zondag 22 mei 2022

China Food Inventories

Why does 25% of global population (China) need 60% of global food inventories? 



So is China right or wrong? Does China have too much food or does the rest of the world have too few food?

When we look at the food inflation numbers it's clear that China is the standard.




So that means China is right and the rest of the world has too few food.
To get back to equilibrium, the rest of the world would need to 4x food inventory.
This is massive and tells us that food prices are going to rise a lot in the future.




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