USDA SHOCK REPORT: WHEAT PLANTING HITS LOWEST LEVEL SINCE 1919 AS DUST BOWL LOOMS
The USDA just released its May WASDE report and the numbers confirm a full-scale agricultural breakdown. Wheat planting has hit the lowest level since 1919. The upcoming harvest is forecast as the smallest in over 50 years with hard red winter wheat—the flour wheat for bread, pasta, and baked goods—down a crushing 36 percent in one season. The grocery store still looks normal today only because you are eating the final products of the old system planted before the war, fertilized before the price spike, and grown before the drought took hold.
THE USDA BOMBSHELL
➡️ US wheat production for the upcoming year is forecast at 1.561 billion bushels, down 424 million from last year.
➡️ This marks the lowest wheat harvest since the early 1970s.
➡️ Winter wheat is down 25 percent overall with hard red winter wheat plunging 36 percent.
➡️ All wheat yield is 5.8 bushels per acre below last year’s record.
➡️ 40 percent of the crop is already rated poor or very poor.
THE FERTILIZER LOCKDOWN
➡️ Iran shut seven urea and ammonia plants when the war broke out and they have not reopened.
➡️ One-third of all globally traded nitrogen fertilizer is still trapped behind the closed Strait of Hormuz.
➡️ American fertilizer prices surged more than 40 percent in the first month of the war and have not normalized.
➡️ 70 percent of farmers surveyed by the American Farm Bureau say they cannot afford the fertilizer they need this season.
THE DROUGHT AND FARMER NIGHTMARE
➡️ The southern plains have been locked in drought through the entire growing season with no break in the forecast.
➡️ Farmers are paying 2026 input prices but getting crop prices from the 1970s and 1980s.
➡️ One Oklahoma Farm Bureau leader told CNBC they face the brutal choice of losing money or cutting fertilizer.
➡️ Multi-generation family farms are folding under the pressure and those operations do not come back.
THE GROCERY TIMELINE
➡️ Flour wheat collapse hits bread, buns, pasta, cereal, crackers, cookies, and hundreds of processed foods first by autumn.
➡️ Corn production is down 6 percent with ending stocks at multi-year lows, pushing meat, dairy, and egg prices higher later.
➡️ Beef herd rebuild is already underway and will keep protein prices elevated for the next 18 to 24 months.
➡️ The food you stock now buys you time before the new higher prices lock in across the entire basket.
THE BOTTOM LINE
The conditions that just delivered America’s smallest wheat crop in over 50 years remain unchanged for next year’s planting: closed Hormuz, unaffordable fertilizer, and unrelenting drought. The current grocery store is the last echo of a system that no longer exists.
You are witnessing the start of a multi-year food supply reset that could echo the Dust Bowl.
#WheatCollapse #DustBowlWarning #FoodCrisis #FertilizerShortage #HormuzCrisis #GroceryPriceShock #FarmCrisis
The USDA just released its May WASDE report and the numbers confirm a full-scale agricultural breakdown. Wheat planting has hit the lowest level since 1919. The upcoming harvest is forecast as the smallest in over 50 years with hard red winter wheat—the flour wheat for bread, pasta, and baked goods—down a crushing 36 percent in one season. The grocery store still looks normal today only because you are eating the final products of the old system planted before the war, fertilized before the price spike, and grown before the drought took hold.
THE USDA BOMBSHELL
➡️ US wheat production for the upcoming year is forecast at 1.561 billion bushels, down 424 million from last year.
➡️ This marks the lowest wheat harvest since the early 1970s.
➡️ Winter wheat is down 25 percent overall with hard red winter wheat plunging 36 percent.
➡️ All wheat yield is 5.8 bushels per acre below last year’s record.
➡️ 40 percent of the crop is already rated poor or very poor.
THE FERTILIZER LOCKDOWN
➡️ Iran shut seven urea and ammonia plants when the war broke out and they have not reopened.
➡️ One-third of all globally traded nitrogen fertilizer is still trapped behind the closed Strait of Hormuz.
➡️ American fertilizer prices surged more than 40 percent in the first month of the war and have not normalized.
➡️ 70 percent of farmers surveyed by the American Farm Bureau say they cannot afford the fertilizer they need this season.
THE DROUGHT AND FARMER NIGHTMARE
➡️ The southern plains have been locked in drought through the entire growing season with no break in the forecast.
➡️ Farmers are paying 2026 input prices but getting crop prices from the 1970s and 1980s.
➡️ One Oklahoma Farm Bureau leader told CNBC they face the brutal choice of losing money or cutting fertilizer.
➡️ Multi-generation family farms are folding under the pressure and those operations do not come back.
THE GROCERY TIMELINE
➡️ Flour wheat collapse hits bread, buns, pasta, cereal, crackers, cookies, and hundreds of processed foods first by autumn.
➡️ Corn production is down 6 percent with ending stocks at multi-year lows, pushing meat, dairy, and egg prices higher later.
➡️ Beef herd rebuild is already underway and will keep protein prices elevated for the next 18 to 24 months.
➡️ The food you stock now buys you time before the new higher prices lock in across the entire basket.
THE BOTTOM LINE
The conditions that just delivered America’s smallest wheat crop in over 50 years remain unchanged for next year’s planting: closed Hormuz, unaffordable fertilizer, and unrelenting drought. The current grocery store is the last echo of a system that no longer exists.
You are witnessing the start of a multi-year food supply reset that could echo the Dust Bowl.
#WheatCollapse #DustBowlWarning #FoodCrisis #FertilizerShortage #HormuzCrisis #GroceryPriceShock #FarmCrisis
• • •
Missing some Tweet in this thread? You can try to
force a refresh
