Always in Kontango #4 • Food Security in the 21st Century
In this fourth episode of “Always in Kontango”, Mara and Christian talk about their favorite books related to commodity trading, the influence of fertilizers on food security and geopolitics across history.
https://open.spotify.com/episode/4hREm3dKO61Xd9f9VGP4cy?si=788a5a5de1f84e7b
We address the issue of food security by focusing on the crucial role fertilizers play in sustaining global food supplies. Our discussion offers a closer look at the complexities of the fertilizer market and its ripple effect on the larger agricultural sector, underscoring the new approaches that are steering us towards a more sustainable future.
We then turn our attention to China, a key player in the global agricultural space. We examine China's complex dynamics with grains and beans amongst other commodities, especially highlighting their significant import of soybeans from the US.
Finally, we pose a vital question that reverberates in economic circles today: will China continue to be the engine driving the world economy? We ponder upon the potential ramifications of the recent slowdown in China's real estate sector, coupled with a decreasing population, and what it means for the global commodities import sector. These current turbulences in capital markets following the Covid crisis makes us wonder how the Chinese situation will unfold and reshape the future dynamics of the global economy.
Podcast: https://open.spotify.com/show/4M0wXNIvCDA8HB7WHtBVf0?si=46d6db8afd43421d
https://open.spotify.com/episode/4hREm3dKO61Xd9f9VGP4cy?si=788a5a5de1f84e7b/
In this episode: Mara Jorgensen (Head of Freight at Kontango), Christian Callender-Easby (CEO Kontango)
