Gregor.us

Sir, like your blog.

I am looking for blog on global agriculture of similar quality. Care to suggest?

Sir, like your blog.

I am looking for blog on global agriculture of similar quality. Care to suggest?

So basically sell prompt crude / buy dated ULSD / RBOB / HO…?

AG blog seeker, food consumer, investor.
Unless oil stays cheap…$50/$60 range.. first, the very poor, as is happening today.. starve, then as record low grains stocks run down, hunger works it way directly into so the called middle class.

In North America, we still have plentiful natural gas. Natural Gas is the only liquid (bridge) fuel available today as a diesel substitute or supplement.
Only global regions with adequate precipitation, the ability to get water and NG from place to place will avoid starvation. Invest ONLY in those farming regions. Keeping in mind those fortunate regions will need to defend their land against the hungry. Obviously, stealth AG investments include low cost transportation methods like railroads, ships & pipelines. Steels, plastics, NG conversions also come in for a look.

I'm a firm believer that guys like Robert Mugabee won't live forever. Southern Africa WILL again be the continents' bread basket. Younger investors should travel Africa now, to investigate possibilities.

That, our new Gregor fan, is all you need to know about growing industrial strength food.

In an earlier post you commented “If you believe as I do that geography is going to reassert itself in the years ahead,” I am curious about your statement and would like to learn more about your thoughts. Maybe a post in the future?

akguy

In an earlier post you commented “If you believe as I do that geography is going to reassert itself in the years ahead,” I am curious about your statement and would like to learn more about your thoughts. Maybe a post in the future?

akguy

I've not yet seen an Agricultural blog. But since we know it's coming, it might as well be you who starts it.

I wish there was such a blog, indeed.

G

I've not yet seen an Agricultural blog. But since we know it's coming, it might as well be you who starts it.

I wish there was such a blog, indeed.

G

Yes. In the oil realm, once one gets through the fact that oil is fungible and is priced tick for tick just the same around the world, it then become more interesting to think regionally again, and wonder about security of supply. For example, I recently did some work looking at North American production and I frankly have to doubt the breezy assertions of traditional economists that we will always be able to use “money” to secure supply. Even as recently as the EIA conference in D.C., Yale's William Nordhaus was reciting this dynamic as though it were immoveable law.

I see a resurrection of geographical limits (and advantages) as global travel becomes more expensive in the next decade with oil's rise into the 150-250 range.

Thankyou. I will indeed blog on this further.

G

Yes. In the oil realm, once one gets through the fact that oil is fungible and is priced tick for tick just the same around the world, it then become more interesting to think regionally again, and wonder about security of supply. For example, I recently did some work looking at North American production and I frankly have to doubt the breezy assertions of traditional economists that we will always be able to use “money” to secure supply. Even as recently as the EIA conference in D.C., Yale's William Nordhaus was reciting this dynamic as though it were immoveable law.

I see a resurrection of geographical limits (and advantages) as global travel becomes more expensive in the next decade with oil's rise into the 150-250 range.

Thankyou. I will indeed blog on this further.

PS: See another response I made earlier, to another poster.

G

I've not yet seen an Agricultural blog. But since we know it's coming, it might as well be you who starts it.

I wish there was such a blog, indeed.

G

Yes. In the oil realm, once one gets through the fact that oil is fungible and is priced tick for tick just the same around the world, it then become more interesting to think regionally again, and wonder about security of supply. For example, I recently did some work looking at North American production and I frankly have to doubt the breezy assertions of traditional economists that we will always be able to use “money” to secure supply. Even as recently as the EIA conference in D.C., Yale's William Nordhaus was reciting this dynamic as though it were immoveable law.

I see a resurrection of geographical limits (and advantages) as global travel becomes more expensive in the next decade with oil's rise into the 150-250 range.

Thankyou. I will indeed blog on this further.

PS: See another response I made earlier, to another poster.

G

I've not yet seen an Agricultural blog. But since we know it's coming, it might as well be you who starts it.

I wish there was such a blog, indeed.

G

Yes. In the oil realm, once one gets through the fact that oil is fungible and is priced tick for tick just the same around the world, it then become more interesting to think regionally again, and wonder about security of supply. For example, I recently did some work looking at North American production and I frankly have to doubt the breezy assertions of traditional economists that we will always be able to use “money” to secure supply. Even as recently as the EIA conference in D.C., Yale's William Nordhaus was reciting this dynamic as though it were immoveable law.

I see a resurrection of geographical limits (and advantages) as global travel becomes more expensive in the next decade with oil's rise into the 150-250 range.

Thankyou. I will indeed blog on this further.

PS: See another response I made earlier, to another poster.

G