calf.Sean X: Thank- Thank you guys forJoey Dumont: listeningJoey Dumont: thank you. Thank you, Joey. Cheers. This is a public episode. 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Darin Anderson serves as President of the board of directors for Northern Plains Nitrogen. He highlights the importance of having access to locally produced fertilizer.See omnystudio.com/listener for privacy information.

In this episode, Iran has reportedly damaged or destroyed hundreds of targets at U.S. bases, exposing the limits of America's trillion-dollar military against low-cost drone warfare. Plus, 70% of U.S. farmers can no longer afford fertilizer—with prices expected to stay high through 2028—as the USDA celebrates kicking 4.3 million people off SNAP benefits despite falling employment. All that and more! My livestreams are on Mon and Fri at 3pm ET/Noon PT and Wednesday at 8pm ET/5pm PT. I am one of the most censored comedians in America. Thanks for the support!

This Farm Talk segment is brought to you by North Dakota Corn. Darin Anderson serves as President of the board of directors for Northern Plains Nitrogen. He explains more about our reliance on fertilizer imports and the importance of farmers having access to locally produced fertilizer.See omnystudio.com/listener for privacy information.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Tim and Tyler talk to Chris Abott of Pivot Bio and Geraldo Mattioli of Kula Bio about what is happening with fertilizer and how biological solutions can address current farmer challenges. — This episode is presented by Ambrook. — Links Pivot Bio (Pivot on AgList) Kula Bio (Kula on AgList)

The Trump administration is invoking the Defense Production Act to fast-track energy and grid infrastructure, the UAE just left OPEC after six decades, and the Treasury is opening dollar swap lines to fund a massive industrial push. Meanwhile US farmers are getting squeezed by fertilizer shortages, and Bitcoin is looking harder and harder to bet against as the monetary base expands and Washington starts waking up to what it can do.

The White House Correspondents' Dinner last weekend became the site of the third failed attempt to assassinate President Donald Trump. “I remember the feeling was very similar to when it was clear that the House had been invaded on January 6, 2021,” Rep. Jamie Raskin, D-Md., who was in attendance, tells The Intercept Briefing. “Everybody was afraid that somebody had come in with an AR-15 or something like that.”This week on the podcast, host Akela Lacy speaks to Raskin about his experience at the dinner and later being asked by CNN's Dana Bash about whether he's thinking twice about his “heated rhetoric” toward Trump. “It was curious that, in the wake of this terrible episode, that she would try to equate the way that Democrats talk and the way that President Trump talks,” says Raskin. “He calls people crazy, insane. He calls people evil, wicked. He will buttonhole reporters and tell them that they're stupid, they're ugly. ... But we try to keep it at the level of policies and their actions.” Some examples, which Raskin discusses, is his forthcoming investigation into Trump's son-in-law Jared Kushner's role in the administration and conflicts of interest, and his fight in Congress to stop the reauthorization of warrantless surveillance on Americans.After this latest assassination attempt on Trump's life, claims that it was staged flooded the internet, from comments section to social media posts to videos of influencers dissecting alleged evidence.“We are so conditioned to distrust what we are being told by authorities that people immediately began concocting conspiracy theories about it even before we even knew what had happened. Whether it was a shooting or just dishes breaking,” says journalist Mike Rothschild. He's the author of “The Storm is Upon Us,” the first complete book on the QAnon conspiracy movement, and more recently, a 200-year history of conspiracy theories called “Jewish Space Lasers.”Rothschild joins Lacy to unpack the growing world of conspiracy theories that question whether the multiple assassination attempts against Trump were staged. They also dive into other conspiracy theories currently capturing the public imagination, such as the dead and missing scientists and a wildfire in Georgia. “This is one of our more fun and disturbing interviews,” says Lacy.For more, listen to the full conversation of The Intercept Briefing on Apple Podcasts, Spotify, YouTube, or wherever you listen.Keep our investigations free and fearless at theintercept.com/join. Hosted on Acast. See acast.com/privacy for more information.

13. Commodity Price Volatility and Keir Starmer's Leadership Challenges Guest: Simon Constable Summary:Soaring prices for oil, fertilizer, and grains threaten global food security and European economic stability. Meanwhile, UK Prime Minister Keir Starmer faces intense internal pressure and public dissatisfaction following a series of political scandals. 131871

5. HEADLINE: The Global Impact of the Iranian Energy Conflict GUEST: Mary Kissel SUMMARY: Mary Kisselhighlights a fertilizer crisis caused by the war in Iran, which threatens global food security, particularly in Africa. She views the UAE's OPEC exit as part of a fundamental regional reshaping. Kissel asserts that the U.S. must maintain the political will to secure waterways and address Iran's nuclear program.1901