There comes a point in the lifespan of any economic or political analysis when most of your observations or predictions either become mostly wrong, or mostly right. If you have done your job properly through due diligence, research and applied practical insight, then you will be in a position to point out why the dominoes are falling. People have to understand how these events were predictable so that the can prepare better in the future.
The mainstream media, politicians and global banks will tell the public that “no one could have seen these events coming.” This is a lie. Some of us in the alternative fields did see them coming and with considerable clarity. The establishment and their defenders don’t want you to know that. They will deny up and down that we predicted anything; they’ll claim that we don’t exist, that our analysis never happened, or as a last ditch effort they’ll claim that they saw it all coming before we did.
The mainstream officials and analysts have to maintain their image of public authority, and they can’t do that if “upstarts” in the alternative arena are constantly right while they are constantly wrong. They have all the fancy Ivy League degrees, after all.
In my article ‘The Globalist Reset Agenda Has Failed – Is Ukraine Plan B?’, published in January of this year, I outlined why I believed that a war between Ukraine and Russia was the most likely crisis to follow after the hype of the covid pandemic faded away.
In my article ‘Ukraine Learns The Value Of An Armed Citizenry, But Far Too Late’ I argued the high probability that NATO troops were already on the ground in the region and not just as advisors. According to mounting evidence it is clear that western troops are active in Ukraine and that US and European intel are essentially running the war. In some cases this has been openly admitted. And why wouldn’t they be running the war? It’s being fought entirely with NATO money and NATO weapons.
Then, recently I predicted that the Kremlin was poised to shift strategies, rather than trying to hold larger swaths of territory I believed they would instead seek to use a “tenderizing” strategy and destroy the bulk of Ukrainian infrastructure, specifically electricity and water grids. In my article ‘Escalation: Recent Events Suggest Mounting Economic Danger’ published a month ago I stated that:
“With the amount of propaganda coming from Ukrainian Intelligence and NATO, it’s hard to say what is actually happening, but I suspect Russia is changing strategies and repositioning to deploy missile and artillery bombardment of infrastructure, including power grids and water.”
“This is a tactic that Russia has avoided for months, which is surprising because one of the first measures usually taken by the US during an invasion is to eliminate most key infrastructure (as we did in Iraq). You would think Russia would have done the same, but perhaps they were saving that scenario for winter when it is harder for Ukraine to cope…This would make Ukraine essentially unlivable in the coming winter for most of the population.”
This past week my latest prediction came true, with Russia now striking multiple infrastructure targets using cruise missiles and drones and taking down at least 60% of Ukraine’s electrical grids. These grids are now rerouted to provide SOME power to the affected regions, but in the best case scenario they are only able to be active for 5 hours a day. Kyiv city authorities called on residents and businesses to limit electricity consumption from 5pm until 10pm and urged owners of advertising signs to turn off their lights during this time.
Ukraine has halted all energy exports to Europe in response to the grid damage. Meaning, the EU just lost even more of their primary energy resources on top of the loss of Russian gas and oil.
Some people might claim that the missile attacks were impromptu and were only triggered by the bombing of the destruction of the Kerch Bridge by a Ukrainian truck bomb. This is false. According to Ben Hodges, a retired U.S. general, the intensity and volume of the attacks indicated they were planned well in advance of the weekend’s explosion on a bridge linking Russia and annexed Crimea. Meaning, Russia was going to strike Ukraine infrastructure regardless.
But what does all this mean, and what happens next?
My track record on the crisis has been accurate so far, but you don’t need a crystal ball to see where this situation is headed. First and foremost, the propaganda war is going to go into high gear, with Russia widely condemned for “genocide” as Ukraine civilians face a long winter with little to no electricity and minimal clean water.
To put this in perspective, however, when the US invaded Iraq for the second time during Operation Iraqi Freedom, we annihilated most vital grid resources and left millions of Iraqis without power or water. Hundreds of thousands of civilians died during the war, many of them due to lack of basic necessities. So, we need to be careful about how we throw around the word “genocide,” our glass house breaks just as easily as any other.
I would remind readers that I have no personal interest in either side of this conflict, I’m only interested in the facts on the ground and how they affect the rest of the world and America in particular. I don’t trust Vladimir Putin with his long running ties to globalists in the WEF and his friendship with Henry Kissinger, and I certainly don’t trust the puppet government in Ukraine. I suspect this conflict has been instigated to the benefit of global elitists, and I gave all my reasons why at the very beginning of the war.
I would also remind readers that not long ago there was an aggressive push by Democrats and some GOP Neo-cons to get the American public to support deep US involvement and possibly open troop deployments to Ukraine. This attempt failed for the most part, but they will try again as the conflict escalates. Words like “genocide” are used liberally by propagandists to induce emotional outrage, but these people are rarely honest.
That’s not to say Ukraine isn’t facing disaster, far from it. Until now, they have enjoyed amenities which are rarely available to a country in the midst of invasion, including power and internet communications. This is now changing. As grid systems continue to fail or be destroyed by targeted strikes it is inevitable that millions more Ukrainians will seek to leave the region as refugees to neighboring countries. The influx will definitely create a humanitarian crisis.
Furthermore, the calls by NATO governments for direct intervention will increase to a constant roar and the mainstream media will try to amplify the saber rattling as much as possible.
Ukraine will turn to more asymmetric strikes within Russia, using multiple guerrilla or terrorist actions, more so to elicit a wider response from Russia that might lure America and the EU into open engagement.
Russia will simply bide their time. They are facing minimal economic pressure given they are enjoying an explosion in energy profits and their close trade ties with China and India. All Putin has to do is wait for the NATO weapons and money to run out, which they will, sooner rather than later. From a strategic perspective, it makes sense for Russia to continue targeted strikes rather than trying to grab more territory. That said, a prolonged conflict also helps the establishment as a distraction from the economic crisis that they have caused.
Putin would never admit it, but the Russian presence in Ukraine serves many globalist interests.
The biggest question on everyone’s mind is of course if this will lead to a nuclear event? If we are talking about a global nuclear war, then I think not. If we are talking about a limited regional strike, such as one or two weapons, then yes, the chances are high.
The automatic assumption people will make is that if one nuclear bomb goes off, then ALL the nuclear bombs will go off. This is not necessarily true. A regional strike, most likely by Russia or at least blamed on Russia, would actually be beneficial to globalist interests who could use the image of a mushroom cloud over Ukraine as a tool of ultimate fear and panic. The public might be more malleable and controllable if they thought evil Russians with nukes are about to erase them.
An actual global nuke exchange would NOT be so advantageous for the establishment, as the outcome would be completely unpredictable and the vast infrastructure they have spent generations building would be eliminated in the blink of an eye. I think the globalists will do everything in their power to avoid a worldwide nuclear calamity, but they would certainly try to use the threat to their advantage.
Ukraine’s energy crisis will dovetail with Europe’s impending energy crisis this winter and I doubt there will be many countries in the EU that will avoid economic and supply chain breakdowns. The extent of the crisis will be determined by the harshness of the winter.
As far as America is concerned, I continue to worry most about political optics. I am already seeing a narrative floating around social media platforms that conservatives are complicit with Russia and that in some cases groups that stand against the draconian policies of the establishment and the Biden Administration are actually “Russian agents.”
The strategy here is so transparent it’s almost laughable. As Biden continues to overstep and continues to beat his war drums against half the US population, the claim will be that those of us who respond or resist are not “freedom fighters,” but paid Russian saboteurs. Even those of us that have been fighting this fight for decades will be accused of “treason” and “insurrection” instead of simply defending ourselves against tyranny.
The time is coming for the ultimate gaslighting of the American citizenry – They will try to take away our freedoms and everything we have and accuse us of being villains and foreign agents at the same time. This IS the endgame of the East/West paradigm, at least for Americans. But, if we can see it coming then we can at least prepare for it and warn as many people as possible before it happens.
Article cross-posted from Alt-Market.
Two Storms, One Harvest
Every food crisis in living memory has been a one-shock event. The 2008 price spike was a commodity bubble. The 2020 shortages were a logistics failure. The 2022 grain scare was a war on one exporter’s ports. Each time, the system bent, adjusted, and recovered, and each time the experts assured us afterward that global markets are simply too big and too diversified to fail.
What nobody in Washington seems eager to discuss is that 2026 is shaping up to be something the modern food system has never actually faced. Two independent shocks, one climatic and one geopolitical, are converging on the same harvest cycle at the same time. Not sequentially. Simultaneously.
Start with the weather. The Pacific Ocean is currently building toward what forecasters now openly call a record event. NOAA’s Climate Prediction Center puts the odds of at least a strong El Niño near 88 percent, with roughly two in three odds it reaches “very strong” status, the tier reserved for perhaps three or four events in the entire satellite era. Every major global model now projects a median peak in Super El Niño territory, and most of them project it exceeding the 2015-16 event, which until now held the modern record. Sea surface anomalies were already brushing the super threshold in mid-July, months before these events normally peak. The atmosphere has already shifted into El Niño mode, and the event is forecast to crest in late fall and early winter.
This is not about “climate change.” It’s about the standard cycles of weather, and the cycle we’re currently in is one that has likely devastated societies in the past. We’re better prepared as a society today, but not all Americans are equally prepared.
Serious households have started doing the quiet math on their own. Grocery bills tell part of the story, and the forecast maps tell the rest, which is why long-term food storage has moved from fringe hobby to mainstream line item in the family budget, with established suppliers like Heaven’s Harvest seeing demand from people who five years ago would have rolled their eyes at the idea. That instinct is not paranoia. It is pattern recognition, and the pattern is worth walking through carefully.
Editor’s Note: Heaven’s Harvest IS a sponsor, but the warnings of this article are real and would be written even if we didn’t have a survival food sponsor. With that said, those who take advantage of what they offer can use promo code “Patriot” for 15% off.
The Fertilizer Clock Is Already Running
While the Pacific warms, the second shock has been unfolding in the Strait of Hormuz. The conflict with Iran turned the world’s most important energy chokepoint into a contested waterway, and the consequences reach far beyond the gas pump. Roughly a third of global fertilizer trade moves through Hormuz, and the disruption sent urea prices up 86 percent year over year by March, with a 53 percent jump in a single month.
The World Bank projects energy prices rising about 24 percent in 2026 and fertilizer about 31 percent. By its own accounting, fertilizer prices ran 35 percent higher in the first five months of this year than the same period last year.
Here is the mechanism the nightly news will not explain. Fertilizer is not a grocery item. It is a time-delayed input. The nitrogen a farmer in Iowa or Punjab could not afford to apply this spring does not show up as a problem this spring. It shows up as a thinner harvest six to twelve months later.
The World Bank’s own food security brief concedes that the effects of reduced applications earlier this season “are likely to become visible only later in harvest outcomes.” Translate that from institutional language into plain English and it means this. The damage is already done, it is already in the ground, and we are simply waiting for it to arrive on the shelf.
Now check the calendar. Six to twelve months from the spring planting season lands us squarely in late 2026 and early 2027. Which is precisely when the strongest El Niño in the instrumental record is forecast to peak, bringing its signature droughts to Southeast Asia, Australia, southern Africa, northern Brazil, and South Asia, the very regions that grow the world’s rice, sugar, and oilseeds.
The World Bank warns openly that a strong El Niño “could disrupt multiple crop belts simultaneously” on top of the conflict-driven input costs. Their baseline projection assumes the Middle East disruptions ease by autumn. What in the last two years of Middle East history suggests that assumption is safe?
The System Has No Slack Left
The comfortable answer is that global markets always adjust. But adjustment requires slack, and the slack is gone. Global cereal production is expected to decline from last year’s records even before El Niño does its work. The UN World Food Programme, hardly a den of right-wing preppers, is calling this the most significant disruption to its supply chains since Covid and the invasion of Ukraine, and its supply chain director put the stakes bluntly.
Today’s supply chain challenges are tomorrow’s hunger crisis.
There is also a political dimension that markets cannot price. When food gets scarce, governments do not behave like economists. They behave like politicians. Export bans, hoarding mandates, and panic buying at the national level turned the modest rice shortfall of 2008 into a global crisis, and analysts are already warning that import-dependent nations are the first dominoes.
The 2015-16 Super El Niño, a far weaker event than what is now forecast, threw tens of millions into food stress across Africa and Asia. This one is projected to be stronger, and it arrives with fertilizer already rationed by price and shipping lanes already contested by missiles.
What Joseph Knew
Scripture does not treat preparation for lean years as faithlessness. It treats it as wisdom delivered in advance to those willing to act on it.
Behold, there come seven years of great plenty throughout all the land of Egypt: And there shall arise after them seven years of famine; and all the plenty shall be forgotten in the land of Egypt.
Joseph did not respond to that warning with a hashtag or a committee. He stored grain during the years of abundance, and when the famine came, Egypt stood while its neighbors begged. The lesson is not that famine is certain. It is that the time to prepare is precisely when preparation still looks optional.
Nobody who filled a pantry in a year of plenty has ever regretted it, and nobody standing in an empty aisle has ever been glad he waited for certainty.
None of this calls for panic, and panic is the enemy of sound judgment anyway. It calls for the same unglamorous prudence our grandparents considered ordinary. Keep some cash margin, know your local growers, and put real food in deep storage while it is cheap and available, because the entire arc of this story is that cheap and available is a closing window.
Families looking for a straightforward place to start can visit Heaven’s Harvest and use promo code Patriot for 15 percent off long-term storable food. The forecasts may yet soften, the strait may yet reopen, and we should pray they do. But hope is a fine thing to hold and a foolish thing to eat.
Yes, I predicted the same in one or two paragraphs, elsewhere. However, NATO running out of weapons means for every weapon gone is two or three of Russia’s. Sure, he has money coming in but going out too. How long can he last of Russian people also being expended too? Someone going to break and at some point someone might hit the big red button.
i see this mostly the same way but at 74 i prefer to believe no nukes will be used at any level. that stated: like most who like to use their head for something other than a hat rack i don’t trust the present administration for any reason on any subject. if a nuke WERE to be used in ukraine (putin or not) the excuse to wage war on russia would be right there for the world to see and this dc crowd of miscreants would jump…no doubt enabled and abetted by the neo-cons of the GOP.with just three weeks to our elections for sure a reaeling donk party is capable of anything short term.
fubar.
Biden is my enemy, not Putin.
After considerable bribery, my wife agreed to let me remove both from our Christmas card list.
It would be easy to agree, as the author infers, that the USA is in little to no danger of atomic conflagration if The Elites running this war were not, to a person, psychopathic. Except that; they are.
America/Americans possess tens of trillions of $ of “stuff”. Good “stuff”. So, yes, while the psychopaths are indeed (and obviously) genocidal, they are sufficiently rational to not want to burn all of that good “stuff” that they want.
At least five of America’s enemies have EMPs and three of those five are allied. A few relatively inexpensive such atmospheric detonations would remove roughly 90% of the population while leaving most of the “stuff” intact.
Psychopaths are, generally, better than we are at planning.
Mostly, Europe are lapdogs of DC. It is visible in nearly all their moves. Maybe its citizens will realize this coming winter that the US is led by fools and then decide to disengage and look out for their own interests rather than that of the Brandon crime family. Brandon wants to keep his cash cow and cover up his and Hunter’s money laundering. Oh, and maintaining funding of those illegal labs will serve him too.