Experience is knowing a lot of things you shouldn’t do.” William S. Knudsen

Geneva Center Report: Supply Chains Are Dying and the World Is on the Edge of a “Protein Cliff”

Dr. ELZUBI also highlighted a silent dilemma that goes beyond food quantity to strike at its very quality: fertilizers, which he described as the essential component of protein in wheat and corn. Farmers’ rationing of fertilizer use—due to price hikes exceeding 100%—has reduced productivity and global supply, while degrading quality. Wheat lacking sufficient fertilization loses its protein content, shifting from strategic bread wheat to low-value feed wheat.

ELZUBI on CNBC: The world on the edge of a ‘protein cliff.

The world today is not merely facing a passing rise in prices; we are living through the early signs of a structural transformation in the ‘geopolitics of food.’ The fact that wheat prices have reached their highest levels in two years, coinciding with the continuous gains of corn, is not just numbers on Bloomberg or Reuters screens, but an indicator of the erosion of global strategic reserves. We are at a dangerous intersection between extreme climate change, geopolitical disruptions in global food baskets (the Black Sea and South America), and an input cost crisis driven by energy prices.