great read - energy prices hurting grains, page-3

Growers on marginal lands will no longer be able to punt on the hope of average rain and farmers in poorer nations, some of which could only just afford fossil based inputs prior to this bull energy run, will be where production is cut globally. Just too risky to take a punt on 'the rains comin'. Call options on any of these nitrogen hungry crops will be a good play, going out a year to allow for the market to comprehend the impact on planting decisions (corn to soy/legumes etc etc) particularly in the Northern Hemisphere.

Also the wheat after wheat rotation will disappear because the second wheat crop is always the most input (energy) expensive.

At the end of the day though this is a food market that the world has taken for granted since the beginning of the green revolution. Once the realisation spreads about this predicament, expect grain futures to rally and rally given they are currently at historic lows.

I am farming in a safe area an