Episode Details

The war in Iran has disrupted global fertilizer trade, causing prices to surge and threatening crop yields worldwide. With the Strait of Hormuz blocked, key producers like Saudi Arabia, Qatar, Iran, and Bahrain cant ship out their goods, cutting off roughly thirty percent of global urea supplies. This crisis is worse than the Russia-Ukraine disruptions two years back, as it affects multiple countries and a bigger share of trade. Chinas export restrictions add to the squeeze, raising fears of food inflation if yields drop even five percent. The real test comes later this year when shortages bite into harvests worldwide.

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