Walker just wrote a very insightful article above about how Egypt's hopes for democracy and stability might depend on China's drought and its resulting wheat problems the drought may cause. Although the Chinese are huge wheat consumers, they usually can grow what they eat. But the Chinese drought crisis could and most likely will force them to enter the world grain markets to make up the shortfalls. international farmland investment is often really an investment in access to grain which is really often an investment in access to rain water. But even if international investment farmland investment as a strategy to deliver grain could work, it is, to say the least, a slow strategy, and as global stockpiles get tighter the need for grain is often more pressing in comparison. Unfortunately for Egypt, since it is the largest importer of wheat, this scenario could pit Egypt's desperate needs for cheap food and the political stability that It could bring against the wheat needs of the second largest economy in the world. Who really wants to be bidding against China?




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