Impact of Climate Cycles on Food Prices

and it's themed all four US drought cycles are synchronized for the first time

since the 1930s. The mega cycle is the Gleisberg cycle, which is a 90-year cycle.

The last 90 years ago was it

produced the Midwest dust bowl decade.

It starts kicking in this year.

You're going to see high food prices.

I would actually say by 2026,

soaring food prices.

What's that going to do to markets,

debt markets, interest rates?

It's going to be an extremely difficult issue

for Trump to overcome and at the same time achieve what he wants to achieve,

which is the regeneration of America.

Food is not just going to be in America, it'll

be global. How much food does America export?

These weather patterns are on the point of changing

from warming cycles to cooling cycles.

This is what he wrote in his money flow commodity report.

Right now, the Atlantic Ocean has been in the 40-year warming cycle phase

that has been primarily responsible for warming the planet over the last 40 years.

That cycle ends by 2025

and will usher in a 40-year Atlantic cooling cycle phase that will reverse the current warming effects.

What bothers us is that the last time the Atlantic cycle turned cold was 1965

and the impact to cooling the planet was severe and caused accentuated weather volatility,

shorter growing cycles,

later spring frosts and earlier fall frosts that played havoc with food production.

We did not have a quiet Sun back then, we do now,

and that means that both the Sun and the Atlantic Ocean will be pushing a colder climate trend simultaneously for the first time since the early 1600s.

We also have the Yoshimura planetary temperature 60-year cycle and the big Gleisberg planetary temperature 84-year cycle,

causing additional weather spikes,

troughs, as in the 1930s.

The synchronicity of all these cycles was last seen at the beginning of the 1600s.

It's another cycle that is emerging and it's one that few people are paying attention to, but they should,

because food supplies are going to get tough, tight,

and food prices are going to soar,

not just in America, but globally.

It's a major disruptor to economic activity.

You mentioned energy, certainly the food sector, if and when we get some weather change or some weather shock.

What's your perspective on the rotation of commodities and equities and the commodity supercycle itself?

We're not in the supercycle yet.

We won't be because global business activity in the first half of the year, the first nine months, is going to be weak.

So we're going to see base metal prices anyway falling from where they are today.

I think we then will have a two-year boom cycle in commodities.

But given our view of what's going to happen post-2028, you won't be in a supercycle.

You will be seeing metal prices, i.e. base metal prices,

at levels that today would seem unfathomable.

The real supercycle starts in the early 2030s.

That's when we see global GDP going back to its historic average since 1900 of 4% a year.

That will lead you into the supercycle.