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We can all see that supply chains across all industries and value chains are in the process of complete transformation. They are shaken as we speak. It would take hours of presentation that only an in-depth course would be able to perform. So at this point, I am only offering you in the next few minutes a broad picture.

Let’s capture some of these signals that are indicative of these shifting supply chains and value chains.

The three events that I am mentioning here reveal how changes are underway across the spectrum of all value chains and supply chains.

Fertilizers: Morocco is in the process of capturing the lead from Russian fertilizers. This is will have a broad impact on the food industry and agribusiness. It is very likely that Morocco will emerge as a winner of this situation. Morocco is the global leader in phosphate, the key component for fertilizers.

According to the website Morocco World News, prices have already started to spike up seriously.

What this is also likely to trigger is a reshuffling of traditional supply chains in food, commodities and energy. Some of the most important players in recent decades have always been what we call the ABCD (Archer Daniels Midland, Bungee, Cargill and Dreyfus). These are companies that have an absolute leadership around the world, from the financing of trade to the delivery of these commodities. Their operational processes will surely shift as the current events unfold.

Lithium: Mexico is nationalizing its Lithium. Batteries and electronics will likely react. Will send shockwaves throughout that whole branch of production. A move by the Mexican government that shows how geopolitics, business interests and natural resources are totally intertwined. Broadly speaking, it shows how the holders of industrial processes of production are in the hands of industrial groups that are located in industrial countries. Among these countries, some belong to the west (Europe and North America) and others belong to the group of already emerged nations and/or emerging nations like the BRICS, with China appearing as a fully emerged country.

Natural Gas Russia is already blocking exports of gas and oil to Poland and Bulgaria as a reaction to their refusal to pay in Rubles. Other European Union countries are preparing to substitute their imports of gas and oil from Russia with other sources around the world.

These are all signs that are shaping that shift. We will keep pointing at them as we go along.


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