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Chart Of The Day: The World's Scariest Divergence

Tyler Durden's picture




We like to keep our charts just simple enough that a PhD in Economics can understand them; and so we present what must be the scariest chart in the world for much of the developing (and for that matter developed) world. Demand for food is rising inexorably (as is the demand for fuel) but at the same time supply is falling rapidly as the availability of arable land per capita plunges. Perhaps this (along with central bank liquidity spillovers) explains the 'paradigm' shift in staple prices. Food for thought? (pun intended)

Rising demand... meet falling supply...

 

and the impact...

 

Charts: Goldman Sachs




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Fri, 11/16/2012 - 14:12 | Link to Comment Neethgie
Neethgie's picture

Reckon im gonna fill my outbuilding with a fuckton of beans...

It's not that i would go hungry

its just that once others start going hungry at very low prices... shit gets bad fast.

Fri, 11/16/2012 - 14:17 | Link to Comment Popo
Popo's picture

Bernanke is causing inflation in food, energy and housing.  That is the epitome of evil.

These are not "asset classes", Ben.  These are things vital for human survival.   ie:  Bernanke represents a severe security threat to the life and safety of Americans.  

 

Fri, 11/16/2012 - 14:26 | Link to Comment Neethgie
Neethgie's picture

Shit gets real when people in the west can't afford a few beers with their food.. which wont be long.

Fri, 11/16/2012 - 15:06 | Link to Comment francis_sawyer
francis_sawyer's picture

This is just a IMF/GS chart porn con job to get you to start thinking you need to accept an AGENDA 21 future...

Fri, 11/16/2012 - 15:17 | Link to Comment MillionDollarBogus_
MillionDollarBogus_'s picture

Soylent Green is what came to mind after looking at this thread............

Fri, 11/16/2012 - 16:02 | Link to Comment Matt
Matt's picture

Forget Soylent Green, We're going right to Shit Sandwiches:

http://www.youtube.com/watch?v=HDvSPQ7megQ

Fri, 11/16/2012 - 16:40 | Link to Comment SwampHonkey
SwampHonkey's picture

You can have your shit sandwich.....I will be 1 step above.....I my friend have the other gold..........Spam bitches its what for dinner.....Brb going to check the spam index.....

Fri, 11/16/2012 - 18:17 | Link to Comment ultraticum
ultraticum's picture

Pause the video at exactly 1:34.  The label on mad scientist's refridgerator:  Shit Burger.

Fri, 11/16/2012 - 15:47 | Link to Comment gabeh73
gabeh73's picture

you got that right...this is similar to the Peak Oil BS. Depopulation, one-child policy for those less equal than others and all food comes from Monsanto in order to sterlize us.

 

Food prices, like energy prices go in cycles related to investment etc. Shale gas was call a scam by the peak oil fear-mongers.

Fri, 11/16/2012 - 19:45 | Link to Comment Seer
Seer's picture

Pack whatever toys you showed up with and go home.  You've been dismissed.

Always the same with the deniers... it's a handy excuse for not learning simple math*; it's a handy excuse for expecting others to bail out their sorry asses when reality does in fact appear.

* Denying there are limits means that you HAVE to say that there are no physical limitations on earth, that, in essence, the earth isn't a sphere (I'd tried thinking about this, that because our eyes invert all images that perhaps we are on the inside of a curve rather than the outside- if so, then there'd be a shot for a more  substantial supply of stuff being sucked from the earth [as there would be a near infinite strata below us]).  Anyway, easier test is to cram everyone into YOUR home, because, well, there are no physical limits so everyone should fit fine.

Where the fuck do you people come from?  For you I'm thinking that I'd have to root for Monsanto for ONCE in my life...

NOTE: being pigheaded usually results in slaughter...

Fri, 11/16/2012 - 18:07 | Link to Comment Boris Alatovkrap
Boris Alatovkrap's picture

... or is try vodka. Vodka is powerful for drink, astringent, anesthetic, antiseptic, and but is lean, can work as automobile fuel. Did I say drink?

Fri, 11/16/2012 - 14:27 | Link to Comment Dalago
Dalago's picture

I always thought that the scariest divergence was Janet Napolitano's right leg diverging from her left leg...

Fri, 11/16/2012 - 14:37 | Link to Comment edifice
edifice's picture

Oh, God. Thanks... I no longer need lunch.

Fri, 11/16/2012 - 14:59 | Link to Comment Overfed
Overfed's picture

Damn you for putting that image in my head!

Fri, 11/16/2012 - 15:08 | Link to Comment ElvisDog
ElvisDog's picture

Where is WilliamBanzai when we need him????

Fri, 11/16/2012 - 15:21 | Link to Comment Offthebeach
Offthebeach's picture

Wasn't that a scene in John Carpenter's remake of 'The Thing's? I think Kurt Russel's character had to use a sawed off, double barreled 12ga to " repulse " it. Maybe douse it in av-gas and burn it's hide off. Yeah, I'm sure it was a then juvenile Big Sis. Today? You'd need kiloton heat to off that nasty, old, Leszard Queen.

Fri, 11/16/2012 - 16:43 | Link to Comment SwampHonkey
SwampHonkey's picture

Damn..... D

OH .......thats just nasty.

Fri, 11/16/2012 - 17:38 | Link to Comment archon
archon's picture

... where no man has gone before.

Fri, 11/16/2012 - 18:05 | Link to Comment gloogle
gloogle's picture

IT'S A TRAP!!!

Sat, 11/17/2012 - 16:55 | Link to Comment TBT or not TBT
TBT or not TBT's picture

That was Helen Thomas, but yeah.

Fri, 11/16/2012 - 14:32 | Link to Comment orangegeek
orangegeek's picture

And those who voted Barry are getting what they asked for.  What's that you ask?  Well Barry doesn't like to talk about those things.

Fri, 11/16/2012 - 14:56 | Link to Comment smlbizman
smlbizman's picture

i think the 47 million ebt users probably have a bigger effect on our food cost....when it is not your money ,you dont care the cost...so take ur local grocer...he demos his customers thru some discount card and sees how and what they buy. than adjust the pricing on these products accordingly.....

Fri, 11/16/2012 - 16:14 | Link to Comment Urban Redneck
Urban Redneck's picture

They (as well as most Americans) keep voting for politicians who would rather use farmland for ethanol production than for food production.

Fri, 11/16/2012 - 19:50 | Link to Comment Seer
Seer's picture

Clowns to the left of me jokers to the right...  Suckers on the "left" fell for this shit which was being pushed from the "right" (the corn lobby, which got a HUGE push to power thanks to Ag Sec Earl Butz [who also promoted HFCS]).

I've spent a chunk of my life trying to push back on ethanol/biofuels.  As Willie Nelson says, it's (biofuels) fine if it stays ON the farm.

Fri, 11/16/2012 - 15:05 | Link to Comment Lore
Lore's picture

The Smart Growthers will insist that it's all due to Global Warming and save the world by Densifying your ass.

Fri, 11/16/2012 - 19:52 | Link to Comment Seer
Seer's picture

As Dr. Bartlett says, smart growth is just dumb growth with taste.  And, ALL growth leads to the cliff...  one (dumb growth) just assures you get there faster.

Fri, 11/16/2012 - 16:27 | Link to Comment Jack Burton
Jack Burton's picture

Quite right Popo! Bernanke is the focus of evil in the modern world. The people whose interests he serves are also part of this circle of evil.

Bernanke is focused on flooding money into banks and into stock equity. This in order to reward a certain class of people, while all this liquidity he hands out gets poured into speculation on food and fuel, which are subject to real world pressures of supply that are made ever so much worse by the Bernanke free money.

Bernanke could end up killing millions through lack of food and fuel for many a nation's lower classes of people. Bernanke sleeps well at night because his circle of bankers, hedge funders and speculators like private equity feast on the trillions he hands out to them.

Bernanke is an evil man, and serves greedy evil interests. We know who stands behind Bernanke, and the giant USA police state and vast war making potential are there to be the enforcers of the Bernanke world order. To any person world wide, I tell you that if you stand up to fight against Bernanke and his system, they will kill you, or send you to a secret CIA torture facility in which you will be beaten and water boarded into confession of crimes you did not do.

Fri, 11/16/2012 - 20:00 | Link to Comment Seer
Seer's picture

Well... one KEY issue is that there are no real investments out there anymore because there's not sufficient energy to fuel growth.  Investing in food (which is human fuel) isn't evil or stupid.  And as someone who bought some Ag land I can hardly ridicule others for focusing on food.  If people are so worried about all this then rather than complain, grow food.  Sooner or later the BIG corporate Ag model will breakdown, whether from over-speculation or not.

Fri, 11/16/2012 - 14:53 | Link to Comment WillyGroper
WillyGroper's picture

2 birds with 1 stone - food & fuel ;o)

Fri, 11/16/2012 - 16:19 | Link to Comment AGuy
AGuy's picture

<SARC>No problem, We'll all just swipe our SNAP\EBT cards for free food!  </SARC>

<SARC Lvl2>No problem, I will just plant some Pizza and some KFC seeds on my front lawn. BTW, where can a I buy Seeds for Pizza? </SARC>

Fri, 11/16/2012 - 16:33 | Link to Comment Stuck on Zero
Stuck on Zero's picture

Hoarding beans will solve two problems: food and gas.

 

Sat, 11/17/2012 - 06:28 | Link to Comment Svendblaaskaeg
Svendblaaskaeg's picture

"beans...shit gets bad fast"

http://www.youtube.com/watch?v=0sY_3YrNfsQ

 

Sun, 11/18/2012 - 11:21 | Link to Comment MSimon
MSimon's picture

Malthusians have been wrong for 200+ years. But this time its different.

Fri, 11/16/2012 - 14:12 | Link to Comment Coldsun
Coldsun's picture

Now I'm hungry

Fri, 11/16/2012 - 14:26 | Link to Comment hedgeless_horseman
hedgeless_horseman's picture

 

 

Problem?

Solution:  Fresh chicken legs roasted with garlic and lemon, salad from the garden, and home made whole grain bread topped with butter from our milk cow.

Fri, 11/16/2012 - 14:27 | Link to Comment Aguadulce
Aguadulce's picture

.....said no American ever.

Fri, 11/16/2012 - 15:19 | Link to Comment ParkAveFlasher
ParkAveFlasher's picture

Does that farm make Twinkies? 

Fri, 11/16/2012 - 14:28 | Link to Comment Dalago
Dalago's picture

With or without GMOs?

Fri, 11/16/2012 - 14:47 | Link to Comment hedgeless_horseman
hedgeless_horseman's picture

 

 

Not genetically modified, apart from generations of selective breeding, but certainly all heritage breeds.

Got incubator?

Fri, 11/16/2012 - 14:54 | Link to Comment Harbanger
Harbanger's picture

When I was 7 yrs old I hatched six quail eggs with an incubator I made with 2 boxes and a light bulb.  My mom wanted to kill me, we lived in an apt.

Fri, 11/16/2012 - 14:58 | Link to Comment icanhasbailout
icanhasbailout's picture

They look delicious

Fri, 11/16/2012 - 15:02 | Link to Comment francis_sawyer
francis_sawyer's picture

PEEPS bitchez!

Fri, 11/16/2012 - 14:38 | Link to Comment RSloane
RSloane's picture

Yes!!! That looks delicious. Its feel so great to eat the food you produce. Big +100 to you HH.

Fri, 11/16/2012 - 15:07 | Link to Comment Overfed
Overfed's picture

Inspirational.

So far I've built my garden boxes, a new shed for garden tools and whatnot, planted a half dozen blueberry bushes, a bee hive, and added a hlaf dozen fruit trees to the four that were on my property. Coming in spring, poultry pen/housing, rabbit pen/housing (so they can free-range a bit), more blueberries, at least one more hive, and three more fruit trees. Actually, I'll plant the trees this fall and put in my rainwater collection system.

Self-reliance, bitchez!

Fri, 11/16/2012 - 17:40 | Link to Comment hedgeless_horseman
hedgeless_horseman's picture

 

 

So glad to hear it. 

Do you have a copy of The Encyclopedia of Country Living and The French Menu Cookbook?

Both are enjoyable to read and excellent resources.

Fri, 11/16/2012 - 17:49 | Link to Comment Overfed
Overfed's picture

I'll have to pick up a copy of the Country Living Encyclopedia. I'm willing to be that my wife has the second one.

Fri, 11/16/2012 - 15:05 | Link to Comment forwardho
forwardho's picture

H H, I was wondering if you would post another great HOME cooked meal. You sir are a true hero.

Fri, 11/16/2012 - 16:48 | Link to Comment SwampHonkey
SwampHonkey's picture

Damn Highroller.......Im going to start calling you J.D. Rockerfella

Fri, 11/16/2012 - 18:52 | Link to Comment jomama
jomama's picture

tomatoes in november, eh...?

Fri, 11/16/2012 - 20:29 | Link to Comment Kali
Kali's picture

yes, mine in my greenhouse are doing just fine.

Fri, 11/16/2012 - 21:49 | Link to Comment Mediocritas
Mediocritas's picture

Good stuff HH.

The more people start to grow their own, the more the economists will tear their hair out: "but but, what about the ECONOMY!! It doesn't add to GDP when you grow your own!! You're robbing all the middle-men who would have added their pointless layers of expense! You're reducing the number of transactions in the economy and reducing monetary velocity! THIS HAS TO STOP! Think of the impact to GDP man, you're not thinking of the eCONomy!"

Fucking economists. They don't actually have any damn clue what an "economy" really is.

Power to ya mate.

Fri, 11/16/2012 - 14:25 | Link to Comment Stock Tips Inve...
Stock Tips Investment's picture

A very important element is economic growth in poor countries. While the U.S. economy and Europe will not grow or grows very little, emerging economies are growing very rapidly. As of 2015, six of the 10 fastest growing countries come from Africa. And now come from Asia and South America. The number of hectares per capita is important. But as the yield per hectare is also growing rapidly, these two effects could be compensated. More important is the number of calories consumed per capita. This figure has been growing very strongly in the past seven years. This really is more demand for people. This creates pressure on food demand and increased prices. That's the number.

Fri, 11/16/2012 - 15:20 | Link to Comment irishlink
irishlink's picture

Western countries are dumbing 25% of the food they but because of stupid sell by dates and ZERO knowledge of good housekeeping . Rectify that and there would be no shortage. Europe also pays farmers to keep productive land fallow!

Fri, 11/16/2012 - 20:26 | Link to Comment Seer
Seer's picture

And roughly 1/3 of all protein is the result of fossil fuels.

Nearly ALL food has a shelf life.  As fossil fuels become more expensive the shelf life of food will have more pressures since the majority of food is trucked long distances.

Corporate Ag IS efficient. But it's efficient because of fossil fuels.

If you don't understand the function of lying land in fallow then by all means push to mine it until the soil is just Dirt.  NOTE: there ARE rotations and other management tools that CAN reduce (or eliminate) the need, but it still holds that if you're taking stuff off of the land you need to put stuff BACK or allow it to regenerate more naturally (and this takes time).

Fri, 11/16/2012 - 14:12 | Link to Comment Titus Flavius C...
Titus Flavius Caesar Vespasianus Augustus's picture

I think gmo corn is already hard at work killing the sperm in our scrotsacks.

 

Just lanes on the highway - opening right up..

Fri, 11/16/2012 - 14:38 | Link to Comment Harbanger
Harbanger's picture

Who cares, the Feminazi already did away with our scrotsacks.

Fri, 11/16/2012 - 14:13 | Link to Comment dwdollar
dwdollar's picture

Only scary if you want the current paradigm to continue...

Fri, 11/16/2012 - 20:28 | Link to Comment Seer
Seer's picture

Ding, ding!  Winner!

AND, it's even scarier to think that people believe that it COULD continue...

Fri, 11/16/2012 - 14:13 | Link to Comment Metalredneck
Metalredneck's picture

*burp*

Fri, 11/16/2012 - 14:14 | Link to Comment repete
repete's picture

wish sandwich bitches

Fri, 11/16/2012 - 16:27 | Link to Comment Citxmech
Citxmech's picture

"Bow, bow, bow, bow. . . "

Fri, 11/16/2012 - 14:14 | Link to Comment Aguadulce
Aguadulce's picture

While obviously mutually exclusive, the obesity index is surprisingly correlated to both the food demand and the Price of raw grains.

Fri, 11/16/2012 - 14:15 | Link to Comment MsCreant
MsCreant's picture

We keep kicking the can and dodging bullets. We are living inside a delusion. This is not sustainable.

Fri, 11/16/2012 - 14:30 | Link to Comment Titus Flavius C...
Titus Flavius Caesar Vespasianus Augustus's picture

Krugmanbearpig not only disagrees with you, he suggested that you have intercourse with your own mother.

 

 

Fri, 11/16/2012 - 20:30 | Link to Comment Seer
Seer's picture

Not disagreeing that Krugman is a dumb fucker, but please name anyone elected or who has high visibility that states that growth is a problem.

Fri, 11/16/2012 - 14:14 | Link to Comment ebworthen
ebworthen's picture

Homes, apartment complexes, strip malls being built on prime farmland.

Yields per acre propped by oil and genetic engineering.

More and more people, less land and water.

Recipe for wars.

Fri, 11/16/2012 - 14:30 | Link to Comment centerline
centerline's picture

Consider that everything now relies on very complex supply chains.  Is a recipe for an disaster of epic proportions.

Fri, 11/16/2012 - 15:06 | Link to Comment Skateboarder
Skateboarder's picture

I'm getting giddy thinking about the whole damn thing unraveling. It'll be like a million jillion tape measures all trying to retract at the same time while crossing each other.

Sat, 11/17/2012 - 00:00 | Link to Comment Tegrat
Tegrat's picture

I dont care how much one is prepared, it's gonna suck. We are going to miss the matrix life. Just got back from a vacation in Mexico. Man what a blast. Already missing what we had...

 

Fri, 11/16/2012 - 20:32 | Link to Comment Seer
Seer's picture

Yup, like I've been saying, BIG = FAIL!

Fri, 11/16/2012 - 14:15 | Link to Comment NeedleDickTheBu...
NeedleDickTheBugFucker's picture

Factor in no more Twinkies and the supply line would look even worse.

Fri, 11/16/2012 - 16:52 | Link to Comment BraveSirRobin
BraveSirRobin's picture

Twinkies do not require arable land, just some well heads and a robust chemical industry.

Fri, 11/16/2012 - 14:16 | Link to Comment machinegear
machinegear's picture

I just had a cheeseburger that was prepared for me and cost almost nothing. WTF are you talking about?

Fri, 11/16/2012 - 14:18 | Link to Comment Dr. Engali
Dr. Engali's picture

Are you sure that was meat in that cheeseburger...for that matter are you sure that was cheese?

Fri, 11/16/2012 - 14:56 | Link to Comment WillyGroper
WillyGroper's picture

wood. double entendre

Fri, 11/16/2012 - 15:12 | Link to Comment machinegear
machinegear's picture

Why does that matter? The meal was 1120 calories. It was cheap fuel. Articles like this are nothing but hype.

 

That one $5 meal provided as many calories as most on this planet take in during a whole day... and they get by just fine. Food in the US is a non-issue. No one is going to starve here.

 

Now if you look outside the US, like New Jersey, there might be an issue.

Fri, 11/16/2012 - 15:34 | Link to Comment Pinktip
Pinktip's picture

A calorie is a measure unit of energy,   same as a BTU.  Nothing to do with nutrition.

Unless you grew it yourself organically or bought true organic. , your starving and don't even know it......

Fri, 11/16/2012 - 16:50 | Link to Comment francis_sawyer
francis_sawyer's picture

Technically ~ it's a unit of 'heat'... But it doesn't alter your point...

Fri, 11/16/2012 - 18:45 | Link to Comment cornedmutton
cornedmutton's picture

No, it is a unit of energy.  A (kilo)calorie is the amount of ENERGY needed to raise the temperature of 1 kilogram of water by 1 degree Celcius at standard atmospheric pressure, or approximately 4.2 kilojoules (kJ).

Fri, 11/16/2012 - 19:04 | Link to Comment francis_sawyer
francis_sawyer's picture

Ummm... HEAT (which is produced when energy is released) is what's required to raise the temperature of ANYTHING... But thanks for playing 'Bill Nye the Science Guy' anyway...

A kJ is a measured unit of energy... a calorie is [technically], the meaurement of heat involved in that process...

If you want to further your dipshit education, try learning Latin (where the 'root' definitions of these terms exist)...

Feel the burn bitchez!...

Fri, 11/16/2012 - 19:53 | Link to Comment cornedmutton
cornedmutton's picture

The SI unit for heat is the Joule (J).  A unit of energy.

I don't know what you think heat is, but I'm fairly certain you're confused on the matter.

Sun, 11/18/2012 - 00:22 | Link to Comment juliawong
juliawong's picture

Calories and Kj are interchangeable like Energy and Mass are interchangeable (via the e equals mc square link), in case you didn't realize.

http://www.asknumbers.com/joules-to-calorie.aspx

They just invented Calories to fit with the whole "Units tied to the Water properties" thing.

The other day, I was measuring 330 ml of water by putting them on a kitchen scale due to the fact I don't have any cola cans (have stopped drinking pops for years now) and not have a proper measuring cup.

330 grams is what you need for 330 mililitres of H2O. ;)

 

Fri, 11/16/2012 - 14:16 | Link to Comment mrktwtch2
mrktwtch2's picture

well we need to cull the herd one way or another..either that or just spray a sterlizing aerosol over the far east..lol

Fri, 11/16/2012 - 14:17 | Link to Comment Dr. Engali
Dr. Engali's picture

The upcoming world war will take care of the population problem and we won't need as much arable land with the giant mutant gmo crops as a result of the fallout.

Fri, 11/16/2012 - 14:17 | Link to Comment Rathmullan
Rathmullan's picture

Need Hostess more than eva!

Fri, 11/16/2012 - 14:17 | Link to Comment NEOSERF
NEOSERF's picture

My company works on strengthening tooth enamel so that humans can eat rocks, ticker BTME

Fri, 11/16/2012 - 14:17 | Link to Comment stopcpdotcom
stopcpdotcom's picture

"Will think for food."

Fri, 11/16/2012 - 14:21 | Link to Comment francis_sawyer
francis_sawyer's picture

Tilapia farms bitchez... But even that will only last so long because when the jews get wind of the idea, they'll mobilize 75,000, come steal your farm, & grind up your West Nile perch to make gefilte fish balls...

Fri, 11/16/2012 - 14:31 | Link to Comment cifo
cifo's picture

George W. on an jewish dinner: "Do you guys eat the matzos as well or only the balls"?

 

Fri, 11/16/2012 - 16:12 | Link to Comment Matt
Matt's picture

Halt the Press! Breaking News! Get the scoop here: Garbage in = Garbage Out!

If you feed the fish hormones and toxic food, the fish will not be good for you!

Thank you, Conan, for this amazing news story. Back to you, Ken.

Fri, 11/16/2012 - 16:55 | Link to Comment francis_sawyer
francis_sawyer's picture

Your point is taken... However ~ my point had more to do with the fact that the charts were everything to do with 'arable farmland', which, in a pinch, is a CANARD problem that can be overcome in a variety of ways... It's a LONG discussion... Fuck ~ grow peanuts & raise pigs for all I care (fat = 9 calories per gram [which is what you'd be looking for in a STARVATION scenario])...

~~~

Garbage in Garbage out... So I suppose you prefer GMO corn?...

Sat, 11/17/2012 - 13:35 | Link to Comment Matt
Matt's picture

What? I was replying to the (Conan the Libertarian) guy with the posted link that Tilapia can be bad for you. The link basically just said that if the people raising the tilapia feed them hormones and GMO feed, then the fish will not be good to eat.

Hopefully, if you are growing your own food, you don't stuff them full of hormones etc and expect them to be healthier than what you buy in the store.

If I say that feeding the fish hormones and GMO corn results in garbage fish, how and why would you think that indicates I want to eat garbage fish?

Fri, 11/16/2012 - 14:19 | Link to Comment Madcow
Madcow's picture

the collapsing US economy will keep the dollar strong enough for people to afford food with their savings -  right?

Fri, 11/16/2012 - 14:28 | Link to Comment seek
seek's picture

Savings? Nice one.

Fri, 11/16/2012 - 14:20 | Link to Comment Dr. Engali
Dr. Engali's picture

I have an idea....why don't we burn more food in our gas tanks?..Fucking brilliant.

Fri, 11/16/2012 - 14:21 | Link to Comment Dollar Bill Hiccup
Dollar Bill Hiccup's picture

Do you realize the potential for growing vegetables, fruits and various sundries across suburbia ?

Easy access to water, plenty of light and arable soil, ease of transportation.

Fri, 11/16/2012 - 14:29 | Link to Comment flattrader
flattrader's picture

growingpower.org

gardenpool.org

Enjoy.

Sat, 11/17/2012 - 14:33 | Link to Comment Dollar Bill Hiccup
Dollar Bill Hiccup's picture

Interesting.

Fri, 11/16/2012 - 16:37 | Link to Comment Citxmech
Citxmech's picture

Not so sure about the longevity of those water supplies. . .

Fri, 11/16/2012 - 23:15 | Link to Comment archon
archon's picture

Sure, if you live in a place where the cops don't write tickets for growing food stuff in your yard, haul grannies off to jail for defying them, and water restrictions.

Sat, 11/17/2012 - 14:33 | Link to Comment Dollar Bill Hiccup
Dollar Bill Hiccup's picture

That's just wrong. That has to change.

The cops may come to their senses after forcibly being weaned off of Twinkies.

Fri, 11/16/2012 - 14:22 | Link to Comment tbone654
tbone654's picture

Let's just chemically sterilze EVERYONE right now through the food...  Shouldn't be too hard...  Turn this planet back into paradise in about 100 years...  Last one out, please turn off the lights...  sarc...

Fri, 11/16/2012 - 14:41 | Link to Comment Bastiat
Bastiat's picture

Last one out, please turn off the lights...

But please don't turn off the juice to the 100s of nuke spent fuel pools.

Fri, 11/16/2012 - 14:22 | Link to Comment Toxicosis
Toxicosis's picture

Overpopulation!!  BAH!!  We'll start growing all our food at the bottom of the ocean.  I hope lots of religionists and new-agers chime in on this article to support their never-ending fantasies of everything will turn out just fine, all you have to do is believe.  The german pope and right wing nut-job fundamentalists should engage in promoting 'moar' consumption and baby making so that we can fill the whole fucking planet with humans and waste, cause that's what their biblical supernatural deity told them to do. 

A finite world with limits to growth is an athiestic fallacy promulgated by the so called 'scientific' community with alleged ties to the Morgan's and Rockefeller's.  I mean come on how could anybody think no matter the facts that we've hit peak oil, peak food, peak fresh water, and possibly peak material resources to run this fucking ship.  The whole thing is a conspiracy I tell ya, a conspiracy!!

Fri, 11/16/2012 - 14:23 | Link to Comment Drachma
Drachma's picture

Arable land is not disappearing, it's just being put economically out of reach for small farmers. Add in the land-grabs for UN "sanctuaries", Monsanto's destruction of the ecosystem, etc, and there you go. Orderly mass starvation.

Fri, 11/16/2012 - 21:30 | Link to Comment Seer
Seer's picture

"Arable land is not disappearing, it's just being put economically out of reach for small farmers."

Arable land is being EXHAUSTED (through mining).  You cannot continue to take out nutrients forever without having to put some back in (or abandoning the land).

This shit has been going on for a LONG time- just as most indigenous cultures.

Price is gong up because all the good stuff has already been put in production.  Anyone who has actually cleared land can tell you that it don't come cheap or easy.

Fri, 11/16/2012 - 14:23 | Link to Comment q99x2
q99x2's picture

There goes that increase in population that is going to drive up agricultural land values Invest in weapons manufacturers. But I won't.

Fri, 11/16/2012 - 14:24 | Link to Comment Confundido
Confundido's picture

Too Malthusian for my taste...however, one has to acknowledge that with central banks printing money, the innovation required to increase productivity and feed raising numbes is not going to be there. Yes, food prices rise, but they are not a signal to produce more. They rise precisely because supply falls, regardless of the disposable arable land.

Fri, 11/16/2012 - 21:37 | Link to Comment Seer
Seer's picture

Yeah, there's no such thing as limits!  Limits are for pussies!

"Innovation" will overcome EVERY problem!  Just look at what innovation coupled with trillions of dollars got us, the ultimate innovation by the financial sector.

You're just the kind of person that those peddling ETFs are looking for.  Risk?  Pfft!  We'll innovate it away!

Fri, 11/16/2012 - 14:27 | Link to Comment tmosley
tmosley's picture

Index those prices in gold, not fiat.  Room to grow, bitchez.

Fri, 11/16/2012 - 14:28 | Link to Comment Drunken Monkey
Drunken Monkey's picture

We can just print more rice and oil can't we?

Fri, 11/16/2012 - 14:29 | Link to Comment lasvegaspersona
lasvegaspersona's picture

I has canned bacon

 

 

 

 

which I will defend because I am a man!!!

Fri, 11/16/2012 - 14:30 | Link to Comment Joe Davola
Joe Davola's picture

Logan's Run was close, exept the part about youth percentage.

Fri, 11/16/2012 - 14:35 | Link to Comment Dr. Engali
Dr. Engali's picture

Shit! I have to get going bitchez!......I'm 20 years late for carousel.

Fri, 11/16/2012 - 14:40 | Link to Comment Joe Davola
Joe Davola's picture

I missed the whole hedonistic lifestyle too!

Fri, 11/16/2012 - 14:32 | Link to Comment icanhasbailout
icanhasbailout's picture

Can I see an index against something other than the wholly manipulated US dollar? Something of reasonably stable value, perhaps?

Fri, 11/16/2012 - 14:32 | Link to Comment Oldwood
Oldwood's picture

Exactly who's population is growing. I thought that most western world had stopped growing and many had gone negative. Population growth in the US is mostly immigration is it not. And isn't that the same for Europe? Given that the US is a food exporter and our population isn't growning nearly as much as other parts of the world, would that not be a plus, economically for us? Of course we wouldn't want other societies to suffer, so I guess the most humane thing to do is assign them death panels!

Fri, 11/16/2012 - 14:41 | Link to Comment orangegeek
orangegeek's picture

US is the only industrialized country with positive population growth - just over 2.1 kids per couple. 

 

South America, Asia and Africa breed like rabbits.  South Am plus Mexico - 500M, Africa - 1.0B, Asia - 4.1B.  Total is 5.6B

 

World Pop:  7B

 

Europe and North Am are fading.  Asia and Africa are starving.

Fri, 11/16/2012 - 16:16 | Link to Comment Matt
Matt's picture

If they were starving, their populations wouldn't be growing.

Fri, 11/16/2012 - 14:42 | Link to Comment icanhasbailout
icanhasbailout's picture

The third world is dumping a large part of its excess population growth onto the (perhaps-not-for-much-longer-)first world. That's why countries with a net near-zero births-deaths rate are still seeing significant population increases.

Fri, 11/16/2012 - 22:01 | Link to Comment Seer
Seer's picture

The "first world" has been IMPORTING said "excess."  Refer to import quotas and, in the case of the US, special work visas (H-1B).

As the demographic tide really turns hard on "first world" countries there will be huge drops in population sizes.

Fri, 11/16/2012 - 14:33 | Link to Comment disabledvet
disabledvet's picture

Long "security detail to ride along with said truck driver."

Fri, 11/16/2012 - 14:36 | Link to Comment AgLand
AgLand's picture

Glad I'm a farmer.

Sat, 11/17/2012 - 00:07 | Link to Comment Tegrat
Tegrat's picture

Hope you can keep it against the millions of entitlement people who feel a stronger right to your deed than you do.

Fri, 11/16/2012 - 14:45 | Link to Comment Zen Bernanke
Zen Bernanke's picture

Not buying these silly dire predictions GS is making.  A free market economy can and will resolve any supply/demand/price dynamics all by itself over time, with the only caveat being, naturally, if the gov't stick its nose into it and screws it up. 

Fri, 11/16/2012 - 22:03 | Link to Comment Seer
Seer's picture

Any "free market" is no match for the physical realities handed out by Mother Nature.

It's called living within our means: ALL living things do so; it's hubristic humans that think that they can violate the laws of nature.

Fri, 11/16/2012 - 14:56 | Link to Comment realtick
Fri, 11/16/2012 - 15:01 | Link to Comment shutdown
shutdown's picture

Glad I never eat.

Fri, 11/16/2012 - 15:03 | Link to Comment Chuck Norris
Chuck Norris's picture

This is bullish for Cannibalism.

Fri, 11/16/2012 - 22:05 | Link to Comment Seer
Seer's picture

I'd always thought of a more friendly way to put it: "bullish for compost!"  When I see how out of touch with reality that so many are I just remind myself that compost is essential...  the thought of eating such folks makes me think of mad human disease...

Fri, 11/16/2012 - 15:07 | Link to Comment notadouche
notadouche's picture

Top chart end in 2009.  Bottom chart ends in 2012.  Misleading much? 

Fri, 11/16/2012 - 15:08 | Link to Comment A Lunatic
A Lunatic's picture

Let them eat gulag.................

Fri, 11/16/2012 - 15:13 | Link to Comment Terrorist
Terrorist's picture

"It's People!"

Fri, 11/16/2012 - 15:15 | Link to Comment forwardho
forwardho's picture

For those who rely on EBT. As of 1:40 P.M. EST, JPM reporting "computer" problems as reason Florida EBT cards down. Just drove by innercity (Miami) Wally world, lots of police at storefront. hope those yuksters at JPM get their poop together.

Fri, 11/16/2012 - 16:34 | Link to Comment New World Chaos
New World Chaos's picture

Practice run?

When the time comes, it will be very easy to sic the hordes of starving fat people on evil small business owners and the dregs of the middle class.  The cops will protect Wally World.

Fri, 11/16/2012 - 22:10 | Link to Comment Seer
Seer's picture

They're Wally World's cops: it's the System's cops, and Wally World IS a main component of the System.  Small farmers can't afford cops (profit margins, if any, are way too narrow).

Fri, 11/16/2012 - 22:07 | Link to Comment Seer
Seer's picture

ALL systems eventually fail.  And BIG systems fail spectacularly.

BIG = FAIL!

Fri, 11/16/2012 - 15:15 | Link to Comment immanuelgeek
immanuelgeek's picture

How about plotting also the yield / ha?

Fri, 11/16/2012 - 15:56 | Link to Comment swabeyjw
swabeyjw's picture

Agreed. If anyone here follows and believes the broken logic of theses charts, I have some old mortgage backed securities at face value for you.

Fri, 11/16/2012 - 22:13 | Link to Comment Seer
Seer's picture

Do tell.  Step up and provide us with the necessary "corrections" won't you?

Here's some data here that you could crunch and report back on: http://data.worldbank.org/indicator/AG.YLD.CREL.KG

BTW - If one we to have looked at US oil production up to 1970 one would have had the impression that it would always go up.  And then 1971 hit.

Fri, 11/16/2012 - 15:17 | Link to Comment DUNTHAT
DUNTHAT's picture

BETTER START BONING UP ON FUTURES -- ESPECIALLY THE GRAINS AND SOFTS.

www.CommitmentsOfTradersAnalytics.com

 

Fri, 11/16/2012 - 15:35 | Link to Comment pragmatic hobo
pragmatic hobo's picture

it's interesting to note the price spike beginning around 2006 just as debt bubble enters blow-off phase and now appears to entering another blow-off phase as centralbank bubble appears to be nearing peak. As far as I can tell the end-demand did not double during this period nor did supply get cut in half. Therefore I have to assume when centralbank bubble pops, and it will pop, the commodity price will take at least 50% hair-cut and I consider gold and silver, along with oil and equity prices, to be commodity.

Fri, 11/16/2012 - 22:17 | Link to Comment Seer
Seer's picture

It's ultimately about affordability.  What the actual prices are don't matter: when currencies are massively manipulated it's kind of hard to take any valuations seriously, therefore it's best to just skip past them and see how the "consumers" are doing vis a vis food.

There's really no "ahead" to go to.  It's a fictitious place.  Best one can do is to ensure one covers the only true fundamentals: Food, Shelter and Water.

Fri, 11/16/2012 - 15:41 | Link to Comment Michelle
Michelle's picture

Geez, there will always be enough food and the price will adjust as necessary. Yes, it may go up but then demand will go down and farmers are in the business for profit, not social endeavors so production will also adjust accordingly.

Don't know too many folks looking like the've missed a meal anyhow, maybe they could push themselves away from the table or veer their car away from MCD's and save themselves 10% on food and calories.

Fri, 11/16/2012 - 15:59 | Link to Comment omi
omi's picture

How much can you honestly trust OECD data?

Fri, 11/16/2012 - 16:01 | Link to Comment ShrNfr
ShrNfr's picture

That is ok, Obama still wants us to put ethanol from corn in our gasoline.

 

Fri, 11/16/2012 - 18:50 | Link to Comment jomama
jomama's picture

you couldn't eat fuel-grade corn even if you wanted to. 

Fri, 11/16/2012 - 19:48 | Link to Comment Curt W
Curt W's picture

Yeah but they could stop growing that crap and grow edibles in its place.

Sat, 11/17/2012 - 01:24 | Link to Comment epwpixieq-1
epwpixieq-1's picture

Research little about EIOER (Energy Invested On Energy Returned) coefficient about the so called biofuels, and (hopefully) with enough intelligence you will figure out why such thing is the the worst case scenario for the industrial civilization.

If only there was no so much money in the Energy business, the world would have been such a different place.

" ... It is only a matter of time when humans will attach their (electrical) machinery to the very Wheelwork of Nature " - Nikola Tesla

 

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