The Paradigm Shift Channel ⏳

2022-04-15 03:14:02 ANNOUNCEMENT: A special thank you to all subscribers participating on here. This channel evolved from a FB private group chat between a few friends that was censored, forcing us to move to Telegram. A special thank you to my local friends here in Trinidad… Open / Comment

2022-04-15 02:30:47 U.S. corn futures hit life-of-contract highs today, supported by tightening global grain supplies and an uncertain production outlook. Cold weather raises concerns about a slow start to U.S. planting. Yesterday, Chicago futures rallied to their highest close since 2012. Corn prices up 50% in last 6 months. Open / Comment

2022-04-15 02:11:12 Oil India Limited, the Indian-government-owned oil and gas extraction company has been a victim of a cyberattack. Perpetrators demand $7.5 million in Bitcoin as ransom, through a note from the infected PC. Affected computers removed from the LAN connections. The company’s drilling operations unaffected. Online systems are down and they are working offline. Open / Comment

2022-04-13 16:25:11 Oil prices remain @ $100 range after correction late March/April. Western sanctions against Russia and logistical constraints have hampered trade. OPEC has warned that it would be impossible to replace potential supply losses from Russia and signalled that it would not pump more crude. China National Offshore Oil Corporation, (CNOOC) is preparing to exit the US, UK, and Canada because of sanctions concerns. CNOOC wanted to sell "marginal and hard to manage" assets in the three countries as top management found it "uncomfortable" to manage the Western assets. Due to fresh demand from India and long-term contracts with China, Russia continues to earn revenue from oil. The West’s sanctions on Russia’s oil trade is not enough as demand from elsewhere keeps the sector afloat, allowing the Russian government to continue raking in $1 billion a day from oil alone. Open / Comment

2022-04-13 14:49:05 Costs of EVs due to increase. Benchmark prices of lithium, lithium carbonate, and lithium hydroxide have rapidly increased in recent months. Hovering at just $115 per ton in September 2020, the lithium has surged to $1,045 a ton in March 2022. That’s more than a nine-fold increase. Nickel, stainless steel, semiconductor and labour costs are rising. China has near-monopolistic control of cobalt refining capacity. EV demand could outpace proven reserves of cobalt, lithium, nickel, chromium, and zinc. Cobalt in lithium-ion batteries is obtained through child labour from the Congo, Africa. Open / Comment

2022-04-12 19:19:13 US consumer price index jumped 8.5% in March, the sharpest year-over-year increase since December 1981. Heading towards levels of the US 1970's energy crisis. In the last year; gasoline up 48%, used cars up 35.3%, groceries up 10%, including 18% increases for both bacon and oranges. Concerns arise over global bond markets correction which can trigger a financial crisis. Open / Comment

2022-04-12 03:58:10 Kazakhstan stands to benefit from a possible European transition from Russian gas to domestic nuclear power. Kazakhstan is the 3rd largest supplier of uranium to Europe, supplying 19.2% in 2020, after Niger (20.3%) and Russia (20.2%). However, Much of the milled uranium from Kazakhstan travels through Russia before it is exported to global markets. US - Without re-examining its uranium supply chains, the U.S. energy market will be vulnerable similarly to Europe’s present situation. Nuclear power from 93 reactors currently generates 20 percent of the U.S. electric grid. Analysts get ready for bull run on uranium and miners. Japan plans to maximize the use of nuclear power to secure stable power supply. This is to prevent power supply shortages as Japan begins to sanction coal imports from Russia. Open / Comment

2022-04-11 21:18:11 USDA - Most fertilizer prices have more than doubled from a year ago, with the price for anhydrous ammonia up 235%, nitrogen fertilizer urea up 149% and liquid nitrogen up 192%. US Farmers from various states; Texas, Tennessee, Louisiana, begin to have their fertilizer woes heard in US media reports. No mention of sanctions against Russian/Belarussian ammonia/potash fertilizer and natural gas exports. Natural gas being the feedstock for ammonia production. Hungary’s Nitrogénművek has temporarily halted ammonia production and may soon stop fertilizer production on soaring gas prices. China's Sinofert Holdings say sanctions have not affected them as they have potash reserves. Belarus and Russia are among the world’s top three producers of potash, and China is a major importer. Open / Comment

2022-04-11 18:55:39 China's Premier Xi Jinping visits Yazhou Bay Seed Breeding Base. He stresses the crucial role of "Chinese seeds" in ensuring the country's food security. Investment in seed technology encouraged. In China, about 95% of staple food grain reaped in the country such as rice and barley are cultivated with self-developed seeds. Chinese people encouraged that homegrown seeds can provide the basic foundation for guaranteeing China’s food security. The Russian government has temporarily banned exports of sunflower seed and rapeseed in a bid to protect the domestic market. Exemption given for exports of grain seeds to Kazakhstan as it is necessary for variety renewal and variety change. Despite sanctions, western seed companies such as Bayer and Syngenta have not left Russia and continues to operate claiming global humanitarian concerns can result if they leave. Open / Comment

2022-04-09 19:41:14 ANNOUNCEMENT:
A special thank you to all subscribers participating on here. This channel evolved from a FB private group chat between a few friends that was censored, forcing us to move to Telegram. A special thank you to my local friends here in Trinidad and Tobago that supported me through all these years. I wrote this special article for all my subscribers and made it freely available on Substack. The article covers reserve currency history, geopolitics of the multi-polar world order and a different perspective on war of civilisations. This is simply a perspective and up for debate. Come to your own conclusions. You are free to share it.
Thank you,
Jonathan Mohan (Admin) Open / Comment