Prediction record

Misseconomy

Russia's fertilizer exports to Brazil will be disrupted in the near future as a result of the Ukraine war.

A scored record for Peter Zeihan, made on .

VideoPrimary sourceeconomygeopolitics

Scored record

Misseconomy

those haven't been disrupted because of the Ukraine were but that's not long coming

Russia's fertilizer exports to Brazil will be disrupted in the near future as a result of the Ukraine war.

Made on
2023-01-13
Outcome
Miss
Importance
3 / 5
Contribution
-1.33

Criterion

Resolution status
resolved
Resolved on
2024-01-13

By 2024-01-13, Russian fertilizer exports to Brazil are materially disrupted or reduced attributable to the Ukraine war.

Criterion (Russian fertilizer exports to Brazil materially disrupted/reduced and attributable to the Ukraine war by 2024-01-13) was NOT met; the opposite occurred — record/expanding volumes. There was a transient early-2022 disruption fear (Bloomberg) but it predates the made_on date and resolved before the window. Trading Economics value series exists but its public page did not expose the 2022-2024 year-by-year breakdown on fetch; 10.3M-ton figure corroborated across trade-data sources. No outcome value assigned.

Sources

  • Where in the World: Adair and Winds, pt. 2

    YouTube ·

    Source

Outcome evidence

  • Russian fertilizer exports to Brazil were NOT disrupted over the prediction window — they grew to a record. Brazil received ~10.3 million tons of Russian fertilizers in 2023, remaining one of Russia's largest export markets; Russia's share of Brazil's potash imports rose from 27% (2021) to 29% (2023). Sanctioned Russian producers redirected exports toward southern-hemisphere/'friendly' markets, with ~75% of exports going to the global south by end-2023 and a 'significant increase in sales to Brazil, India and China.'

    Evidence

  • IFPRI / USDA-ERS analyses of 2021-2023 global fertilizer trade confirm that after the initial 2022 price spike, trade flows largely normalized and Russia maintained/expanded volumes to non-Western buyers including Brazil, rather than experiencing sustained export disruption to Brazil.

    Evidence

  • Contextual counter-evidence (does not change the outcome): in the immediate aftermath of the invasion, Bloomberg reported in April 2022 that Brazil was receiving a 'final wave' of crucial Russian fertilizer shipments amid logistics/payment fears — a brief early-2022 disruption scare. But this preceded the 2023-01-13 prediction date, and by the prediction window itself flows had recovered and grown, so it does not satisfy the criterion of disruption 'in the near future' from the made_on date.

    Evidence

Corrections

No public corrections.

Score contribution

-1.33
Confidence
85%
Outcome
Miss
Importance
3 / 5
Contribution
-1.33

This page displays the scored record as published; the website doesn't recompute or adjust the score.

Provenance

Russia's fertilizer exports to Brazil will be disrupted in…
Methodology version
v1.0.0
Last computed
July 4, 2026
Made on
2023-01-13

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Evidence firstMethodology