As I keep diving into the intricate supply chain requirements for fertilizer production and how things like phosphate fertilizers depend entirely on the feedstock of SULFUR in order to be produced, I increasingly realize that Trump isn't at war with Iran...

Trump is at war with the Table of Elements.

As you are probably aware, Trump has declared a national emergency due to a worsening fertilizer shortage.

America's farms are running out, and domestic production can't meet the volumes needed to grow all the crops that keep Americans fed.

Unfortunately, the only action stemming from his emergency declaration is the lowering of duties on phosphate fertilizer imports from Morocco.

This will only help marginally, because the real shortage is the lack of sulfur, which is a critical feedstock for the manufacture of phosphate fertilizers.

And Trump's order does nothing to solve the sulfur shortage, which is of course caused entirely by the war on Iran and the closing of the Strait of Hormuz.

I asked AI to explain the chemistry of sulfur and phosphate fertilizers: "The chain works like this. Elemental sulfur (mostly a byproduct of oil and natural gas refining) is burned to make sulfur dioxide, which is converted to sulfuric acid (HSO). That sulfuric acid is then reacted with phosphate rock in the "wet process" to produce phosphoric acid plus gypsum as a waste byproduct. The phosphoric acid is the actual building block: reacting it further with ammonia yields the two dominant phosphate fertilizers, MAP (monoammonium phosphate) and DAP (diammonium phosphate). A rough industry rule of thumb is that it takes on the order of half a ton of sulfur to produce a ton of phosphate fertilizer, so sulfur availability directly gates how much product a plant can make."

Got that? So without sulfur, all the phosphate rock in the world doesn't matter. You need the sulfuric acid or you can't turn it into usable agricultural fertilizer.

Which means we're still facing worsening food yield shortages on a global scale as long as this war with Iran continues. (And no, despite what JD Vance ignorantly claims, the strait isn't open.)

I cover more of this in tomorrow's hard-hitting broadcast episode.

President Trump has now declared a national fertilizer emergency, admitting that there are insufficient domestic supplies to meet fertilizer demand for farmers. (Proclamation 11038 on June 29th, invoking Section 318(a) of the Tariff Act of 1930.)

Remember that myself and Michael Yon warned about this in March, and then again in the months since. The war with Iran unleashed a global fertilizer supply chain collapse that is now being admitted by the White House... a move that was inevitable.

Famine is being engineered. Food shortages are coming.

I'll have full coverage in a new report tomorrow.