Again, they are blaming this on the Ukraine-Russia conflict, but the origin of the issue goes back much further.
Last year, CTH was one of a small number of people talking about the very real possibility of food shortages due to the cumulative effects from regulatory COVID mitigation and the fracturing of the food supply chain that government intervention created. {Go Deep}
What we are witnessing now is not as much attached to the Ukraine crisis, as it is the continued ripple effects in that same supply chain.
The current grain issues are an outcome of a major supply chain disruption on the manufactured and processed food side, which is now exacerbated by higher replenishment costs and lower yields. Fertilizer costs have skyrocketed due to energy cost increases.
It is a perfect storm.
Without the Ukraine crisis surfacing, the grain (wheat, corn, soybean) and supply chain issues were already going to be a problem, and many of these current mitigation efforts -wrongly being attributed to Ukraine- would have taken placed without any regional conflict. That’s why we predicted these issues last year, long before Ukraine-Russia was in the headlines.
The thing to keep in mind is that some smart governments, especially those nations where the government controls and monitors the food industry, can see these issues long before they surface. If CTH could see these multinational food issues last year, you know the governments of China and Russia could also see them coming. Some might even argue they gamed out the problem and are taking advantage of it right now. {Go Deep}



Many people have looked at this story from the perspective of incompetence, i.e. why would the Biden team think China would not share the intel, etc.
However, as with all NYT reporting of the U.S. intelligence apparatus, the information within the article must be viewed through a different prism to understand the real motives being discussed.