Your Food & Global Supply Matter, Your Mid-Week Update
from The Distilled Perspective of Patrick T Bulger, Capital Management & Analytics
Your view of supply as, "Take It for Granted, It will be there, because it always has been",
May become a disruptive issue.
UKRAINE'S GRAIN EXPORTS FALL TO 981,000 METRIC TONS IN AUGUST 2026 FROM 2.35 MILLION TONS IN AUGUST 2025 - FARM MINISTRY
8:47 AM · Sep 2, 2026
(Source: FirstSquawk)
• As I've shared with you before, Global Food Infrastructure
is becoming an issue, Issues with fertilizer, fuel & crops, are now in the news.
• Our Problems are in the Now-Term:
Note: Venezuela looks to be a longer term positive with
Near term liquidity finance as a potential tightening.
• Note, Financing, planning, zoning, raw material, infrastructure upgrade & procurement are not immediate items.
• Add to the list, the liquidity finance as a potential tightening from AI.
These are not economic helicopter capital distributions.
Adjust accordingly.
• Is Oil the Issue?
It appears as: Not the issue.
• What is the Issue?
Distillates, Infrastructure Damage & more: I would now consider them, Old News (See Blog & Prior Posts).
I see Supply Chains under stress.
I see Hawkishness with supporting data.
I see potential tightening.
• Bonus, Data Matters:
When ratios decline in a balanced fashion,
They may not reveal accurate underlying information.
• Ex. If supply and demand are declining simultaneously,
You could have a ratio that appears stable, yet, you may be hiding a less than quality condition.
The Basics that you should know:
I do not believe in “Just showing up”
If you value a professional that doesn't punch a clock or
Put your capital on a conveyer belt:
I manager your portfolio for you
I walk with you, through the planning process
My goal is to be your trusted source in the world of noise that we call Investment & Planning.
- I exist at the intersection of:
1) Investment, Data, Risk, Portfolio Assembly & Management
2) Business
3) Behavioral Development as it relates to Decision Making,
So you don't have to &
So you can be more informed in your business decisions,
While Living Your Life, Your Way
- I only work with:
Emotionally matured, Non-Toxic,
Decision makers that understand scale through delegation
If that’s you,
Reach out to start a conversation that could improve your views,
Simply hit the "Ask" button.
Thanks for your time.
Best,
PTB
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