Iran Conflict Shakes Global Fertilizer Markets and May Feed A Food Crisis: BI Replay

As global agriculture heads into a critical planting season, the ongoing conflict involving Iran is creating acute disruptions in fertilizer supply chains with far-reaching implications for farmers, commodity markets, and food security. This session will explore how geopolitical tensions in the Middle East — particularly threats to the Strait of Hormuz, a vital trade artery handling roughly one-third of global urea shipments — are driving price volatility and inventory challenges for nitrogen and its inputs. We’ll discuss the cascading effects on fertilizer availability, transportation costs, and farmer decision-making, especially as Northern Hemisphere ramps up for 2Q plantings.