Economics...

[Guest]

@Skodin said:

@IDVikingfan said:

@Skodin said:

@JimmyinSD said:
its great that wall street is happy,  but what about the working class that cant afford to fill their vehicles?  or the farmers and ranchers that are seeing inputs go through the roof once again?  ( did you know that fertilizer is made with natural gas and with that shit exploding in price fertilizer for ag crops is following suite)  food costs,  as well as all other goods are seeing price jumps and while yes,  those with healthy pensions or retirement portfolios are happy,  there is a large segment of this countrys population that is feeling a pinch that is only going to continue to get worse... and then of course there will be a call for more govt handouts to assist those that are having a hard time making ends meet,  and the cycle continues.

time for farmers to start siding on putting a price on carbon, make more money per acre with yield plus carbon through management.  Improved management that also lowers input costs?  Next year with considerably more stored organic carbon in the ground, healthier conditions for crops without needing as many inputs.  I am consulting an organization who is pushing a carbon accounting system in one of the Midwest's key production states, one that has support from 6 leading state GOP members (including the former Sec of Ag of another key midwest production state).

Fertilizer prices are also driven by the fact that the key component is a cartel business, potash.  With 88% of the world's supply being held by Canada and Russia/Belarus (Uralkali), and those supply chains being controlled by only a few players.  Price of potash goes up, new projects are identified, large producers make supply available, lower the price and crush the Capex of new projects coming board.  Those smaller projects get sold to the biggest groups and the consolidation of resource continues.  I worked on a First Nations resource project, raising $100 million for development and locking in support of the federal Canadian government.  DESPITE this headstart, these large CAPEX projects can't work in a mafia controlled industry.  Potash is the most vital nutrient moving forward to handle extreme weather conditions with a limited supply.

Conservatives should be pushing the end of these massive component monopolies (potash, utilities) allowing for more competition and greater price flexibility for the consumer/buyer.   Unfortunately for them, ut pushes them out of their comfort zone by promoting carbon and renewables.

Our Idaho dairy farmers plow their small grain and corn stubble in the fall (adding carbon to the soil).  Composted manure or raw manure + bedding is applied to crop ground spring and fall.  Manure is high in K which greatly reduces the need for potash fertilization.  Where do we sign up for the carbon credits, we're already doing it?  Been doing these practices for decades, not likely to see any change in yield.

Why would you think US conservatives have any sway with cartels in Canada and Russia?  Isn't this something for the Team Blue administration to address?

CO2 revenue comes from a change in management so thing going full till to conservation or no till.  its all about the baseline and the CO2 sequestered by new management against it.  This creates the crediting value. 

For Idaho, you dont happen to be within 30 miles of Heyburn do you?  Their is a waste play I am working on financing and the expansion can include engagements with waste off takes from the dairies.  

Conservatives in an North American general sense. The party in Canada is pretty similar to the US.  In Canada they should support breaking up the potash cartel, in the US conservatives can support breaking the fossil fuel and utility monopolies.  In Wisconsin, the newest community solar legislation attempts to break up the utiltiies. That legislation is authored by two dark red conservatives.  

If they can get it to pass it gives energy freedom to consumers, promotes over $1 billion in investment, creates jobs and tax revenue.  Yes, the most renewable friendly legislation can (and should be) a conservative lead initiative 

If you break up the utilities,  who will maintain and own the transmission systems?

[Guest]

@Skodin said:

@IDVikingfan said:

@Skodin said:

@JimmyinSD said:
its great that wall street is happy,  but what about the working class that cant afford to fill their vehicles?  or the farmers and ranchers that are seeing inputs go through the roof once again?  ( did you know that fertilizer is made with natural gas and with that shit exploding in price fertilizer for ag crops is following suite)  food costs,  as well as all other goods are seeing price jumps and while yes,  those with healthy pensions or retirement portfolios are happy,  there is a large segment of this countrys population that is feeling a pinch that is only going to continue to get worse... and then of course there will be a call for more govt handouts to assist those that are having a hard time making ends meet,  and the cycle continues.

time for farmers to start siding on putting a price on carbon, make more money per acre with yield plus carbon through management.  Improved management that also lowers input costs?  Next year with considerably more stored organic carbon in the ground, healthier conditions for crops without needing as many inputs.  I am consulting an organization who is pushing a carbon accounting system in one of the Midwest's key production states, one that has support from 6 leading state GOP members (including the former Sec of Ag of another key midwest production state).

Fertilizer prices are also driven by the fact that the key component is a cartel business, potash.  With 88% of the world's supply being held by Canada and Russia/Belarus (Uralkali), and those supply chains being controlled by only a few players.  Price of potash goes up, new projects are identified, large producers make supply available, lower the price and crush the Capex of new projects coming board.  Those smaller projects get sold to the biggest groups and the consolidation of resource continues.  I worked on a First Nations resource project, raising $100 million for development and locking in support of the federal Canadian government.  DESPITE this headstart, these large CAPEX projects can't work in a mafia controlled industry.  Potash is the most vital nutrient moving forward to handle extreme weather conditions with a limited supply.

Conservatives should be pushing the end of these massive component monopolies (potash, utilities) allowing for more competition and greater price flexibility for the consumer/buyer.   Unfortunately for them, ut pushes them out of their comfort zone by promoting carbon and renewables.

Our Idaho dairy farmers plow their small grain and corn stubble in the fall (adding carbon to the soil).  Composted manure or raw manure + bedding is applied to crop ground spring and fall.  Manure is high in K which greatly reduces the need for potash fertilization.  Where do we sign up for the carbon credits, we're already doing it?  Been doing these practices for decades, not likely to see any change in yield.

Why would you think US conservatives have any sway with cartels in Canada and Russia?  Isn't this something for the Team Blue administration to address?

CO2 revenue comes from a change in management so thing going full till to conservation or no till.  its all about the baseline and the CO2 sequestered by new management against it.  This creates the crediting value. 

For Idaho, you dont happen to be within 30 miles of Heyburn do you?  Their is a waste play I am working on financing and the expansion can include engagements with waste off takes from the dairies.  

Conservatives in an North American general sense. The party in Canada is pretty similar to the US.  In Canada they should support breaking up the potash cartel, in the US conservatives can support breaking the fossil fuel and utility monopolies.  In Wisconsin, the newest community solar legislation attempts to break up the utiltiies. That legislation is authored by two dark red conservatives.  

If they can get it to pass it gives energy freedom to consumers, promotes over $1 billion in investment, creates jobs and tax revenue.  Yes, the most renewable friendly legislation can (and should be) a conservative lead initiative 

Im most familiar with farms in MN and WI but most are no till or limited tilling. Its frankly less fuel to do so. Depending on the acres planted it can work out good or bad realitive to other similar ground. 

The bulk of my folks farms is fertilized from the dairy. They knife it in, in the fall and on they go. 

[Guest]

would be funny if it wasnt so true

[Guest]

Energy Secretary thinks a question about increasing our oil output in the US to reduce energy costs is hilarious.  Gas prices look they're here to say.  I'm sure OPEC will fix it all for us...just like they did under Carter.  How about you stop declaring war on fossil fuels while still supporting renewables.  Maybe somebody would actually want to invest in getting more production.

https://www.foxbusiness.com/politics/bid...-hilarious

[Guest]

This thread gets sadder by the day....

This post from the DCCC telling us to thank Joe Biden for the very slight dip in the already 60% increase in gas prices in November due to releasing the strategic reserves certainly didn't age well as well as many promises of transitory inflation and fuel prices in this thread...just sayin.  

https://twitter.com/dccc/status/14664940...44394?s=20&t=FkMVJWS8fukgDtoo72j3Aw

[Guest]

@badgervike said:
This thread gets sadder by the day....

This post from the DCCC telling us to thank Joe Biden for the very slight dip in the already 60% increase in gas prices in November due to releasing the strategic reserves certainly didn't age well as well as many promises of transitory inflation and fuel prices in this thread...just sayin.  

https://twitter.com/dccc/status/14664940...44394?s=20&t=FkMVJWS8fukgDtoo72j3Aw

sad is those trying to blame the war in Ukraine,  completely forgetting that gas has been increasing all winter,  months before Putin started his shit. now the war certainly has escalated things, but it certainly wasnt the only cause,  just the most recent.  However, as a Chevron stock holder for the last couple years... I am kind of smiling... until I think about why I didnt put a lot more in at the time.

[Guest]

@JimmyinSD said:

@badgervike said:
This thread gets sadder by the day....

This post from the DCCC telling us to thank Joe Biden for the very slight dip in the already 60% increase in gas prices in November due to releasing the strategic reserves certainly didn't age well as well as many promises of transitory inflation and fuel prices in this thread...just sayin.  

https://twitter.com/dccc/status/14664940...44394?s=20&t=FkMVJWS8fukgDtoo72j3Aw

sad is those trying to blame the war in Ukraine,  completely forgetting that gas has been increasing all winter,  months before Putin started his shit. now the war certainly has escalated things, but it certainly wasnt the only cause,  just the most recent.  However, as a Chevron stock holder for the last couple years... I am kind of smiling... until I think about why I didnt put a lot more in at the time.

Those?  You mean the Whitehouse? They even have a hashtag for it....

https://twitter.com/WHCommsDir/status/15...32677?s=20&t=7sCvl2O1qj4Gz1FY__LuPg

[Guest]

@badgervike said:

@JimmyinSD said:

@badgervike said:
This thread gets sadder by the day....

This post from the DCCC telling us to thank Joe Biden for the very slight dip in the already 60% increase in gas prices in November due to releasing the strategic reserves certainly didn't age well as well as many promises of transitory inflation and fuel prices in this thread...just sayin.  

https://twitter.com/dccc/status/14664940...44394?s=20&t=FkMVJWS8fukgDtoo72j3Aw

sad is those trying to blame the war in Ukraine,  completely forgetting that gas has been increasing all winter,  months before Putin started his shit. now the war certainly has escalated things, but it certainly wasnt the only cause,  just the most recent.  However, as a Chevron stock holder for the last couple years... I am kind of smiling... until I think about why I didnt put a lot more in at the time.

Those?  You mean the Whitehouse? They even have a hashtag for it....

https://twitter.com/WHCommsDir/status/15...32677?s=20&t=7sCvl2O1qj4Gz1FY__LuPg

Lol,  every tool at his disposal?  You mean like the tool he used to help create this mess.  How about using that pen again to reverse his actions of a year ago and restart the pipeline project and reopen non sensitive areas to exploration and drilling?

[Guest]

I've been on conference calls with some engineers/scientists at Haliburton and Baker Hughes in the past few weeks.  Usually, when oil prices are high...there's a big increase in infrastructure spending.  Both Baker Hughes and Haliburton say most new investments are coming almost exclusively outside the US due to concerns over policy direction/stability by the current Administration.  Nobody wants to make significant investment only to have the rug pulled out from under them (cancellation of leases, new regulations, etc).  Ask the Keystone guys how they feel about their investment in XL.

So...I guess it's better for the environment to ship oil from foreign countries than from US / Canadian sources.  

We stopped buying Russian oil.  Does anyone think that accomplished anything?  The Chinese signed up for that oil almost immediately and now they'll buy less from someone else...who the US will in turn likely buy that previously committed oil to China.  Everybody shuffles their oil purchases around and nothing changed except the speculators and oil companies use the chaos / unknown to drive prices up.  At the end of the day, the US and Europe not purchasing from Russia has little to no effect on Russia unless the World is united...and it's not.

[Guest]

@badgervike said:
I've been on conference calls with some engineers/scientists at Haliburton and Baker Hughes in the past few weeks.  Usually, when oil prices are high...there's a big increase in infrastructure spending.  Both Baker Hughes and Haliburton say most new investments are coming almost exclusively outside the US due to concerns over policy direction/stability by the current Administration.  Nobody wants to make significant investment only to have the rug pulled out from under them (cancellation of leases, new regulations, etc).  Ask the Keystone guys how they feel about their investment in XL.

So...I guess it's better for the environment to ship oil from foreign countries than from US / Canadian sources.  

We stopped buying Russian oil.  Does anyone think that accomplished anything?  The Chinese signed up for that oil almost immediately and now they'll buy less from someone else...who the US will in turn likely buy that previously committed oil to China.  Everybody shuffles their oil purchases around and nothing changed except the speculators and oil companies use the chaos / unknown to drive prices up.  At the end of the day, the US and Europe not purchasing from Russia has little to no effect on Russia unless the World is united...and it's not.

The world is playing chess and Biden can't even find his checkers.