摩根大通警告:全球粮食危机或明年爆发 化肥供应缺乏缓冲

智通财经
Yesterday
【摩根大通警告:全球粮食危机或明年爆发 化肥供应缺乏缓冲】摩根大通最新警告,全球化肥供应中断与超强厄尔尼诺的风险正在叠加,全球食品价格可能在2027年上半年上涨5%。能源领域尚有战略石油储备可以缓冲冲击,化肥供应没有类似的后备方案。一旦错过施肥期,即使供应随后恢复,农作物减产也难以挽回。摩根大通在题为《粮食安全就是国家安全:多重风险叠加》的报告中指出,美国目前的食品通胀率为3%,已经给家庭开支带来不小压力。美国并非粮食安全风险最高的国家,但是进口依赖仍会将涨价压力传导至国内。美国消费的咖啡、可可和糖等商品主要依赖进口,其主要供应国可能受到直接冲击。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10