As we’ve been saying for seven months, keep watching how the globalists respond to Mexico.  AMLO doesn’t want to join the economic suicide pact known as Build Back Better, or the North American version “Green New Deal.”   This puts him in a precarious place.

This sentence from a recent financial analysis article in Reuters is telling, “concerns about a U.S. recession and a trade spat Mexico is embroiled in with the United States and Canada over Lopez Obrador’s energy policy, which critics call nationalist, muddy the outlook for the peso.”  A “nationalist energy policy”?

What exactly is a “nationalist energy policy,” and why would international financial people be having fits about it?

In the past year the Mexican peso has outperformed the U.S. dollar, in part because Mexico is not following the economic roadmap, a World Economic Forum inspired united inflationary malaise as an outcome of unified energy policy.  [Side Note: The Brazilian currency was also outperforming the western bloc and dollar; but that situation has been rectified now, Bolsonaro removed, and the central bank will start contracting the economy.]

The global financial control mechanisms now start to look at the Mexican non-compliance:

(Reuters) – Mexico’s peso, which is ending 2022 with one of its strongest performances in a decade, could have its gains wiped out in 2023 after an expected end to the Bank of Mexico’s rate hikes cycle and a possible recession in top trade partner the United States.

(more…)

In the background of international geopolitics and all things economically attached, the larger climate change agenda, the Build Back Better program, has been unfolding.

Energy driven inflation has destabilized most western economies as the various governments (politicians) and central banks (bureaucrats) work together on behalf of the corporations (World Economic Forum). All of these interests can only advance if they work together. If any individual nation breaks from the group energy agenda, their economy will thrive beyond the limits created by the BBB operation and the association of western nations.

It is with this context at the forefront where we have said to watch Mexico closely. In North America, Mexico has the least to gain from economics behind the climate change agenda. Conversely, if Mexico were to go rogue, they would gain the most. This dynamic puts Mexico in a more powerful position than most realize.

During a July 2022, meeting at the White House, Mexican President Andres Manuel Lopez-Obrador (AMLO) appeared to indicate -for the first time- his understanding of his new position as the ‘Green New Deal’ (climate change) energy agenda was being deployed by the U.S. and Canada. AMLO read from a prepared script in the oval office during a public bilateral meeting with Joe Biden. AMLO’s remarks were quite remarkable in their independence.

“In our country, we shall continue producing oil throughout the energy transition.  With the U.S. investors, we are going to be establishing gas-liquefying plants, fertilizer plants, AMLO said, striking a chord that is not in alignment with Joe Biden and Justin Trudeau.  AMLO continued, “and we’re going to accomplish this with the support of thermal electric plants and also through transmission lines to produce energy in the domestic market, as well as for exports, to neighboring states in the American union, as for instance, Texas, New Mexico, Arizona, and California.” It’s not just what he said, it’s how AMLO said it.

Keep in mind, the month before that July visit to the White House, AMLO boycotted Joe Biden’s Latin-America Summit. AMLO joined the leaders of Bolivia, Guatemala, Honduras and the tiny Caribbean state of St. Vincent in refusing to attend the Biden summit because Cuba, Venezuela and Nicaragua were blocked from attending by the Biden administration.

(more…)

Stellantis is a multinational automaker contracted for the electric version of the Jeep Cherokee.  Citing high costs to produce electric vehicles, on Friday Stellantis announced a decision to idle the Belvedere, Illinois plant starting on Feb. 28, 2023, and notified 1,350 workers of the layoffs.

(Via Fox) […] “This difficult but necessary action will result in indefinite layoffs, which are expected to exceed six months and may constitute a job loss under the Worker Adjustment and Retraining Notification (WARN) Act. As a result, WARN notices have been issued to both hourly and salaried employees,” it said. “The company will make every effort to place indefinitely laid off employees in open full-time positions as they become available.”

Today The Daily Mail is reporting that production of the electric Jeep will take place in Mexico.

Hundreds of workers are expected to be laid off when automaker Stellantis closes an assembly plant in northern Illinois early next year, citing the challenge of rising costs of electric vehicle production.

The company, which employs about 1,350 workers at the plant in Belvidere, Illinois, said the action will result in indefinite layoffs and it may not resume operations as it considers other options. 

(more…)

Folks, we have all watched the North American economic moves with great interest ever since the first discussions about reforming NAFTA were triggered by Donald Trump. Well, things are about to get even more interesting, and we will have a front seat to see how this plays out.

Joe Biden and Canada’s Justin Trudeau are in ideological alignment, willing to destroy the entire North American economy as they construct the new climate change energy systems for the U.S and Canada.  However, Mexican President Andres Manuel Lopez-Obrador (AMLO) has already indicated -including direct statements to Joe Biden at the White House– that he is not willing to put the Mexican economy into collapse and try to engineer an economic future on solar panels and windmills.

As a direct result of following an independent path, the Mexican currency has strengthened against the U.S. dollar providing AMLO with evidence his current strategy to stay away from the U.S. energy policy has benefit.  Factually, AMLO is a soft-socialist (immigration); however, he is also a strong economic nationalist who has previously expressed a strong dislike for the influence of multinational corporations in Mexico.  AMLO is not a World Economic Forum acolyte.  AMLO ideologically aligned toward team BRICS.

The U.S. and Canada are going to push every possible political pressure point in order to force Mexico to change energy policy.  The stakes are high. It is going to be remarkable to watch what happens as this battle takes place.  The Wall Street Journal starts to notice:

(Wall Street Journal) – A shake-up of Mexican trade officials has clouded prospects for a quick resolution of a dispute with the U.S. and Canada over what are seen as Mexico’s nationalist energy policies.

The changes at the Economy Ministry are part of an effort by Mexican President Andrés Manuel López Obrador to put people who support his stance in charge of negotiations, according to people familiar with the situation.

(more…)

In a remarkable interview attempting to justify his agreement with the senate Build Back Better climate change bill (fraudulently labeled ‘inflation reduction act’), West Virginia Democrat Senator Joe Manchin says the massive energy spending and tax bill will bring green renewable energy much quicker.  In essence, the windmills and solar panels for West Virginia will arrive faster now, and that will improve energy production.  [Transcript Here]

When discussing the new energy origination provisions, Senator Manchin catches himself mid-sentence saying, “the battery better be made in America.”  He quickly corrected himself knowing the claim was false and followed up with, “better be sourced in North America, it better be processed,” because he is well aware the largest employment and investment beneficiaries for his deal will be Mexico and Canada, not American workers.  WATCH:

♦ BRASS TACKS – Canadian Prime Minister Justin Trudeau was gleeful last week promoting Manchin’s new green energy proposal because, with steel and aluminum tariffs removed, Canada will be one the biggest beneficiaries of $370 billion congressional spending package.  Canada has no heavy industry left, they are the assembly economy for foreign manufacturing that uses loopholes, and the senate bill creates a USMCA loophole for this exact purpose.

The West Virginia windmills and solar panels will be shipped as raw materials from China and the EU into Canada.  Canada will assemble the parts and ship the finished goods into the United States for placement by illegal alien workers employed by the contractors.  The batteries to store the solar and windmill power will come from Mexico, after they receive the raw materials from Africa and Asia.

Canadian workers, Mexican workers, Chinese Workers, African workers and ASEAN workers will all benefit from the generous Joe Manchin spending package.

Unemployed West Virginia coal miners will watch Joe Manchin run for office in 2024 on Japanese televisions powered by China, while eating cheese puff flavored cricket snacks sourced from Canada.  Brilliant plan, Joe.

(more…)

You will switch to bugs, and you will like it.  After using government incentives and subsidies to build a new facility in London, Ontario, to manufacturer 9,000 metric tons of crickets for human consumption to replace cows, pigs and chickens, Canadian Prime Minister Justin Trudeau now triggers a series of nitrogen emission reduction regulations to target traditional farming.

Prime Minister Justin Trudeau is following the same roadmap as his political friend in the Netherlands, Dutch Prime Minister Mark Rutte, and the Canadian farmers are not happy about it.

CANADA – Saskatchewan and Alberta Ministers of Agriculture are expressing profound disappointment in the federal government’s fertilizer emissions reduction target.

“We’re really concerned with this arbitrary goal,” Saskatchewan Minister of Agriculture David Marit said. “The Trudeau government has apparently moved on from their attack on the oil and gas industry and set their sights on Saskatchewan farmers.”

“This has been the most expensive crop anyone has put in, following a very difficult year on the prairies,” Alberta Minister of Agriculture Nate Horner said. “The world is looking for Canada to increase production and be a solution to global food shortages. The Federal government needs to display that they understand this. They owe it to our producers.”

(more…)

First things first, there is no need for panic, and it is important to remember the United States is a net food exporter.  The U.S. is blessed with a food production and capacity industry that leads the world.  We have fertile land, abundant harvests and the strong advantage of food independence.

That said, the influence of multinational corporations in our agriculture industry over the past three decades has ramifications, and we have outlined exhaustively, on these pages, what the real-world consequences are. As we head into a chapter of global food crisis, the food production capacity of the United States can be viewed as an asset, but only insofar as we are willing to secure a national food supply for our own America-First interests.

What we have talked about prudently on these pages is now coming into greater focus, as global leaders are beginning to prepare their own citizens for the long-term consequences of their disruption to the food supply chain.

The meteor of government intervention hit the ocean back in the spring of 2020, when government intervened in the food supply process, the tsunami -the ripple effect from that intervention- is now within sight of shore.

I’m not going to repeat the history here. CTH readers already know the details {Go Deep} – for everyone else, use the site search function.  As a result of intervention, global COVID intervention, food stocks were depleted.  Combined with increased energy costs, driven by the ideological chase for climate change under the guise of ‘Build Back Better,’ we end up with higher fertilizer costs for this year.

The ripple effect becomes a tsunami, and the next round of global food harvests becomes more critically important and simultaneously more expensive. For the past three months, the sound of the alarms have grown louder.  Now, people are really starting to pay attention.

(more…)

BUMPED by request. Unfortunately, there is a lot of wrong information being discussed and shared.  Even reputable regional media are giving inaccurate information, making wrong interpretations {LINK}, and generally getting the explanations wrong.  Additionally, there’s general misinterpretations of ordinary outages based on the day of the week (Sunday) and bad weather in the Northeast {ex Twitter Thread}.

All of these #BidensEmptyShelves assumptions, which are being heightened by increased attention and social media, are leading to confusion.

An empty retail shelf or case for a 24, 36 to 48-hour period is not, I repeat, NOT, part of a systemic supply chain disruption.  Those are mostly location and regional specific out of stock situations caused by localized events, weather and employee shortages.

What CTH has been describing for the past several months is NOT what is noted above.  What we have been describing is a long term supply chain crisis that will slowly unfold over a period of about a week or two, and then remain a problem over time, for a period of 6+ months. {GO DEEP}

The thirteen bullet points below are the issues we will first notice as the general food supply chain begins to show signs of that type of vulnerability.  This outline explains why it is happening and how long it can be expected.

In the previous October, November and December warnings, we emphasized preparation and counted down the 90-day window.  Now, as we enter the final two weeks before mid/late January, the date of our original prediction, it appears that some media are starting to catch up, and the larger public is starting to notice.

Feel free to note in the comments section what is happening in your area.  Hopefully, most of us are much better positioned than the average person who has not been following this as closely over the past several months.

(more…)

Things that seem disconnected but aren’t.  The thirteen bullet points below are the issues we will first notice as the general food supply chain begins show signs of vulnerability.  This outline explains why it is happening and how long it can be expected.

In the previous October, November and December warnings we emphasized preparation and counted down the 90-day window.  Now, as we enter the final two weeks before mid/late January, the date of our original prediction, it appears that some media are starting to catch up and the larger public is starting to notice.   [NOTE: We nailed the timeline almost to the week]

Feel free to note in the comments section what is happening in your area.  Hopefully, most of us are much better positioned than the average person who has not been following this as closely over the past several months.

Initial food instability signs in the supply chain.  Things to look for: 

(1) A shortage of processed potatoes (frozen specifically).

And/Or a shortage of the ancillary products that are derivates of, or normally include, potatoes.

(2) A larger than usual footprint of turkey in the supermarket (last line of protein).

(3) A noticeable increase in the price of citrus products.

(4) A sparse distribution of foodstuffs that rely on flavorings.

(5) The absence of non-seasonal products.

(6) Little to no price difference on the organic comparable (diff supply chain)

(7) Unusual country of origin for fresh product type.

(more…)

I do not know how better to emphasize the points other than to be direct and brutally honest.  Sometimes you just have to call the baby ugly.  The window to prepare for the incoming crisis of our lifetime is now down to two weeks.  Hopefully, that is specific enough.

As we have discussed on these pages, the interventionist policies and regulations from the people creating the COVID response (writ large) have been fubar from the beginning. {Go Deep} When they shut down the restaurants and hospitality sector (2020 lockdowns), the advisors and bureaucrats triggered a cascading series of events inside the food supply chain {Go Deep}.

Every policy implementation since then has made matters worse {Go Deep}

Adding to the supply chain and inflation crisis, in about a week the vaccine mandate and subsequent commercial passport means 30,000 cross border truckers are about to get shut down from operating between the United States and Canada.

“70% of the 700 billion in trade between Canada and the US is moved by truck. This will have a dramatic effect on supplies and services reaching their destination and getting in the hands of those who need them. One needs to look no further than the recent UK fuel shortage, where the military had to be brought in to deliver fuel as a result of a lack of truck drivers. We are already seeing shortages, if these shortages reach critical levels on items such as fuel, food, blood, medicine or medical supplies, we will see real long-lasting damage.”

~ Mike Milliam, President of the Private Motor Truck Council of Canada

(more…)