Dedicated to the pursuit of truth without regard to partisan advantage.
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larrycjohnson.substack.comLatest Issues
The Human Cost of The War Nobody Is Counting: Sulfur, Fertilizer and an Email from Florida
Mosaic Mine
For seven months, the coverage of the war with Iran has been about oil: tanker counts, the price of Brent, how much is left in the Strategic Petroleum Reserve. Hardly anyone outside the fertilizer trade has noticed that the Str...
Sulfur and Urea: Their role in the global economy and who is hurt most by the Persian Gulf cutoff
The global economic damage caused by the closure of the Strait of Hormuz is generally not understood by most policymakers. Public and policy discussion of the Strait of Hormuz closure has fixated on crude oil: tanker counts, Brent prices, s...
By Netanyahu’s Own Math, Gaza Is 3,900 September 11ths
Benjamin Netanyahu likes to translate Israel’s grief into American. At the United Nations last month, he took the dead of October 7 and multiplied them by the ratio of America’s population to Israel’s. The 1,200 Israelis killed that day, he...
The Five-Year Fuel Crisis: Why the World Economy Is Paying for a War It Thinks Is Ending
Once again Karl W. Miller has put numbers to a problem that most of the commentariat still treats as a temporary price spike. His latest forward outlook, “The Five-Year Global Energy Crisis,” dated October 3, makes an argument that should a...
Netanyahu’s Arithmetic: Sixteen 9/11s and the Ayalon Highway
Benjamin Netanyahu has a talent for round numbers, and for knowing which audience gets which one.
On the night of October 17, 2024, after Israeli soldiers stumbled on Yahya Sinwar in Rafah and killed him, the prime minister recorded two st...
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Managing Partner of BERG Associates, former CIA Officer and State Department Counter Terrorism official.
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