Food

Yes it is bad.

Well, yum!

What’s your favorite food(s)?

Mine are…

Sweet potatoes

almond/peanut butter

Mangoes

Eggs

Haddock

Blueberries

Granola

I ate PB in 4 different ways today.

All your choices are good.

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Sushi!

Yes sushi is good and I ate blueberries imported from America yesterday. Yummy .

Clover Food Labs to close, affecting about 170 employees Clover Food Labs to close, affecting about 170 employees

They couldn’t handle the inflation. They were ok, if you liked chickpea stuff.

Clover Food Labs reverses course, will reopen Boston, Cambridge locations Clover Food Labs reverses course, will reopen Boston, Cambridge locations

Looks like they are staying open. Time to jack up the price.

I don’t know what that is but there better be real meat in their food or they will be exposed as fakes like chick-fil-a.

I’d imagine we will be eating more lab made food in the future. Farmers are screwed. They can’t get fertilizer and it’s pretty late in the year to do anything. The tariffs really screwed them.

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Was it tariffs or the inability to get through the Strait?

Good question. I asked ChatGPT:

Strait of Hormuz affected fertilizer more overall, especially nitrogen fertilizer.

Why:

Fertilizer type Bigger impact
Nitrogen / ammonia / urea / UAN Hormuz
Potash / potassium Trump tariffs, especially if Canadian imports are hit
Phosphate Mixed, but Hormuz can matter indirectly through sulfur/sulfuric acid

The clearest evidence: nitrogen prices jumped sharply after the Iran conflict and Hormuz closure. Illinois anhydrous ammonia rose from about $828/ton pre-conflict to $1,123/ton by April 17, and 28% nitrogen solution rose about 25%. Farmdoc directly links this to the Iran conflict and Strait closure.

Tariffs matter, but mainly for potash, because the U.S. imports over 90% of its potassium fertilizer needs, and more than 80% of those imports come from Canada. A 25% tariff could add over $100/ton to Canadian potash.

But potash prices barely moved in that same recent period: farmdoc says potash rose only about 2%, while DAP/phosphate barely moved, whereas nitrogen moved hard.

So the practical answer:

For the 2026 fertilizer shock: Hormuz > Trump tariffs.
For Canadian potash specifically: Trump tariffs could be the bigger direct factor.