By Agnieszka de Sousa
It’s the end of 2019 and America’s bountiful harvest is in. But President Donald Trump is facing a crisis few contemplated the year before: a food shortage almost everywhere else in the world.
The seeds were sown after an unexpectedly severe El Niño and widespread droughts diminished food production around the world, roiling trade patterns already broken by a tariff war.Hunger was rampant and refugees were on the move.
Attention turned toward North America, where crop yields were ample and supplies plentiful. The U.S. was in a position to help. What would the president decide?
If what you are about to read sounds far-fetched, remember this: All the weather disasters and most of the policy scenarios described here have happened in the past. Just not at once.
Cuối năm 2019 và Mỹ thu hoạch bội thu. Nhưng Tổng thống Donald Trump đang phải đối mặt với một cuộc khủng hoảng vài năm trước mắt . Một sự thiếu hụt lương thực ở hầu hết mọi nơi trên thế giới.
Các hạt giống đã được gieo sau khi El Niño nghiêm trọng bất ngờ và hạn hán lan rộng làm giảm sản xuất lương thực trên khắp thế giới, các mô hình thương mại đã bị phá vỡ bởi một cuộc chiến thuế quan. Cái đói tràn lan và những người tị nạn đang di chuyển.
Sự chú ý chuyển sang Bắc Mỹ, nơi năng suất cây trồng dồi dào và nguồn cung dồi dào. Hoa Kỳ đã ở trong một vị trí để giúp đỡ THẾ GIỚI . Tổng thống sẽ quyết định gì
Nếu những gì bạn sắp đọc thấy có vẻ xa vời, hãy nhớ điều này: Tất cả các thảm họa thời tiết và hầu hết các kịch bản chính sách được mô tả ở đây đã từng xảy ra trong quá khứ. Và chỉ chưa cùng một thời điểm
A SHIFT IN THE WINDS
The heat El Niño released into the atmosphere helped push up world temperatures, making 2019 the warmest year on record. The disruption it brought to weather patterns unleashed floods and droughts, sparking forest fires, displacing people, creating food shortages and upending energy and commodity markets.
Sức nóng El Niño thải vào khí quyển giúp đẩy nhiệt độ thế giới lên cao, khiến năm 2019 trở thành năm ấm nhất được ghi nhận. Sự gián đoạn mà nó mang lại cho các kiểu thời tiết đã gây ra lũ lụt và hạn hán, gây ra các vụ cháy rừng, di dời người dân, tạo ra tình trạng thiếu lương thực và làm tăng thị trường năng lượng và hàng hóa
Scorching heat in Australia withered wheat crops. Erratic rains cut rice production across the Pacific Rim, from India to Japan. The rains that would normally fall over Brazil’s agricultural regions gave way to drought, stunting soybean and corn production.
Global stockpiles began to shrink. Buyers waited for the harvest in the main two breadbaskets that hadn’t been crippled by El Niño: the North American nations of the U.S. and Canada, and the Black Sea region of Russia and Ukraine.
Dự trữ toàn cầu bắt đầu thu hẹp. Người mua chờđợi vụ thu hoạch trong hai thùng bánh mì chính đã bị El Niño làm tê liệt: các quốc gia Bắc Mỹ của Hoa Kỳ và Canada, và khu vực Biển Đen của Nga và Ukraine.
CASE STUDY
2011: Brazilian Crop Devastation
PUTIN’S MISCALCULATION
Droughts had already curbed harvests around the Black Sea in 2018. That tightened domestic grain markets in Russia and Ukraine and heightened global anxiety over whether Russian President Vladimir Putin would hold his wheat off the global market. He did, arguing that supplies were better used at home. Domestic bread prices immediately fell, while in the rest of the world they rose.
Hạn hán đã hạn chế thu hoạch quanh Biển Đen năm 2018. Điều đó đã thắt chặt thị trường đang tươi cười trong nội địa ở Nga và Ukraine và làm tăng sự lo lắng toàn cầu về việc liệu Tổng thống Nga Vladir Putin có giữ lại lúa mì của mình không cung ứng cho th ị trường toàn cầu hay không. Ông đã làm, lập luận rằng nguồn cung cấp được sử dụng tốt hơn ở nhà. Giá bánh mì trong nước ngay lập tức giảm, trong khi ở phần còn lại của thế giới lại tăng
Putin covertly sent more troops into Donbas in eastern Ukraine, stoking conflict in his main wheat rival. At the same time, his sale of missile systems to Turkey at a heavy discount alarmed the U.S. and began to unravel the NATO alliance as President Recep Tayyip Erdogan cut more ties to the West. A naval buildup began in and around the Turkish Straits, the main conduit of Ukrainian grain to the Middle East and Africa.
Putin tình cờ gửi thêm quân vào Donbas ở miền đông Ukraine, gây ra xung đột trong đối thủ lúa mì chính của ông. Đồng thời, việc ông bán các hệ thống tên lửa cho Thổ Nhĩ Kỳ tại một S. nặng và bắt đầu làm sáng tỏ liên minh NATO khi Tổng thống Recep Tayyip Erdogan cắt đứt quan hệ với phương Tây. Một sự tích tụ của hải quân bắt đầu trong và xung quanh Eo biển Thổ Nhĩ Kỳ, kênh dẫn chính của ngũ cốc Ukraine đến Trung Đông và Châu Phi
Trump praised Putin’s export ban during a summit in Washington, saying it showed how the Russian leader put his people first. By July, the Russian ban and shrinking harvests had pushed inflation-adjusted wheat prices above their 1974 peaks, reached during the Arab oil embargo.
Trump ca ngợi lệnh cấm xuất khẩu của ông Putin trong một hội nghị thượng đỉnh ở Washington, nói rằng nó cho thấy nhà lãnh đạo Nga đặt người dân của mình lên hàng đầu như thế nào. Đến tháng 7, lệnh cấm của Nga và thu hoạch bị thu hẹp đãđẩy giá lúa mìđiều chỉnh lạm phát lên trên mức cao nhất năm 1974, đạt được trong lệnh cấm vận dầu mỏ của Ả Rập.
CASE STUDY
2010: Russian Wheat Export Ban
SUFFERING GOES GLOBAL
With global agricultural trade dwindling and crop reserves dramatically lower, some nations buckled. In the Philippines, an inability to procure rice on the world market led to riots in Manila that were brutally put down by President Rodrigo Duterte.
Food-fueled unrest spread in Indonesia and Myanmar, and hungry people began to flee. In East Africa, aid organizations warned of humanitarian catastrophe amid local crop failures.
In Egypt, the world’s biggest wheat importer, government attempts to curb subsidies raised the price of bread, helping trigger deadly riots. Those same concerns about soaring costs, along with grievances about freedom and justice, had blown up into all-out rebellion in 2011.
1977: Egyptian Bread Riots
As millions of hungry refugees began to migrate toward European Union countries, Turkey suspended its deal with the EU to hold them back in exchange for billions of euros. At an emergency summit, European leaders tightened controls around their external borders.
The U.K. crashed out of the EU with no deal in March—and became the envy of the continent. Populists from France to the Czech Republic joined forces to end the bloc’s passport-free zone and Italy talked more seriously about exiting the union itself. Nationalists, all favoring stronger border policing, won a strong minority in European parliamentary elections in May.
In Asia, Australia fended off another wave of boat people, deporting them home as its offshore detention centers filled up. Japan drew upon its large rice surpluses; its airlifts kept thousands of refugees from starving to death without allowing any into the country. Fearful of encouraging hoarding, the country’s leaders kept some supplies on hand.
1993: Japanese Rice Crisis
China, which had been relying on Brazilian soybean supplies since mid-2018, was embroiled in an escalating trade war with the U.S. It didn’t help when President Xi Jinping ratcheted up his rhetoric on Taiwan, which China regards as a province. Pirates begin to terrorize the South China Sea, a key trade route, creating an opportunity for a power grab for Xi in the territorially contested areas.
In Singapore, tensions rose with poorer neighbors Malaysia and Indonesia. While the rich island state could afford the uptick in food prices, it faced the risk of having its shipments of water supplies from Malaysia curtailed.
El Niño-related rains led to record grain harvests in the northern U.S. and the burgeoning Canadian Corn Belt. “America’s farmers are the greatest in the world,” Trump cried at a raucous rally in Des Moines, Iowa, one year ahead of his bid for re-election.
U.S. producers, already sitting on massive soybean inventories, heading toward a record corn surplus and facing a bumper wheat harvest, were ready to resume their long-expected role as sellers of last resort. But many devastated nations couldn’t pay the high world prices.
Canada came to the rescue, in some emergency cases buying up and then giving away the equivalent of billions of dollars of commodities. Justin Trudeau, widely predicted to win a Nobel Peace Prize, was re-elected prime minister in a landslide.
Inflation was eating at the U.S. economy as high world food prices flowed through to grocery shelves. Many U.S. consumers, especially Trump supporters, considered their harvest a national treasure meant for American stomachs, a point hammered home nightly on Fox News.
While U.S. farmers eyed an export bonanza and its potential for record revenue, Trump’s appeals to patriotism and calls for an “America First” food policy kept them from demanding too much from Washington. Predictions that shuttered exports would cost Trump the farm vote had been proven wrong in the past.
Trump had the power to open markets and feed the world. Or, he could send other nations—ones that had often mocked him and refused to take his blustering seriously—the ultimate put-down. His tweet: “With our NATIONAL SECURITY at stake, I will sign an executive order TODAY putting AMERICA FIRST in food. Our harvest Treasure will remain home. #MAGA2020.”
What he didn’t tweet until the next day: The ban came with an aid package to U.S. farmers of $50 billion, more than three times what they got in 2018, at a time when the federal deficit was already breaking records. Farmers were winners and taxpayers were losers.
2018: U.S. Tariff War
Graphics: Mira Rojanasakul, Jeremy Scott Diamond, Sam Dodge and Hayley Warren
Editing: Anne Swardson, Flavia Krause-Jackson, Rosalind Mathieson and Caroline Alexander
Assists: Brian K.Sullivan and Megan Durisin
Photographers: Bloomberg unless otherwise stated
- A SHIFT IN THE WINDS: Dhiraj Singh, Luke Sharrett, Dario Pignatelli, Daniel Acker
- PUTIN’S MISCALCULATION: Andrew Harrer and Chris Ratcliffe
- SUFFERING GOES GLOBAL: Veejay Villafranca, Carlos Becerra, Shawn Baldwin and STR/AFP/Getty Images
- BORDER BARRIERS: Simon Dawson, Giulio Napolitano
- CHINA’S TIPPING POINT: Nicky Loh and Jonathan Drake
- NORTHERN SOLUTION: Daniel Acker, Alex Wong, Dhiraj Singh and Ben Nelms
- AMERICA’S ANSWER: Daniel Acker, Luke Sharrett, Andrew Harrer and T.J. Kirkpatrick
Data sources:
- A SHIFT IN THE WINDS, PUTIN’S MISCALCULATION: U.S. Geological Survey Cropland Extent 2015
- AMERICA’S ANSWER: U.S. Bureau of Labor Statistics and U.S. Geological Survey Crop Dominance 2010