Episode Details

Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard. Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China’s fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027. Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets. 💡Josh Linville breaks down why fertilizer could be the next major real-assets risk hiding in plain sight. Join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/49ZtdF2 💡Josh Linville says the fertilizer panic may be overblown — but farmers are already getting squeezed, and the impact could ripple through food prices and portfolios. Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4vnNqNj 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 00:00 — Fertilizer Panic vs. Reality 00:38 — Why Fertilizer Suddenly Matters to Investors 00:59 — Are We Facing a Global Food Shortage? 01:13 — Why the Famine Headlines Are Overblown 02:28 — No Food Crisis, But Major Disruptions 03:02 — Fertilizer Prices Surge While Grain Prices Lag 03:58 — How Farmers Are Adjusting Fertilizer Use 05:12 — When Do Supply Chain Workarounds Break? 06:08 — Why This Shock Is So Hard to Forecast 06:36 — Urea Supply Risk and the Spring 2027 Warning 08:17 — Why Fertilizer Prices May Stay Higher 09:48 — China’s Underappreciated Fertilizer Risk 11:48 — Is Fertilizer Protectionism Spreading? 13:30 — Why the Choke Point Is Production and Shipping 14:27 — Could Government Intervention Become Structural? 15:43 — Why U.S. Urea Dependence Is a Problem 17:10 — Can America Ramp Up Fertilizer Production? 19:18 — Where Are the Fertilizer Entrepreneurs? 21:56 — Russia, Ukraine, and the Fertilizer Supply Chain 23:45 — Is There an Investment Play in Fertilizer? 24:47 — Could Fertilizer Costs Hit Food Prices? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealt