Everyone’s watching oil. That’s the mistake. With Hormuz closed, the real shock is hitting fertilizer, food, and supply chains. This isn’t just an energy crisis. It’s the early stage of a global food breakdown.
No, nitrogen wasn’t lined up. This is a widely reported problem. It’s not a type of fertilizer that gets stored. And it’s not one section of one country, it’s majority of Gulf states at this point which accounts for roughly 20% of global supply. The issue isn’t even passage at this point, it’s that production has been shut down.
No, nitrogen wasn’t lined up. This is a widely reported problem. It’s not a type of fertilizer that gets stored. And it’s not one section of one country, it’s majority of Gulf states at this point which accounts for roughly 20% of global supply. The issue isn’t even passage at this point, it’s that production has been shut down.
Meanwhile, US farmers are already seeing fertilizer shortages and fuel prices going up. https://www.cnn.com/2026/03/23/business/fertilizer-prices-iran-war-farmers
Western interventions are a whole separate problem for developing countries. That doesn’t detract from food production issues in any way.