(Zero Hedge)—In the past two years the western establishment media has effectively obscured the reality on the ground in Ukraine. Only recently has it become clear to the public that the tales we’ve heard about Russia imploding due to “bad tactics” and “throwing bodies into the meat grinder” in exchange for irrelevant territory have all been a fantasy. The problem is, propagandists often end up believing their own propaganda and then they are caught completely by surprise down the road when reality slaps them in the face.
Russian offensive actions in the east have greatly accelerated and now in the south the vital city of Vuhledar is set to fall within a couple days (if it hasn’t already). Their attrition based strategy and artillery superiority have created a shield for small fast moving units to strike Ukraine’s trenches and fixed defenses, and their drone game has dramatically improved. This has led them to capture multiple towns and cities in the past three months, with their forces closing in on the key eastern operational base of Pokrovsk. If Pokrovsk falls, the entire east of Ukraine could easily fall.
Beyond the shift to attrition tactics, Russia is gaining territory quickly because Ukraine is low on manpower. No amount of NATO technology or weaponry is going to help this fundamental weakness. This is the reality in Ukraine; they are losing the war.
The western media is unable to gloss over the situation any longer, which means something dramatic will have to happen to change the course of the war in Ukraine’s favor. Their government is scrambling to initiate an October surprise in preparation for the US elections in November. The US runs NATO, and Ukraine is entirely dependent on US aid.
The notion of a Ukrainian “Victory Plan” is by itself questionable given the circumstances, but what is reportedly contained in Vladimir Zelensky’s strategy seems to be a over-optimistic wish list relying heavily on escalation between NATO and Russia. In other words, the only way Ukraine can “win” is for NATO to engage in open warfare with the East.
While the full plan hasn’t been divulged, senior U.S. officials who are familiar with its contents don’t see anything original or innovative in it. As one told The Wall Street Journal on Sept. 25, “I’m unimpressed, there’s not much new there.” From what we can grasp, the “victory plan” is less a “plan” and more a continuation of Zelensky’s lobbying campaign to keep U.S. arms flowing in perpetuity.
Zelensky is dead-set on getting permission to use US and European long range missile systems against targets deep within Russia. The problem, as Vladimir Putin rightly noted, is that these systems cannot hit such targets accurately without NATO satellite intel and acquisition. Meaning, the missiles must be guided by US and European military technicians and assets.
It is likely that the majority of Ukrainian long range drone strikes within Russia are already being aided by NATO intel, but the use of ATACMS and Storm Shadow missiles far from Ukraine’s front line is another matter entirely. There’s no plausible deniability for NATO involvement. The use of these weapons within Russia would be akin to a declaration of war and would trigger escalation outside of Ukraine.
What would the consequences be? Not necessarily the use of nuclear weapons (though Putin did just change his bottom line on a nuclear response to include long range attacks using NATO weapons), but the spread of more advanced Russian armaments to countries like China, Iran, Syria, North Korea, and even the Houthis in Yemen is a good bet. Meaning a more significant threat to NATO interests in Asia and the Middle East. The war would spread.
So far the Biden Administration has refrained from supporting the long range option, but has offered another $8 billion in support. Under a Trump presidency, the money train is likely to stop abruptly.
Zelensky has offered no practical measures for negotiations, arguing that concessions are off the table. Furthermore, he claims that peace is only possible once Ukraine has taken back all territory seized by Russia, including Crimea which was annexed in 2014. He then demanded that Russia pay for Ukraine’s reconstruction and that Putin and a multitude of other Russian officials be handed over to be tried for war crimes. This is never going to happen.
The core of Ukraine’s victory plan relies on long range strikes using NATO guided missiles and acceptance into NATO. Both factors at this stage would cause WWIII.
Ukraine’s chest beating is the national equivalent of “short man’s syndrome.” That said, Zelensky would not be making these kinds of demands if he was not being encouraged by someone behind the scenes. Many officials within the US and Europe have given Zelensky delusions of grandeur about his chances, perhaps because they want the war to grind on forever. These same officials have hinted consistently that they will not accept a Ukrainian loss.
Regardless of what side people think should win, the fact is that Russia is the inevitable victor according to all the evidence on hand. While the extent of Putin’s goals in the region are unknown, it’s unlikely that he intends to march beyond Ukraine. He may simply stop at the edge of the Donbas and annex the region like he did Crimea.
This may actually be the best case scenario for all parties involved. The longer the war goes on the greater the chances of a powerkeg moment and a direct confrontation between Russia and NATO. Ukraine should not be talking about “victory”, that time has come and gone. They should be talking about peace.
Two Storms, One Harvest
Every food crisis in living memory has been a one-shock event. The 2008 price spike was a commodity bubble. The 2020 shortages were a logistics failure. The 2022 grain scare was a war on one exporter’s ports. Each time, the system bent, adjusted, and recovered, and each time the experts assured us afterward that global markets are simply too big and too diversified to fail.
What nobody in Washington seems eager to discuss is that 2026 is shaping up to be something the modern food system has never actually faced. Two independent shocks, one climatic and one geopolitical, are converging on the same harvest cycle at the same time. Not sequentially. Simultaneously.
Start with the weather. The Pacific Ocean is currently building toward what forecasters now openly call a record event. NOAA’s Climate Prediction Center puts the odds of at least a strong El Niño near 88 percent, with roughly two in three odds it reaches “very strong” status, the tier reserved for perhaps three or four events in the entire satellite era. Every major global model now projects a median peak in Super El Niño territory, and most of them project it exceeding the 2015-16 event, which until now held the modern record. Sea surface anomalies were already brushing the super threshold in mid-July, months before these events normally peak. The atmosphere has already shifted into El Niño mode, and the event is forecast to crest in late fall and early winter.
This is not about “climate change.” It’s about the standard cycles of weather, and the cycle we’re currently in is one that has likely devastated societies in the past. We’re better prepared as a society today, but not all Americans are equally prepared.
Serious households have started doing the quiet math on their own. Grocery bills tell part of the story, and the forecast maps tell the rest, which is why long-term food storage has moved from fringe hobby to mainstream line item in the family budget, with established suppliers like Heaven’s Harvest seeing demand from people who five years ago would have rolled their eyes at the idea. That instinct is not paranoia. It is pattern recognition, and the pattern is worth walking through carefully.
Editor’s Note: Heaven’s Harvest IS a sponsor, but the warnings of this article are real and would be written even if we didn’t have a survival food sponsor. With that said, those who take advantage of what they offer can use promo code “Patriot” for 15% off.
The Fertilizer Clock Is Already Running
While the Pacific warms, the second shock has been unfolding in the Strait of Hormuz. The conflict with Iran turned the world’s most important energy chokepoint into a contested waterway, and the consequences reach far beyond the gas pump. Roughly a third of global fertilizer trade moves through Hormuz, and the disruption sent urea prices up 86 percent year over year by March, with a 53 percent jump in a single month.
The World Bank projects energy prices rising about 24 percent in 2026 and fertilizer about 31 percent. By its own accounting, fertilizer prices ran 35 percent higher in the first five months of this year than the same period last year.
Here is the mechanism the nightly news will not explain. Fertilizer is not a grocery item. It is a time-delayed input. The nitrogen a farmer in Iowa or Punjab could not afford to apply this spring does not show up as a problem this spring. It shows up as a thinner harvest six to twelve months later.
The World Bank’s own food security brief concedes that the effects of reduced applications earlier this season “are likely to become visible only later in harvest outcomes.” Translate that from institutional language into plain English and it means this. The damage is already done, it is already in the ground, and we are simply waiting for it to arrive on the shelf.
Now check the calendar. Six to twelve months from the spring planting season lands us squarely in late 2026 and early 2027. Which is precisely when the strongest El Niño in the instrumental record is forecast to peak, bringing its signature droughts to Southeast Asia, Australia, southern Africa, northern Brazil, and South Asia, the very regions that grow the world’s rice, sugar, and oilseeds.
The World Bank warns openly that a strong El Niño “could disrupt multiple crop belts simultaneously” on top of the conflict-driven input costs. Their baseline projection assumes the Middle East disruptions ease by autumn. What in the last two years of Middle East history suggests that assumption is safe?
The System Has No Slack Left
The comfortable answer is that global markets always adjust. But adjustment requires slack, and the slack is gone. Global cereal production is expected to decline from last year’s records even before El Niño does its work. The UN World Food Programme, hardly a den of right-wing preppers, is calling this the most significant disruption to its supply chains since Covid and the invasion of Ukraine, and its supply chain director put the stakes bluntly.
Today’s supply chain challenges are tomorrow’s hunger crisis.
There is also a political dimension that markets cannot price. When food gets scarce, governments do not behave like economists. They behave like politicians. Export bans, hoarding mandates, and panic buying at the national level turned the modest rice shortfall of 2008 into a global crisis, and analysts are already warning that import-dependent nations are the first dominoes.
The 2015-16 Super El Niño, a far weaker event than what is now forecast, threw tens of millions into food stress across Africa and Asia. This one is projected to be stronger, and it arrives with fertilizer already rationed by price and shipping lanes already contested by missiles.
What Joseph Knew
Scripture does not treat preparation for lean years as faithlessness. It treats it as wisdom delivered in advance to those willing to act on it.
Behold, there come seven years of great plenty throughout all the land of Egypt: And there shall arise after them seven years of famine; and all the plenty shall be forgotten in the land of Egypt.
Joseph did not respond to that warning with a hashtag or a committee. He stored grain during the years of abundance, and when the famine came, Egypt stood while its neighbors begged. The lesson is not that famine is certain. It is that the time to prepare is precisely when preparation still looks optional.
Nobody who filled a pantry in a year of plenty has ever regretted it, and nobody standing in an empty aisle has ever been glad he waited for certainty.
None of this calls for panic, and panic is the enemy of sound judgment anyway. It calls for the same unglamorous prudence our grandparents considered ordinary. Keep some cash margin, know your local growers, and put real food in deep storage while it is cheap and available, because the entire arc of this story is that cheap and available is a closing window.
Families looking for a straightforward place to start can visit Heaven’s Harvest and use promo code Patriot for 15 percent off long-term storable food. The forecasts may yet soften, the strait may yet reopen, and we should pray they do. But hope is a fine thing to hold and a foolish thing to eat.
Soooo, just like Vietnam we are pouring enormous amounts of cash and armaments (less the American blood) and are going to lose in the end. What a way to assist a country that wishes to resist the yoke of communism. It is no wonder America has no real allies. We have no grit or patience to wear down a foe. Instant potatoes, instant pudding, instant grits, minute rice we want instant victory, too.