Re:Missing wheat from the war is less than 1% of global whea...
by BasilPH on Thursday March 31, 2022 @11:14AM
(#30868127)
She talks about this further down in the thread, making it her main point:
> Again, specific places are facing EXTREMELY REAL wheat supply problems. MENA usually sources from Ukraine. Switching supply chains to India & other sources takes extra time, & if they're further away from India and Ukraine, it takes longer for supplies to get there.
and
> To solve that problem, we gotta start with being clear on what the problem IS!
> We haven't! We decided it's a wheat shortage, not a shipping shortage.
> So investors panicked, drove up the price of wheat, & made it even harder for these places to get new import shipments launched
> Again, specific places are facing EXTREMELY REAL wheat supply problems. MENA usually sources from Ukraine. Switching supply chains to India & other sources takes extra time, & if they're further away from India and Ukraine, it takes longer for supplies to get there.
and
> To solve that problem, we gotta start with being clear on what the problem IS!
> We haven't! We decided it's a wheat shortage, not a shipping shortage.
> So investors panicked, drove up the price of wheat, & made it even harder for these places to get new import shipments launched