Crosspost with Sean Hanney's Frontlines from RealAgriculture!

Up for discussion in this episode:

Skirmish in the Red Sea — the U.S. is working to stop Iran-backed Houthi attacks in the shipping lane
Logistics are definitely impacted, but is it as big a deal as it could be?
There’s many players in the mix, and much to unpack on this one
Taiwan’s election is done. Does it make relations with China better or worse and why does it matter?
Speaking of elections, what about Argentina?
China/Argentina trade
On to America! The U.S. election set for November is going to be a wild ride
It doesn’t matter who wins, either way, it’s going to have a huge impact on geopolitics
The outcome of the U.S. election will be a major factor in shaping
geopolitical instability and volatility in the coming year, Shapiro says

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Trouble in the Red Sea, logistics snarls, China, and the U.S. election

The Jacob Shapiro Podcast

Trouble in the Red Sea, logistics snarls, China, and the U.S. election