Ghost cities, grain infrastructure attacks, and the future of trade deals between the East and West

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Can we make it around the world in 27 minutes? We can if it’s a discussion on geopolitical happenings that impact North American agriculture!

Settling in for their monthly discussion, RealAgriculture’s Shaun Haney and Jacob Shapiro of Cognitive Investments dig in to what the recent Russian attacks on port and logistics infrastructure might mean to grain markets and the Russian offensive overall, plus what or who pressures Russia to re-sign the Black Sea grain deal.

Shapiro shares where he sees Russia fell flat at the outset of this war, leading to this drawn-out violence that has evolved into a war of attrition.

The pair then move on to discuss China, the Chinese economy, “missing” Chinese officials and what ghost cities, communism, and tariffs all have to do with the (im?)possibility of China joining the CPTPP deal. Listen on below or download for later!

Find previous conversations with Jacob Shapiro, here.

 

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