Posted on 03/04/2025 4:18:14 AM PST by MtnClimber
For many of us who walk the deep weeds of honest economic analysis, this is the moment we have been waiting for.
Second only to the elimination of the U.S-Marshal Plan, which is scheduled to end April 2, 2025, the structural implementation of North American tariffs against Mexico and Canada provides the most significant opportunity for GDP expansion, jobs, wage increases and massive economic gains in the United States.
Simultaneous to the tariffs scheduled to go into effect tomorrow, President Trump notes U.S. food prices are positioned for major supply-demand changes that will benefit all American consumers. What President Trump notes in the Truth Social message below, is a reality we experienced in 2018/2019 as the result of national agriculture supply.
White House trade adviser Peter Navarro told CNBC on Monday that the inflationary impact from any tariffs would be “second-order small, so I don’t see the president wavering on any of this, because he knows in order to get to a world in which America is strong and prosperous, with real wages going up and (more) factory jobs. This is the path that he’s chosen.” (more)
CTH outlined the prediction for ’18/’19 back in 2016 when we discussed what happens when the American food supply equation is modified to focus on domestic production to the benefit of domestic consumers. The food supply chain will shift, slowly at first and then ultimately by around Thanksgiving of this year (fall harvest) we will see major price drops in the American food basket.
There are going to be major opposition forces, notably related to decades of Big Ag exfiltration, screaming that U.S. consumers will see higher prices. However, as previously experienced/outlined these claims are entirely false. We will see major drops in food prices as a result of a more balanced U.S production-import/export dynamic.
Think in terms of the COVID-19 disruption we experienced in the food supply chain. Major shortfalls in consumer products were noted because the supply chain for agriculture could not respond quickly enough to the shutting down of 50% of the food/caloric delivery system (food away from home).
In the food production system we are about to experience, a reversal of product availability is to be anticipated; there will be abundance.
In the short term, there will be some supply chain disruption as the import equation (total cost of goods) changes to reflect the tariff impact. However, long term, we will see (example citrus) farm products returning to FL/CA farm production from Mexico.
Generally speaking about 50% of the USA bulk food system is ‘one full harvest’ ahead of demand. Grain silos, frozen product and processed food stuffs are generally a full harvest ahead. Ex. the Frozen turkey you purchase in November is a product outcome of a production process that takes place all year. Canned foods, dried foods, spices and other derivatives follow the same supply chain background. The length of this process is approximately 6 months....SNIP
YES! STOP PAYING FOR THE CULLING OF EGGS/CHICKENS TOO.
3 PART SERIES. INHUMANE PRODUCTION, COLLECT BIRDFLU MONEY FOR THE DEAD CHICKENS.THEY KNOW NO SHAME, NO LAWS AGAINST IT. IF IT WERE A PUPPY MILL IT WOULD HAVE.
https://gailhonadle.substack.com/p/inhumane-production-collect-birdflu
It’s not just chickens, bison, horses, and cattle.
These Animal Abuse laws led to the 1st Child Abuse Laws. And why doesn’t the Feds go after sex traffickers under stymies me.
We are still getting most of our Produce from Mexico’s Hot Houses. Esp. Tomatoes, Cukes, and peppers.
I remember when we had only our own Hot House tomatoes out of season, tasteless crap. Same as the ones in the stores over priced now. Kroger’s ad for 3/5 is pure expensive crap. Not even 1 Tomato product, except canned. I canned a bushel last year. Snacks, candy and booze. Produce has been poor quality, and for a town of 7K we don’t want or can afford a Starbucks added on to the store.
Agree...Jobs and helps a community...retail, restaurants...
They do give the news and if groceries go up, that is news especially if because of tariffs. Do you not want them to let us know what items to avoid for awhile?
news = propaganda
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