Commodities Report: Wheat | 2026-03-28 06:00 UTC [QFZG] | Bullish | tightening

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1. https://countercurrents.org/2026/03/indian-farmers-demand-fair-wto-reforms-to-safeguard-food-security-and-livelihoods/ - * Indian farmers rely on government procurement and stockholding programmes for food security and income stability, protesting for a permanent solution under WTO rules. * WTO’s current support mechanisms, including the Peace Clause and outdated reference prices, threaten India’s procurement systems and food security measures. * India calls for immediate implementation of the Special Safeguard Mechanism (SSM) and resolution of developed countries’ subsidy practices. * US subsidies are substantially higher than India's, impacting global prices and market stability. * Rising corporate market power and proposed WTO issues threaten small farmers and public food systems globally, including India. * Indian farmers demand a permanent support solution, updating reference prices, immediate SSM, and resolution of subsidies, opposing new WTO issues.
2. https://www.newsghana.com.gh/hormuz-fertiliser-crunch-threatens-ghanas-planting-season-ahead/ - * The closure of the Strait of Hormuz has removed about one third of globally traded seaborne fertiliser, impacting Ghana which relies on imports for fertilisers. * Global urea prices rose nearly 26 percent from $465 to $585 per metric tonne following the blockade. * Ghana's Ministry of Food and Agriculture procures between 250,000 and 350,000 metric tonnes annually; Ghana depends on imports for fertiliser raw materials. * Sub-Saharan Africa is highly vulnerable, with over 90% of fertiliser being imported and low application rates affecting crop yields. * Ghana is developing a fertiliser manufacturing complex with Morocco's OCP Group to reduce reliance on Gulf supplies, but it is not yet operational.
3. https://www.koat.com/article/iran-war-drives-up-fertilizer-costs-for-us-farmers-raising-fears-of-higher-food-prices/70870463 - • The war in Iran increases fertiliser and fuel costs for American farmers, with disruptions in the Strait of Hormuz affecting global markets. • Farmers and farm organisations report rising fertiliser prices and supply shortages. • The US government, including President Trump, is seeking measures to support farmers and reduce costs amid supply disruptions. • The OECD warns ongoing fertiliser constraints could raise global food prices. • Disruption duration is a concern for future food price impacts.
4. https://egyptian-gazette.com/world/the-war-in-iran-sparks-a-global-fertiliser-shortage/ - * Farmers worldwide face fertiliser shortages due to Iran's blockade of the Strait of Hormuz. * Gas prices have increased; fertiliser supplies are waning, affecting planting seasons. * The shortage threatens crop yields and increases food prices, particularly impacting developing countries. * Iran limits shipments through the Strait, affecting nitrogen and phosphate fertiliser nutrients. * Urea and liquefied natural gas prices are rising, disrupting fertiliser availability.
5. https://vanguardia.com.mx/noticias/guerra-en-iran-provoca-escasez-mundial-de-fertilizantes-y-amenaza-los-precios-de-los-alimentos-OO19714486 - * The war with Iran has led to a near-complete closure of the Strait of Hormuz, limiting fertiliser exports. * The shortage affects nitrogen and phosphate nutrients, with increased prices and supply delays. * Farmers in developing countries depend heavily on imports from the Gulf, risking reduced crop yields. * The situation impacts key planting seasons in the US, Europe, and Asia, potentially raising food prices. * Countries like India, Ethiopia, and regions in Africa are vulnerable to fertiliser supply disruptions.
6. https://armoneyandpolitics.com/trump-welcomes-farmers/ - • President Trump met with US farmers at the White House to discuss support measures. • The administration produced $12 billion in ag relief funding last December. • Trump pledged to push for a new Farm Bill and additional farm relief funding. • An enhanced SBA loan guarantee program for agricultural small businesses was unveiled. • New EPA diesel emission guidelines and updates to biofuel standards were announced. • The policies aim to support farmers, reduce costs, and increase demand for farm products. • The president emphasised the focus on aiding farmers and lowering food prices for the US.
7. https://www.jdsupra.com/legalnews/u-s-tariff-refund-mechanics-a-section-3696695/ - * The U.S. Supreme Court invalidated tariffs imposed under IEEPA, leaving refund procedures unresolved; CBP is developing a new automated refund system, CAPE. * The Court of International Trade ordered the refund process to proceed, with CBP working to automate refunds via the ACE system. * Section 122 tariffs, authorised by Proclamation 11012, are challenged in court over statutory and constitutional grounds; challenges focus on the tariffs' compliance and duration. * The administration uses Section 122 as a temporary measure while pivoting towards more durable tariffs under Section 301. * Two Section 301 investigations target excess capacity and forced labour in multiple economies; outcomes could lead to tariffs or negotiated resolutions, affecting global supply chains.
8. https://endtimeheadlines.org/2026/03/iran-war-creating-perfect-storm-for-global-food-supply-shortages/ - ['*The war in Iran is causing disruptions to the global fertiliser supply, affecting food production and prices.', '*The conflict has interfered with the Strait of Hormuz, a critical shipping route for fertiliser trade.', '*Disruptions coincide with planting season, risking lower yields and future food shortages.', '*Developing countries and smallholder farmers are particularly vulnerable to increased fertiliser costs.', '*The situation adds uncertainty to fertiliser markets already strained by previous disruptions, risking global trade fragmentation.']
9. https://www.zawya.com/en/economy/global/chicago-oilseed-and-grain-futures-wobble-over-iran-war-uncertainty-q5ln8bav - * Chicago oilseed and grain futures fluctuated between gains and losses amid Middle East conflict developments. * U.S. and Iran signals regarding ending the war influence market movements. * Corn, wheat, and soybeans prices showed weekly variation, affected by oil prices. * Iran's retaliations and Strait of Hormuz blockade impact Middle East fuel exports. * Market watchers anticipate US biofuel targets and USDA acreage estimates, amid rising fertiliser and fuel prices due to Middle East conflict. * Russia announces suspension of ammonium nitrate exports until April 21 to safeguard spring planting supplies.
10. https://www.deccanchronicle.com/opinion/columnists/dev-360-hormuz-hearth-flames-to-fires-always-have-plan-b-patralekha-chatterjee-1946749 - * The war in West Asia affects India's LPG imports, with delays and shortages impacting households, schools, and industry. * India imports around 60% of its LPG, mostly passing through the Strait of Hormuz, which is threatened by ongoing conflict. * Shortages lead to increased use of firewood, affecting midday meals and migrant labour in Kerala. * Disruptions in fertiliser supply due to West Asian conflicts threaten crop yields and food security. * Suggested contingency plans include diversification of suppliers, domestic production, storage, and demand management.
11. https://www.brecorder.com/news/40413463/indias-2026-wheat-harvest-seen-higher-but-below-estimates-as-rains-hail-hit-crop - * India’s wheat harvest in 2026 is forecast to rise from the previous year but fall short of early estimates due to unseasonal rains and hailstorms.* * The government projects a record 120.21 million metric tons; traders estimate around 113.5–114 million tons.* * Recent rains have cooled fields; hailstorms raised concerns about yield and quality.* * Wheat planting increased to 33.4 million hectares, up from 32.8 million hectares last year.* * Crop outlook remains uncertain with weather conditions continuing to develop."
12. https://www.agweek.com/business/markets/grains-see-some-support-from-weather-biofuels-trade-meeting-talks - * Wheat prices rise on hot and dry conditions affecting US crops, particularly in the southern plains. * Corn market supported by expectations of favourable renewable fuels and a shift from corn to soybean planting. * Soybeans receive positive news due to a scheduled trade meeting between the US and China. * Cattle markets remain quiet despite low herd levels and strong demand, hindered by higher fuel prices and border restrictions. * US USDA prospective planting report scheduled for Tuesday will provide insights into future planting intentions.
13. https://www.thehindubusinessline.com/economy/agri-business/indian-farmers-woes-may-rise-as-50-of-indias-key-reservoirs-half-empty/article70793269.ece - * At least 50% of India’s 166 major reservoirs are half empty, with overall storage below 50% of capacity. * The storage decline raises concerns for agriculture, amid rain deficiency since the year's start. * Storage levels vary across regions, with specific worries in Assam, West Bengal, Karnataka, and Telangana. * Future impacts depend on monsoon rainfall; El Nino and global fertiliser price surges could further affect crop yields. * Possible rise in food inflation linked to water shortages and input cost pressures.
14. https://tass.com/world/2107877 - • The conflict around Iran threatens a major global food crisis due to disruptions in fertiliser supplies and rising energy prices. • Vulnerable developing countries and key agricultural regions in India, Bangladesh, and the US face shortages of gas, fuel, and fertilisers. • Disruptions stem from suspended fertiliser production in Qatar, Algeria, and Europe, and shipment blockages through the Strait of Hormuz. • Rising energy costs are increasing food transportation, processing, and storage expenses. • The UN FAO estimates 45 million people in poor countries could face acute food shortages by June, adding to 318 million already food insecure.
15. https://arynews.tv/ecc-approves-rs-100-billion-for-petrol-prices - *The Economic Coordination Committee (ECC) of Pakistan approved Rs. 100 billion for petrol price volatility mitigation.* *The funds will be transferred to the Prime Minister’s Austerity Fund 2026, to address international petroleum price impacts.* *The ECC also approved plans to procure up to one million metric tonnes of wheat for strategic reserves under the Interim National Wheat Policy 2025–26.* *Wheat procurement will be carried out through private sector participation, with details subject to further refinement.*
16. https://caffeinatedpolitics.com/2026/03/26/farmers-take-hit-as-trumps-iran-war-increases-financial-obstacles/ - • Escalating war against Iran has closed the Strait of Hormuz, affecting global shipping routes. • Increased fuel, fertiliser, and shipping costs threaten farmers' profit margins. • Global fertiliser trade routes are vulnerable, with one-third passing through the Strait. • Farmers face higher input prices, risk of financial stress, and uncertain planting decisions. • The conflict’s consequences are linked to US trade policies and global energy market disruptions.
17. https://i-epikaira.blogspot.com/2026/03/bloomberg-nations-race-to-secure-enough.html - * Governments are rushing to secure crop nutrient supplies ahead of spring planting amid disruptions in energy and food markets. * The Middle East conflict has caused a halt in commodity flows, pushing up prices of fertilisers like urea. * Major exporters China and Russia are restricting sales; the US is easing shipping restrictions. * Fertiliser costs are rising, threatening higher food prices and impacting global food security. * Countries are seeking alternative sources and measures to support farmers amidst supply disruptions.
18. https://www.zeebiz.com/markets/commodities/news-chana-soybean-cpo-4-other-agri-commodities-futures-remain-banned-sebi-392757 - * SEBI has extended the ban on futures trading for chana, soybean, CPO, paddy (non-basmati), wheat, mustard seeds, and moong until March 31, 2027. * The ban was initially imposed in 2021 and last extended on March 24, 2025. * Futures trading in these commodities will remain suspended, affecting speculation but allowing physical trade to continue. * The ban aims to control food inflation and market volatility due to price fluctuations. * Traders cannot engage in futures speculation on these commodities until the ban is lifted.
19. https://www.zeebiz.com/markets/commodities/news-chana-soybean-cpo-4-other-agri-commodities-futures-remain-banned-sebi-392757 - - SEBI has extended the ban on futures trading of chana, soybean, CPO, paddy (non-basmati), wheat, mustard seeds, and moong until March 31, 2027. - The ban was initially introduced in December 2021 to curb food inflation and speculation. - The restrictions are aimed at maintaining price stability and will keep these commodities out of futures markets until the end of FY27. - Physical trade of these commodities will continue normally. - The ban's extension does not affect physical trade but prohibits speculative trading via derivatives.
20. https://www.aol.com/articles/top-economist-says-russia-just-133111005.html - * Russia suspended ammonium nitrate export licenses from March 21 to April 21, citing domestic planting needs. * Economist Steve Hanke states this is a signal to the West: ease sanctions or fertiliser supply will be halted. * Russia controls about 40% of global ammonium nitrate trade. * Global fertiliser prices increased by 27% as of March 2026, with rising costs affecting farmers in the US, Latin America, and Europe. * Western sanctions formally exempt fertiliser, but logistical and payment barriers persist due to broader sanctions regime.
21. https://www.beijingbulletin.com/news/278947834/china-launches-trade-barrier-probes-into-us-actions - • China's commerce ministry announced trade barrier investigations into U.S. actions on March 27. • The investigations respond to U.S. Section 301 measures launched on March 12 and 13. • The probes aim to address harms to global supply chains and green product trade. • China expressed opposition to the U.S. trade actions and stated intent to safeguard its industries. • The ministry will conduct investigations in accordance with Chinese trade laws and rules.
22. https://www.africanews.com/2026/03/27/war-on-iran-sparks-global-fertilizer-shortage-threatens-food-prices/ - * The war in Iran has caused fertiliser shortages and rising costs due to supply disruption, affecting global food prices. * Shipments through the Strait of Hormuz are nearly halted, impacting about a fifth of the world's oil and nearly a third of fertiliser trade. * Rising natural gas prices are increasing fertiliser costs as planting season begins. * Poor farmers in developing countries face immediate impacts, with queues for fertiliser in Kenya. * Experts suggest reducing reliance on imported fertiliser as a possible short-term solution. * Reduced supply may lead to lower yields, crop failures, and higher food prices next year.
23. https://jamaicainquirer.com/what-is-lng-and-what-is-it-used-for/ - * The US-Israeli war on Iran has disrupted LNG supplies in the Gulf, affecting global energy markets. * Shipment routes through the Strait of Hormuz are nearly halted, with Qatar halting LNG production. * LNG, cooled to -162°C, is used for power, heating, industry, and transportation. * Disruption affects fertiliser production, especially in Gulf nations, due to natural gas as a feedstock. * By-products like helium, used in medical imaging and data centres, are also impacted. * Major LNG exporters are the US, Australia, Qatar, Russia, and Malaysia; major importers are China, Japan, South Korea, India, and Taiwan. * Countries like Pakistan and Bangladesh face energy shortages, with measures such as reduced gas supplies. * Some tankers are passing through the Strait of Hormuz, but reliance on coal increases in India as LNG disruption persists.
24. http://burathanews.com/arabic/economic/473033 - ['* The Food and Agriculture Organization (FAO) warns that disruption in the Strait of Hormuz is a structural shock threatening global food supply.', '* A significant decrease (>90%) in oil tanker movement through the strait follows escalation involving Iran, affecting energy and food systems.', "* The strait's disruption impacts supply of fertilisers, gases, and sulphur, crucial for fertiliser production.", '* FAO forecasts a 15-20% rise in global fertiliser prices in the first half of the year if the crisis continues.', '* The impact on agriculture depends on the crisis duration, with longer disruptions risking reduced crop yields and increased competition for biofuel production.']
25. https://www.eanlibya.com/%D9%84%D9%85%D8%A7%D8%B0%D8%A7-%D9%82%D8%AF-%D8%AA%D8%B1%D8%AA%D9%81%D8%B9-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%AD%D8%A8%D9%88%D8%A8-%D9%82%D8%B1%D9%8A%D8%A8%D8%A7%D9%8B%D8%9F/ - * Goldman Sachs warns of potential impacts on global food markets if nitrogen fertiliser supplies face disruptions at the Strait of Hormuz. * A shortage of fertilisers could reduce global grain production due to delayed use or reduced efficiency. * Farmers might shift to less fertiliser-dependent crops like soy to cut costs. * In the US, half of the year's fertiliser needs are imported, with supplies down 25%, affecting the spring planting season. * Fertiliser prices have increased by about 40% since the conflict began, raising production costs. * The Strait of Hormuz handles 25% of global fertiliser trade and 20% of LNG shipments, making disruptions critical.
26. https://www.ndtv.com/world-news/the-war-in-iran-sparks-a-global-fertiliser-shortage-and-threatens-food-prices-11274127#publisher=newsstand - * The Iran war has led to increased gas prices and waning fertiliser supplies due to shutdown of the Strait of Hormuz. * The fertiliser shortage threatens global crop yields, particularly affecting developing countries. * Major fertiliser nutrients like nitrogen and phosphate are under immediate threat from blockades. * Countries like Ethiopia and India face critical shortages impacting planting seasons. * Disruptions to supply chains are expected to increase input costs and reduce yields, raising food prices worldwide.
27. https://tribune.com.pk/story/2599535/ecc-allows-1m-ton-wheat-purchase - * The government approved the procurement of one million metric tons of wheat to provide market price signals. * The decision was made by the Economic Coordination Committee (ECC) of the cabinet. * The Rs100 billion fund was transferred to meet oil price differentials and support fiscal stability. * The procurement will be executed through private sector participation under the Interim National Wheat Policy 2025-26. * The ECC considered supply-demand outlooks, stock levels, and market stability concerns, balancing strategic and commercial reserves.
28. https://www.johnlocke.org/irans-actions-hurt-the-worlds-poor/ - * Iran's military actions have affected shipping through the Strait of Hormuz, impacting global fertiliser supply. * Reduction in fertiliser import affects crop production and increases food prices. * Countries relying on Persian Gulf fertiliser imports include Sudan, Sri Lanka, Australia, and others. * China is tightening fertiliser export curbs due to Iran's trade disruptions, driving up global prices. * The disruptions threaten food security for vulnerable populations worldwide.
29. https://www.zeebiz.com/economy-infra/agricultue/news-goldman-sachs-flags-global-food-risk-from-hormuz-fertilizer-disruptions-392712 - * Goldman Sachs Commodity Analyst report highlights risk to global food supply from potential Strait of Hormuz disruptions. * The report states that 60% of global fertiliser use is in nitrogen fertiliser, important for crops like corn and grains. * Fertiliser prices have increased by 40% since conflict onset, with supply shocks already evident. * Disruptions could constrain fertiliser availability, raise costs, and reduce grain supply, impacting prices. * Regions like Europe and Australia are more vulnerable, while the US may be insulated temporarily. * Potential increase in demand for US grain exports and upward pressure on prices if disruptions continue.
30. https://www.limerickleader.ie/news/farming/2048230/rocketing-costs-and-potential-shortage-of-fertiliser-due-to-middle-east-crisis.html - * Irish farmers face increased fertiliser costs and potential shortages due to conflict in the Middle East, affecting global fertiliser supplies. * Strait of Hormuz closure impacts shipments from Iran, Qatar, and Saudi Arabia, which account for 20% of nitrogen fertiliser trade. * Irish agriculture heavily relies on imported nitrogen fertiliser, with risks highlighted by experts. * Irish expert recommends promoting clover-rich swards to reduce fertiliser dependence. * EU introduces carbon border taxes on fertilisers amidst rising costs, with calls for policy actions as prices spike and prices received by farmers fall.
31. https://lenta.ru/news/2026/03/27/nazvany-glavnye-zhertvy-gryaduschego-prodovolstvennogo-krizisa/ - * The Financial Times reports a potential large-scale food crisis affecting developing nations and certain regions in the US. * Cause: Middle Eastern crisis threatening fertiliser supplies and increasing energy prices. * Regions at risk: developing countries, India, Bangladesh, US farming areas. * Disruptions: Fertiliser production halted in Qatar and Algeria; Strait of Hormuz blockade increasing transport costs. * Impact: Rising food prices, especially affecting maize and livestock industries due to nitrogen fertiliser shortages.
32. https://www.beefmagazine.com/farm-business-management/fertilizer-prices-surge-squeezing-farm-profit-margins-nationwide - * Fertilizer prices in the US rise sharply, particularly nitrogen-based fertilizers, threatening farm profit margins for the 2026 planting season. * Price increases linked to geopolitical disruptions in the Middle East and export restrictions from China. * Urea prices have risen approximately $100 per ton since mid-December, with UAN 28 up 31% year-over-year. * The crisis affects global markets, including Brazil, where fertilizer imports declined and prices increased by 35% over two weeks. * Farmers face breakeven prices exceeding current market prices, risking losses.
33. https://www.rivieramm.com/news-content-hub/from-fertiliser-to-coal-and-steel-the-impact-of-middle-east-turmoil-on-dry-bulk-88288 - * The UN warned of severe consequences of regional fertiliser export declines, affecting global crop yields and prices. * Gulf region accounted for 20% of global fertiliser flows in 2025, with India and China most exposed. * Disruptions in Gulf fertiliser exports linked to energy prices and logistics issues, impacting supply. * Conflict has led to a shift from LNG to coal, increasing coal demand, especially in the Panamax and Capesize segments. * Qatari LNG production shutdown could boost seaborne coal trade by 100M tonnes annually. * Indonesia increased coal production following price surges, reversing earlier output caps. * Disruptions may strengthen trade reorientation from Gulf to Southeast Asia, affecting shipping patterns. * Gulf region's share of China's steel exports declined from 11% to 8.4% in 2026 amid transit disruptions. * Higher energy prices may raise steel production costs, potentially leading to capacity reductions but limited demand increase due to protectionism.
34. https://moneyweek.com/investments/commodities/commodities-price-rises-metals-lose-out - * Commodities have surged 29% since January 2024, driven mainly by energy components, especially oil and gas. * US wheat futures have increased by 15%, amid a regional supply squeeze impacting global harvests. * Metals prices remain flat; aluminium up 8%, nickel unchanged, copper down 4%, amid concerns over demand and oversupply. * Gold has fallen 16% since late February, despite geopolitical tensions and inflationary pressures, due to prior overextension and rising real interest rates. * The commodities cycle might be entering a new phase, driven by underinvestment and economic factors.
35. https://moneyweek.com/investments/commodities/commodities-price-rises-metals-lose-out - ['* Commodity prices surged, with the S&P GSCI index up 29% since January 2024, driven mainly by energy costs.', '* US wheat futures increased by 15%, amid a regional fertiliser supply squeeze linked to Middle Eastern exports.', '* Metals markets, such as aluminium and copper, showed little to no growth, with oversupply contradicting demand concerns.', '* Gold declined 16% since late February due to prior overextension and rising interest rates reducing its attractiveness.', '* Analysts warn that underinvestment in metals and ongoing global geopolitical factors could influence future commodity cycles.']
36. https://economictimes.indiatimes.com/news/economy/agriculture/indias-2026-wheat-output-seen-higher-but-misses-estimates-after-weather-hit/articleshow/129841068.cms - * India's wheat harvest in 2026 is expected to increase from the previous year but fall short of initial estimates due to unseasonal rains and hailstorms. * The government forecast this year's wheat output at 120.21 million metric tons, while industry estimates range from 113.5 to 115 million tons. * Crop planting increased to 33.4 million hectares from 32.8 million, supported by recent favourable monsoon rains. * Hailstorms and unseasonal weather have raised concerns about yield losses and harvest quality, especially in northern regions. * The crop is expected to be higher than last year, but weather-related issues may affect yield and quality.
37. https://www.farms.com/news/canada-offers-financial-aid-to-farmers-and-companies-affected-by-iran-war-price-spikes-240026.aspx - - Canada’s federal farm lender provides financial aid to agriculture and food sector affected by rising fertiliser and energy prices. - Borrowers can access up to C$500,000 in new or additional credit, or modify loan terms. - Support expands the Trade Disruption Customer Support Program introduced in March 2025. - The aid addresses financial pressures caused by market shocks, such as fertiliser price hikes since the Iran war began. - Disruption of urea and sulphur supplies from the Gulf impacts global fertiliser costs ahead of spring planting.
38. https://visayandailystar.com/supply-disruptions/?utm_source=rss&utm_medium=rss&utm_campaign=supply-disruptions - * WTO official warns that disruptions to fertilizer supplies caused by the Middle East war threaten global food security through scarcity and high prices.
39. https://www.awazthevoice.in/business-news/hormuz-tensions-could-disrupt-agri-markets-goldman-55371.html - * A disruption in the Strait of Hormuz could tighten global agricultural markets by constraining fertilizer flows and increasing production costs, according to Goldman Sachs. * The report states that 60% of global fertilizer use relies on the nitrogen fertilizer market, mainly for crops like corn and grains. * Fertilizer prices have risen by 40% since the conflict began, impacting input costs and food supply chains. * Over a quarter of global nitrogen fertilizer trade and about 20% of LNG transit the strait, affecting availability and costs. * Reduced nitrogen application could cause yield losses and shift crop acreage, potentially raising grain prices. * The US is relatively insulated, but regions like Europe and Australia face tighter conditions and possible demand increase for US exports. * The disruption could contribute to inflation and weaker economic growth, with 80% of the Bloomberg Commodity Index exposed to supply losses.
40. https://www.deccanchronicle.com/world/the-war-in-iran-sparks-a-global-fertilizer-shortage-and-threatens-food-prices-1946594 - * The Iran war has led to supply disruptions of nitrogen and phosphate fertilizers through the Strait of Hormuz. * Fertilizer shipments, including nitrogen (urea) and phosphate, are under threat due to the blockade. * The conflict restricts about 30% of global urea trade, affecting countries like Ethiopia. * Producers in the Gulf region face delays and higher insurance costs before resuming shipments. * Developing countries and key importers like India, Ethiopia, and African nations are experiencing critical shortages, potentially reducing yields. * Farmers rely on fertilisers during planting season; delays impact crop growth and yields. * High energy and natural gas prices, along with export restrictions, are exacerbating the shortage. * Europe and the US are feeling the effects as planting seasons begin, with tighter margins causing shifts in crop choices. * China and Russia, major producers, are prioritising domestic supplies, limiting exports. * Governments are urged to subsidise and promote domestic production to mitigate shortages.
41. https://codeblue.galencentre.org/2026/03/malaysia-looking-for-alternative-fertiliser-supplies-plantation-minister/ - * Malaysia is sourcing alternative fertiliser supplies due to export suspensions by Russia and China, which previously supplied 53% of Malaysia’s fertilisers. * The government aims to expand import sources and activate supply channels within three to six months. * Malaysia's domestic fertiliser production covers 39% of its needs, with supply disruptions affecting local producers. * Fertiliser prices have increased by 100-150%, impacting palm oil producers and food crop farmers. * Global fertiliser supply issues, including the Strait of Hormuz blockage, threaten food security and drive up prices.
42. https://www.nation.com.pk/27-Mar-2026/ecc-approves-rs100b-tsg-pm-s-austerity-fund - * The Economic Coordination Committee (ECC) of Pakistan approved Rs100 billion for the Prime Minister’s Austerity Fund 2026 to cushion consumers from petroleum price volatility. * The approval includes reallocating PSDP funds through a rationalisation process to minimise disruption and create fiscal space. * The ECC considered and approved procurement of up to 1.0 million metric tons of wheat through private sector participation under the Interim National Wheat Policy 2025-26. * Procurement decisions will be further refined with input from the Finance Division, considering crop assessments and market conditions. * The meeting involved key government ministers and officials, with decisions aimed at stabilising market and fiscal stability.
43. https://www.devdiscourse.com/article/headlines/3852376-global-fertiliser-crisis-the-cost-of-conflict - ['* The Iran conflict disrupts fertiliser supplies, impacting global agriculture.', "* Tehran's blockade of the Strait of Hormuz has intensified fertiliser shortages.", '* Around a third of the global fertiliser trade, especially nitrogen and phosphate, is affected.', '* Nations in the Northern Hemisphere face immediate consequences as planting seasons begin.', '* Experts warn of reduced yields and increased costs, with potential risks to global food security.']
44. https://www.campograndenews.com.br/economia/escalada-da-guerra-no-ira-encarece-fertilizantes-e-ameaca-safra-2026-27-em-ms - • Conflito no Oriente Médio impacta preços de fertilizantes, especialmente ureia, com aumento de 50% em 30 dias. • Cerca de 60% dos insumos ainda por adquirir podem elevar custos de produção na safra 2026/27 em Mato Grosso do Sul. • Restrição chinesa às exportações e gargalo no Estreito de Ormuz elevam riscos de escassez global de fertilizantes. • Impacto na safra de soja e milho na região, com previsão de aumento nos custos de produção. • Queda prevista de 1,6% no PIB agropecuário de Mato Grosso do Sul em 2026 devido ao aumento de custos.
45. https://www.fao.org/newsroom/detail/fao-chief-economist-warns-of-severe-global-food-security-risks-from-disruption-to-strait-of-hormuz-trade-corridor/en - * The FAO Chief Economist warns of significant impacts on food security due to disruption of the Strait of Hormuz trade corridor, affecting energy, gas, and fertiliser flows. * Tanker traffic has collapsed by over 90 percent, disrupting oil and fertiliser exports, with consequential rises in input costs for agriculture. * Fertiliser prices have increased, with urea prices up 19-28 percent; energy prices impact fertiliser costs. * Disruption duration influences global impact: short-term containment or prolonged risks affecting crop yields and planting decisions. * Vulnerable countries include Sri Lanka, Bangladesh, India, Egypt, Sudan, and several in Sub-Saharan Africa; impacts vary based on crop cycles and import dependency.
46. https://wausaupilotandreview.com/2026/03/26/iran-war-sets-up-another-year-of-uncertainty-for-farms/ - * Wisconsin farmers face market uncertainty ahead of planting season due to war in Iran. * The conflict affects global fertilizer shipments, with about a third passing through the Strait of Hormuz. * Some farmers, having purchased fertilisers, face risks of shortages if shipments are delayed. * Fertiliser costs are high, compounding profit challenges amid low crop prices. * Disruptions from the war and higher fuel prices are expected to influence farming costs and planning. * Market recovery depends on stability of Middle Eastern oil and gas infrastructure.
47. https://www.dailymail.co.uk/sciencetech/article-15651205/Historic-heat-dome-roast-14-US-states-triple-digit-temperatures-months-ahead-schedule.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * A massive 'heat dome' over 14 US states, including California, Nevada, Arizona, Utah, New Mexico, Colorado and Wyoming, is causing temperatures over 100 degrees three months early. * Temperatures throughout the region will be 15 to 30 degrees above average for mid-March, with some cities projected to set early heat records. * Los Angeles, Phoenix, and Las Vegas are expected to reach near or above 100 degrees, exceeding typical summer temperatures. * The early heat may lead to wildfires, drought conditions, and the drying up of temporary lakes, impacting vegetation and water sources. * The heat wave is expected to last through Thursday, with the potential to extend further, impacting natural events such as wildflower bloom (superbloom).
48. https://agfundernews.com/persian-gulf-fertilizer-crisis-global-food-prices-could-rise-12-18-by-the-end-of-2026-warns-helios-ai - * A fertilizer crisis in the Persian Gulf could cause global food prices to rise 12-18% by 2026, with further increases in 2027, according to Helios AI. * The crisis is driven by surging fuel costs, export restrictions, and disruptions in natural gas and fertilizer production in the region. * Without timely intervention, crops like wheat and oilseeds may see lower yields, impacting global food supply. * US and other countries are somewhat protected by reserves, but worldwide prices are affected due to global set prices and supply risks. * The crisis increases demand for supply chain risk management tools among procurement teams and highlights the need for alternative fertiliser solutions.
49. https://www.themoscowtimes.com/2026/03/26/russia-eyes-new-windfall-as-iran-war-blocks-global-fertilizer-supply-a92342 - ['* Russia stands to gain from increased global fertiliser prices due to the Iran war, which has tightened supply and raised prices for key nutrients.', '* Global fertiliser supply disruptions caused by damage to Gulf energy infrastructure and shipping choke points have led to a 50% price increase in urea since the Iran war began.', "* Russia, as the world's second-largest fertiliser producer, increased exports and could generate an additional $1 billion quarterly from higher prices in 2025.", '* Fertiliser prices in Russia have risen over 30% this year, causing concerns about domestic supply and potential impacts on crop yields.', '* The Russian government suspended ammonium nitrate exports outside government contracts to secure domestic supply amid rising prices and the spring planting season.']
50. https://www.farmanddairy.com/columns/us-agriculture-drought-war-farm-bill-trouble/909091.html - * This winter, the US experienced the second warmest in 131 years and the driest in 45 years, increasing drought in corn, soybean, and winter wheat areas. * La Niña conditions are present, with a potential shift to El Niño, which could bring more favourable conditions. * Rising fuel and fertiliser costs, driven by war, impact US farmers, with federal subsidies beginning to aid losses. * The US President delayed a trip to China due to war-related concerns, affecting trade talks. * The 2025 Farm Bill faced prolonged partisan debate, risking the long-term farm safety net. * Farmers have requested additional support until late 2026 amid adverse weather, markets, and policy issues.
51. https://peakoil.com/consumption/war-with-iran-disrupts-fertilizer-exports-as-u-s-farmers-prepare-for-planting-season - * The war in Iran has halted close to half the world's fertiliser trade, causing a spike in fertiliser prices, especially nitrogen fertiliser, during the US planting season. * Iran's closure of the Strait of Hormuz has bottled up almost 50% of the world's urea exports, affecting global fertiliser supply. * US farmers are predicted to be short 2 million tonnes of urea this spring, forcing adjustments in planting choices. * Major fertiliser-producing countries like India, Pakistan, and China are struggling to secure natural gas, impacting fertiliser production. * Concerns over sulphur shortages may further hinder phosphate fertiliser production, with repercussions on crop yields.
52. https://www.thehindubusinessline.com/economy/west-asia-conflict-to-strain-indias-fy27-fiscal-math-icra/article70789395.ece - * A surge in global crude oil and natural gas prices due to West Asia conflict complicates India's fiscal position for FY2027. * Rising fuel and fertiliser input costs may increase subsidy burdens and reduce tax revenues. * The Indian government may utilise the Economic Stabilisation Fund and front-load subsidy payments to manage fiscal impacts. * Elevated energy prices pose upside risks to the fiscal deficit target of 4.5% of GDP if the conflict persists. * Disruptions in supply chains and logistics could affect fertiliser and oil industries, impacting costs and margins.
53. https://www.lemonde.fr/economie/article/2026/03/26/le-choc-energetique-met-la-filiere-alimentaire-sous-tension_6674418_3234.html - * The blockade of the Ajaccio petrol depot on 26 March 2026 was organised by fuel distributors and fishermen. * The conflict in the Middle East following the attack on Iran by Israel and the USA on 28 February has caused oil and gas prices to surge by nearly 40-50%. * The rise in energy prices affects motorists, transporters, and farmers using non-road diesel for tractors. * The energy shock increases costs across supply chains by raising fertiliser prices, packaging, and energy bills for companies. * Fertiliser transport is highly dependent on the Hormuz Strait, with a third of global fertiliser trade passing through it, leading to a 20-30% increase in nitrogen fertiliser tariffs. * French farmers have already purchased fertilisers for 2026, but concerns remain for 2027 as cereal prices remain below production costs, which are increasing more rapidly.
54. https://arynews.tv/pakistan-targets-25-percent-increase-in-crops - * Pakistan aims to increase Kharif crop production by 25 percent through a comprehensive plan for agricultural transformation. * The plan, announced at a high-level meeting, includes focusing on wheat, cotton, oilseeds, and emerging crops. * Emphasis on modern technology, biotech seeds, crop diversification, and market-oriented crop zoning. * Addressing climate risks, market issues, and regional food security concerns amidst global conflicts. * The government pledges support including subsidies, financial, and technical assistance for implementation.
55. https://www.dawn.com/news/1985638/ecc-approves-rs100bn-supplementary-grant-for-pms-austerity-fund - * The Economic Coordination Committee (ECC) approved a Rs100 billion supplementary grant for the prime minister’s austerity fund created to finance petroleum subsidies. * The grant funded through reallocation of Public Sector Development Programme (PSDP) resources due to evolving regional developments. * The government announced the Prime Minister’s Austerity Fund 2026, accepting donations from domestic and international sources, with accounts managed by relevant authorities. * The ECC approved procurement of up to one million tonnes of wheat through private-sector processes and discussed strategic reserves, prioritising transparency and market stability. * The committee emphasised aligning procurement with actual requirements, maintaining flexibility, and refining operational details in consultation with the Finance Ministry.
56. https://www.brownfieldagnews.com/weathers/a-calm-day-of-weather-across-the-heartland-warmer-air-returning-to-the-parts-of-the-plains/ - * A significant weather change is occurring in northern US regions, with developing thunderstorms ahead of a cold front. * Chilly air is settling across the Dakotas and upper Great Lakes, while record warmth persists from Missouri to Ohio Valley. * Temperatures in parts of the Mississippi Valley are expected to reach 90°F or higher. * Southern US faces drought conditions impacting water supplies and crop conditions, with Florida experiencing 73% drought coverage. * Western US experiences warmer-than-normal weather, leading to snow water loss in Sierra Nevada and melting in parts of the Southwest. * The weather changes are affecting crop development, surface water, and snowpack levels.
57. https://www.brownfieldagnews.com/news/midwest-drought-relief-day-depend-on-arrival-of-el-nino-pattern/ - * An ag meteorologist states drought improvement in the Midwest could depend on the timing of an El Niño weather pattern. * There is a strong chance of El Niño developing later this year, affecting the Midwest's harvest season. * If El Niño arrives during May or June, moisture would mainly impact the western US and Southern Plains. * NOAA reports a 62% chance of El Niño developing from June to August and has issued an El Niño Watch. * Current short-term outlook shows below-normal precipitation, with soil warming and moisture deficits affecting planting conditions.
58. https://www.haberler.com/ekonomi/ab-ve-abd-arasindaki-ticaret-anlasmasi-onay-surecinde-ilerleme-kaydedildi-19690795-haberi/ - * European Parliament members progress in approving a trade agreement between the EU and the US during a plenary session in Brussels. * The agreement, negotiated in July 2025 in Turnberry, includes tariff eliminations on industrial and agricultural products. * Provisions such as suspension clauses and safeguard mechanisms are included pending US compliance. * Final negotiations on the text will be conducted by EU and US representatives after the current phase. * The agreement originated from the Turnberry accord, where the US agreed not to impose tariffs on EU goods, while the EU planned a 15% tariff on US exports.
59. https://www.allagnews.com/middle-east-conflict-disrupts-fuel-and-fertilizer-flows/ - * Escalating conflict in the Middle East disrupts shipping lanes, affecting global and US fuel and fertilizer markets. * Vessel traffic through the Strait of Hormuz has declined over 90%, raising fuel costs in the US. * Fertilizer prices, notably in New Orleans, have increased by 37% since the conflict began. * US government responds with a 60-day suspension of the Jones Act to support domestic shipping of energy and fertilizer products. * The unrest adds uncertainty to planting season due to rising input costs and logistical disruptions.
60. https://www.europeanfinancialreview.com/strait-of-hormuz-tensions-push-fertilizer-prices-higher-raising-food-supply-concerns/ - * The conflict near the Strait of Hormuz disrupts global fertilizer supply since late February. * Fertilizer prices, including urea, have increased from about $400-$490 to approximately $700 per metric ton. * Shipping activity slowdown caused supply shortages of key agricultural nutrients. * Major producers in the Middle East, such as Saudi Arabia and Iran, are affected. * Rising costs may impact crop yields and increase food prices worldwide.
61. https://www.livemint.com/news/world/iranus-war-impacted-fertilisers-steel-and-aluminum-the-most-says-saudi-arabia-finance-minister-11774539026057.html - * Saudi Arabia’s Finance Minister Mohammed al-Jadaan warned of global impacts from the Middle East war, particularly on refined products including fertilisers, steel, and aluminium. * The conflict has disrupted shipping routes and increased input costs, affecting fertiliser supply and prices. * Rising natural gas and freight costs, especially in India, are adding pressure on global fertiliser markets. * India, as the second-largest consumer and third-largest producer of fertilisers, is managing impacts through government-industry coordination. * The conflict's ongoing developments are causing volatility in energy and fertiliser markets worldwide, with potential serious economic effects.
62. https://www.businesstoday.in/latest/economy/story/not-just-oil-closing-the-strait-of-hormuz-could-trigger-supply-chain-shock-and-global-food-inflation-says-report-522571-2026-03-26?utm_source=rssfeed - * A report by the Kiel Institute warns that blocking the Strait of Hormuz could cause disruptions beyond oil prices, affecting fertiliser costs and food production. * Full closure could raise global energy prices by over 5% and food prices by nearly 3%, with larger effects in markets during crises. * Disruption in Gulf natural gas supplies would hinder fertiliser production, raising costs for farmers and increasing food prices. * Developing countries, especially in South Asia, Africa, and parts of the Middle East, would face the steepest welfare losses due to dependency on imported fuel and fertilisers. * The report highlights supply chain delays and limited alternatives, amplifying the impact of any disruptions, especially in chemicals and agriculture sectors.
63. https://www.financialcontent.com/article/marketminute-2026-3-26-indias-record-wheat-output-a-global-food-security-beacon-amid-geopolitical-risk - * India projects a 120.2 million metric ton wheat harvest for 2025-26, a record high and a critical buffer for global food supplies.* * India lifted a nearly four-year-old wheat export ban, introducing a quota system to supply global markets amid supply disruptions elsewhere.* * The record yield results from climate-resilient farming practices and expanded cultivation, with government stocks surpassing buffer requirements.* * The move has stabilised international wheat market prices and reduced volatility, benefiting global and domestic traders and manufacturers.* * India’s surplus wheat supply acts as a buffer against rising fertilizer costs and geopolitical supply risks in the Middle East.
64. https://www.foodmanufacture.co.uk/Article/2026/03/26/iran-war-expert-discuss-its-impact-on-the-uk-food-sector-and-wider-economy/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - * The conflict in Iran and the naval blockade of the Straits of Hormuz have led to a 33% contraction in global fertiliser supply chains. * UK food industry faces increased costs due to rising fuel and fertiliser prices, with forecasted food price increases of 5% to 8% over the coming months. * Experts highlight potential impacts on vegetable, dairy, bread and cereal costs, and increased inflation pressures. * Industry leaders suggest diversification, resilience, and government support as measures to mitigate risks. * UK food supply chain resilience and potential for opportunities through innovation are discussed amid ongoing geopolitical tensions.
65. https://www.businesstoday.in/world/story/bt-explainer-why-the-black-sea-corridor-now-rivals-the-strait-of-hormuz-in-strategic-importance-522494-2026-03-26?utm_source=rssfeed - * A Turkish-operated crude oil tanker was attacked near Istanbul on March 26, carrying Russian crude.* The Black Sea is becoming a key strategic maritime route, similar to the Strait of Hormuz.* It is a critical export route for Ukraine and Russia's grain, fertilisers, and energy products.* Disruptions in the region, including attacks on ships and infrastructure, threaten global supply chains and food security.* The Black Sea's significance has increased due to the ongoing conflict between Russia and Ukraine.
66. https://thearabianpost.com/gulf-tensions-strain-food-supply-routes/ - • Escalating conflict in maritime corridors impacts Gulf region's dependence on imported food. • Shipping disruptions hinder import flow, increasing freight costs and supply delays. • Countries in the Gulf rely heavily on overseas staples, especially wheat, rice, and animal feed. • Regional tensions and security concerns prompt rerouting and higher insurance premiums. • Governments expand strategic reserves and diversify sources to mitigate disruptions.
67. https://lenta.ru/news/2026/03/26/v-voyne-na-blizhnem-vostoke-uvideli-ugrozu-vzryva-tsen-na-prodovolstvie/ - * War in the Middle East could cause a surge in global food prices, according to experts cited in 'Izvestiya'. * Blockades affecting the Strait of Hormuz led to a shortage and price increase of nitrogen fertiliser (carbamide/melwatering) by 50%, reaching $700 per tonne. * Rising gas prices in Europe have led to factory closures in nitrogen fertiliser production, impacting farmers' costs and crop yields. * Increased fuel and energy costs are raising prices for agricultural machinery and transportation, affecting crop prices and meat production costs. * Russia has experienced price rises of Iranian goods, including peppers and courgettes, but has adapted logistics through alternative sources like Israel and China.
68. https://www.esmmagazine.com/supply-chain/shipping-firm-maersk-says-middle-east-has-pressing-need-for-food-imports-308403 - * The Middle East region has a 'pressing need' for food imports disrupted by war in the Gulf, according to Maersk. * Gulf Cooperation Council countries import up to 85% of their food, as per the World Economic Forum. * The conflict involves US-Israeli strikes on Iran, Iranian attacks, and the closure of the Strait of Hormuz, affecting Gulf shipping. * Maersk suspended cargo bookings and added fuel surcharges due to rising fuel costs. * Maersk's chairman mentioned a significant requirement for food imports using cold chain solutions like reefer containers.
69. https://www.moroccoworldnews.com/2026/03/282860/strait-of-hormuz-closure-threatens-moroccos-fertilizer-production-exports/ - * Morocco’s fertilizer sector faces disruption due to the blocking of the Strait of Hormuz, a key trade route for raw materials. * The blockade, linked to US-Israel-Iran conflict, has halted tanker movements including sulfur imports necessary for phosphatic fertiliser production. * The situation impacts Morocco’s exports and domestic fertiliser production, with global repercussions for fertiliser trade. * The Strait accounts for significant global fertilizer exports; its closure affects major importers like India, Brazil, China, and the US. * The crisis could elevate fertiliser prices and pressure farm margins, similar to the 2022 market shocks.
70. https://thewest.com.au/business/middle-east-conflict-sparks-supply-chain-crisis-threatening-australias-food-medicine-and-cost-of-living-c-22052876 - * The conflict in the Middle East is disrupting global supply chains, affecting Australia. * Fertiliser costs have doubled, and diesel shortages threaten planting and harvesting. * Australian wheat prices have surged to a 20-month high, with farmers hoarding diesel. * Nearly 400 medicines are in short supply, including 37 critical drugs. * Inflation is expected to rise, with the Reserve Bank increasing interest rates in response.
71. https://www.npr.org/2026/03/26/g-s1-115240/iran-war-strait-hormuz-fertilizer-exports-farmers-planting-season - * War with Iran has halted nearly half the world's fertilizer trade through the Strait of Hormuz, causing urea prices to spike and affecting US and global farmers. * The US predicts a shortfall of 2 million tons of urea this spring due to disruptions in imports and production. * The war has damaged Iran and Qatar's natural gas fields, vital for fertilizer production, and restricted sulfur exports important for phosphate fertilisers. * US lawmakers are working to diversify import sources and improve transparency, but the supply chain faces significant challenges. * Farmers may alter crop choices, reducing corn and increasing soybeans or skipping planting, with potential global food supply impacts.
72. https://www.cotidianul.ro/blocarea-stramtorii-declanseaza-o-criza-globala-a-ingrasamintelor/ - * Aproximativ o treime din comerţul maritim global cu îngrăşăminte trece prin strâmtoarea Ormuz, perturbată de conflictul Iran-SUA/Israel. * Preţurile îngrăşămintele, în special ureea, au crescut semnificativ de la începutul conflictului. * Aproximativ 30% din comerţul global cu uree provine din Iran şi regiunea afectată. * Criza poate reduce producţia agricolă prin lipsa accesului la îngrăşăminte esenţiale. * Exporturile din Arabia Saudită, Kuweit, Qatar, Iran şi Emiratele Arabe Unite sunt afectate, crescând riscul de creşteri de preţuri. * Producţia de îngrăşăminte este afectată de lipsa spaţiilor de depozitare şi închiderea facilităţilor în Orientul Mijlociu; China a impus restricţii la export. * Impactul poate duce la creşterea inflaţiei alimentare, cu efecte asupra economiilor emergente, în special din Africa şi Asia, dar şi asupra Statelor Unite.
73. https://newtalk.tw/news/view/2026-03-26/1026372 - * The ongoing US, Israel, and Iran conflicts have severely limited fertiliser supply, especially through the Hormuz Strait. * Fertiliser prices, including urea and ammonia, have increased by approximately 50% and 20% respectively since late February. * Major fertiliser commodities like potassium and sulphur are also experiencing price rises. * The supply disruptions are expected to impact global crop yields, particularly in Brazil and India, risking food shortages. * Fertiliser exports from China have been restricted, adding pressure to the global market. * Oil and gas shortages further threaten fertiliser production, impacting countries like India, Qatar, and Pakistan. * The crisis risks causing long-term reductions in global fertiliser availability and potential food crises in import-dependent nations.
74. https://spudsmart.com/geopolitical-tensions-and-rising-input-costs-to-push-grain-oilseed-prices-higher-over-next-12-18-months-analyst-says/ - * Geopolitical instability, rising input costs, and shifting supply dynamics expected to increase grain and oilseed prices over 12-18 months. * Analyst Jerry Klassen highlights disruptions from conflicts in the Middle East, Ukraine, and Asia influencing global trade. * Rising energy prices are impacting transportation and production costs, strengthening links between energy and agricultural markets. * Global stocks of grains and oilseeds are decreasing, supporting price increases. * Market sensitivity to weather and production risks is increasing, with bullish outlook for major crops including wheat, soybeans, and corn. * Higher fertilizer and fuel costs are causing Canadian farmers to delay selling, reducing supply and supporting upward price movement.
75. https://www.zawya.com/en/world/middle-east/mideast-conflict-to-dampen-chemicals-production-trade-activity-fitch-ry80xl8g - * The Middle East conflict and closure of Hormuz threaten global chemical production and trade. * Disruption affects supply of chemicals, feedstocks, and fertilisers, raising costs and prices. * Asian producers may face production curtailments and margin impacts due to reliance on Middle Eastern feedstocks. * Lower global demand and high energy prices could impact sector profitability. * Alternative export routes face higher costs and geopolitical risks. * US producers may benefit from less sensitivity to global LNG prices. * Extended closure of Hormuz could significantly harm chemical sectors in Europe, GCC, and APAC; impacts in North America are limited.
76. https://www.foodprocessing.com.au/content/materials-handling-storage-and-supply-chain/news/plan-for-food-security-in-the-face-of-supply-chain-issues-694345992?utm_source=rss - * The Australian Government has commissioned a National Food Supply Chain Assessment to strengthen resilience in food and fuel supply chains in response to Middle East conflict impacts. * The assessment focuses initially on diesel supply chains and later on fertilisers, crop protection products, and other inputs. * An interim report on diesel supply chains will be submitted within one month, with a final report by the end of 2026. * Cost pressures from rising fuel and fertiliser prices are impacting Australian farmers' confidence and cropping decisions. * The situation underscores the need for supply chain resilience to prevent disruptions in food, fuel, and fertiliser availability.
77. https://hotair.com/tree-hugging-sister/2026/03/25/feeding-the-world-its-not-only-fossil-fuels-hung-up-in-hormuz-n3813245 - * The Strait of Hormuz's stand-off is blocking crucial fertilizer components, affecting about 49% of global fertilizer trade. * Disruptions are causing farmers to change crops, reducing yields and risking famine and political instability. * Over 30% of global urea and ammonia exports, primarily from Iran and Middle Eastern countries, are impacted. * US farmers face rising costs and potential shortages, with prices increasing 40% since the conflict began. * Analysts forecast global food price increases of 12% to 18% by late 2026 due to reduced fertilizer availability.
78. https://www.brisbanetimes.com.au/national/western-australia/wa-news-live-wa-business-survey-lays-bare-impact-of-gulf-conflict-20260326-p5ziv1.html?ref=rss&utm_medium=rss&utm_source=rss_feed - * WA business survey indicates widespread impact of Gulf conflict on WA businesses. * Agricultural sector hardest hit, with 74% reporting severe or significant effects due to increased costs for fuel, fertiliser, chemicals, and freight. * Gulf conflict affects fertiliser supply, as much of it comes from the Gulf region. * Concerns also raised for health and disability care sectors, with staff travel impacted. * Fuel price increases are expected to influence consumer behaviour, affecting hospitality, tourism, and retail sectors, especially over Easter holidays.
79. http://theeconomiccollapseblog.com/is-the-world-ready-for-a-global-energy-catastrophe-and-a-global-food-catastrophe-at-the-same-time/ - • Ongoing war with Iran threatens simultaneous global energy and food production crises. • Straits of Hormuz and Bab el-Mandeb are key maritime chokepoints affected by Iran's strategic actions. • Disruptions have caused record diesel prices in the US and energy shortages in Europe. • Fertiliser shortages from the Persian Gulf threaten spring planting, risking lower crop yields. • Experts warn that prolonged conflict could lead to historic declines in wheat and barley production.
80. https://samaybharat.com/2026/03/23/unseasonal-rains-threaten-rabi-crops-raise-concerns-for-farmers/ - ['* Unseasonal rainfall in central India during the Rabi season risks damaging wheat and other crops.', '* Farmers in Punjab, Haryana, Uttar Pradesh, and Madhya Pradesh are attempting early harvests amid weather disruptions.', '* Weather systems from the Mediterranean, called Western Disturbances, are causing unexpected rain and strong winds.', '* Experts warn prolonged wet conditions could lead to fungal infections and lower wheat quality and value.', '* India’s food supply and economy could be impacted if wheat production is reduced, leading to higher prices.']
81. https://samaybharat.com/2026/03/23/unseasonal-rains-threaten-rabi-crops-raise-concerns-for-farmers/ - * Unseasonal rainfall in central India during the peak Rabi harvest season risks damaging wheat and other crops.* Western Disturbances from the Mediterranean are disrupting the harvest in March.* Farmers in Punjab, Haryana, Uttar Pradesh, and Madhya Pradesh are attempting early harvesting to reduce losses.* Damage from wet conditions could lower wheat quality and price, affecting farmers' incomes.* India’s wheat production stability is crucial for food supply and managing inflation.* The government is monitoring the situation and may implement emergency measures.* The weather forecast indicates potential thunderstorms and rain, causing farmer anxiety.
82. https://drgnews.com/2026/03/25/misc-ag-19/ - * The United States has initiated new investigations into unfair trade practices. * The probes are conducted by the Office of the U.S. Trade Representative under Section 301. * Countries potentially affected include China, the EU, India, Japan, South Korea and Mexico. * The investigations focus on industrial overcapacity and forced labour practices. * Outcomes could result in new tariffs by mid-2026 and may impact global trade tensions.
83. https://newscats.org/how-iran-is-setting-up-the-starvation-of-the-worlds-poorest-people - * The article warns that Iranian geopolitical conflicts destabilise trade routes, increasing costs for food and agricultural inputs. * Shipping risks in the Persian Gulf and economic mismanagement in Iran contribute to rising global food prices. * Regional tensions and internal economic dysfunction in Iran impact food availability both domestically and internationally. * Disruptions threaten low-income and import-dependent countries, risking wider food crises. * International response calls for diplomatic efforts to stabilise trade routes and address economic drivers.
84. https://www.morethanshipping.com/the-strait-of-hormuz-its-not-just-about-oil-but-many-other-commodities/ - * The conflict in Iran has disrupted transit through the Strait of Hormuz, affecting over 30,000 ships and global trade. * Key products affected include oil, LNG, helium, aluminium, and fertilisers. * Oil and petroleum shipments through the strait account for 30% of global oil trade; prices have increased by 50%. * Qatar’s LNG exports have declined by 17%, impacting supplies to Europe and Asia. * Helium and aluminium production are also threatened due to closures of Qatar’s infrastructure and Gulf region smelters. * Fertiliser trade, supplying a third of global needs, faces shortages and price hikes, risking food security in poorer nations. * The disruption affects food import dependency for Gulf states and increases logistic costs globally, with potential lasting economic effects.
85. https://www.thehindubusinessline.com/economy/agri-business/more-western-disturbances-seen-may-cap-mercury-levelover-north-west-central-india/article70782983.ece - * Western disturbances arriving on Thursday and Friday could keep temperatures in North-West and Central India under control, according to IMD. * Region may experience tempered weather during the pre-monsoon season, with intermittent spikes in ground heat triggering weather activity. * Excess rainfall recorded across several regions, with some areas experiencing large excess, while deficits are mainly in Vidarbha and Lakshadweep. * Most of North-West India and adjoining Central India expected to see continued violent weather activity from western disturbances until April 2, impacting regional heating. * The forecast could influence land heating, which is critical for attracting monsoon winds in May-June.
86. https://shippingsolutionssoftware.com/blog/after-ieepa-what-the-new-tariff-landscape-means-for-importers-and-exporters - * The Supreme Court invalidated tariffs imposed under IEEPA, including tariffs on China, Canada, Mexico, Brazil, and India. * The US administration shifted to tariffs under Section 122, initially at 10%, with potential to rise to 15%, replacing IEEPA tariffs. * Section 122 tariffs are designed as temporary, lasting up to 150 days unless extended by Congress. * Importers' main concern is obtaining refunds for tariffs paid under IEEPA, with steps recommended to audit entries, distinguish liquidation statuses, and consider legal or administrative actions. * Tariff uncertainty persists, and enforcement on classification and origin is increasing, posing compliance risks.
87. https://25h.app/2026/03/25/%D8%AC%D9%88%D9%84%D8%AF%D9%85%D8%A7%D9%86-%D8%B3%D8%A7%D9%83%D8%B3-%D9%8A%D8%AD%D8%B0%D8%B1-%D8%A7%D8%B6%D8%B7%D8%B1%D8%A7%D8%A8%D8%A7%D8%AA-%D8%A5%D9%85%D8%AF%D8%A7%D8%AF%D8%A7%D8%AA-%D8%A7%D9%84/ - • Goldman Sachs warns potential disruptions in nitrogen fertiliser supply via the Strait of Hormuz could reduce global grain yields and alter planting plans. • The report highlights increased risks due to tensions in vital maritime routes, affecting fertiliser and oil shipments. • Data from FAO shows rising prices for essential grains, with demand for soybeans increasing amid higher production costs. • Ongoing supply disruptions and freight cost increases may heighten the global food crisis and cause price volatility. • The warning emphasises the connection between fertiliser availability and global food supply stability.
88. https://www.africanews.com/2026/03/25/food-security-concerns-mount-as-iran-war-hurts-fertilizer-trade/ - * Rising costs of agricultural fertilizers, caused by tensions in the Middle East, threaten food security in Africa. * The Strait of Hormuz's disruptions impact fertilizer supplies, notably in sub-Saharan Africa. * Natural gas prices have increased since the Iran war on Feb. 28, raising fertilizer prices. * Countries like Sudan, Somalia, Tanzania, and Mozambique rely heavily on imported fertilizers via this route. * Farmers face reduced fertiliser use, risking lower yields and heightened food insecurity.
89. https://www.asian-agribiz.com/2026/03/26/will-high-fertilizer-prices-make-feed-grain-more-expensive/ - • Analysts from S&P Global highlight potential supply and logistical issues due to Middle East conflict, leading to upward pressure on fertiliser prices in early 2026. • Price spikes for ammonia, sulphur, urea, and phosphate fertilisers expected during Q1/early Q2, possibly affecting crop yields. • Reduced yields from fertiliser cost increases may push crop prices higher, impacting feed grain costs and food prices. • Corn prices in Northeast Asia reached a near 3-year high with US PNW origin most inexpensive, influenced by freight cost increases. • The article discusses impacts on fertiliser supply, prices, and downstream effects on crop and feed grain costs.
90. https://oilprice.com/Energy/Energy-General/Beyond-Oil-The-Global-Supply-Chains-Broken-by-the-Iran-Conflict.html - ['*Since the start of the conflict nearly a month ago, Iran declared the Strait of Hormuz closed, impacting oil and other commodity supplies.', '*Oil prices surged to over $110 per barrel, prompting US military efforts to reopen the strait.', '*Supply chains for helium, a key input in technology, medical and space industries, are disrupted due to Qatar halting production amid war.', "*Helium's limited storage time and transportation challenges threaten supply, affecting semiconductor manufacturing, MRI technology, and space launches.", '*The conflict has disrupted fertiliser component exports, notably urea and ammonia, contributing to a 40-50% price increase and risking lower crop yields during the planting season.']
91. https://euromaidanpress.com/2026/03/25/stolen-ukrainian-grain-relabeled-russian-un-food-supplier-mariupol/ - • A joint investigation traces over 54,000 tonnes of Ukrainian grain from Mariupol relabelled as Russian and exported to Türkiye between 2023 and 2024. • Grain was shipped through Russian ports with falsified documents erasing its Ukrainian origin. • A Turkish milling company supplied wheat linked to the UN World Food Programme. • The family involved also manufactures drones used against Ukraine, and their businesses are subject to sanctions. • Russia has stolen over 180,000 tonnes of grain from Mariupol, generating at least $1 billion profit.
92. https://www.producer.com/am-market-reports/am-market-report-march-25-2026/ - * US wheat markets are lower, with spring wheat down 3 to 5 cents, HRW down around 2 cents, and SRW wheat down 4 to 7 cents. * Canadian canola futures declined by $7 to $8/tonne, but some support from US biofuel policy and vegetable oil markets. * Market concerns about Middle East tensions impacting energy and fertiliser supplies, which underpin global food security. * Ukraine and Russia’s conflict, along with Strait of Hormuz disruptions, threaten global wheat and fertiliser supplies. * US biofuel obligations to be announced, with potential increased demand for corn and oilseed. * The Iran war and Middle East energy supply concerns are influencing global markets and commodity prices. * Food supply chain risks highlighted by ongoing geopolitical conflicts, with impacts on fertiliser components and grain trade routes.
93. https://www.canadiancattlemen.ca/daily/hormuz-driven-fertilizer-shortage-could-raise-grain-prices-goldman-sachs-says/ - * Disruptions to nitrogen fertilizer supply through the Strait of Hormuz could reduce global grain yields and shift planting decisions, Goldman Sachs reported. * Fertilizer shortages may lead farmers to plant less fertiliser-intensive crops, such as soybeans. * U.S. spring planting faces challenges as fertilizer supplies remain around 25% below typical levels. * Fertilizer prices have increased by approximately 40% since the conflict in the Middle East began. * 20% of LNG shipments and a quarter of global nitrogen trade transit the Strait of Hormuz, which has been effectively blocked. * Limited spare fertilizer production capacity outside the Middle East, with constraints in Russia and China's potential export restrictions. * European, Australian, and Southern Hemisphere demand could increase U.S. demand for grain exports, raising prices. * Delays in fertilizer shipments may impact the upcoming planting season, especially in the US.
94. https://www.business-standard.com/world-news/world-may-face-food-crisis-if-west-asia-war-persists-brazil-potash-ceo-126032500700_1.html - * The conflicts in West Asia, Russia, and Ukraine threaten nearly half of global fertiliser supplies across sulphur, urea, and potash. * Continued war could disrupt planting seasons in Europe and North America, causing food shortages and price increases. * Farmers may reduce fertiliser application rates, impacting crop yields and food availability. * The crisis exposes fragility in global supply chains and highlights the need for domestic production and diversification. * Brazil has a large potential basin of potash, but minimal production, representing an opportunity for supply independence.
95. https://www.poultrytimes.com/how-war-with-iran-could-affect-us-agriculture/ - * Several weeks into armed conflict with Iran, impacting the Strait of Hormuz, a key maritime route for fertiliser and energy. * Disruption may affect US crop farming, including corn and soybean production. * US imports a significant share of nitrogen fertiliser from the Middle East, especially Iran, Qatar, Saudi Arabia, and the UAE. * Authorities temporarily waived the Jones Act to facilitate transport of fertiliser and fuel. * US farmers and industries express concern over potential fertiliser shortages and higher costs. * Organisations like the American Farm Bureau Federation and The Fertilizer Institute have engaged with government to secure supply and mitigate impact. * The conflict could influence US planting decisions and crop yields due to fertiliser availability and prices.
96. https://foodchainmagazine.com/fertilizer-supply-shock-raises-risks-for-global-food-security/ - - A geopolitical crisis involving Iran and the Strait of Hormuz threatens global fertilizer trade, affecting crop production and prices. - Disruptions have stalled fertiliser shipments, with costs rising and limited alternative routes. - Countries relying heavily on imports from the Middle East, such as India and Bangladesh, face heightened risk. - Rising fertilizer and energy costs could lower yields and increase inflation across the food system. - Long-term supply chain realignments may be considered if disruptions persist.
97. https://www.agdaily.com/news/farmers-mostly-plan-to-use-bridge-payments-for-debt-reduction/ - • Nearly half of American farmers intend to use federal assistance to pay down debt, according to a survey. • The Farmer Bridge Assistance Program provides $11 billion in payments to farmers facing trade disruptions and rising costs. • The programme's enrolment opened on Feb. 23 and runs until April 2026. • Recent credit data indicates financial pressure in parts of the US farm sector. • The article discusses government subsidy and financial support measures impacting US agriculture.
98. https://portageonline.com/articles/middle-east-conflict-raises-concerns-over-fertilizer-prices-and-supply- - * Escalating conflict in the Middle East disrupts global fertilizer markets, impacting Canadian farmers ahead of 2026. * The Strait of Hormuz is a key shipping route for fertiliser exports; disruptions cause sharp price increases. * US and Canadian nitrogen futures surged nearly 30%, with urea reaching around $1,200 per tonne. * Eastern Canada is more vulnerable due to reliance on imports and low inventories; western regions are less affected. * A 40% increase in nitrogen prices could halve margins for Saskatchewan wheat and canola, and reduce margins for Ontario corn and soybeans. * FCC recommends early action by producers: confirming supply, reviewing fertiliser rates, soil testing, and discussing credit options.
99. https://www.moneyweb.co.za/news-fast-news/nations-race-to-secure-enough-fertiliser-and-prevent-food-crisis/ - * Governments rush to secure crop nutrients ahead of spring planting due to supply disruptions caused by Middle East war. * Prices of urea and phosphate surge, with key supplies tied to the Persian Gulf and Strait of Hormuz shutdown. * Countries like China, Russia, US, India, Greece, and France respond with export controls, loosened restrictions, and financial support. * The conflict risks impacting global food security, especially in Africa and South Asia, due to fertiliser shortages. * China’s role as a major urea producer enables it to dominate global supply and shield its own agriculture.
100. https://peakoil.com/generalideas/foods-fossil-reckoning-energy-crises-are-the-new-normal-and-food-is-next - * Millions of tons of fertiliser stranded in the Persian Gulf due to Strait of Hormuz closure following Iran-US conflict. * Fertiliser prices surged, with urea increasing 32% in a week, impacting spring planting. * The pattern of energy and fertiliser disruptions linked to geopolitical events over the last seven years, affecting global food security. * Food systems depend heavily on fossil fuels, with some crops and regions at risk of immediate food insecurity. * The dependency on fossil energy for fertiliser and other agricultural inputs creates structural fragility in food supply chains.
101. https://www.zawya.com/en/economy/global/chicago-soybeans-fall-on-prospect-of-middle-east-ceasefire-w3uj4m92 - * Chicago soybean futures fell 0.2% to $11.52-3/4 per bushel amid reports of a US seeking a ceasefire with Iran. * Oil prices dropped over 5% as a ceasefire prospect eased supply concerns in the Middle East. * Brazil's soybean exports in March decreased by 17.9% from last year. * Russia's wheat export prices remained near three-week highs, with increased shipment estimates. * Russia announced a one-month halt on ammonium nitrate exports to secure spring planting supplies. * Disruptions in fertilizer markets due to war impacts could affect crop production.
102. https://ladingcargo.com/blog/borderlands-mexico-supreme-court-tariff-ruling-triggers-refund-scramble/ - * The U.S. Supreme Court struck down tariffs imposed under IEEPA, affecting cross-border trade with Mexico, Canada, and China.* Approximately $166 billion in tariffs could be eligible for refunds, subject to an unclear process.* CBP proposes a new refund mechanism, but delays are likely, with refunds possibly taking years.* Court rulings have expanded eligible importers, but legal and administrative uncertainties persist.* The administration may resist or delay refunds, extending payout timelines.* Mexican port infrastructure and manufacturing investments continue, signalling regional trade growth.
103. https://www.azernews.az/analysis/256158.html - * The geopolitical conflict involving Israel, the United States, and Iran escalated in February 2026, impacting the Strait of Hormuz. * Attacks on vessels have caused a maritime and economic crisis, disrupting oil and LNG shipments. * Rising energy prices are affecting global industries and consumer economies, especially in Europe. * The conflict has created a logistical blockade, delaying medicine delivery and impacting global food security. * Fertiliser prices have reached record highs, threatening crop yields and risking mass starvation in developing nations. * The crisis has depleted global inventories, with no backup supply routes, amplifying risks to the global economy and humanitarian stability.
104. https://www.theguardian.com/world/2026/mar/16/africa-particularly-vulnerable-iran-conflict-disrupts-supply-chains - * The conflict in the Middle East has disrupted fertiliser and energy supply chains affecting Africa. * Africa's reliance on imported fertiliser via the Strait of Hormuz is highlighted, with specific reliance percentages for Sudan, Somalia, and Kenya. * Fertiliser prices have increased, potentially raising food costs and living pressures in Africa. * African economies are vulnerable due to reliance on foreign markets, commodity exports, high debt, and weak infrastructure. * Countries are implementing measures such as fuel subsidies and strategic reserves to cushion shocks. * The conflict has also disrupted African exports to the Middle East, impacting trade of food products.
105. https://chicago.suntimes.com/economy/2026/03/25/iran-war-raising-chicago-gas-travel-medicine-food-oil-prices - * The Iran war has led to the closure of the Strait of Hormuz, disrupting 20% of the world's oil supply. * Chicago's fuel prices have increased by 19% year-on-year, with the average at $4.46 per gallon. * Higher oil and diesel prices are impacting transportation costs, affecting consumer prices in goods and services. * Airlines are reducing capacity due to doubled jet fuel prices, with costs potentially passed to passengers. * Fertilizer prices in North America increased by 31%, likely contributing to higher food prices in Chicago. * Experts predict ongoing economic impacts and delayed relief if the Strait reopens soon.
106. https://ricenewstoday.com/eu-fta-holds-some-benefit-for-grain-oilseed-sector-bar-rice/ - * The FTA reduces tariffs on various grain exports, including wheat, barley, and canola, with some measures immediate and others phased over five years.
107. https://www.morningagclips.com/ag-groups-urge-action-on-phosphate-fertilizer-duties/ - * Over 50 state and eight national agricultural organisations filed a letter with the Department of Commerce urging the revocation of countervailing duties on phosphate fertilizer imports. * The duties, introduced in 2020 following a petition by Mosaic Company, have caused market shortages, price hikes, and increased costs for farmers. * The letter highlights the role of phosphate fertilizer in crop production and its importance for farmers’ yields and competitiveness. * The ongoing sunset review will decide whether the duties, which have affected supply and costs amidst geopolitical conflicts, will continue. * The ag groups argue that maintaining duties worsens economic conditions for farmers and benefits large corporations.
108. https://www.freepressjournal.in/india/india-high-cost-of-living-us-israel-iran-war-middle-east-crisis-west-asia-indian-economy - * The conflict in West Asia has disrupted shipping routes through the Strait of Hormuz, impacting India's energy and food supplies. * Oil and natural gas prices have increased, leading to higher petrol, diesel, LPG, and freight costs in India. * Grocery bills have risen sharply due to higher import and transport costs for vegetables and dry fruits. * Fertiliser supply chains are threatened, with global disruptions affecting India’s agricultural sector ahead of the Kharif season. * Gold and silver prices have shown volatility amid geopolitical tensions and currency fluctuations.
109. https://www.skynewsarabia.com/business/1860474-%D8%BA%D9%88%D9%84%D8%AF%D9%85%D8%A7%D9%86-%D8%B3%D8%A7%D9%83%D8%B3-%D9%8A%D8%AD%D8%B0%D8%B1-%D9%82%D9%81%D8%B2%D8%A9-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%AD%D8%A8%D9%88%D8%A8-%D8%A8%D8%B3%D8%A8%D8%A8-%D8%A7%D9%84%D8%AD%D8%B1%D8%A8 - * Goldman Sachs reports a potential rise in grain prices caused by war-related fertiliser shortages. * The US may face challenges in the spring planting season due to reduced nitrogen fertiliser supplies. * Fertiliser prices, specifically nitrogen-based, have increased by 40% since the conflict began. * Approximately 25% of US urea fertiliser supplies are still below normal levels. * Disruptions in the Strait of Hormuz could cause global fertiliser supply shortages and higher production costs.
110. https://www.business-standard.com/world-news/nations-race-to-secure-enough-fertiliser-prevent-food-crisis-amid-iran-war-126032500166_1.html - * Governments are rushing to secure fertiliser supplies due to disruptions caused by the West Asia conflict. * The Strait of Hormuz closure is affecting fertiliser exports, notably from Iran, impacting global nutrient supplies. * Fertiliser prices, especially urea, have surged, threatening global food prices and food security. * Countries like China, Russia, the US, India, and Brazil are taking measures to manage supply and prices. * The conflict poses a significant risk to global wheat and staple crop yields, potentially causing food insecurity.
111. https://www.al-monitor.com/originals/2026/03/top-wto-official-sounds-fertiliser-warning-over-middle-east-war - * Disruptions to fertiliser supplies caused by the Middle East war threaten global food security through scarcity and high prices. * Iran has shut the Strait of Hormuz, affecting fertiliser transit, with a third of world fertilisers passing through. * Major fertiliser production is hindered by war, impacting countries dependent on Gulf supplies such as India, Thailand, and Brazil. * No current shortages, but potential impact on planting seasons and crop yields if disruptions persist. * Countries may stockpile fertilisers, risking further disruption and setbacks to global hunger goals.
112. https://www.indiatoday.in/science/story/how-climate-change-is-destroying-wheat-and-coming-for-your-daily-roti-2886321-2026-03-25?utm_source=rss - * India's wheat crop is shrinking due to rising temperatures and climate change, affecting yields and prices. * Wheat in India, a critical staple, is increasingly exposed to heat stress, especially during the grain-filling stage. * Studies predict significant yield reductions, up to 30% by the 2080s and 40-100% by 2100 under high-emission scenarios. * The 2024-2025 wheat procurement shortfall directly results from climate-related crop stress. * Climate change risks jeopardising India's ability to produce enough wheat to feed its population in the future.
113. https://www.independent.co.ug/huge-impact-of-u-s-israel-iran-war-on-global-food-security/ - * The ongoing conflict between the U.S., Israel, and Iran disrupts shipping through the Strait of Hormuz, affecting global food supply. * Fertilizer production and raw material transportation are hampered, risking lower crop yields. * Energy prices soar due to disruptions, increasing food production and transportation costs. * The UN warns rising food and energy prices threaten food security, especially in developing countries. * Humanitarian aid is strained, risking delayed assistance to vulnerable populations.
114. https://www.independent.co.ug/huge-impact-of-u-s-israel-iran-war-on-global-food-security/ - * The ongoing conflict between the U.S., Israel, and Iran is disrupting shipping through the Strait of Hormuz, affecting global trade. * Fertiliser markets are impacted as Gulf states produce a significant portion of the world's fertilisers, with raw materials like natural gas and sulphur becoming difficult to deliver. * Fertiliser shortages may lead to reduced crop yields and shifts to less input-intensive crops in the Northern Hemisphere. * Energy price surges due to the conflict are increasing food production and logistics costs, risking higher consumer prices. * The UN warns that rising food and energy prices threaten global food security, especially in developing countries and vulnerable populations.
115. https://www.businesstoday.com.my/2026/03/25/hormuz-closure-drag-brightens-pcg-outlook/?utm_source=rss&utm_medium=rss&utm_campaign=hormuz-closure-drag-brightens-pcg-outlook - * Fertiliser and petrochemical prices increase due to supply disruptions from the closure of the Strait of Hormuz, impacting global supply chains. * Urea prices have climbed in Southeast Asia as a result of gas infrastructure damage and supply constraints following regional conflicts. * CGS International projects a 40% rise in fertiliser prices and a 15% increase in polymer segment prices for PCG in FY2026. * Gas output disruptions and energy supply diversions, notably in Iran, Qatar, and India, are supporting higher fertiliser costs. * CGS maintains a positive outlook for PCG, boosting its target price after forecast revisions, with potential for further price escalation if disruptions persist.
116. https://www.dawn.com/news/1985059/us-israel-war-on-iran-may-increase-food-prices-worldwide-un - * The UN FAO reports that US/Israeli attack on Iran could disrupt trade through the Strait of Hormuz, impacting energy, fertiliser, and agrifood systems. * The conflict could lead to increased production costs, higher fertiliser and fuel prices, and reduced crop yields, raising global food prices. * Short-term measures include alternative trade routes and support for vulnerable countries; medium- and long-term strategies focus on diversification and domestic expansion. * Fertiliser prices have already risen significantly, with further increases expected if the war continues. * Higher energy and fertiliser costs are starting to impact prices of wheat, rice, and vegetable oils, with supply chain disruptions affecting global markets.
117. https://www.dawn.com/news/1985059/us-israel-war-on-iran-may-increase-food-prices-worldwide-un - * The UN FAO reports that US/Israeli conflict in Iran may disrupt trade routes, impacting energy and agrifood systems. * Global fertiliser prices may increase by 15-20% in the first half of 2026 if the war continues. * Rising fertiliser and energy prices are expected to diminish crop yields and tighten global grain supplies. * Food commodity prices, including wheat, rice, and vegetable oils, may start to increase. * Gulf countries remain vulnerable due to high food import dependence, despite energy wealth.
118. https://www.bostonglobe.com/2026/03/16/business/us-mexico-canada-agreement-negotiations/ - * The US, Mexico, and Canada start negotiations on USMCA renewal on Monday, with a potential agreement by 2036 or earlier. * US demands include stronger rules to prevent Chinese goods from entering under USMCA, increased US manufacturing, and better access to Canada's dairy market. * Mexico aims to keep existing agreement rules, make rules of origin more flexible, and minimise tariffs, amidst ongoing security issues. * Canada is expected to join later, prioritising maintaining free trade with the US. * The trade pact involves more than $1.6 trillion annually in goods, with key updates to digital trade and tariffs, replacing NAFTA.
119. https://www.bloomberg.com/news/articles/2026-03-16/china-taps-fertilizer-reserves-as-war-disrupts-global-supplies - * China releases commercial fertiliser stockpiles for spring planting amid global trade disruptions caused by Middle East war. * The decision aims to support local agriculture by increasing fertiliser availability. * The announcement was made by the China Agricultural Means of Production Association. * The war has led to higher prices of crop nutrients and supply chain disruptions.
120. https://l-integration.com/2026/03/24/cedeao-reunion-extraordinaire-des-ministres-de-lagriculture-mesurer-limpact-de-la-crise-internationale-sur-la-securite-alimentaire-en-afrique-de-louest-et-dans-le-sahel/ - * The ECOWAS Commission, through its Department of Economic and Agricultural Affairs, organised a virtual extraordinary meeting on 23 March 2026.* The meeting included ministers of agriculture, regional agencies, and technical and financial partners.* The focus was on the impact of the international crisis and soaring oil prices on fertiliser supply and food security in West Africa and the Sahel.* Proposals included regional agreements to reserve strategic volumes and create emergency reserves, and liquidity swap lines via central banks to address foreign currency shortages for importers.
121. https://www.wwbl.com/2026/03/24/fixing-the-fertilizer-crisis-new-senate-bills-promise-relief-for-struggling-farmers/ - * A bipartisan group of US senators introduced legislation to ease fertiliser costs and stabilise supply, targeting the spring planting season. * The Fertilizer Transparency Act of 2026 aims to improve data on fertiliser prices, with updates to weekly reporting. * Surging fertiliser prices, notably urea, are linked to global supply disruptions, including conflict in the Strait of Hormuz. * Legislation also includes the Homegrown Fertilizer Act to expand domestic production and infrastructure. * The proposals target reducing reliance on imports, improving market transparency, and supporting farmers amid rising input costs.
122. https://agfundernews.com/guest-article-technology-now-exists-to-decouple-fertilizer-from-oil-and-gas-markets - * Disruption in natural gas and oil markets due to Persian Gulf conflict has affected global fertilizer prices, especially urea. * Prices of fertiliser, such as urea, have increased significantly, impacting farmers and food prices. * Emerging technology enables decentralised fertiliser production using renewable energy and local materials. * Innovations allow localised nitrogen, phosphorus, and potassium fertiliser manufacturing, reducing reliance on fossil fuels. * Decentralising fertiliser production could enhance food security, lower costs, and mitigate geopolitical risks.
123. https://www.graincentral.com/markets/daily-market-wire-25-march-2026/ - * Weather conditions in Australia show no improvement in the northern market forecast, with rain in WA keeping new crop in check.* Global wheat markets edged higher, with Chicago (+2.25c), Kansas (+0.75c), and Matif (+€1.00), amid deteriorating crop conditions and geopolitical tensions.* Australia's crop outlook remains uncertain, with some farmers shifting from wheat to oilseeds, pulses, and barley.* EU soft wheat exports increased to 17.1 million tonnes, with Morocco, Egypt, and Saudi Arabia as leading destinations.* Russian wheat export forecast raised to 46.5 million tonnes, citing better demand amid supply risks.* Oil and energy markets volatile: crude oil surged to $92.35 before falling amidst ceasefire reports.* US PMI signals softening economic growth; energy prices rising, impacting margins.* Australia and EU sign free trade agreement; Australian beef and sheep exports expand, but face criticism.* Local bid prices stabilise, with slow activity and growers cautious amid market uncertainty.
124. https://www.moneytimes.com.br/soja-cai-em-chicago-enquanto-milho-e-trigo-avancam-com-foco-na-guerra-no-oriente-medio-pads/ - * Futures contracts in Chicago show soybean prices falling due to technical sell-offs. * Corn and wheat prices increase, influenced by geopolitical tensions in the Middle East. * Oil prices rise amid US-Iran tensions, impacting grain and oilseed markets. * Higher energy and fertiliser costs may affect global agricultural production decisions. * Market expects potential reductions in maize planting due to increased input prices. * Russian export concerns and US droughts support wheat prices.
125. https://www.fox13now.com/world-news/in-depth-the-iran-conflict-is-impacting-more-resources-than-previous-crises - * The ongoing conflict in the Middle East has shut down the Strait of Hormuz, impacting vital resource flows.* This disruption removes 11 million barrels of oil daily, exceeding historical supply cut impacts.* The Strait supplies 20% of the world's oil and natural gas, and 30% of global fertiliser in the form of urea.* Supply chain impacts could lead to food price increases in the coming months.* Infrastructure damage from the conflict will have long-term effects on resource availability and costs.* US oil production provides availability security but does not lower global prices.* Data sources include US and international agencies.
126. https://en.clickpetroleoegas.com.br/China-and-Russia-suspend-fertilizer-exports--prices-skyrocket--and-Brazil-is-now-at-real-risk-of-shortages-in-the-agricultural-sector.-flpc96/ - * China and Russia suspend fertilizer exports, increasing pressures on global supply. * Brazil faces higher costs, logistical obstacles, and potential shortages amid geopolitical tensions. * The Brazilian market experiences rising input costs and falling domestic grain prices, delaying purchase decisions. * Natural gas supply from Oman, Iran, and potential cooperation with Bolivia are considered vital for fertiliser production. * The sector remains uncertain regarding supply, prices, and logistics, with global impacts including the US planting season.
127. https://foreignpolicy.com/2026/03/24/iran-war-food-prices-farmers-fertilizer-energy/ - * The Iran conflict has disrupted Middle East energy and fertiliser exports, affecting global markets. * Closure of the Strait of Hormuz has led to rising prices for energy and fertiliser, impacting food costs. * Countries like Egypt, Sudan, and Somalia face increased food insecurity due to higher import costs. * Organisations such as WFP warn of record global food insecurity if the war continues. * Rising food prices in the US and other countries threaten political stability and farmer livelihoods.
128. https://www.jungewelt.de/artikel/519820.globale-lieferketten-achillesferse-der-agrarwirtschaft.html - * Die US-amerikanisch-israelische Konflikte im Iran beeinflussen die Lieferkette für Düngemittel, insbesondere Harnstoff und Ammoniak.* * Die Produktion von Harnstoff ist durch den Gas- und Gasfeldkonflikt in der Golfregion betroffen, was zu globalen Preiserhöhungen führt.* * Die Blockade der Straße von Hormus schränkt den Export von Düngemitteln erheblich ein, was die landwirtschaftliche Produktion weltweit beeinträchtigt.* * Die Versorgungssicherheit in Asien, Afrika und anderen Ländern hängt stark von Importen aus der Golfregion ab, was durch Konflikte gefährdet ist.* * Die daraus resultierenden Lieferengpässe führen zu steigenden Lebensmittel- und Düngemittelpreisen sowie zu möglichen Hungerkrisen in ärmeren Ländern.*
129. https://www.asianews.it/news-en/In-the-shadow-of-missiles%3A-forgotten%2C-Yemen-is-starving-65105.html - - Over 22 million Yemenis require assistance; more than 20 million face acute food insecurity. - Humanitarian funding at less than 25% of the required US$2.5 billion for 2026. - Malnutrition and health facilities are collapsing; vaccination campaigns are in crisis. - Conflict since 2014 between Houthi rebels and government forces, involving regional tensions. - Food imports, climate shocks, and economic collapse worsen food crisis. - International aid and nutrition services significantly reduced, risking widespread loss of life.
130. https://www.zerohedge.com/commodities/russia-halts-ammonium-nitrate-exports-global-fertilizer-crisis-set-worsen - * Russia announces suspension of ammonium nitrate exports from March 21 to April 21, citing the need to secure domestic supplies. * The restriction coincides with the Northern Hemisphere planting season and limits the world's largest producer and exporter. * The export halt may impact import-dependent markets such as Brazil, Canada, India, Peru, and Ukraine. * The disruption occurs amid broader geopolitical tensions, energy shocks, and rising fertiliser prices, potentially affecting global food prices. * Experts warn that energy shocks and fertilizer shortages could lead to lower crop yields and higher food prices later in the year.
131. https://www.ibjonline.com/2026/03/24/farmers-feeling-fertilizer-fuel-price-pinch/ - * Farmers in the US experience increased fertiliser costs and shortages due to the war in Iran and disruptions in maritime transit routes. * Fertiliser prices have risen, with booking costs higher by around $200 per ton, affecting farmers' budgets. * Rising energy prices, particularly diesel, add significantly to on-farm operating expenses. * Disruptions through the Strait of Hormuz threaten global fertiliser exports, impacting supply and prices. * The US administration considers measures such as naval escort and tariff exemptions to safeguard supply chains. * Farmers and organisations express concern over the financial impact and potential crop shortfalls.
132. https://kingworldnews.com/massive-new-wave-of-inflation-to-be-led-by-oil-food-prices-soaring/ - * Fertilizer prices have increased 44% YoY, reaching their highest since September 2022. * Disruption of ammonia and urea exports from the Gulf, especially through the Strait of Hormuz, affects global supply. * Rising energy and natural gas prices, coupled with logistical issues, are tightening fertilizer availability. * Farmers may reduce planting or change crops due to fertiliser shortages and costs, impacting crop yields. * Food prices are likely to increase further due to these supply chain disruptions and input costs.
133. https://peakoil.com/publicpolicy/iran-war-threatens-asias-yuxi-circle-55-of-world-population-at-risk - * The Iran war's fourth week impacts East, Southeast, and South Asia, affecting 55% of the world’s population. * Almost all energy transiting the Strait of Hormuz, including 80% destined for Asia, faces potential disruption. * Oil prices for Asian markets have surged above Brent crude, reflecting scarcity premiums. * Fertiliser supplies, with 30% transiting Hormuz, are affected, risking food security in the region. * Countries like India and Bangladesh are facing fuel and fertiliser shortages, threatening food and health outcomes. * Pakistan's remittance reliance on Gulf countries raises economic stability concerns. * Geopolitical tensions alter perceptions of US security commitments; regional military and diplomatic shifts occur. * The conflict risks reversing decades of human development progress and increasing regional instability.
134. https://www.news18.com/india/the-hidden-cost-of-the-hormuz-blockade-how-india-is-losing-800000-tonnes-of-urea-a-month-ws-l-9993902.html - * Since the Strait of Hormuz's closure, India’s monthly urea production has dropped by 800,000 tonnes, affecting its fertiliser supply. * India sources 80% of its ammonia from the Gulf, which is now at a standstill, leading to production shortfalls. * The global fertiliser trade has contracted by 33%, with prices rising significantly; urea prices increased from $482.5 to $720 per tonne. * India’s LNG-based fertiliser production is disrupted, causing plants to shut down, impacting farmers and food security. * Short-term options include alternative LNG procurement; long-term, India lacks strategic fertiliser reserves and faces logistical and financial hurdles.
135. https://www.producer.com/crops/delay-in-fertilizer-purchases-could-prove-costly/ - * Conflict in the Middle East has led to disruptions in global fertiliser trade, notably urea and UAN. * Fertiliser prices in New Orleans increased by 48% and 34% for urea and UAN, respectively. * Farmers delayed fertiliser purchases due to high prices and market uncertainty, increasing costs. * Fertiliser suppliers expect higher prices to persist, impacting planning for 2027 crop needs. * Farmers may switch crops or reduce fertiliser application due to elevated costs and supply issues.
136. https://www.producer.com/markets/oilseed-prices-fluctuate-on-war-news-trump-decisions/ - * Oilseed prices, including soybeans, soy oil, and canola, rose in early March due to rising petroleum prices and export demand. * China’s phytosanitary change temporarily halted Brazilian soybean exports and influenced US-China trade relations. * US President Trump’s comments on the Strait of Hormuz caused soybean futures to plunge limit down on March 16. * Farmers face higher input costs for fertiliser and diesel due to war-related disruptions. * Severe weather and drought stress in US southern Plains threaten winter wheat crops in Oklahoma, Texas, and neighbouring states.
137. https://en.interfax.com.ua/news/economic/1153904.html - * Ukraine’s wheat exports to Europe have decreased due to an EU quota of 1.3 million tonnes and weak demand. * Previous exports to Europe ranged from 3-6 million tonnes per season. * Grain shipment rates have fallen from 500,000-600,000 tonnes per month to 350,000 tonnes in early March. * As a result, Ukrainian wheat stock carryover could reach at least 5 million tonnes. * The shift in export flows has led to a new market model emphasising increased competition and alternative sales regions, mainly outside Europe.
138. https://www.producer.com/am-market-reports/am-market-report-march-24-2026/ - * US wheat markets are trying to hold modest gains with mixed results across futures, with spring wheat rising and HRW steady. * The US wheat export shipments for the week ending March 19 are 19.93 MMT since June 1, 17.98% ahead of last year. * Several geopolitical developments in Iran and the Persian Gulf are impacting energy and commodity markets. * Canadian canola futures decline due to falling crude oil prices and geopolitical uncertainty. * The global grain trade faces challenges from war, export restrictions, and market volatility.
139. https://www.afghanistannews.net/news/278941150/central-asia-emerges-as-strategic-energy-player-amid-oil-crisis - * The global energy market faces disruptions due to the US-Israeli war with Iran, affecting Strait of Hormuz and energy prices. * Rising gas prices have led to cuts in nitrogen fertiliser and urea production, risking crop losses in multiple regions. * Kazakhstan and Turkmenistan's energy reserves gain strategic importance, with Turkmenistan offering rapid gas supply options. * Kazakhstan’s oil exports face infrastructure constraints; rerouting would take years, relying on existing pipelines and new tanker capacity. * Turkmenistan seeks increased energy cooperation with the European Union amid the crisis.
140. https://www.jdsupra.com/legalnews/geopolitics-energy-markets-and-2874536/ - * Recent Middle East conflicts have disrupted global fertilizer component exports, raising prices for nitrogen, phosphate, and sulfur inputs. * Fertilizer prices for U.S. farmers have increased by approximately 30%, with some expecting a rise up to 40% this season. * Farmers are adjusting planting plans, shifting acreage towards soybeans and reducing fertiliser application, amid economic pressures. * U.S. fertilizer producers benefit from lower domestic natural gas prices, leading to increased investor interest. * Disruptions highlight the need for resilient supply chains in global food and chemical markets, with broader economic implications.
141. https://sna.agr.br/bancada-do-agro-propoe-ajustes-na-subvencao-ao-diesel-e-monitora-crise-dos-fertilizantes/ - * Governo brasileiro editou Medida Provisória 1.340 de 2026 estabelecendo subvenção para produção e importação de diesel devido à alta do petróleo no Oriente Médio. * Parlamentares defendem alterações para isentar biodiesel de PIS e Cofins, além de ampliar a mistura de biocombustíveis na gasolina e diesel. * Frente Parlamentar da Agropecuária critica tabelamento dos fretes, solicitando revisão da metodologia por afetar custos logísticos do setor. * Discussões sobre o Projeto de Lei 699/2023, que cria o Programa de Desenvolvimento da Indústria de Fertilizantes, como medida para reduzir dependência externa. * Preços de fertilizantes, especialmente ureia, aumentaram até 35% devido a conflitos internacionais e suspensão de exportações pela China, afetando o custo de produção agrícola no Brasil.
142. https://alienogentile.substack.com/p/shock-energetico-globale - * In late February, approximately 80 ships per day crossed the Strait of Hormuz, transporting millions of tonnes of goods. * Following the outbreak of conflict in the Middle East on 1 March, oil prices surged, causing market reactions and risk repricing. * The shock extends beyond oil to natural gas, naphtha, fertilisers, and chemical raw materials, with limited rerouting options. * The disruption results in cascading effects: higher energy costs and production interruptions in agriculture, industry, and logistics. * US discussions on direct interventions, like futures market sales, aim to stabilise prices but do not address underlying supply shortages.
143. https://www.haberler.com/ekonomi/rusya-amonyum-nitrat-gubre-ihracatini-durdurdu-19683893-haberi/ - * Russia's Ministry of Agriculture announced a temporary ban on ammonium nitrate fertiliser exports until 21 April. * The decision is part of new export restrictions aimed at protecting Russian farmers. * The ban highlights concerns over nitrogen fertiliser availability amidst global market tensions. * The announcement indicates potential for further export limitations if necessary. * The move occurs as the strait of Hormuz's closure and rising prices impact global fertiliser markets and food security.
144. https://www.globalbankingandfinance.com/russia-imposes-restrictions-nitrogen-fertiliser-exports/ - * Russia has imposed restrictions on nitrogen fertiliser exports from March 21 to April 21 to support spring planting. * The restrictions include stopping all licences for ammonium nitrate exports, with exceptions for government contracts. * Russia is a major fertiliser producer and exporter but faces a global supply crunch influenced by the war in Iran. * The export restrictions aim to prioritise domestic agricultural needs and ensure supply during spring planting.
145. https://en.nhandan.vn/hormuz-strait-bottleneck-fertiliser-prices-no-longer-just-a-market-issue-post160327.html - • The Strait of Hormuz, a major route for fertiliser and energy exports, has become a geopolitical chokepoint, disrupting global supply. • Disruption could lead to a severe physical liquidity crisis in fertiliser markets, with supplies potentially depleted in less than a month. • Fertiliser prices have surged sharply, impacting US farmers' profit margins and inducing crop shifts and government interventions. • China has ordered export halts, intensifying shortages in import-dependent countries such as India. • Vietnam has mitigated impacts through domestic self-sufficiency and strategic stockpiling, highlighting resilience strategies amid the crisis.
146. https://www.farms.com/ag-industry-news/fears-of-stagflation-and-recession-on-the-rise-847.aspx - * Rising crude oil prices support energy markets but increase inflation concerns. * Soybean meal and cotton reach new contract highs; farmers face profitability challenges. * U.S.–China trade tensions and delayed meetings impact market sentiment. * Weather, especially heat and dryness in U.S. Plains, stress winter wheat crops. * Global conflict and supply issues push fertiliser prices higher. * Farmers may shift acreage to soybeans, supporting prices. * Fund buying boosts prices in grains like corn, wheat, and canola. * Market volatility linked to weather, geopolitical tensions, and supply chain risks. * Broader economic uncertainty and inflation fears influence markets."
147. https://www.supplychainbrain.com/articles/43690-iran-war-threatens-global-food-supply-chains - * The Iran conflict's impact on fertiliser supply chains, especially through the Strait of Hormuz, affects global crop production, including wheat. * Fertiliser prices increased by 18% in 2025 and a further 26% by March 2026, raising costs for farmers. * Disruptions threaten to reduce planting of crops like wheat, corn, and soybeans, impacting yields and prices. * Higher energy costs and restricted movement of inputs further strain food supply chains. * Countries such as India, Bangladesh, and Brazil face fertiliser shortages and export impacts, affecting local and global markets.
148. https://fnarena.com/index.php/2026/03/24/plasmaleap-funding-shows-appetite-for-safeguarding-fertiliser-supply/?utm_source=rss&utm_medium=rss&utm_campaign=plasmaleap-funding-shows-appetite-for-safeguarding-fertiliser-supply - * PlasmaLeap Technologies raised A$30 million in Series A funding, supported by Australian agribusinesses and industry organisations. * The company’s technology produces fertiliser ingredients using renewable electricity, air, and water. * The funding aims to develop fertiliser hubs and expand trials amid supply disruptions caused by Middle East conflict. * Investment from GRDC, Hort Innovation, GrainCorp, Agnition Ventures, and international partners reflects support for sustainable fertiliser solutions. * The technology aims to de-risk supply chains and reduce emissions in agriculture.
149. https://www.wwbl.com/2026/03/23/farm-crisis-deepens-60-ag-groups-push-trump-administration-to-revoke-phosphate-fertilizer-duties/ - * Over 60 agricultural organisations in the US request the Commerce Department to eliminate phosphate fertiliser tariffs. * The tariffs, imposed in 2020 on imports from Morocco and Russia, are criticised for limiting supply and increasing costs for farmers. * The coalition warns the duties have contributed to higher fertiliser prices, affecting crop yields and farm viability. * The Federal sunset review is assessing whether to continue or remove the tariffs as farmers face high input costs and volatile markets. * The letter cites geopolitical instability and reduced supply from Morocco as factors worsening affordability and market stability.
150. https://www.straitstimes.com/world/from-indian-films-to-italian-wine-trumps-iran-war-is-rippling-through-the-world-economy - * The US and Israel’s war in Iran has caused supply shocks in energy, fertilisers, and chemicals, affecting industries worldwide. * Indian film releases are delayed due to regional market concerns. * Farmers in Italy and India face rising diesel, fertiliser costs, and demand dampening. * Countries like Australia and the UK prepare for potential rate hikes amid inflation pressures driven by energy costs. * Market bets on interest rate changes and oil price increases signal economic strain, with potential global GDP impacts. * The war influences consumer prices, inflation, and supply chains, complicating fiscal and monetary policies.
151. https://www.thisdaylive.com/2026/03/24/manufacturing-amidst-global-economic-disruptions/ - * Ongoing US and Israel military actions in Iran are disrupting global shipping and crude oil supply, affecting Nigeria. * The Iran conflict has caused crude oil prices to rise to $120 and led to shortages of fertiliser and raw materials. * Rising energy costs in Nigeria due to higher oil prices increase production costs for manufacturers and agriculture. * Experts warn these disruptions may lead to higher food prices, inflation, and food security risks. * Recommendations include reviving local fertiliser plants, stabilising supply chains, and prioritising domestic fertiliser production.
152. https://www.ruralnewsgroup.co.nz/rural-news/rural-opinion/hound/trump-tariffs-global-grain-trade-us-australia - * Indonesia has signed an agreement to import approximately 2 million tonnes of wheat from the United States, representing about 17% of its annual wheat demand. * Indonesia's total wheat imports are around 10-11.5 million tonnes per year. * Australia supplies 4-5 million tonnes of wheat to Indonesia during strong production seasons. * The article discusses the impact of US-China trade tensions and tariffs on the US wheat market. * Trade policies are affecting global wheat trading dynamics, with implications for Australian producers and the US agriculture sector.
153. https://pakobserver.net/the-stakes-are-enormous-how-a-prolonged-iran-war-could-shock-the-global-economy/ - • The article discusses the economic impact of a potential prolonged Iran war, with soaring oil and gas prices, market volatility, and rising inflation. • It details supply chain disruptions, affecting fertiliser, chemicals, and manufacturing supplies amid energy market tensions. • The conflict threatens to lower global economic growth and increase food and energy prices, especially in energy-importing countries. • Expert opinions highlight the risks of supply constraints, inflation, and the need for geopolitical and supply chain resilience strategies. • The article contrasts current disruptions with past energy shocks, noting reduced reliance on fossil fuels and the potential for recovery once the conflict ends.
154. https://www.lawbc.com/geopolitics-energy-markets-and-fertilizer-why-u-s-farmers-are-feeling-the-pressure/ - * Recent geopolitical developments in the Middle East have affected global fertilizer supply chains, including ammonia, urea, sulfur, and phosphates. * Natural gas supplies, crucial for fertiliser production, have been disrupted, leading to higher prices. * Fertiliser costs for U.S. farmers have risen by roughly 30 percent since the escalation began. * Farmers may shift towards soybeans instead of corn or reduce fertiliser application, impacting crop yields and crop choices. * U.S.-based fertiliser companies benefit from lower natural gas costs compared to Europe, influencing market dynamics. * Disruptions highlight the importance of resilient supply chains and stable regulations in agriculture and chemical sectors.
155. https://www.country-guide.ca/daily/eu-crop-monitor-sees-lower-soft-wheat-and-rapeseed-yields-in-2026/ - ["* Crop monitoring service MARS forecasts EU's soft wheat yield at 5.98 tonnes per hectare in 2026, 5% lower than 2025.", '* MARS projects rapeseed yield at 3.22 t/ha, 3% lower than the previous year.', "* EU's winter barley yield is forecasted at 5.13 t/ha, 10% lower than last year.", '* Issues affecting crops include excessive rainfall, waterlogging, flooding, and frost in parts of Europe.', '* Emerging water deficits in north-eastern Europe may affect future water needs.']
156. https://www.brownfieldagnews.com/news/rainfall-deficit-in-the-delta-causes-more-uncertainty-as-planting-begins/ - * Rainfall deficit in the Delta region of Arkansas causes concern for planting due to dry soils and drought conditions. * 33% of Arkansas is experiencing extreme drought, with nearly 3% in exceptional drought. * Dryness currently impacts some crops, but not yet majorly affecting rice planting. * Weather variability and uncertainty could lead to issues with surface water irrigation or heavy rains causing flooding. * Rice planting began around March 20 amidst weather and economic pressures.
157. https://news.un.org/en/story/2026/03/1167182 - * The Strait of Hormuz’s disruption affects global energy markets and fertiliser exports. * Shipping traffic has fallen over 95% due to Iranian attacks, increasing costs and delays. * The crisis leads to rising production costs for fertilisers, especially nitrogen-based ones reliant on Gulf gas. * These issues threaten agricultural production, food prices, and impact least developed economies. * UNCTAD monitors developments and supports international efforts to keep trade routes open.
158. https://www.urdupoint.com/en/pakistan/cm-sindh-orders-immediate-procurement-of-whea-2158420.html - * Sindh Chief Minister Syed Murad Ali Shah directed the Food Department to commence wheat procurement focused on small growers receiving seed subsidies. * The directives were issued during a meeting at the CM House, with officials including the Food Minister and Agriculture Department representatives. * The government aims to support small farmers, ensure transparency in procurement, and stabilise the market. * Over 1.3 million tons of wheat stocks are available, with some remaining, and the government plans to dispose of excess wheat. * Procurement will prioritise small growers, with a transparent policy to ensure fair distribution and effective stock management.
159. https://www.producer.com/am-market-reports/am-market-report-march-23-2026/ - • Geopolitical tensions between US and Iran caused market volatility, with recent Trump tweets affecting oil and agricultural futures. • US wheat, corn, and soybean markets experienced mixed to downward trends amid global uncertainties; canola futures declined sharply. • Fertilizer supply concerns increased due to Iran war disruptions, impacting planting costs worldwide. • Canada and Argentina reported active grain exports, while US and Brazilian soybean imports fluctuate; trade tensions persist. • International Grains Council forecasts a decline in global grain production for 2026/27, influenced by ongoing geopolitical conflicts.
160. https://www.bworldonline.com/economy/2026/03/23/738161/food-price-growth-seen-picking-up-in-2nd-quarter/ - * Food price growth is projected to increase in the second quarter, driven by higher oil and fertiliser costs, according to analysts in the Philippines. * Prices of rice and fish commodities rose in early March, amid geopolitical tensions affecting fertiliser and fuel supplies. * Rising input costs and potential disruptions in fertiliser supply from the Middle East war threaten agricultural yields in Asia-Pacific. * The Philippines and other countries face planting season risks, possibly leading to lower output and tighter food supplies. * The Department of Agriculture is prioritising aquaculture to mitigate fish supply shortages, with plans to import fish starting August.
161. https://focus.ua/world/748081-blokada-ormuzskogo-proliva-kak-voyna-v-irane-povliyaet-na-ekonomiku-ukrainy-ep - * The Middle East conflict and blockade of the Strait of Hormuz cause sharp increases in fuel and fertiliser prices, impacting global agriculture. * Shipping through the Strait of Hormuz decreased significantly in early March, with incidents targeting civilian ships. * Prices for ammonia and carbamide increased by 8.7% and 32.4%, respectively, due to higher energy costs. * Countries like Brazil, India, and African nations face disruptions in fertiliser imports, risking lower crop yields. * Ukraine, dependent on fertiliser imports, faces increased production costs amidst internal challenges and geopolitical risks. * The situation may raise Ukrainian grain production costs by 3-7%, with a projected additional expenditure of $140 million in 2026. * Russia could potentially benefit from rising fertiliser prices despite logistical restrictions. * The conflict threatens global food security, risking hunger for millions due to disrupted supply chains and increased costs.
162. https://spectrumnews1.com/ky/louisville/news/2026/03/20/fertilizer-prices - * Kentucky farmers are experiencing a sharp increase in fertiliser costs, influenced by disruptions in the Strait of Hormuz caused by the war in Iran.* *Urea prices in Kentucky have risen 23% year over year, reaching an average of $674 per ton in March.* *Farmers report significant cost increases, with some nitrogen fertilisers up $200–$300 per ton in one week.* *Experts warn that global fertiliser disruptions are affecting prices, and local prices for fertiliser are rising sharply.* *Farmers and economists highlight potential downstream effects on crop costs, livestock feed, and consumer food prices.*
163. https://euromaidanpress.com/2026/03/23/lng-supply-cliff-edge-gulf-gas-crisis-ukraine/ - * The last Gulf gas tankers loaded before the war are arriving, with full impact on supply expected after they dock.* The closure of the Strait of Hormuz affects Qatar and the UAE, cutting a fifth of global LNG supply.* Gas prices in Europe and Asia have doubled since the conflict began.* Disruption in Gulf supply raises fertiliser prices, affecting food production and risking hunger for 45 million people.* European gas prices could reach €90-€100 per megawatt-hour with prolonged Hormuz closure.* Fertiliser costs in Ukraine are expected to rise, increasing food production costs.* Russia's continued gas and fertiliser exports may influence global markets, with EU tariffs impacting prices.
164. https://focus.ua/world/748081-blokada-ormuzskogo-proliva-kak-voyna-v-irane-povliyaet-na-ekonomiku-ukrainy-ep - * Обострение конфликта в Ближнем Востоке и блокировка Ормузского пролива вызвали рост цен на энергоносители и удобрения, сказывается на мировом аграрном рынке. * В начале марта судоходство через пролив практически остановилось, число проходящих судов снизилось до четырёх с 129. * Производство сжиженного газа в Катар приостановлено, что вызвало рост цен на газ в Европе на 103%. * Увеличение стоимости природного газа влияет на производство аммиака и стоимости удобрений. * Предупреждения ООН и ВПП о рисках для продовольственной безопасности и угрозе голода вследствие повышения цен. * Украина испытывает рост цен на удобрения из-за глобальных изменений и внутренней ситуации, таких как военные риски и логистические проблемы.
165. https://www.indiatvnews.com/uttar-pradesh/up-cabinet-hikes-wheat-msp-by-rs-160-per-quintal-approves-funds-for-several-infrastructure-projects-2026-03-23-1034779 - * The Uttar Pradesh government increased the Minimum Support Price (MSP) for wheat by Rs 160 per quintal, raising it to Rs 2,585 for 2026. * Procurement will occur from March 30 to June 15 across all 75 districts through 6,500 purchase centres. * Funds of Rs 2,242.90 crore approved for developing Pachwara coal mine in Dumka, supporting the Ghatampur Power Plant. * Investment of Rs 242.42 crore approved for establishing an Integrated Manufacturing and Logistics Centre in Sambhal. * Rs 1,435.25 crore sanctioned for constructing an International Exhibition-cum-Convention Centre in Vrindavan Yojana.
166. https://keyt.com/news/money-and-business/cnn-business-consumer/2026/03/23/fertilizer-prices-bring-more-pain-for-american-farmers-amid-war-in-iran/ - * The war in Iran has caused an increase in fertiliser and energy prices for US farmers, with supply disruptions affecting nitrogen costs. * Fertiliser prices have surged, with nitrogen and imported urea costs rising significantly since the start of the conflict. * The conflict blocks the Strait of Hormuz, a key route for global fertiliser and oil shipments, impacting global supply. * US farmers face higher input costs and financial stress, with some needing to take on debt, and crop prices have become more volatile. * The US government has provided over $7 billion in aid to farmers, and new regulations allow Venezuelan fertiliser imports, but supply disruptions may persist.
167. https://fortune.com/2026/03/23/iran-war-hormuz-closure-fertilizer-helium-asia/ - * Iran conflict disrupts Strait of Hormuz, affecting key commodities like fertilizer and helium. * About 15% of non-energy goods passing through the strait are critical inputs for agriculture and manufacturing. * Southeast Asia’s agriculture-dependent economies face risks of lower yields, reduced farmer incomes, and higher food prices. * A 50% reduction in fertilizer could decrease palm oil yields by up to 40%. * Helium shortages threaten semiconductor manufacturing and healthcare sectors, with high-reliability plants able to recycle helium more effectively. * Industry responses include sourcing from alternate exporters, stockpiling, and investing in recycling and alternative processes. * Experts see potential for regional cooperation but warn shortages may persist for months even if conflict ends.
168. https://www.zerohedge.com/food/countdown-begins-former-central-bank-advisor-warns-food-price-shock-could-hit-within-6-9 - * Alexandra Prokopenko warns that a near-shutdown of the Strait of Hormuz could trigger a food-price shock within 6–9 months, driven by fertilizer supply disruptions. * Fertilizer prices, including urea, have increased significantly, with Gulf producers declaring force majeure on contracts. * Russia benefits from the disruption as a major supplier of fertilisers, with global implications. * A timeline outlines waves of disruption: initial fertilizer price spike, reduced planting and yields, and subsequent food price inflation in import-dependent countries. * International agencies point to ongoing energy flow issues and potential long-term impacts on global food supply chains.
169. https://www.scmp.com/news/china/diplomacy/article/3347572/iran-war-delivers-new-inflation-stress-african-economies-emerging-older-shocks?utm_source=rss_feed - * The Iran conflict fuels inflationary pressures in Africa by increasing energy and fertiliser prices. * Most African countries depend on fuel imports and have experienced recent sharp increases in fuel prices. * Disruptions in the Strait of Hormuz and attacks on Iranian and Gulf country infrastructure affect oil and gas exports. * The loss of nitrogen fertiliser exports and crude petroleum impacts African economies, especially during planting season. * Afreximbank plans to provide financial assistance to fuel-dependent African countries.
170. https://www.czapp.com/analyst-insights/how-might-sugar-ethanol-and-packaging-be-hit-by-iran-war/ - * The Iranian conflict has led to disruptions in energy markets and supply chains, affecting fertiliser production and agricultural inputs. * Energy prices, especially crude oil and LNG, have increased, raising costs for fertiliser manufacturing and transportation. * Food price inflation is expected to rise globally, influenced by energy market shocks and supply chain strains. * The sugar market has seen consumption adjustments due to inflation and changing purchasing behaviour. * Ethanol and packaging industries are affected by disruptions and increased input costs. * Global container freight and logistics face substantial challenges, impacting raw material supply, including for plastics. * Political and macroeconomic factors influence the energy, food, and agricultural sectors amid ongoing conflict.
171. https://www.klsescreener.com/v2/news/view/1690275/section-301-probes-raise-tariff-risks-for-developing-economies - * US launched Section 301(b) trade investigations into 16 economies, including Malaysia, Indonesia, Thailand, Vietnam, and Cambodia, on March 11. * The probes assess manufacturing policies linked to excess capacity that may restrict US commerce. * The investigations could result in tariffs or import restrictions if findings are detrimental to US interests. * The process involves consultations, public hearings, and final recommendations, taking 12 to 18 months. * The move aims to leverage tariffs, heightening risks for developing nations with trade policies similar to those under investigation.
172. https://www.coloradospringsnews.net/news/278938056/roundup-record-march-heat-strikes-western-us - * A heat wave broke March temperature records across dozens of cities in the western United States in March. * Temperatures in San Jose reached 31.1°C, surpassing previous March records. * Over 550 daily high-temperature records were set since March 11, including 65 all-time March highs. * Arizona reached 43.3°C near Martinez Lake, surpassing the previous March record. * Climate scientists attribute this event to human-induced climate change, with a return period of about 500 years under current conditions. * Experts warn of the implications of the heat wave for water supplies and wildfire risk.
173. https://www.zerohedge.com/commodities/glitch-shuts-australias-biggest-maker-vital-fertilizer-input-2-months - * Australia's largest ammonia plant will be shut for two months due to a power outage in a period of global fertiliser supply shortages. * The shutdown affects the production of 5% of globally traded ammonia and the supply of fertiliser and explosives ingredients. * The outage occurs amidst tensions affecting gas supplies and ammonia shipments from Iran, impacting global fertiliser markets. * The disruption may affect Australia's fertiliser imports and export activities, particularly urea and TAN used for mining. * The timing is critical for Australian farmers reliant on imported urea for planting season and for WA's iron ore mining sector using TAN for blasting.
174. https://www.chinimandi.com/fertiliser-imports-at-risk-ahead-of-sowing-season-26-sourced-from-current-hotspot-west-asia-careedge-report/ - * India’s fertiliser supply faces risks ahead of the sowing season due to conflict in West Asia, affecting key trade routes. * About 26.2% of India’s fertiliser imports come from West Asia, with additional sources including Jordan, Russia, Morocco, and China. * Disruptions through the Strait of Hormuz could lead to higher fertiliser prices and increased government subsidy burdens. * The report highlights potential cascading impacts on energy and fertiliser supplies, crucial for agriculture. * Disruptions pose risks to India’s fertiliser availability and agricultural output amid weather uncertainties.
175. https://streamlinefeed.co.ke/news/energy-markets-fracture-as-iran-war-triggers-global-supply-crisis - * Oil prices exceeded 100 USD per barrel, driven by escalation in US-Israel conflict with Iran. * International Energy Agency (IEA) warns of a worsened energy crunch, surpassing 1970s oil shocks. * Loss of 11 million barrels of oil daily and 140 BCM of natural gas, the highest in recent history. * Geopolitical tensions threaten the Strait of Hormuz, a critical energy transit chokepoint. * The crisis impacts global supply chains, including petrochemicals, fertilisers, and agricultural inputs, with regional ripple effects in Kenya and East Africa. * Market volatility and rising fuel prices threaten inflation and economic stability in vulnerable nations, notably Kenya.
176. https://thewire.in/food/the-war-triggered-by-the-us-and-israel-could-also-trigger-a-global-food-crisis - * Since the US-Israeli campaign against Iran, the Strait of Hormuz has been disrupted, threatening global food security. * Key food staples and fertilisers travel through the Strait; a blockade would require unprecedented humanitarian efforts. * About 70% of food for Gulf countries moves through the Strait, with a daily requirement of 191.3 million pounds of food. * Disruptions would impact Iran and Gulf states significantly, raising food prices and causing shortages. * Historically, food shortages have led to political instability and conflicts worldwide. * Global farmers depend on stable fertiliser and fuel supplies, with 30-40% passing through the Strait. * Attacks on desalination plants could cause catastrophic water shortages, affecting millions.
177. https://stockhead.com.au/food-agriculture/rlf-sows-seeds-of-growth-as-pipeline-builds-and-strategy-takes-root/ - - RLF AgTech has entered a new phase of growth following a restructure, with a new CEO, Stuart Upton, focusing on profitable expansion. - The company generated a $3 million revenue pipeline in Australia within six weeks of launching an early order campaign. - Disruptions in global fertiliser supply, notably due to Middle East conflicts, have prompted RLF to promote its urea hedge and efficient nutrient products. - Operational efficiencies have been improved through restructuring, including headcount rationalisation and strengthened commercial capabilities. - International markets, especially China, show validation with prepayments reaching $7.2m, supporting growth for the company’s strategy.
178. https://www.thedairysite.com/news/canada-offers-farm-credit-relief-as-input-costs-surge - * Canada’s federally backed farm lender expands support for farmers and agribusinesses amidst rising fertiliser and energy prices. * Borrowers can access a credit line up to C$500,000 and defer principal payments. * The aid is part of the Trade Disruption Customer Support Program, extended from March 2025. * Fertiliser prices have increased following disruptions caused by the Iran war and Strait of Hormuz closure. * Global farmers face higher fertiliser costs ahead of the spring planting season.
179. https://tchadinfos.com/2026/03/15/la-guerre-en-ukraine-a-entraine-le-blocus-du-commerce-du-ble-provoquant-la-hausse-des-prix-des-graines-et-de-la-farine-dans-nos-pays-dr-alladjaba-abdoulaye-agropedologue-et-chercheur/ - * The war in Ukraine has caused a blockade of wheat trade, raising prices of seeds and flour in affected countries. * This issue has made wheat strategy important for African nations, especially in West and Central Africa. * A regional conference organised by ITRAD and partners aims to develop collective strategies to strengthen wheat production and processing. * Data shows that N’Djamena's population consumes about 58 tonnes of wheat daily, costing around 30 million CFA francs monthly. * The conference seeks to mobilise expertise and foster cooperation on wheat-related food security solutions.
180. https://caribbeannewsglobal.com/fertiliser-market-uncertainty-grows/ - * Farm Credit Canada expands its Trade Disruption Customer Support Program to assist producers affected by fertiliser costs and energy prices, responding to global tensions. * The programme offers credit lines, new loans, and deferral options amid concerns about supply disruptions from major nitrogen fertiliser exporting regions. * The initiative aims to support Canadian agriculture and food businesses facing market shocks and rising input costs. * FCC economists analyse potential impacts on fertiliser availability and pricing amid Middle East turmoil. * The programme was originally introduced for trade tariffs affecting Canadian agriculture and now addresses wider market disruptions.
181. https://lafarmbureaunews.com/news/2026/3/20/us-seeking-fertilizer-from-other-sources - * The U.S. government is exploring new sources of fertiliser, including Venezuela and Morocco, due to ongoing shipping challenges caused by the Iran war. * Licences have been established for Venezuela to increase fertiliser production as a safeguard against disruption. * Fertiliser supplies have shrunk global ly due to the U.S.-Israeli conflict with Iran, causing prices to spike by over a third. * The U.S. has duties on Moroccan phosphate, under review following pressure from U.S. farm groups to remove these fees.
182. https://www.businesstoday.in/latest/economy/story/11-billion-import-exposure-india-is-largest-importer-of-nitrogen-fertilisers-from-persian-gulf-521761-2026-03-22?utm_source=rssfeed - * India is the largest importer of nitrogen fertilisers from Persian Gulf economies, importing around $11 billion between 2020 and 2025.* * Disruptions in the Strait of Hormuz, due to US and Israeli strikes on Iran, threaten fertiliser supply chains.* * About 49% of India's nitrogen fertiliser imports originate from Gulf countries.* * Some Indian vessels are stranded in the Persian Gulf, with Indian seafarers affected.* * Operations of India's urea plants are at half capacity due to energy supply disruptions.*
183. https://finance.yahoo.com/economy/articles/americans-crash-course-global-economy-123000926.html - * Fertiliser prices, including Middle East urea, have increased over 50% in 2023, driven by disruptions at the Strait of Hormuz. * US farmers face rising costs for fertiliser, fuel, and natural gas, impacting planting and crop costs. * Fertiliser exports from Iran, Qatar, and Saudi Arabia are blocked, affecting global supply. * Higher oil prices are increasing the cost of packaging, shipping, and food products in the US. * Consumers may face 5-20% higher prices on produce, meat, seafood, and groceries by autumn.
184. https://nebraskaexaminer.com/2026/03/22/repub/war-in-middle-east-causes-further-stress-on-u-s-farmers/ - * The conflict in the Middle East restricts import access to critical fertilisers, affecting US farmers' costs and availability. * US imports about 40% of phosphate from Saudi Arabia; blockages in the Strait of Hormuz hinder transportation. * Duties on phosphate fertilisers from Morocco and Russia have kept prices high and limited options for US farmers. * High fertiliser costs are contributing to negative crop yields and increased production costs for corn farmers. * The National Corn Growers Association urges legislation for year-round ethanol fuel sales and removal of fertiliser duties.
185. https://www.theguardian.com/news/ng-interactive/2026/mar/22/iran-war-global-economy-donald-trump-oil-prices-inflation - * After the US and Israel bombed Iran, initial market expectations were for short-lived fallout, but concerns grew over a prolonged conflict. * Oil prices have risen above $100 a barrel, European gas prices doubled, and global inflation risks have increased. * Fertiliser costs are rising sharply, impacting farmers and food prices worldwide. * Iran threatened to send oil to $200 a barrel, and clashes have hit energy infrastructure, raising fears of a “doomsday” scenario. * Economists warn prolonged conflict could lead to stagflation, higher recession risks, and increased supply chain disruptions.
186. https://news.google.com/rss/articles/CBMirgFBVV95cUxNR2EtX1NkQjRfLXdDWkFGX3B5dU9oQlE2UzdkNnI1anVLTWdkQTBBUTZURG9kcTFoeTlfcWV1ZlNaUjB5TTlpUWVVaUJnSzVRUVAyV1l2S2FyVE4xbm5jdHF1aFNhamJZM1FUZHdyWlZyUWxkcEZiaTIxcmQ0OVdVRExrQ0ZOM2l2WUxjaVVqTVRSVFdUenJlTGFoc1R3eEhHd1c3TnZKSFdUcmkyckE?oc=5&hl=en-US&gl=US&ceid=US:en - * The ongoing Iran conflict is affecting supply chains for agricultural exports like avocados in Tanzania and tea in Kenya, with ship bookings suspended.* * Smallholders are accepting lower prices or failing to sell their produce.* * Disruptions at Hormuz choke point are impacting fertiliser and energy markets, raising costs globally.* * Countries like Sudan, Sri Lanka, and Tanzania rely heavily on fertiliser imports via Hormuz.* * Rising fertiliser and energy costs threaten to exacerbate global food insecurity, especially in vulnerable regions.*
187. https://newtalk.tw/news/view/2026-03-22/1025634 - * US and Israel launched military strikes on Iran on 28 February, with Iran retaliating by blocking the Hormuz Strait. * The blockade has disrupted fertiliser transportation and production, risking global food shortages. * Monthly fertiliser shipments through Hormuz reach 1.33 million tonnes; a 30-day blockade could trigger widespread deficit. * Fertiliser prices have increased by 10% to 30%, with further rises expected. * Experts warn the disruption will lead to reduced crop yields and rising food prices, especially in developing nations reliant on imports. * Key suppliers like Qatar, Bahrain, and other Gulf countries are affected; global fertiliser trade heavily depends on the region. * Energy prices have surged, raising input costs for food production; oil and gas shortages threaten to escalate price increases. * FAO warns prolonged conflict could cause significant global food supply disruptions, affecting half of worldwide food production. * The crisis now impacts Asia, Africa, and Latin America, with fertiliser shortages adding to food insecurity. * Iran's blockade affects oil and gas exports as well as fertiliser shipments, creating a compounded energy and food crisis. * Experts predict shifts in crop choices and supply chain diversifications, but vulnerable nations face severe risks.
188. https://energynewsbeat.co/diesel-water-and-fertilizer-are-on-the-front-lines-of-the-news-global-supply-strains-trigger-fuel-and-food-security-alarms/ - * Australia faces critical diesel shortages and fertiliser shortfalls due to disrupted shipping lanes, with farmers facing planting challenges. * Asian refiners pay record premiums for alternative crude, indicating tightening diesel markets driven by Gulf supply cuts and Strait of Hormuz blockages. * Fertiliser prices have surged over 35%, with major Gulf export dependencies and export restrictions in China exacerbating shortages. * Regions including Australia, Asia-Pacific, Europe, North America, and developing nations face varying degrees of impact on agriculture, with food security at risk. * Rising fuel and fertiliser costs are expected to increase food prices and affect supply chains globally.
189. https://newtalk.tw/news/view/2026-03-22/1025634 - * Iran's military actions after February 28 have led to disruption of fertiliser transport and production. * About 133,000 tonnes of fertiliser transit through Hormuz Strait monthly; a 30-day blockade could cause global shortages. * Fertiliser prices have increased 10% to 30% due to supply interruptions, affecting global agriculture. * Dependence on Gulf countries for nitrogen, phosphate, and sulphur fertilisers threatens main crop yields like wheat and rice. * Rising energy costs, with oil prices around $100 per barrel, further escalate food prices and inflation. * UN and experts warn ongoing conflict risks severe impacts on global food security, especially in poor nations. * Affecting regions including Asia, Africa, and Latin America, with potential shortages and hunger risks worldwide.
190. https://www.aussiestockforums.com/threads/fertiliser-discussion.38860/?utm_source=rss&utm_medium=rss - * The closure of the Strait of Hormuz has disrupted fertiliser supplies amid a critical period for farmers. * The conflict between the US, Israel, and Iran has caused spikes in oil prices and shipping disruptions. * The global price of urea has increased from approximately $650 to about $860 per tonne, with quotes as high as $1300. * Farmers in Australia are seeking alternatives to fertilisers such as urea due to supply issues and increased costs. * The production, supply chains, and pricing of fertilisers are affected by geopolitical tensions, impacting agricultural decision-making.
191. https://www.businesstoday.in/world/story/strait-of-hormuz-disruption-experts-warn-of-looming-global-energy-shock-how-hoarding-might-become-a-new-normal-521737-2026-03-22?utm_source=rssfeed - * Disruption of flows through the Strait of Hormuz impacts global trade in commodities including crude oil, LNG, fertilisers, helium, and sulphur. * Supply chains are strained with halted shipments and shutdowns at oil and gas production sites. * Attacks on Iran's South Pars gas field and Qatar’s LNG facilities have removed an estimated 3.5% of global LNG output for three to five years. * Asia is most exposed, with 84% of crude oil and 83% of LNG passing through the Strait destined for the region. * Energy prices have surged, and supply shortages risk spreading to fertilisers and industrial gases, affecting agriculture and manufacturing sectors. * The International Energy Agency has released 400 million barrels from strategic reserves to stabilise markets. * The crisis could cause food shortages due to tightening fertiliser supplies during planting seasons.
192. https://www.scmp.com/news/china/science/article/3347290/could-ultra-precise-harvest-forecast-give-china-advantage-iran-war-fallout?utm_source=rss_feed - * Rising tensions around Iran threaten global fertiliser supply chains. * China has developed the ability to forecast grain output over six months in advance. * Disruption to energy supplies and shipping could increase fertiliser costs, impacting yields. * India and Indonesia are also vulnerable due to reliance on Middle Eastern fertiliser imports. * The Strait of Hormuz is a key transit route for urea exports, linking geopolitical stability to fertiliser markets.
193. https://indianexpress.com/article/explained/explained-economics/us-section-301-tariffs-india-trade-deal-impact-10585960/ - * The US Supreme Court scrapped the IEEPA tariffs last month, leading to a review of trade policies. * The US Trade Representative (USTR) is developing a new tariff structure based on Section 301 investigations. * Several US trade partners, including India, face potential new US investigations and tariffs. * India’s negotiations with the US are focused on a new tariff structure and comparative advantage. * The European Union and Malaysia have halted or nullified their US trade deals following the legal ruling. * US tariffs under Section 122 will expire in July, with efforts to implement new measures by then.
194. https://www.webwire.com/ViewPressRel.asp?aId=352312 - * Food prices have risen due to conflict, impacting food-insecure countries in the Middle East and wider region. * Displacement and supply chain disruptions have increased food and fuel prices, especially in Lebanon and Iran. * Prices of key foods and staples have surged, with some more than tripling in less than two weeks. * The UN warns that ongoing conflict could push an additional 45 million people into acute hunger. * Save the Children calls for ceasefire and increased humanitarian efforts to support vulnerable families and stabilise markets.
195. https://www.uttamgupta.com/fertilizers/production-vs-imports/fertilizer-industry-in-india-suffers-another-blow-now-it-is-us-israel-iran-war/?utm_source=rss&utm_medium=rss&utm_campaign=fertilizer-industry-in-india-suffers-another-blow-now-it-is-us-israel-iran-war - * The article discusses how the ongoing US/Israel – Iran war affects global and Indian fertiliser supply chains, inflating prices due to disrupted supplies from the Middle-East. * India heavily depends on imports for fertilisers, raw materials, and natural gas, primarily from Middle-East countries. * Fertiliser prices surged in 2022 due to the Ukraine war and have increased further amid Middle-East conflict escalation. * Disruptions such as damage to energy infrastructure and blockage of the Strait of Hormuz threaten supply stability. * India aims to maintain fertiliser prices through subsidies, though rising costs may pressure fiscal policies.
196. https://sigmaearth.com/unseasonal-march-rain-and-snow-boon-or-bane-for-farmers/?utm_source=rss&utm_medium=rss&utm_campaign=unseasonal-march-rain-and-snow-boon-or-bane-for-farmers - * Unseasonal March rain and snow in northern India due to western disturbances affect crops, causing damage and potential yield reduction. * Western disturbances have increased from December to March 2026, extending rainfall and winter-like conditions. * Climate change, as per the IPCC, contributes to increased moisture and precipitation intensity. * Damaged crops include wheat and mustard, with damage estimates up to 15-25%; post-harvest losses may increase by 5-10%. * Excess rainfall in Punjab and Haryana in 2023 exceeded 200%, impacting crop yields. * Reduced wheat production and crop damage threaten food security, potentially leading to higher food prices.
197. https://bankwatch.ca/2026/03/21/morning-briefing-saturday-21-march-2026-%C2%B7-est-%C2%B7-1380-words%E2%B8%BB/ - * Iraq declares force majeure on all foreign-operated oil fields due to Hormuz blockade, signalling a potential supply-side shift.* * Fertiliser crisis emerges as the northern hemisphere planting window is compromised, with prices rising from $475/ton to $680/ton.* * The disruption affects approximately one-third of global fertiliser transit via Hormuz, impacting lower-income nations in South Asia and East Africa.* * The conflict’s escalation influences oil infrastructure and supply, with Brent crude above $109/barrel.* * The crisis contributes to food inflation, aligned with pressures seen since 2022, especially on vulnerable regions.
198. https://arkansasadvocate.com/2026/03/21/repub/war-in-middle-east-causes-further-stress-on-us-farmers/ - * The conflict in the Middle East impacts global fertilizer supply chains, affecting US farmers. * US imports about 40% of phosphate from Saudi Arabia; strait closure hinders transportation. * Higher fertilizer prices and supply issues stem from increased duties and geopolitical tensions. * US farmers face rising costs, with nitrogen fertilizer costs projected to increase by about $90 per acre. * Industry groups urge Congress for legislation on year-round E-15 ethanol fuel sales to lower fuel costs and support farmers.
199. https://www.lanacion.com.ar/economia/campo/luces-amarillas-para-el-trigo-de-la-campana-202627-nid21032026/ - * The prospects for wheat 2026/27 are less favourable than the previous year, particularly in the eastern pampas region. * Fertiliser price increases are driving up production costs, with fertiliser representing 26% of net income. * A Buenos Aires producer estimates a net income of $725/ha at current prices and yields, after deducting fertiliser and other input costs. * Total cultivation costs are projected at $599/ha, including fertilisers, seed, chemicals, and rent, risking profitability if wheat prices are lower. * The analysis highlights narrow margins and potential financial risks, with warnings about possible adverse effects if technical or market conditions worsen.
200. https://www.thehindubusinessline.com/news/world/iran-wars-energy-impact-forces-world-to-pay-up-cut-consumption/article70768858.ece - * The war in West Asia has disrupted global energy supplies, particularly through the closure of the Strait of Hormuz, affecting 20% of world oil and LNG since February 28. * Damage to energy infrastructure in West Asia has been caused by strikes, leading to an estimated four days of world supply being removed and a 50% increase in prices. * Prices for oil, gas, and related products have risen significantly, impacting transportation, industry, and agriculture worldwide. * Governments and organisations have implemented measures to conserve energy, including rationing and restrictions. * The conflict threatens global food supplies by disrupting fertiliser markets, with prices rising 30-40%, and impacting planting and crop yields.
201. https://www.winnipegfreepress.com/business/2026/03/21/no-one-size-fits-all-answers-on-farm - * Farmers' overall costs of production have increased approximately 50% over five years, exceeding general inflation of 20%. * Fertiliser prices, including urea and anhydrous nitrogen, have significantly risen this season, impacting wheat cultivation. * Energy costs, such as diesel, have increased by about one-third. * Global conflicts and export restrictions, notably China’s fertiliser export limits, threaten supply and increase costs. * Farmers are adjusting decisions, including crop choices and fertiliser application methods, to manage economic pressures. * No single solution fits all farms; decision-making depends on individual farm economics and operations.
202. https://www.sangritoday.com/govt-activates-relief-process-as-farmers-protest-crop-damage-in-rajasthan - * Unseasonal rains and thunderstorms in Rajasthan during the last 24 hours caused damage to Rabi crops, prompting the government to assess losses and provide relief. * The Revenue Department is conducting a crop damage survey, with farmers eligible for compensation under SDRF rules if losses exceed 33%. * The Pradhan Mantri Fasal Bima Yojana covers post-harvest damage within 14 days, with claims reportable within 72 hours. * Rainfall was heaviest in eastern Rajasthan districts, damaging mustard and wheat, with some wheat fields flooded and waterlogging causing protests. * Western Rajasthan saw damage to cumin, psyllium, castor, and mustard crops, with estimated losses up to 80% for psyllium, 40% for cumin. Farmers demand compensation and debt relief.
203. https://indianexpress.com/article/cities/chandigarh/punjab-wheat-crop-rain-relief-harvest-outlook-10593329/ - * A spell of rainfall across Punjab and Haryana since March 15 has improved wheat crop conditions and raised hopes of a bumper harvest. * The weather change follows a heatwave around March 12, with temperatures up to 37°C, which threatened crop development. * Recent temperatures have dropped by 13°C to 18°C, typical rainfall has provided beneficial moisture, and crop conditions are healthy. * Rain has reduced irrigation needs, conserved groundwater, and created favourable growth conditions. * Caution is advised if rainfall continues beyond March 25, to avoid crop lodging and delays in harvesting.
204. https://www.brownfieldagnews.com/market-news/soybeans-corn-and-wheat-all-end-the-week-with-losses/ - * Soybeans, corn, and wheat all end the week with losses due to profit taking and technical selling. * Soybeans decline after Monday’s drop; trade discussions with China and harvest conditions influence market. * Corn declines as harvest progresses in Argentina and planting concerns in the US; upcoming USDA reports expected. * Wheat falls amid drought in US, dollar strength, and geopolitical tensions; US market share in Colombia rising. * Trade impacts from Russia-Ukraine conflict and Middle East tensions considered in global supply outlooks.
205. https://cursorinfo.co.il/world-news/strany-kotorym-vojna-v-irane-grozit-novym-tsenovym-shokom-na-produkty/ - • Experts warn conflict in Iran may cause sharp increases in food prices and shortages in developing countries. • Disruptions in fertiliser supplies through the Strait of Ormuz could affect up to 70% of global ammonia and urea exports. • Countries heavily reliant on these imports, such as Kenya and Pakistan, face increased risks of supply disruptions. • The crisis could reduce wheat and grain production, impacting food and feed markets globally. • Eurozone efforts and FAO call for preparedness if conflict prolongs, highlighting potential socio-economic instability.
206. https://cursorinfo.co.il/world-news/strany-kotorym-vojna-v-irane-grozit-novym-tsenovym-shokom-na-produkty/ - * Experts warn that conflict in Iran could lead to sharp increases in food prices and fertiliser shortages. * Dependence of some countries on imports from the Persian Gulf and the Strait of Hormuz makes them vulnerable. * Up to 65–70% of global urea supply may be at risk due to shipping disruptions. * Decreased fertiliser availability and rising energy costs could reduce crop yields and increase food prices. * Countries with limited reserves and high dependency on imports, such as Somalia, Bangladesh, Kenya, and Pakistan, face significant risks. * Rising energy prices (over +50%) slow supply chains and increase production costs. * Price shocks could cause social unrest, exemplified by Egypt's bread subsidies. * EU institutions and FAO are considering emergency support measures if conflict persists.
207. https://www.farms.com/news/map-dryness-drought-rising-in-u-s-hard-red-winter-country-239779.aspx - * Drought and dryness are increasing across the central Plains, affecting the U.S. Hard Red Winter wheat crop. * Drought worsened in southwest Kansas and southeast Colorado in the week ending March 17, with continued precipitation deficits. * Nearly 25% of Kansas, 70% of Colorado, and 94% of Oklahoma are impacted by drought conditions. * Wind-driven wildfires burned over 700,000 acres of farmland in Nebraska. * Kansas crop ratings declined from 62% good to excellent in November 2024 to 52% in March 2025, though still above last year's 49%.
208. https://www.newstatesman.com/international-politics/geopolitics/2026/03/the-world-energy-shock-is-coming - * The war has effectively suspended passage of critical exports through the Strait of Hormuz, including LNG, oil, fertilisers, helium, and sulphur, impacting global supply chains. * Attacks on Iranian gas fields and LNG facilities have reduced global LNG production by 3.5% for 3-5 years. * Expected consequences include inflation, shortages, stagflation, and global financial instability, especially impacting import-dependent regions. * Corporations are passing increased costs onto consumers, driving sellers’ inflation, and enriching shareholders of fossil fuel and fertiliser companies. * Developing countries face heightened risks of food shortages due to fertiliser export disruptions and declining crop yields.
209. https://www.farmersweekly.co.za/agri-news/south-africa/wheat-import-tariff-set-to-drop-by-more-than-r465-t/#utm_source=rss&utm_medium=rss&utm_campaign=wheat-import-tariff-set-to-drop-by-more-than-r465-t - * The South African wheat import tariff has been reduced by 75%, from R619/t to R153.55/t, due to a US$10/t rise in international wheat prices. * This adjustment occurred 52 working days after a trigger on 27 November 2025, with delays criticised by industry bodies. * Wheat tariffs are delayed in implementation, impacting market responsiveness and profitability for farmers. * Industry advocates propose automation of tariff adjustments to improve transparency and timing. * Rising global wheat prices are expected to increase domestic prices, further straining local farmers, amid geopolitical tensions and increased fertiliser costs.
210. https://www.jdsupra.com/legalnews/the-trump-administration-s-plan-b-the-3927874/ - * The Office of the United States Trade Representative (USTR) announced two sets of investigations under Section 301, on March 11 and 12, 2026. * Investigations focus on structural excess capacity and forced labour practices in multiple countries. * Possible remedial actions include tariffs, import restrictions, or trade negotiations. * Affected countries include China, the EU, Mexico, Japan, India, the UK, and 60 others. * Deadline for comments and hearings is April 15, 2026, with hearings scheduled for May 5-8 and April 28-May 1 respectively.
211. https://www.americanagnetwork.com/2026/03/20/breaking-down-the-long-term-fertilizer-supply-crisis-its-not-pretty/ - * The conflict in Iran has disrupted global fertilizer supply chains, notably affecting urea, ammonia, DAP, and potash. * The Middle East region supplies significant portions of world fertiliser components, with Iran and Qatar being major players. * Damage to Iran and Qatar infrastructure could lead to lasting supply shortages over three to five years. * Fertiliser prices have spiked over a third since the conflict began, causing concerns for US farmers. * Experts warn of a structural disruption with potential decade-long effects; global and US markets face tight supply and elevated prices.
212. https://www.worldhunger.org/fertilizer_prices/ - • Fertilizer availability declines are linked to the war in the Middle East, disrupting nitrogen and phosphate production. • Natural gas price surges in early 2026 have increased ammonia production costs. • Fertilizer prices rose 6.5% in February 2026, with future projections suggesting doubling within six months. • Strait of Hormuz closure and ship route disruptions have caused urea and shipping cost increases. • Reduced nutrient application by farmers risks yield losses and rising malnutrition worldwide in late 2026.
213. https://arstechnica.com/science/2026/03/the-us-is-looking-at-a-year-of-chaotic-weather/ - * Despite a relatively quiet year in climate disasters in 2025, the US faces a record-breaking heat wave in the West beginning this week. * The National Weather Service predicts multiple states will experience record-breaking temperatures, with warnings issued for California, Arizona, Nevada, Wyoming, Nebraska, South Dakota, and Colorado. * A strong ridge of high-pressure will bring prolonged extreme heat, lasting at least 7 to 10 days, with some places expecting to set new April and May records. * Forecast models indicate an emerging El Niño event later this year, potentially leading to unpredictable and extreme weather patterns. * The event may compound effects of heat, droughts, and other climate-related impacts, with temperatures reaching 85-90 degrees in multiple cities.
214. https://www.producer.com/crops/not-much-relief-in-sight-for-prairie-drought/ - * There is ongoing drought across the Canadian Prairies, with little relief expected soon, according to weather experts. * The Canadian Drought Monitor indicates moderate to severe drought in parts of Saskatchewan and Alberta. * Rain in early- to mid-April is unlikely to significantly alleviate dryness. * Much of the U.S. Plains region is also experiencing drought and a heat wave, likely expanding drought conditions. * A developing El Nino may bring some precipitation after harvest, but not before, and high-pressure ridges could worsen dry conditions without timely rain.
215. https://www.thehindubusinessline.com/economy/agri-business/lower-maize-prices-may-see-indian-farmers-switch-back-to-oilseeds-pulses-this-kharif/article70766347.ece - * Indian farmers likely to return to oilseeds and pulses cultivation in kharif season due to lower maize prices. * Farmers expanded rabi crop area despite maize price fall, projecting record high maize production. * Government discusses oilseeds and pulses production targets, with price incentives like bonuses in Madhya Pradesh. * Ethanol demand from maize was underutilised, with government limiting grain-based ethanol feedstocks. * Government to purchase wheat, paddy, and pulses to stabilise market prices amid damage from unseasonal rainfall and hailstorms. * Officials directed to assess crop damage for insurance claims, addressing adverse weather effects.
216. https://www.deccanchronicle.com/business/fertilizer-prices-up-50-per-cent-food-prices-firm-up-on-middle-east-crisis-1945173 - * Fertilizer prices have surged by 50% following the Qatar energy facility strike and disruption of global LNG capacity. * India’s Kharif crop is unlikely to face immediate sowing disruption due to strong inventory levels. * Rising natural gas prices have increased urea costs by 15% in March, raising concerns over input costs and farmer margins. * Food prices, including rice, maize, vegetables, and edible oils, have increased by 5–16%, with potential declines in consumption. * Export logistics issues may lead to a 30–40% fall in agricultural exports over six to eight months, affecting prices and revenue."
217. http://www.westernfoodprocessor.ca/news-releases/2314-fcc-to-support-producers-as-fertilizer-market-uncertainty-grows - * FCC expands its Trade Disruption Customer Support Program to assist Canadian producers affected by rising fertiliser costs and energy prices in Saskatchewan, March 20, 2026. * The programme provides additional credit lines, new loans, and deferrals to support producers amid global tensions and supply concerns. * Global urea prices have increased due to potential supply disruptions from major nitrogen fertilizer export regions. * The initiative aims to help farmers and agribusinesses navigate market shocks and market uncertainties. * FCC continues collaboration with industry partners to maintain industry operations during market uncertainty.
218. https://stratnewsglobal.com/china/beijing-tightens-fertiliser-exports-prices-surge/ - * China is tightening fertiliser exports to safeguard domestic supply amid war disruptions, according to industry sources. * The export restrictions include bans on nitrogen-potassium fertiliser blends and certain phosphate varieties, affecting up to 40 million metric tons. * International urea prices have increased by around 40% since the start of the war; Chinese urea futures reach a 10-month high. * Global fertiliser markets face higher costs and potential reductions in usage, impacting farmers' planting decisions. * Export restrictions are expected to last until at least August, with producers awaiting further government signals.
219. https://www.agriland.ie/farming-news/yara-prolonged-iran-war-will-significantly-hit-global-fertiliser-supply/ - * Yara warns that ongoing Middle East conflict threatens global fertiliser supplies and food security. * Shipping through the Strait of Hormuz, affecting one-third of global urea trade and one-fifth of LNG volumes, is impacted. * The conflict is increasing energy and nitrogen fertiliser prices. * Yara reports improved financial results for 2025, driven by higher margins, volumes, and reduced fixed costs. * Despite strong performance, Yara did not meet its original fertiliser production targets due to changed market conditions. * The company plans to deliver an EBITDA uplift of $200 million by 2027 and $350 million by 2030.
220. https://www.vox.com/future-perfect/483149/iran-strait-hormuz-gas-prices-oil-natural-gas-fertilizer-food - • The Strait of Hormuz, closed for the third consecutive week, disrupts key chemical trade including fertilisers. • Fertiliser components like ammonia and urea, crucial for global agriculture, rely on natural gas from the Gulf. • Disruption to LNG and natural gas affects ammonia production, risking food shortages. • Current crisis infrastructure prioritises oil, neglecting fertiliser supplies, especially for dependent nations. • The crisis reveals the fragility of modern civilisation’s dependence on fossil fuels for food production.
221. https://www.morningagclips.com/afbf-economic-storm-worsens-for-americas-farmers/ - * Farmers face severe weather, high expenses, and global uncertainty, impacting rural America. * A letter from 54 agriculture groups to President Trump urges additional resources and market relief. * Call for support for specialty crops, sugar, alfalfa, and demand stability measures. * Mentions recent actions like Renewable Fuel Standard and Clean Fuel Production Credit supporting demand. * Highlights the impact of Strait of Hormuz closure on fertilizer and fuel prices, worsening financial strain on farmers.
222. https://lenta.ru/news/2026/03/20/voynu-s-iranom-sochli-ugrozoy-dlya-mirovogo-prodovolstvennogo-rynka/ - * The war in Iran has caused disruptions in energy supplies from the Middle East, impacting gas prices. * Gas conflicts have led to a surge in prices, with the European gas hub TTF reaching a maximum since late 2022. * Disruptions in the Strait of Hormuz, a critical export route, affect up to a third of global fertiliser exports. * Blockades and attacks risk raising prices for fertilisers, negatively affecting agricultural production. * The situation threatens global food security, potentially causing hunger for up to 45 million people.
223. https://www.business-standard.com/world-news/iran-conflict-threatens-fresh-food-price-surge-across-developing-world-126032000416_1.html - * Disrupted fertiliser shipments from Iran threaten to cause a surge in food prices across developing nations. * Fertiliser supply chains, particularly from Gulf producers, face risks from the Iran conflict. * Higher fertiliser prices and shortages could reduce crop yields, impacting staple cereals like wheat and maize. * Emerging markets, especially countries reliant on Gulf fertiliser imports, are vulnerable. * Rising energy prices contributed to increased input costs for agriculture and food production. * Policy responses and contingency measures are being considered by aid organisations and governments.
224. https://www.npr.org/2026/03/20/nx-s1-5750812/how-the-iran-war-threatens-global-food-supply - • The U.S.-Israeli conflict with Iran has reduced shipping through the Strait of Hormuz, affecting global fertiliser and energy prices. • Fertiliser prices have risen around 30% in some regions, impacting countries like India, Pakistan, and Bangladesh. • Disrupted fertiliser exports from Gulf countries may cause shortages in South Asia, East Africa, and the Middle East. • Higher oil prices due to maritime disruptions are expected to increase food production costs, affecting global food markets. • Food prices, especially rice, are likely to rise, threatening household budgets and exacerbating malnutrition in vulnerable regions.
225. https://www.businessupturn.com/trade-policy/will-hungarys-border-checks-choke-ukraines-grain-exports/6174/ - • Hungary's border policies are scrutinised as a potential influence on Ukraine's grain export routes amid geopolitical tensions. • Ukraine relies on EU land corridors, supported by the EU, due to Black Sea route disruptions since 2022. • Hungary could use administrative measures like inspections or customs checks to slow grain transit without formal restrictions. • Disruptions could increase logistics costs, create bottlenecks, and affect Ukraine's export revenues. • Delays at border crossings can impact global food markets, especially for wheat and maize, contributing to price volatility and food security concerns.
226. https://www.businessupturn.com/trade-policy/will-hungarys-border-checks-choke-ukraines-grain-exports/6174/ - • Hungary’s role in Ukraine’s grain export network is under scrutiny amid geopolitical tensions. • Ukraine relies on alternative land routes through the EU since Black Sea shipping routes were disrupted. • Hungary may use administrative tools, such as enhanced inspections, to slow cross-border grain movement. • Disruptions could increase logistics costs, impact Ukraine’s export revenues, and affect global food markets. • EU efforts to maintain trade flows face challenges from divergent political positions among member states.
227. https://cleantechnica.com/2026/03/19/be-careful-what-you-wish-for-albertas-gas-price-shift/ - * Alberta's natural gas prices declined to $1.45/GJ in 2024 and are projected to rise to between $3 and $6/GJ by 2030 due to LNG export projects. * Higher gas prices will increase costs for oil sands operations, fertiliser, chemicals, and power generation, affecting competitiveness. * The transition from local to global pricing is happening gradually through LNG export development. * Rising natural gas costs will raise fertiliser and chemical production costs, impacting farmers and downstream industries. * Alberta’s households will face higher heating expenses as gas prices increase. * The province's reliance on cheap gas infrastructure and sectoral integration means higher export prices will lead to economic trade-offs, diminishing Alberta’s industrial competitiveness. * The article highlights the need for Alberta to adapt its industrial and energy strategies to the changing cost environment.
228. https://www.farmanddairy.com/columns/strait-of-hormuz-impact-on-american-farmers-2026/908227.html - • The conflict in the Middle East, beginning Feb. 28, caused an increase in crude oil prices from less than $70 to around $100 per barrel. • The Strait of Hormuz, a critical export route for one-fifth of the world's oil, was shut, disrupting global supply and causing fuel and fertilizer price hikes. • U.S. fertilizer exports, mainly from Iran, Saudi Arabia, Qatar, UAE, and Bahrain, rely heavily on the Strait, and prices soared from $516 to $683 per metric ton. • Grain markets responded to geopolitical tensions, with soybean and wheat futures rising in February, but paused for clarity amid ongoing conflict.
229. https://www.agroberichtenbuitenland.nl/actueel/nieuws/2026/03/20/kazakhstan-at-risk-global-fertilizer-crisis-drives-food-insecurity - * The war involving the USA, Israel, and Iran disrupts global fertiliser supplies, with major volumes stuck in the Persian Gulf. * Fertiliser prices have increased by 30–40%, impacting food prices worldwide. * Kazakhstan is vulnerable due to soil depletion and low fertiliser use, despite subsidies covering up to 60% of costs. * Current fertiliser usage in Kazakhstan is 1.8 million tonnes, short of the 3.2 million tonnes needed. * The crisis could threaten Kazakhstan’s agro-industrial development programmes.
230. https://www.businesstoday.com.my/2026/03/20/region-faces-rising-risks-of-fuel-and-food-shortage-as-middle-east-crisis-escalates-bmi/?utm_source=rss&utm_medium=rss&utm_campaign=region-faces-rising-risks-of-fuel-and-food-shortage-as-middle-east-crisis-escalates-bmi - * Asia-Pacific economies face increasing risks of shortages of fuel, fertilisers, and food due to conflict-linked disruptions in global gas and oil supply chains. * Conflict between Iran and Qatar has led to significant LNG supply reductions, with possible prolonged shortages despite new capacity coming online. * Countries heavily reliant on gas imports, such as Bangladesh and Pakistan, are most vulnerable, with fertiliser plants already shutting down. * Gas shortages could impact fertiliser production, raising food security risks through 2026 and 2027. * Higher fertiliser prices and supply disruptions could increase food prices and inflation across Asia, with some governments maintaining strategic reserves to mitigate impacts.
231. https://weather.com/forecast/regional/news/2026-03-18-historic-march-heat-wave-west-plains-california-arizona - * A March heat wave in the US has broken multiple record high temperatures across California, Arizona, and other western states, with some locations reaching 110°F. * In Arizona, a station recorded 110°F, surpassing the March record of 108°F. * At least 65 cities in California, Arizona, Oregon, Idaho, Wyoming, and New Mexico set or tied March records. * The heat wave is driven by a high-pressure heat dome and exacerbated by climate change. * Snowpack in Colorado and California's Sierra is at its lowest in decades, contributing to drought and fire risk.
232. https://news.google.com/rss/articles/CBMiywFBVV95cUxQbUYwV0RWb0F1UHRHRVhTXzVKeHJjUll3NUY0QkxUVGUtZkMzRzJBOW02Si1Fem9BT3VheXhiZ0dLbmx2dHJtZEhvazdXWE1sdi1ZQWgwbl9mclhJTHllMGNVOWlfbkxVQm9SbmNhbWtKMWsxYmtqWE1Fcng2Y0pfOHFLVmFYWUlkOEJqQndObHVqZFJrT2FueF9OdXduNG03d3loVndVczB0UVBBMzg4clpvdE5DMC00UV9kaTVSUFpZbFpMOTMyYzFjMA?oc=5&hl=en-US&gl=US&ceid=US:en - * Fertilizer prices surged 21% in March 2026 due to geopolitical conflicts and export bans from China and Russia. * The Strait of Hormuz closure and export restrictions have disrupted global supply chains, impacting nitrogen and potash availability. * Prices of natural gas, a key input, have risen significantly in Europe, while US benchmarks increased sharply. * Companies like CF Industries benefit from price surges, whereas Mosaic and Yara face margins pressure. * The crisis threatens global crop yields and food security, prompting shifts in planting and regulatory scrutiny.
233. https://www.brecorder.com/news/40412481/middle-east-crisis-escalates-urea-prices - * Geopolitical tensions in the Middle East, disruptions to Qatari gas exports, and closure of the Strait of Hormuz have caused global fertilizer market shocks. * Gulf region’s reduction in production and logistics has led to supply constraints and record urea prices of USD 740–750 per ton. * Pakistan’s domestic fertilizer industry has sustained supply, mitigating global price impacts locally. * The domestic industry holds sufficient inventory of 0.9 million tons of urea for upcoming season, stabilising prices and supporting food security. * Elevated input costs in other regions lead to reduced fertiliser use, impacting crop yields and food inflation.
234. https://www.just-drinks.com/features/iran-crisis-food-volume-recovery-in-jeopardy-from-new-inflation-wave/ - * The Iran crisis is causing a decline in ship movements through the Strait of Hormuz amid escalating conflict. * The conflict has led to spikes in oil and gas prices, increasing energy costs for food and beverage sectors. * Iran is a major supplier of fertiliser, and prolonged conflict could deplete stocks, raising costs for farmers. * Higher fertiliser, fuel, and transportation costs may increase prices of agricultural products and processed foods. * Industry concerns are focused on medium- and long-term impacts on input costs and food prices if the conflict persists.
235. https://www.moneytimes.com.br/graos-avancam-em-chicago-enquanto-guerra-perturba-mercados-de-combustiveis-e-fertilizantes-pads/ - • Futures contracts for soybean, corn, and wheat in Chicago increased due to disruptions caused by Middle East conflict. • Attacks on oil and gas facilities are raising concerns about supply interruptions of fuels and fertilisers. • China is restricting fertiliser exports to protect its domestic market amidst global shortages. • Over 30% of nitrogen fertiliser exports pass through the Strait of Hormuz, now effectively closed. • Analysts highlight disruptions to fertiliser production due to reduced gas supplies from attacks in the Middle East.
236. https://www.livemint.com/news/india/west-asia-conflict-energy-shock-drag-global-trade-growth-1-9-2026-downside-risk-1-4-wto-trade-outlook-11773930299366.html - * The WTO projects global trade growth will slow to 1.9% in 2026, from 4.6% in 2025, amid risks from West Asia conflict and energy prices. * Disruptions in oil shipments through the Strait of Hormuz are increasing costs and causing supply shocks, impacting transportation, manufacturing, and agriculture. * The report highlights risks to fertiliser supply chains, with about one-third of global urea and ammonia passing through the Strait of Hormuz, affecting agricultural production and food security. * India is vulnerable due to its significant urea imports from the Persian Gulf and reliance on Gulf oil and shipping routes. * Services trade is also projected to slow, with disruptions in transport and logistics due to regional conflict, impacting global demand recovery.
237. https://hpj.com/2026/03/19/drought-continues-to-expand-in-the-plains/ - * The US Drought Monitor reports worsening drought conditions in the southwestern and central Great Plains, including South Dakota, Nebraska, Kansas, Colorado, New Mexico, Arizona, and Nevada. * A powerful storm system caused widespread rain, thunderstorms, and a historic blizzard in the Midwest, improving drought conditions in some parts, especially in the Midwest and east Texas. * Snowpack remains inadequate in many western areas, contributing to worsening drought, with specific mention of Colorado, New Mexico, Idaho, Montana, and the Black Hills. * Future forecasts from March 24–28 predict mostly dry conditions across much of the US, with above-normal temperatures in the West and southern plains and below-normal precipitation elsewhere.
238. https://feminist.org/news/afghanistan-faces-converging-crises-as-aid-cuts-regional-conflict-and-diplomatic-uncertainty-deepen-civilian-suffering/ - * Afghanistan's crisis deepens due to aid reductions, cross-border violence, regional war, and diplomatic hesitations. * UN aid extension is short-term, with underfunded humanitarian operations and Taliban restrictions affecting assistance. * Nearly 66,000 people displaced from intensified Afghan-Pakistani conflict; vital infrastructure damaged. * Regional conflict involving Iran impacts trade routes, raising food and fuel prices, exacerbating food insecurity. * Taliban policies excluding women from work and aid access worsen humanitarian and economic conditions. These factors collectively worsen food insecurity, displacement, and humanitarian challenges in Afghanistan.
239. https://www.brownfieldagnews.com/news/fertilizer-prices-rising-as-global-tensions-disrupt-nitrogen-supply/ - * Fertilizer prices have increased more than 30 percent since the closure of the Strait of Hormuz. * Tensions in the Middle East are causing disruptions in nitrogen fertilizer supply. * Prices are affected by international market issues and inventory challenges. * Market uncertainties are expected to continue, impacting fertiliser costs. * U.S. nitrogen imports are reaching peak levels through May.
240. https://www.theatlantic.com/science/2026/03/west-heat-wave/686457/?utm_source=feed - * A severe heat dome has settled over the US West, causing record high temperatures in multiple states, including Colorado and Arizona. * The atmospheric ridge is the strongest ever observed in March and is linked to human-caused climate change, making such heat waves more likely. * The heatwave is melting snowpack earlier than usual, threatening water supplies and increasing drought conditions across the region. * Colorado's winter was the warmest ever recorded, with impacts including snowpack loss and early snowmelt. * Rising temperatures risk increasing wildfire severity and affecting river and lake levels, with urgent water restrictions already in place.
241. https://www.climatechangenews.com/2026/03/19/middle-east-war-is-another-wake-up-call-for-fossil-fuel-reliant-food-systems/ - ['* The conflict in Iran has disrupted the global supply of urea fertiliser, increasing prices by 35% since the war began.', '* Fertiliser supply chain issues are linked to regional conflicts, with repercussions for food security worldwide, especially for low-income households.', '* The article discusses the fragility of food systems reliant on fossil fuel inputs like synthetic fertiliser and pesticides, emphasising geopolitical risks.', '* It presents agroecology as an alternative approach, with examples of community-led innovations and policy recommendations to reduce dependency on fossil fuels.']
242. https://www.americanagnetwork.com/2026/03/19/china-curbs-fertilizer-exports-tightening-global-supply-amid-conflict/ - * China has restricted fertilizer exports to protect its domestic market, with restrictions already in effect since mid-March. * The move affects approximately 40 million metric tons, impacting global availability. * The restrictions come amid conflict-related supply chain disruptions, including within the Strait of Hormuz. * International prices for urea have increased approximately 40%, with domestic futures near a 10-month high. * Countries dependent on Chinese fertilizer imports, such as India, Brazil, and Thailand, face supply constraints, potentially affecting crop yields.
243. https://www.offthegridnews.com/survival-gardening/the-fertilizer-squeeze-what-war-shipping-chokepoints-and-export-bans-could-do-to-your-garden-in-2026/ - * Global fertiliser prices surged by 6.5% in early March 2026, signalling supply chain issues. * Disruptions caused by geopolitical tensions, including Iran’s shutdown of the Strait of Hormuz, impact nitrogen and other fertiliser supplies. * China has restricted phosphate exports until August 2026, reducing global supply. * Small farms and homesteaders face higher costs, potential shortages, and reduced yields. * Experts recommend early stockpiling and soil fertility strategies to mitigate risks. * Disruptions could worsen if geopolitical tensions persist into late spring.
244. https://www.descifrado.com/2026/03/19/bloqueo-en-ormuz-interrumpe-el-30-del-comercio-mundial-de-fertilizantes/ - * The World Trade Organization (WTO) warned that the blockade of the Strait of Ormuz affects global fertiliser supply, impacting agriculture in major producer countries. * The blockade has cut off critical routes for 30% of the world's fertilisers, notably affecting Thailand (70% of urea imports), India (40%), and Brazil (35%). * The disruption poses a significant risk to food security, especially in fragile nations. * The blockade also hampers food imports in Gulf countries and influences regional energy prices, with importers facing higher costs and exporters benefiting from increased prices.
245. https://cleantechnica.com/2026/03/19/the-hormuz-shock-the-rise-of-the-electrostate/ - * The Strait of Hormuz is a vital geopolitical stress point affecting global energy, fertiliser, and supply chains. * A disruption could influence energy prices, inflation, and global supply chains, especially in Asia. * Fertiliser trade through Hormuz is crucial for food security; disruptions threaten crop yields and food inflation. * Countries like the US, China, and Pakistan are differently resilient; US depends on imports, China buffers with reserves and domestic energy. * The crisis could accelerate the transition towards an electrostate, reducing dependence on imported hydrocarbons. * Stress scenarios include partial reopenings, prolonged disruptions, quick de-escalations, or wider Gulf conflicts. * The shift to electrification and renewables is seen as a strategic resilience measure amid geopolitical risks.
246. https://www.freemalaysiatoday.com/category/nation/2026/03/19/prolonged-middle-east-war-could-disrupt-fertiliser-market - * The Middle East war could severely disrupt Malaysia’s fertiliser market if it continues, warns FIAM. * The region supplies essential inputs like natural gas, urea, ammonia, and sulphur. * Disruptions could reduce production capacity and exports, leading to supply shortages. * Maritime logistics risks, including rerouted shipping and increased transit time, freight costs, and insurance premiums. * Global supply bottlenecks, especially affecting Asia and Africa, and increased production costs due to natural gas market volatility.
247. https://pakobserver.net/local-industry-key-to-meeting-urea-demand-amid-middle-east-crisis/ - * Escalating tensions in the Middle East have caused a contraction in Gulf-region urea exports, leading to supply constraints and price increases.* * Pakistan's domestic fertiliser industry has maintained supply, insulating farmers from global price volatility.* * International urea prices have surged to $740–750 per ton, impacting import-dependent countries in South Asia.* * Pakistan’s inventory of approximately 0.9 million tons of urea is sufficient for the upcoming Kharif season.* * Domestic DAP production remains limited, necessitating reliance on imports and highlighting vulnerability to external disruptions.*
248. https://www.tampafp.com/florida-farmers-fight-for-survival-lawmakers-demand-trump-crack-down-on-mexican-imports/ - * A bipartisan group of Florida lawmakers urges the US government to implement seasonal, product-specific tariff-rate quotas to limit Mexican produce imports. * The request is based on a 2025 report showing Florida’s produce market share declining sharply and Mexico’s surging. * The proposed tariffs aim to protect Florida crops like bell peppers, tomatoes, and cucumbers, and to support jobs and economic stability. * Lawmakers emphasise food security and fair market competition during the USMCA review process. * Supporters warn that current trade practices threaten US food supply and local agriculture.
249. https://www.marketbeat.com/stock-ideas/not-just-oil-3-fertilizer-stocks-boosted-by-hormuz-closure/ - * The closure of the Strait of Hormuz has disrupted global fertiliser supply, affecting chemicals like urea, ammonia, sulphur, phosphate, and potash. * Fertiliser prices have surged, with New Orleans urea reaching $680 per metric ton. * Three companies—Nutrien Ltd., CF Industries, and Mosaic Co.—have gained from the supply shock, with their stocks rallying. * Nutrien Ltd. is highlighted as the safest investment with diversified nutrients, a large market cap, and recognised analyst upgrades. * CF Industries benefits from low U.S. natural gas costs, while Mosaic faces operational and dependence risks due to sulfur transport issues.
250. https://www.moneytimes.com.br/china-restringe-exportacoes-de-fertilizantes-prejudicando-oferta-ja-apertada-pela-guerra-pads/ - * A China restringe exportações de fertilizantes para proteger seu mercado interno. * Restrição inclui proibição de algumas variedades de fertilizantes e cotas para outras. * Restrição ocorre em um momento de escassez global causada por conflitos e interrupções na cadeia de suprimentos. * Preços internacionais da ureia subiram cerca de 40% devido às restrições. * Exportações do Brasil, Indonésia, Tailândia e outros países à China estão parcialmente afetadas.
251. https://www.canalrural.com.br/internacional/china-restringe-exportacoes-de-fertilizantes-e-agrava-aperto-global-de-oferta-causado-pela-guerra/ - * China restricts fertiliser exports to protect its domestic market, as reported by sources to Reuters. * The measure increases pressure on global markets already facing shortages due to war involving US and Iran. * The export ban affects fertilisers based on nitrogen, potash, and some phosphate varieties, implemented mid-March. * Only certain fertilisers, like ammonium sulphate, remain exportable under current restrictions. * China became a significant supplier to Brazil, exporting approximately 9.76 million tonnes from January to October 2025, representing about 25% of Brazil's imports. * Brazil imported a record 45.5 million tonnes of fertilisers in 2024, according to data from Conab.
252. https://www.americanagnetwork.com/2026/03/19/agmarket-net-early-morning-market-analysis-3-19-26/ - * Corn, soybeans, and wheat futures are up, with wheat increasing 6-7 cents. * Crude oil is down slightly but supports commodity prices, including grains. * U.S. federal reserve interest rates remain unchanged, with potential regulatory changes to increase supply. * Export sales estimates for grains are provided, indicating potential for higher trade. * Weather conditions in U.S. southern plains threaten crop prospects, potentially affecting wheat futures. * Analysts expect soybean acreage increase and focus on weather impacts for 2026 crop yields.
253. https://apparelresources.com/business-news/policy/centre-approves-us-184-million-msp-funding-bolster-cotton-procurement-operations/ - * The Cabinet Committee on Economic Affairs approved Rs. 1,718.56 crore (US $184 million) for MSP operations for the 2023–24 cotton season in India. * The funding aims to support cotton farmers and stabilise prices, with procurement managed by the Cotton Corporation of India. * The initiative includes establishing over 508 procurement centres across 152 districts and implementing technology like the Bale Identification and Traceability System (BITS) and the 'Cott-Ally' mobile app. * Cotton production in India is projected at 32.522 million bales on a cultivation area of 11.447 million hectares. * Cotton exports reached US $11.49 billion in FY ’25, with the domestic cotton textile and apparel market valued at US $110–120 billion.
254. https://blog.ucs.org/omanjana-goswami/what-farmers-will-pay-for-president-trumps-war-on-iran/ - * The closure of the Strait of Hormuz in 2026 disrupted global shipping, affecting energy and fertiliser markets. * US fertiliser prices, particularly urea, increased sharply in 2026, raising costs for farmers. * Global fertiliser supply chain disruptions and industry consolidation are increasing input prices. * US farmers spent approximately $33.8 billion on fertilisers in 2024, with costs likely rising due to the crisis. * Corn farmers, heavily dependent on nitrogen fertilisers, face higher production costs and potential crop shifts if fertiliser supplies become scarce.
255. https://lenta.ru/news/2026/03/19/veduschiy-veduschiy-importer-udobreniy-hochet-uvelichit-ih-zakupki-u-rossii/ - * India, a leading fertiliser importer, negotiations to increase imports from Russia, Belarus, and Morocco, due to Middle East tensions. * India has surplus fertiliser stocks but seeks additional supplies amid fears of supply disruptions. * Concerns over gas supply reduction affecting urea production, particularly in relation to Middle East conflicts. * Blockade through the Strait of Hormuz has halted about half of global fertiliser exports, risking agricultural disruptions. * UN experts warn that unresolved Middle East conflict may lead to a food crisis affecting 45 million people.
256. https://www.lemonde.fr/economie/article/2026/03/19/l-accord-commercial-entre-l-union-europeenne-et-les-etats-unis-approuve-en-commission-au-parlement-europeen_6672399_3234.html - * The EU and US trade agreement signed in summer 2025 has received preliminary approval from the European Parliament's international trade committee. * The agreement involves the elimination of EU customs duties on US imports, with US duties on European products limited to 15%. * Safeguard clauses could delay or suspend tariff removals if the US does not uphold commitments. * Full approval by the European Parliament in a plenary session is still awaited. * Past delays were caused by US actions, including disputes over tariffs and intentions towards Greenland.
257. https://egyptianstreets.com/2026/03/19/why-cheap-bread-matters-so-much-in-egypt/ - * Egypt set maximum prices for unsubsidized bread following fuel price increases and inflation. * The price cap is a response to fuel and regional geopolitical issues affecting wheat and energy markets. * Bread holds cultural significance and is considered a basic citizen’s right, rooted in Egypt’s social and political history. * Rising global wheat prices, especially due to the Russia–Ukraine War, have strained Egypt’s import-dependent food system. * The government’s subsidy programmes for bread and food are under strain due to escalating costs and regional instability.
258. https://www.news18.com/explainers/after-lpg-is-your-grocery-bill-the-next-target-heres-how-the-iran-war-could-hit-your-plate-ws-el-9985976.html - * The Iran conflict could disrupt food supplies through systemic shocks, fuel shortages, and trade route disruptions. * World Food Programme estimates up to 45 million people could face acute hunger by June. * Fuel dependence in agriculture and food distribution is increasing costs and risk of shortages. * Fertiliser production, reliant on natural gas, may suffer crop yields, worsening food security. * Disruption of the Strait of Hormuz threatens maritime routes for grains and fertilizers. * The war risks reduce agricultural capacity and increase food prices, particularly in developing economies.
259. https://knews.kg/2026/03/19/mir-na-poroge-rekordnogo-goloda-vpp-oon/ - * UN World Food Programme reports that ongoing conflict with Iran could increase global hunger by 45 million by summer 2026. * Total number of people at risk of starvation could surpass 319 million. * Main causes include logistical paralysis and energy shocks from the blockade of the Strait of Hormuz. * Humanitarian aid delivery costs to Africa and Asia have risen by 18–25% in two weeks. * Depletion of nitrogen and phosphate exports threatens planting campaigns in the Southern Hemisphere. * Food prices in importing countries are rising faster than in developed economies. * Countries most affected: Sudan, Yemen, Gaza, Haiti, South Sudan, Afghanistan, Pakistan, and West African nations.
260. https://www.news18.com/explainers/after-lpg-is-your-grocery-bill-the-next-target-heres-how-the-iran-war-could-hit-your-plate-ws-el-9985976.html - • The Iran war could disrupt global food supplies and increase hunger, with up to 45 million people at risk of acute hunger by June, according to the World Food Programme. • Fuel shortages already affect food distribution, especially in import-dependent countries. • Fertiliser production, reliant on natural gas from the affected region, faces potential shortages impacting crop yields. • Disruption of the Strait of Hormuz could hinder the flow of foodstuffs and agricultural products. • The conflict poses risks to water and agricultural systems, potentially reducing food production capacity.
261. https://www.middleeasteye.net/live-blog/live-blog-update/china-restricts-fertiliser-exports-further-crimping-war-tightened-supply - * China is imposing export restrictions on fertilisers to protect its domestic market. * The export ban affects nitrogen-potassium fertiliser blends and certain phosphates. * China shipped over $13bn worth of fertilisers last year, making it a major exporter. * The export restrictions come amid global shortages due to the US-Israeli war on Iran. * Shipments through the Strait of Hormuz account for about one-third of global fertiliser supply.
262. https://eng.belta.by/politics/view/bread-is-life-as-middle-east-war-triggers-fertilizer-race-eu-looks-toward-belarus-178077-2026/ - * The conflict in the Middle East risks closing the Strait of Hormuz, affecting global energy and fertiliser supplies. * Fertiliser shortages could reduce crop yields by up to 50%, causing food price inflation and food security issues. * African and other-poor regions are most vulnerable to food shortages due to reduced fertiliser use. * Countries like India, the US, and Europe are seeking alternative fertiliser sources, including Belarus. * Prices for fertilisers like urea have surged in the US; Europe faces indirect impacts from regional dependency.
263. https://agroinformacion.com/en/marketseconomics/kansas-winter-wheat-drought-conditions-plummet-as-flash-drought-scorches-the-plains/ - * Severe Kansas winter wheat drought destroys crops across the High Plains, impacting early spring yields. * The drought causes zero soil moisture at 85°F, leading to significant financial losses for dryland farmers. * Crop insurance adjusters are being called as fields are scorched, and market impacts include a market crash and volatile wheat futures near $5.40 per bushel. * The U.S. Drought Monitor reports rapidly expanding extreme moisture deficits across the winter wheat belt. * Farmers are advised to navigate federal red tape and review crop insurance policies to mitigate losses.
264. https://www.azernews.az/nation/255926.html - *A shipment of 488 tons of wheat is planned to transit through Azerbaijani territory en route to Armenia.* *The development follows Azerbaijan lifting restrictions on cargo transit to Armenia, announced on October 21, 2025.* *Since then, transit volumes of various goods, including gasoline, diesel fuel, and fertilisers, have increased.* *Recent shipments include wheat, Russian fertilisers, and energy products.* *The latest wheat shipment highlights Azerbaijan’s role as a regional transit corridor.*
265. https://www.croplife.com/crop-inputs/fertilizer/u-s-department-of-justice-opens-investigations-into-u-s-fertilizer-market/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-department-of-justice-opens-investigations-into-u-s-fertilizer-market - * The U.S. Department of Justice (DoJ) launched an investigation into the fertiliser market, focusing on potential collusion and price gouging, as prices increased by up to 33% since February 28, 2026. * The probe examines major fertiliser companies, including CF Industries, Nutrien, Mosaic, Koch, and Yara. * Industry consolidation has reduced suppliers from 46 in 1984 to four controlling 75% of the U.S. market, impacting prices. * U.S. Senator Josh Hawley called for increased scrutiny over market manipulation during a foreign crisis. * Experts suggest the investigation may not immediately lower fertiliser prices but could influence farmers’ input strategies and prompt alternative solutions.
266. https://www.scmp.com/economy/china-economy/article/3347036/prolonged-iran-war-could-have-serious-impact-food-prices-says-uns-fao?utm_source=rss_feed - * The UN FAO warned that the Iran conflict is affecting fertiliser industry and food prices. * If the war lasts over three months, impacts on agriculture input costs and planting seasons could worsen. * Global fertiliser prices might stay 15 to 20% above normal in the first half of the year. * Production and transport disruptions are blocking 3 to 4 million tonnes of fertiliser shipments monthly. * Major exporters like Iran, Saudi Arabia, and Oman account for significant shares of global urea and ammonia exports.
267. https://www.omanobserver.om/article/1186392/world/region/hormuz-blockage-drives-up-food-bills-in-some-gcc-states - * The blockade of shipping routes in the Gulf disrupts food supply and raises prices in GCC states. * The Strait of Hormuz closure affects major ports and logistics, impacting food imports. * Gulf nations have varying levels of reserves; Bahrain and Kuwait face higher consumer prices. * GCC countries attempt to mitigate impacts through strategic reserves and chartered flights. * Experts warn of a potential price spiral if conflict persists.
268. https://www.allagnews.com/trump-xi-meeting-delay-keeps-ag-trade-in-focus/ - * A delay in the meeting between President Trump and President Xi Jinping is shifting attention to U.S.–China trade negotiations, with agriculture as a central focus. * Trade discussions in Paris included agriculture, trade balance, and supply chain issues; China signalled openness to additional U.S. farm product purchases. * The delay is linked to geopolitical factors, including Strait of Hormuz disruptions, not trade breakdowns. * China remains a key buyer for U.S. agricultural exports, influencing grain and livestock markets across the Midwest and Plains. * Markets are watching for concrete buying activity from China amid ongoing logistical and policy uncertainties.
269. https://www.volkskrant.nl/economie/niet-alleen-de-olieprijs-gaat-door-het-dak-de-oorlog-in-iran-raakt-ook-kunstmest-containervervoer-en-visserij~bb1cd771/ - * The conflict in Iran and related geopolitical issues increase oil prices, impacting multiple sectors. * The Strait of Hormuz blockade disrupts global fertiliser trade, especially for nitrogen-based fertilisers. * Increased costs in fertiliser production and reduced supply are expected to raise food prices worldwide. * Container shipping between Asia and Europe faces significant disruptions due to blockades, causing delays and higher costs. * Rising fuel prices harm the fishing industry, especially in countries like the Philippines. * The aviation sector experiences flight cancellations and rerouting, leading to financial losses and logistical challenges.
270. https://www.news18.com/india/from-heatwave-to-hailstorm-why-indias-weather-took-a-wild-u-turn-in-march-9985353.html - * A dramatic weather shift in India includes a cold snap in the north and unseasonal rain and hailstorms in Maharashtra, occurring in March 2026. * The Western Disturbance, originating from the Mediterranean, has caused unseasonal weather, bringing January-like conditions to northern India. * Maharashtra faces violent hailstorms due to a volatile atmospheric setup involving a wind discontinuity and cyclonic circulations, with warm moist winds from the Bay of Bengal colliding with cooler air. * The weather changes impact the wheat harvest in Punjab and Haryana, causing lodging and damage to crops. * The Indian Meteorological Department forecasts the wet spell will end around March 20, with temperatures rising again afterwards.
271. https://economictimes.indiatimes.com/news/new-updates/weather-update-march-19-imd-warns-of-rain-in-delhi-hyderabad-and-ahmedabad-today-hailstorms-in-himachal-and-uttarakhand-check-full-forecast-here/articleshow/129669415.cms - * Several parts of India are experiencing widespread rain, thunderstorms, lightning, and strong winds due to a major weather system. * Delhi, Hyderabad, Ahmedabad, Himachal Pradesh, and Uttarakhand are among the affected regions. * IMD has issued yellow and orange alerts for various states, predicting ongoing rain, snow, thunderstorms, and hailstorms through March 20-24. * Heavy snow and thunderstorms are forecast for Himachal Pradesh, while scattered hailstorm activity is expected across multiple states. * The weather conditions may cause local disruptions and influence regional weather patterns.
272. https://www.morningagclips.com/tfi-welcomes-temporary-jones-act-waiver-to-support-fertilizer-supply-and-access/ - * The Fertilizer Institute thanks the US government for suspending the Jones Act to ease fertilizer transportation. * The decision aims to address logistical challenges in fertiliser movement amid global conflicts affecting supply. * The waiver allows for greater shipping flexibility, especially during the spring application season. * It intends to reduce transportation costs and mitigate supply disruptions for American farmers. * The initiative responds to a March 9th letter from TFI, emphasising the importance of efficient fertiliser logistics.
273. https://www.agri-mutuel.com/politique-economie/guerre-au-moyen-orient-emballement-limite-des-cereales-flambee-des-engrais/ - * Global cereal prices increased marginally following US-Israeli strikes in Iran, with market attention on fertiliser prices. * Fertiliser prices have sharply risen, with urea from Egypt rising 47% due to blockade of the Strait of Hormuz. * The market remains stable for cereals presently, but concern exists over potential fertiliser shortages. * The situation is contrasted with the 2022 Ukraine invasion impact, which caused significant wheat price hikes. * Agricultural trade is unlikely to face cereal shortages soon, but fertiliser supply could be affected in the medium term.
274. https://www.brownfieldagnews.com/market-news/wheat-futures-supported-by-weather-concerns/ - * The wheat complex was higher on fund and technical buying amid weather concerns in the US and Europe. * Cold temperatures, drought, and drought impacts from Russia’s war on Ukraine are affecting wheat crops. * Allendale Inc.’s 2026 US wheat planted area forecast at 44.877 million acres, slightly below 2025. * European Union and Russia's March wheat exports are expected to be strong, influenced by weather and geopolitical factors. * USDA’s next supply and demand estimates are scheduled for April 9th.
275. https://www.theatlantic.com/national-security/2026/03/the-iran-wars-next-threat-is-to-food-and-water/686435/?utm_source=feed - * The Iran war has effectively closed the Strait of Hormuz, disrupting food imports to Gulf Cooperation Council countries, which rely heavily on imports for their food needs. * Gulf countries have responded by tapping strategic reserves and seeking alternative routes for food and commodities, but supply chains remain at risk. * The war has also impacted fertiliser exports crucial for global crop production, raising food security concerns worldwide. * Water desalination plants in the Gulf have been targeted, threatening water supplies for the region. * The region's dependence on imports and geopolitical tensions heighten risks of a food and water crisis amid ongoing conflict.
276. https://www.indiavision.com/international/not-just-energy-how-the-iran-war-could-trigger-a-global-food-crisis/600537/ - * The escalation of conflict in Iran threatens global food security through fertilizer shortages. * Fertilizer production relies heavily on natural gas, with Russia and Iran as key suppliers. * Sanctions and instability have driven up fertiliser prices, causing farmers to reduce application or forego fertiliser. * Reductions in crop yields could lead to global food shortages and increased prices, risking hunger and malnutrition. * The crisis could trigger price volatility and social unrest in import-dependent nations, requiring urgent global responses.
277. https://www.business-standard.com/industry/agriculture/centre-approves-iffco-nano-npk-amid-fertiliser-supply-crunch-126031801306_1.html - * The Centre approved IFFCO's nano NPK complex fertilisers, including Nano NPK Liquid and Nano NPK Solid, for commercial use. * The approval was granted under the Fertiliser Control Order (FCO). * The decision comes amidst a fertiliser sector crisis caused by limited gas availability due to the West Asia war. * Nano products could reduce dependence on conventional fertilisers like urea and DAP. * IFFCO claims their nano solutions can lower input costs, improve yields, and minimise environmental impact.
278. https://www.agriland.ie/farming-news/eu-young-farmers-call-for-action-from-political-leaders-on-cost-crisis/ - * An organisation representing young farmers in the EU, CEJA, demands coordinated action from EU leaders on rising fuel and input costs. * Claims market speculation drives price volatility and energy costs, impacting farm costs. * Warns of a potential supply shock for fertilisers due to regional conflicts impacting transit. * Proposes short, medium, and long-term measures, including market monitoring, financial support, and developing fertiliser production within the EU.
279. https://foodinstitute.com/focus/iran-war-strangles-fertilizer-supplies-sparks-fears-of-food-shortage/?utm_source=rss&utm_medium=rss&utm_campaign=iran-war-strangles-fertilizer-supplies-sparks-fears-of-food-shortage - * The conflict in Iran and the closure of the Strait of Hormuz have caused fertiliser prices to spike by over a third and created shortages. * Fertiliser shortages could lead to crop shortfalls within six months, impacting global food supply. * U.S. fertiliser supplies are estimated at 25% short, with efforts underway to import from Venezuela. * Fertiliser production in India, Bangladesh, Pakistan, and Egypt has been disrupted due to natural gas supply issues. * Ripple effects include potential soybean shortages in Brazil and China, and increased input costs like diesel and gasoline, raising food inflation.
280. https://www.project-syndicate.org/commentary/supreme-court-tariff-ruling-will-generate-ever-more-trade-uncertainty-by-pinelopi-koujianou-goldberg-2026-03 - * The US Supreme Court struck down tariffs imposed by President Trump, creating uncertainty about US trade policy. * US trade measures now involve a patchwork of investigations, sectoral probes, and national-security exceptions. * Uncertainty over trade policy is expected to suppress investment, long-term supply chain decisions, and export activity. * The global trading system faces pressure as US strategies shift away from rules-based towards power-based bargaining. * Persistent trade policy ambiguity risks ongoing economic and geopolitical instability.
281. https://euromaidanpress.com/2026/03/18/ukraine-spring-fertilizer-crisis-harvest-2026/ - * Ukraine’s farm industry association warns of a 15–20% drop in grain and oilseed yields amid energy and fertiliser shortages. * The shortages are driven by conflicts and wars, notably in the Middle East and Russia, which have increased global natural gas prices and reduced domestic ammonium nitrate output. * Fertiliser prices have increased significantly, raising the costs of spring sowing by roughly 10%. * UKAB has petitioned for emergency measures including tariff-free fertiliser imports, diesel excise reductions, and direct import authorisations. * A stable fertiliser supply could boost yields by 5–7%, whereas a shortfall could reduce export revenues by $4–5 billion and impact government finances.
282. https://www.northernag.net/war-disruptions-put-spotlight-and-pressure-on-fertilizer-industry/?utm_source=rss&utm_medium=rss&utm_campaign=war-disruptions-put-spotlight-and-pressure-on-fertilizer-industry - * The war in Iran has increased pressure on global fertiliser prices and supplies. * The US government is considering aid options to help farmers with fertiliser costs amid supply disruptions. * A class-action lawsuit was filed against major US fertiliser companies over alleged price fixing. * Agricultural groups urged companies to support removing duties on Moroccan phosphate fertiliser. * Fertiliser stocks experienced volatility due to geopolitical tensions.
283. https://www.businesstoday.in/bt-tv/market-today/video/iran-war-threatens-fertiliser-supply-is-indias-kharif-crop-at-risk-521254-2026-03-18?utm_source=rssfeed - * The ongoing Iran conflict threatens global fertiliser supply chains, especially through the Strait of Hormuz. * Fertiliser prices, heavily reliant on natural gas, are rising globally due to supply disruptions. * Shipments facing delays could affect timely fertiliser availability for Indian farmers before the Kharif sowing season. * The Indian government claims current stock levels are sufficient and imports are secured. * Disruption risks could impact yields and increase costs for crops like paddy, maize, and cotton.
284. https://www.businesstoday.in/latest/economy/story/hormuz-disruption-hits-fertiliser-trade-could-indias-kharif-season-be-affected-521271-2026-03-18?utm_source=rssfeed - * Iran war disrupts shipping routes through the Strait of Hormuz, affecting global energy and fertiliser trade.* * Fertiliser prices have increased globally, with urea rising 30-40%.* * India relies heavily on imported gas and fertilisers from West Asia.* * India has secured additional fertiliser imports and stockpiles as a buffer.* * Timing of disruptions is critical for the upcoming Kharif season, which accounts for over 60% of Indian agriculture.*
285. https://www.ttnews.com/articles/iran-farmers-cost-fertilizer - * The war in Iran has increased fertiliser costs for US farmers, with some facing up to 40% higher prices. * Disruptions in shipping through the Strait of Hormuz have limited fertiliser exports from the Middle East, a major source of global supply. * Farmers anticipate potential fertiliser shortages and increased input costs, impacting planting and crop production. * US government initiatives include increased fertilizer imports from Venezuela and financial aid to farmers. * Fertiliser prices are predicted to remain high due to ongoing supply chain issues and energy costs.
286. https://www.indiasnews.net/news/278930156/chokepoint-vulnerability-middle-east-conflict-raises-worries-on-fertiliser-supplies-worldwide - * The Middle East conflict has caused Qatar's urea plants to remain offline since early March, affecting global supplies. * Disruptions in Gulf regions and Iranian gas cutoffs have created a chokepoint vulnerability in the global urea supply chain. * Experts warn that the concentration of urea production in low-cost gas-rich regions increases susceptibility to geopolitical disruptions. * Shipping disruptions through the Strait of Hormuz threaten to cause regional shortages and prolong delivery times. * Rising fertiliser prices, particularly in China, have increased by nearly 40% since the conflict escalated, affecting food security.
287. https://newstalkkit.com/ixp/1144/p/mild-winter-challenges-grains/ - * The winter of 2025-2026 was mild with almost no snowpack across the Northwest, affecting wheat growth. * Wet soils near the Washington/Idaho border may impair root development. * Warmer winter temperatures led to early pest problems, such as cutworms. * Growers are advised to consider seed treatments to protect root health and improve crop resilience. * The article highlights impacts on wheat farming in the Pacific Northwest region.
288. https://www.turlockjournal.com/news/local/iran-war-strands-california-farm-exports/ - * The U.S.-Israeli war with Iran has caused disruptions to California’s agricultural exports, notably through the closure of the Strait of Hormuz. * Exporters of almonds, walnuts, and pistachios face delayed shipments, rerouting, and potential losses. * Shipping surcharges and increased fuel prices threaten to reduce profitability and increase costs for California farmers. * Increased fuel and fertiliser prices, especially urea, impact planting and yields. * Air cargo routes from California to the Middle East are affected, with reduced capacity and higher rates.
289. https://www.ktvb.com/article/news/nation-world/attack-on-iran/iran-war-impact-grocery-prices/507-02f0bd30-69ee-4ec9-8cea-6ca35b0d2129 - ['* Disruptions to fertilizer shipments through the Strait of Hormuz could raise farming costs and impact crop yields.', '* The Middle East exports a significant portion of global nitrogen-based fertilisers, with 35% of urea and 20% of fertiliser shipments passing through the Strait of Hormuz.', '* Rising fertilizer prices and fuel costs may increase production costs and influence planting decisions, especially for nitrogen-dependent crops like corn in the US.', '* Oil prices have increased above $100 per barrel due to conflict and shipping disruption, affecting the entire food supply chain.', '* The duration of shipping disruptions will influence grocery prices and inflation pressures.']
290. https://www.devex.com/news/devex-dish-how-the-iran-war-could-trigger-a-global-food-crisis-112096 - * The Iran conflict impacts global food supply through higher energy prices and fertiliser shortages. * Shipping routes around the Strait of Hormuz are disrupted, increasing costs for humanitarian efforts. * An estimated 45 million more people could face acute hunger if the war persists. * Fertiliser exports from Iran, Qatar, Saudi Arabia, and Oman are threatened, with no international reserves for nitrogen fertiliser. * Experts recommend alternative routes, support for import-dependent countries, diversification, and domestic production to mitigate risks.
291. https://www.arkansasonline.com/news/2026/mar/18/us-seeks-fertilizer-sources-as-iran-war-limits/ - * The US moves to find backup fertiliser sources for American farmers amid Iran war disruptions. * US has established licences for Venezuela and discussed supply options with Morocco. * Morocco has significant phosphate rock reserves; US currently imposes duties on Moroccan phosphate. * A Qatar fertiliser facility supplied about 20% of US market before Iran conflict affected shipping. * US officials consider energy supply issues due to Strait of Hormuz disruptions caused by Iran war. * US economy remains sound; war's extension unlikely to cause long-term disruption but may impact consumers.
292. https://www.jpnn.com/news/perang-iran-vs-as-israel-legislator-pkb-singgung-kendala-pasokan-pupuk - * Indonesian legislator Daniel Johan states conflict in Middle East could disrupt fertiliser supply. * Four major fertiliser-exporting countries affected: Oman, Qatar, Saudi Arabia, UAE. * Disruption to gas supply used in fertiliser production due to attacks and conflicts. * Reduced fertiliser output could decrease global food production. * The conflict may also increase oil prices, affecting agricultural costs.
293. https://codeblue.galencentre.org/2026/03/experts-warn-of-food-price-hikes-in-malaysia-from-fertiliser-cost-surge/ - * Global fertiliser supply disruptions due to Iran conflict may increase prices and cause shortages, affecting Malaysia’s agriculture. * Higher fertiliser costs and shortages risk reducing crop yields, impacting rice, vegetables, and other crops. * Rising global energy prices linked to Strait of Hormuz disruptions further increase production costs. * Malaysia’s reliance on imported food and fertilisers makes it vulnerable to international price shocks. * Long-term strategies, including stockpiling and domestic production, are recommended to mitigate risks.
294. https://www.mediafax.ro/economic/efectele-conflictului-din-iran-se-extind-rapid-criza-ingrasamintelor-globale-loveste-agricultura-23705104 - * The conflict in Iran and attacks on energy infrastructure in the Persian Gulf have disrupted fertiliser production and distribution. * Resource dependencies, particularly on natural gas, have led to production reductions in the Middle East. * Fertiliser shortages threaten crop yields, especially for nitrogen-based fertilisers like urea. * Several countries, including Qatar, India, Bangladesh, and Egypt, face supply disruptions. * Fertiliser prices have increased significantly, with urea exceeding $700 per tonne, and may double if the conflict persists.
295. https://www.radiofree.org/2026/03/17/blocking-fertilisers-the-hormuz-strait-and-agricultural-shock/ - * The closure of the Strait of Hormuz due to conflict has disrupted fertiliser supply, affecting global markets.
296. https://www.zerohedge.com/commodities/trump-administration-seeks-alternative-fertilizer-supplies - * The Trump administration is working to secure alternative fertilizer supplies for US farmers due to potential shipping disruptions caused by conflict with Iran. * Steps include authorising increased production in Venezuela and discussions with Morocco. * Fertiliser supply disruptions could impact global food supply and crop yields, with warnings of long-term consequences. * Disruptions to shipping in the Strait of Hormuz affect global fertiliser exports. * The focus is on prioritising US domestic agriculture during shortages. * Fertiliser components like ammonia, urea, and potash are discussed, with natural gas as a key input. * Fertiliser supply chain in the US involves imports, domestic production, and inland distribution, with key sources including the Middle East. * US officials expect the conflict duration to be short, with minimal impact on the US economy.
297. https://www.abc.net.au/news/2026-03-18/fuel-and-fertiliser-shortage-hits-as-farmers-sow-winter-crops/106459560 - - Australian farmers face disrupted supplies of diesel and urea due to the Iran conflict, impacting sowing of winter crops. - Severe fuel and fertiliser shortages coincide with favourable rainfall, raising concerns over planting and food supply. - Grain Producers Australia calls for policy changes and tax incentives to increase on-farm fuel storage. - Urea prices have risen; farmers seek alternatives like sulphate of ammonia due to shortages. - The conflict's impact on fuel and fertiliser prices may extend, affecting grain production and costs across Australia.
298. https://thenewamerican.com/us/fertilizer-bottleneck-at-hormuz-raises-risk-of-food-inflation-and-worsening-global-hunger/ - • The closure of the Strait of Hormuz due to escalating Iran conflict disrupts shipments of fertilizer critical for spring planting. • Approximately one-third of global seaborne fertilizer trade passes through Hormuz, affecting prices and supplies. • US farmers warn that input costs for fertiliser and fuel are rising, risking crop shortfalls and inflation. • Global food prices and food insecurity are expected to increase, with 45 million more people pushed into acute hunger. • Disruptions echo patterns seen in 2022 during Ukraine war, impacting global wheat and fertiliser markets.
299. https://nuevodia.com.ve/ee-uu-busca-fertilizantes-en-venezuela-y-marruecos-ante-crisis-por-guerra-con-iran/ - * The U.S. administration assesses new fertiliser sources to ensure agricultural supply amid disruptions caused by conflict with Iran. * Licences have been authorised for increased production in Venezuela, and discussions are ongoing with Morocco. * The measures aim to act as a 'safety net' against global market disruptions, though not eliminating all effects of the conflict. * The Iran conflict has significantly reduced nitrogen fertiliser flows from the Gulf, causing over 30% price increase. * The U.S. seeks to diversify supply sources to protect farmers and prevent food production impacts.
300. https://jacobin.com/2026/03/price-shocks-energy-war-economy - ['* The conflict between the US, Israel, and Iran has caused shipping disruptions through the Strait of Hormuz, affecting global oil and LNG trade.', '* Oil prices have become highly volatile, with WTI swinging $38 in a single session, and Brent Crude remaining above $100.', '* Europe and Asia are most vulnerable, with Asia heavily dependent on Gulf oil and LNG, and Europe facing natural gas storage limitations.', '* Fertiliser production inputs like urea and ammonia are impacted due to oil and gas supply disruptions, which threaten spring planting.']
301. https://www.canadiancattlemen.ca/daily/iran-war-disrupts-global-fertilizer-markets-spring-planting/ - * The Iran conflict has led to the shutdown of fertilizer plants in the Gulf, disrupting global supply. * Fertiliser production relies heavily on natural gas, which has been interrupted due to conflicts and sanctions. * Countries including Qatar, India, Bangladesh, Egypt, and the US face significant fertilizer shortages. * The price of urea has increased approximately 40%, with potential for further rises if the conflict continues. * The disruptions threaten spring planting and food security, especially for developing countries.
302. https://www.belganewsagency.eu/european-parliament-revives-us-trade-deal-vote-set-for-thursday - * The European Parliament’s International Trade Committee will vote on the EU-US trade agreement on Thursday. * The deal, concluded last summer, proposes zero tariffs on industrial exports and increased market access for some agricultural products. * The process was paused in February following US tariff rulings and threats, but resumed after adding safeguards such as a 'sunrise clause'. * Full Parliament approval is needed, with a vote expected in the following weeks. * The agreement's future depends on negotiations with member states and concerns over US threats remain.
303. https://www.bairdmaritime.com/shipping/dry-cargo/bulkers/white-house-says-us-seeking-fertiliser-from-venezuela-morocco - * The US is seeking additional fertiliser sources from Venezuela and possibly Morocco due to shipping constraints caused by the Iran war. * The White House has established licences for Venezuela to increase fertiliser production and has discussed options with Morocco. * Fertiliser supplies in the US have shrunk, leading to price increases of over one-third, due to the US-Israeli war against Iran. * European Union officials discussed a UN-brokered deal for exporting grain and fertilisers from Ukraine through the Black Sea.
304. https://tass.com/economy/2102877 - * The US government is searching for new fertiliser suppliers to avoid shortages before the sowing season, caused by disrupted supplies from the Middle East. * The search involves increased production licences to Venezuela and discussions with Morocco. * The US has also noted that Qatar supplied about 20% of its fertiliser needs. * The efforts are focused on fertilisers based on ammonia, urea, and nitrogen, crucial for wheat cultivation.
305. https://www.grainews.ca/daily/iran-war-disrupts-global-fertilizer-markets-spring-planting/ - * As the U.S.-Israel conflict with Iran enters its third week, fertilizer markets are severely disrupted, risking food security for developing countries.* * Fertilizer production relies heavily on natural gas, with energy costs constituting up to 70% of production costs.* * Global urea prices have increased by 40%, and prices could double if the conflict persists.* * Fertilizer plants in the Gulf region, including Qatar and India, have halted or cut output due to energy supply disruptions.* * Several countries, including Bangladesh, Australia, Egypt, Brazil, and the U.S., face supply shortages and shipment delays.*
306. https://www.brownfieldagnews.com/news/u-s-exploring-venezuelan-fertilizer-purchases/ - * The US is exploring Venezuelan fertiliser purchases to help farmers facing high prices. * The US Treasury Department is expanding sanction waivers to facilitate imports. * Venezuela produces over three million tonnes each of urea and ammonia annually. * In 2024, Venezuela exported over $211 million worth of fertilisers, mainly to Brazil and Colombia. * The move aims to provide short-term relief and prepare for potential fall market concerns.
307. https://tass.com/world/2102893 - * The World Food Programme (WFP) warns that 45 million people could face acute hunger if Iran conflict continues until June and oil prices stay over $100 per barrel. * The conflict threatens global food security, adding to the existing 318 million food-insecure people worldwide. * The conflict impacts energy, fuel, and fertiliser costs due to maritime risks, affecting vulnerable regions such as sub-Saharan Africa and Asia. * Countries like Sudan and Somalia experience increased food prices and hunger due to dependency on wheat imports and drought conditions. * WFP highlights the need for an adequate humanitarian response to prevent catastrophe among vulnerable populations.
308. https://kuwaitnews.com/125476/ - * The World Food Programme (WFP) warns that 45 million people in the Middle East face food insecurity if the conflict does not stop by June and oil prices remain above $100 per barrel. * The conflict affects vulnerable households worldwide, with 318 million already suffering from hunger. * Disruptions in shipping through the Gulf of Hormuz and Bab el-Mandeb have increased costs for humanitarian logistics, impacting aid to Afghanistan, Sudan, and other countries. * Operating costs for WFP have risen by 18%, reducing food purchases and cash aid, leading to cuts in aid for Sudan and children in Afghanistan. * Countries reliant on imports in Africa and Asia are the most vulnerable, with projected hunger increases: 21% in West and Central Africa, 17% in East and Southern Africa, and 24% in Asia. * Without additional resources, food insecurity could worsen, causing crises in the most vulnerable nations.
309. https://www.jdsupra.com/legalnews/supreme-court-tariff-decision-second-8894615/ - * The Supreme Court in Learning Resources, Inc. v. Trump (2026) invalidated tariffs imposed under IEEPA, which affected US trade arrangements relying on such tariffs. * The decision does not eliminate tariffs but limits IEEPA’s use, leading the US to rely on Section 122 for temporary tariffs. * Temporary Section 122 tariffs can influence trade conditions across multiple partners simultaneously, affecting deals with Japan, China, EU, India, UK, and North America. * The shift impacts existing trade agreements, altering the economic balance by changing tariff conditions. * Companies should reassess supply chains, review tariff exposures, explore refund opportunities, and monitor policy signals.
310. https://www.bworldonline.com/economy/2026/03/17/737007/phl-in-talks-with-china-to-obtain-more-fertilizer/ - * The Philippines is negotiating with China to source additional fertilizer due to supply disruptions caused by the Iran war. * Other suppliers being considered include Indonesia, Vietnam, Qatar, and Saudi Arabia. * The Philippines imports about 18% of its fertilizer from China. * Disruptions in international markets could impact domestic costs, yields, and consumer prices. * The Department of Agriculture plans to extend fertilizer supplies through local initiatives and monitor prices.
311. https://www.greenhousegrower.com/production/how-middle-east-tensions-are-creating-fertilizer-market-volatility/ - * Geopolitical tensions in the Middle East are causing volatility in global fertilizer markets, particularly affecting nitrogen supply. * Disruptions to shipping routes such as the Strait of Hormuz are impacting trade flows of energy, fertiliser, and other commodities. * Pre-existing strain in nitrogen markets has been worsened by the conflict, leading to uncertain prices. * Experts highlight the potential for expanding domestic nitrogen fertiliser production in the US using local natural gas resources. * Industry discussions suggest building closer to US markets could mitigate foreign supply risks.
312. https://www.livescience.com/planet-earth/iran-war-could-create-a-fertilizer-shock-that-impacts-agriculture-and-raises-food-prices - * Iran's move to restrict the Strait of Hormuz risks disrupting nitrogen fertiliser and LNG shipments, raising their prices and affecting global supply chains. * The disruption could lead to depletion of fertiliser stocks and impact farmers' planting choices, causing reduced crop yields. * Countries like India, Brazil, and the US depend on imported fertilisers, and increased costs could heighten food insecurity. * The shock would also affect sulphur output and synthetic nitrogen production, which are energy-dependent. * The article warns that a fertilizer scarcity could have destabilising effects, potentially surpassing the immediate impact of oil price changes.
313. https://www.middleeastmonitor.com/20260317-blocking-fertilisers-the-hormuz-strait-and-agricultural-shock/ - • The closure of the Strait of Hormuz due to conflict has disrupted fertiliser supply chains. • Fertiliser prices, including Egyptian urea, have risen significantly amidst supply shocks. • Gulf region supplies account for substantial proportions of global exports of urea, sulphur, ammonia, and phosphates. • Major fertilizer-importing countries like Brazil, India, and China face supply risks due to the blockade. • The disruption impacts global fertiliser availability and increases production costs in several countries.
314. https://www.assahifa.com/english/morocco/washington-eyes-morocco-fertilizer-supplies-to-offset-war-driven-shortages/ - * The White House has engaged with Morocco to secure fertilizer supplies to address disruptions caused by the war in the Middle East. * The US seeks alternative sources, including Venezuela, due to shipping constraints linked to the conflict with Iran. * Global fertiliser prices have risen sharply, affecting US farmers' costs and food security. * US agricultural groups are urging the removal of duties on phosphate imports from Morocco to reduce costs. * Rising fertiliser prices are impacting US crop profitability amid supply chain disruptions.
315. https://internationalsupermarketnews.com/isn-special-report-from-oil-to-bread-how-the-us-iran-war-is-hitting-europes-supermarket-shelves/ - ['* The escalation of the US–Iran war in 2026 has led to energy disruptions and rising costs, affecting global trade routes like the Strait of Hormuz.', '* Disruption has increased oil and gas prices, which has raised production and transportation costs, driving food inflation across Europe.', '* Fertiliser prices, especially urea, have surged due to supply disruptions, threatening crop yields worldwide.', '* European farmers face higher costs from fuel and fertiliser, reducing production and margins.', '* Shipping and logistics costs have increased, raising prices for fresh vegetables, dairy, bread, and other traded food products.', '* European consumers face a second cost-of-living crisis with smaller shopping baskets, higher bills, and behavioural shifts towards discount shopping.', '* The situation is expected to worsen with ongoing energy and fertiliser shortages, global supply chain volatility, and prolonged conflict effects.']
316. https://chemindigest.com/morgan-stanley-flags-fertiliser-production-risks-in-india-amid-west-asia-crisis/ - * Fertiliser production in India has been affected by disruptions in energy supply routes due to the West Asia crisis.* *Morgan Stanley reports impact on 10 million tonnes of fertiliser capacity in India and neighbouring Bangladesh.* *Global nitrogen fertiliser output could decrease by over 5.5 million tonnes annually, about 4% of global supply.* * Petrochemical and fertiliser prices have surged by 15–25% due to supply chain disruptions.* *Prolonged disruptions may lead to shifts towards alternative fuels and demand management strategies.*
317. https://udf.name/news/economic/288490-vengrija-prizvala-es-otmenit-poshliny-na-rossijskie-i-belarusskie-udobrenija.html - * The Hungarian agriculture minister proposed temporarily reducing tariffs on Russian and Belarusian fertilisers to zero due to rising global prices and supply uncertainty. * Restrictions on fertiliser imports from Russia and Belarus were tightened in 2025 following increased imports during the Ukraine war. * Russian fertiliser exports to the EU in 2025 were valued at approximately 2 billion euros, with imports decreasing in early 2026. * The situation in the Middle East, particularly Iran's blockade of the Strait of Hormuz, adds pressure by increasing fuel and raw material costs for fertiliser production. * Hungary also proposed easing restrictions on Russian gas imports to lower energy costs, but the EU rejected this initiative.
318. https://thenews-chronicle.com/blocking-fertilisers-the-hormuz-strait-and-agricultural-shock/ - • Closure of the Strait of Hormuz due to Iran War affects fertiliser supply, pushing prices beyond 2022 peaks. • Gulf accounts for significant share of global fertiliser exports; major producers declare force majeure. • Countries like Brazil, India, China, and Middle Eastern nations face supply disruptions for fertilisers such as urea, DAP, and sulphur. • Disruptions threaten global agricultural production, raising costs and risking food security. • US Farm Bureau Federation highlights risks to American agriculture and suggests strategic measures. • International food security is at risk due to geopolitical and supply chain disruptions.
319. https://countercurrents.org/2026/03/blocking-fertilisers-the-hormuz-strait-and-agricultural-shock/ - * The closure of the Strait of Hormuz due to conflict impacts fertiliser supply, risking price increases beyond 2022 levels. * Gulf accounts for significant seaborne exports of urea, sulphur, ammonia, and phosphates. * Major fertiliser importers such as Brazil, India, China, and Middle Eastern countries face supply disruptions. * Disruptions threaten global fertiliser production, raising costs and impacting crop yields. * Calls for US naval protection and policy measures highlight risks to agriculture and food security.
320. https://ukragroconsult.com/en/news/china-has-restricted-fertilizer-exports-amid-the-growing-crisis/ - * China has ordered domestic exporters to suspend exports of nitrogen-potassium fertilizer blends.* * The country has confirmed export restrictions on urea in the form of quotas.* * The price of urea has increased 1.4-fold on global markets.* * The conflict in the Middle East has led to a reduction in fertilizer supplies and a rise in prices worldwide.* * Disruptions in the Middle East have affected global urea and ammonia trade, impacting fertilizer production and costs.*
321. https://businessday.ng/agriculture/article/demand-for-nigerias-urea-surges-as-iran-war-jolts-global-commodity-markets/ - * Nigeria experiences increased demand for urea fertilisers due to disruptions caused by the Iran war. * The Iran conflict, which involves the closure of the Strait of Hormuz, affects global urea supply and shipping routes. * Nigeria’s three urea production plants, notably Notore, Indorama, and Dangote, are operational and see rising demand. * Natural gas prices have increased over 50% in Europe, impacting European and Middle Eastern fertiliser output. * The surge in demand is expected to raise Nigeria’s export earnings and increase fertiliser prices domestically.
322. https://www.tribuneindia.com/news/amritsar/wheat-crop-flattened-by-hailstorm-in-tarn-taran/ - * Continuous rainfall and hailstorm in Tarn Taran have caused damage to wheat crops, reported on Monday. * The hailstorm occurred on Sunday night, flattening wheat near harvesting stage. * Damage is expected to impact yield and grain size, with operators likely to increase harvesting charges. * Local farmers and leader demand government compensation, citing previous flood damages. * The Meteorological Department confirms hailstorm occurrence, assessing damage extent.
323. https://thewest.com.au/business/the-economist/the-economist-the-iran-war-is-roiling-commodities-far-beyond-oil-c-21967508 - * Since the conflict began, crude oil prices rose to $US106 a barrel, the highest since July 2022, with ongoing disruptions in the Strait of Hormuz. * Key commodities affected include urea, aluminium, helium, sulphur, and petrochemicals, primarily sourced from the Gulf region. * Supply chain disruptions have caused refinery and manufacturing costs to rise, with Asian refiners facing higher costs and reduced outputs. * Aluminium prices have surged to near four-year highs due to supply shortages. * The fertiliser industry faces significant supply constraints, risking disruptions to global food production. * The war has led to shortages in critical sectors like transportation, manufacturing, and agriculture, with long-lasting impacts expected.
324. https://www.wishtv.com/news/business/strait-of-hormuz-conflict-threatens-fertilizer-supplies-to-us-farmers/ - * The conflict in the Strait of Hormuz has disrupted global fertiliser shipping, causing price surges and supply concerns for US farmers. * The waterway accounts for about half of the world's urea supply, a key nitrogen fertiliser. * Ships carrying fertiliser and raw materials have effectively stopped moving through the region. * Urea prices in the US have increased by 50%, impacting farmers’ costs. * Industry leaders warn of potential crop failures and food security issues if supplies are delayed or lost.
325. https://www.wthr.com/article/news/local/rising-gas-prices-linked-to-iran-conflict-could-hit-more-than-just-your-tank/531-b23a18cb-b6cc-497e-aa08-ee2e183eb911 - * In Indiana, the average unleaded gasoline price increased nearly 70 cents over a month, influenced by the Iran conflict. * Oil price volatility due to Iran conflict creates economic uncertainty, affecting fuel and other expenses. * Rising fuel prices escalate costs for farming equipment and shipping. * Disruption of fertilizer shipments through the Strait of Hormuz raises fertiliser prices, impacting consumer costs. * Economists warn continued conflict could lead to broader inflation in groceries and other commodities.
326. https://www.wwbl.com/2026/03/16/rigged-fertilizer-market-lawsuit-accuses-major-companies-of-driving-up-farm-prices/ - • A class-action lawsuit filed in Iowa alleges fertilizer manufacturers conspired to inflate prices. • Major suppliers, including The Mosaic Company, Nutrien Ltd., CF Industries, and Koch Agronomic Services, are accused of manipulating nitrogen, phosphorus, and potash supply. • Prices of fertilisers surged approximately 60% between 2021 and 2022, causing increased costs for US farmers. • The lawsuit claims these actions increased expenses by about $128,000 per farm in 2022. • It raises concerns about market concentration and the influence of global suppliers on agricultural input costs.
327. https://siliconcanals.com/sc-w-one-third-of-global-seaborne-fertiliser-passes-through-the-strait-of-hormuz-african-food-security-hangs-in-the-balance/ - * A UNCTAD report highlights that significant shares of fertiliser for African countries depend on shipping through the Strait of Hormuz. * Disruption due to Gulf conflict increases fertiliser costs, impacting African food production and prices. * Rising oil and gas prices compound the pressure, affecting economies with high informal employment. * African export and import logistics face disruptions, worsening fiscal and political pressures. * Governments have limited short-term options; long-term solutions involve structural reforms to reduce dependence on vulnerable supply chains.
328. https://www.maritimeprofessional.com/news/prices-russian-wheat-exports-highest-416967 - * Russian wheat export prices increased to their highest since August 2025, reaching $238-$240 per tonne FOB. * Prices rose due to stronger global futures, export quote firmness from competitors, and improving weather conditions. * Wheat exports for March are estimated between 3.8 million and 4.4 million tonnes, with actual exports during the first ten days of March at 1.2 million tonnes. * Spring fieldwork has begun in 14 Russian regions, with a pace ahead of last year, supported by favourable weather. * Data from Sovecon and IKAR highlight rising domestic and export prices for wheat and related products in Russia.
329. https://www.5septiembre.cu/guerra-dispara-los-precios-de-los-alimentos/ - * La guerra entre Estados Unidos e Israel en Medio Oriente causa aumento en precios de alimentos y fertilizantes. * Los precios del trigo, maíz y aceites vegetales suben en mercados internacionales. * Se bloquea el Estrecho de Ormuz, afectando el comercio marítimo de fertilizantes. * La interrupción del flujo de gas natural afecta la producción de fertilizantes en Brasil y Sudán. * El petróleo en alza incrementa costos en toda la cadena agroalimentaria, incluyendo plásticos y combustible. * La crisis afecta la seguridad alimentaria, especialmente en el Medio Oriente, con desplazamientos en Líbano y aumento de la inseguridad alimentaria.
330. https://www.thefencepost.com/news/middle-east-tensions-raise-spring-planting-concerns/ - * Geopolitical tensions involving Iran and Persian Gulf countries create uncertainty in energy and fertiliser markets, impacting US farmers preparing for 2026 spring planting. * Disruptions in regional energy supplies, especially via the Strait of Hormuz, could influence global fertiliser prices and availability. * Major producers like Iran, Qatar, Saudi Arabia, and Egypt account for significant shares of global urea and ammonia exports. * US fertiliser import reliance, especially for potassium, makes domestic prices sensitive to global supply shocks. * Rising energy costs, including diesel, also increase farm operation expenses, affecting planting and fertiliser application timing.
331. https://forumias.com/blog/indian-fertilizers-hormuz-choke/ - * The Strait of Hormuz is a key maritime chokepoint facilitating energy and fertilizer trade. * Ongoing Iran–Israel conflict and regional disruptions risk India's fertilizer and energy imports. * India relies heavily on imported fertilisers, with high dependence on Gulf region supplies. * Disruptions could delay shipments, increase costs, and impact domestic fertiliser production. * Recommendations include diversification of import sources, overseas resource acquisition, domestic production expansion, strategic reserves, and logistics improvements.
332. https://www.mediapool.bg/po-losho-ot-2022-g-spreniyat-iznos-na-torove-ot-blizkiya-iztok-zaplashva-sveta-s-prodovolstven-shok-news381270.html - * Регионът е един от най-големите доставчици на торове и природен газ, и войната в Близкия изток може да предизвика глобален продоволствен шок, предсказва Financial Times. * Войната е довела до спиране на производството на карбамид и други торове, с ценови скок над 40%. * Китай, Индия, Бангладеш и Пакистан ограничават износа или намаляват потреблението на суровини за производство на торове. * Недостигът на газ и суровини за ферментация е повлиял на световната доставка на азотни торове, което може да увеличи цените на селскостопанската продукция. * Анализаторите предупреждават за сериозни последици за световните хранителни и индустриални вериги, ако блокадата по протока продължи.
333. https://fd.nl/bedrijfsleven/1589827/boeren-vrezen-hogere-kosten-iran-conflict-zet-kunstmestmarkt-op-zn-kop - * The Iran conflict has caused disruptions in the global fertiliser market, affecting prices and supply chains. * The conflict led to the closure of the Strait of Hormuz, impacting about a third of fertiliser exports from the region. * The price of Middle Eastern ureum increased from $490 to $700 per tonne amid rising gas prices. * Higher gas prices, rising from €32 to €50 per megawatt hour, increase production costs for fertiliser manufacturers. * Agricultural input costs and fertiliser prices affect farmer expenses and potentially food prices, with delays of three to six months for consumer impacts.
334. https://cowsmo.com/news/sanction-waivers-for-fertilizer-imports/ - * U.S. Treasury Department announced easement of restrictions on fertilizer imports from Venezuela, including fertiliser precursors, to help farmers facing high costs and shortages. * The move aims to increase Venezuelan fertiliser exports to the U.S., supporting domestic agriculture. * U.S. agriculture groups are urging removal of customs duties on Moroccan phosphate imports to further reduce fertiliser costs. * Discussions are ongoing between government officials and Congress to address rising fertiliser and fuel prices. * Several industry groups wrote to domestic fertiliser companies asking them to renounce previous support for duties on Moroccan phosphate fertilizers.
335. https://tass.com/economy/2102345 - * The Middle East escalation increases risks for global energy and agricultural systems. * No immediate widespread shortages are expected; stocks remain adequate. * Risks include rising prices, input availability issues, and higher production costs. * Disruption of fertilizer exports from the Persian Gulf and shipping routes affects supply. * Price hikes may impact fragile economies in the Middle East, North Africa, southern Africa, and Asia.
336. https://www.newarab.com/news/ripple-effects-hormuz-blockade-essential-products - * The closure of the Strait of Hormuz has disrupted global supply chains for aluminium, fertilisers, plastics, and industrial chemicals. * Aluminium production in the Middle East, responsible for about 9% of global output, faces export and import hurdles, causing prices to hit a near four-year high. * Fertiliser supplies have been affected, with key components such as ammonia, urea, and sulphur experiencing shortages and price increases. * The plastics industry, especially polyethylene production in the Gulf, is experiencing significant export disruptions. * Supply of industrial gases like helium from Qatar is also under threat due to the blockade. * The sanctions and disruptions threaten global food security and manufacturing sectors dependent on these inputs.
337. https://tass.com/economy/2102345 - * The escalation in the Middle East increases risks to global energy and agricultural systems, potentially leading to deterioration in global food security. * Immediate shortages are unlikely due to adequate global stocks and unaffected regions, but risks to food affordability and input availability are rising. * Disruptions include cessation of fertilizer exports from the Persian Gulf and shipping route interruptions. * Rising fuel prices increase production and distribution costs, possibly raising consumer food prices. * Fragile economies in Middle East, North Africa, southern Africa, and parts of Asia face heightened risks due to limited fiscal capacity.
338. https://www.americanagnetwork.com/2026/03/16/agmarket-net-early-morning-market-analysis-3-16-26/ - * Corn, soybeans, and wheat futures are declining; crude oil and energy prices are rising slightly. * Cold temperatures and dry conditions threaten winter wheat in southern US plains. * Trade tensions between US and China, and US-Iran conflict influence shipping and export outlook. * Argentina and southern Brazil are expected to receive rain, potentially improving crops. * Market sentiment is cautious, expecting lower trade today and consolidation in upcoming weeks.
339. https://www.americanagnetwork.com/2026/03/16/agmarket-net-early-morning-market-analysis-3-16-26/ - * Corn, soybeans, and wheat futures are expected to decline at the start of the trading week, influenced by geopolitical tensions and weather conditions. * President Trump discussed delays in the Xi summit and actions needed to restore shipping through the Strait of Hormuz. * Cold temperatures and dry conditions threaten winter wheat in southern US plains; good rains anticipated in Argentina and southern Brazil. * Trade estimates and technical support/resistance levels are provided for corn, soybeans, and wheat. * Market momentum indicates a risk-off sentiment due to geopolitical and weather-related factors.
340. https://tass.com/economy/2102247 - * European Union’s High Representative for Foreign Affairs Kaja Kallas warns that the blockage of the Strait of Hormuz risks causing shortages of fertilisers and food globally. * The closure could lead to a 30-50% reduction in fertiliser component supplies annually. * More than two dozen vessels in the Persian Gulf are carrying fertiliser ingredients, including urea, sulfur, and phosphates. * The situation could impact agricultural inputs and food security in the future.
341. https://econlife.com/2026/03/fertilizer/ - * Urea is a key fertiliser, involved in global food security and supply chains. * Production relies on nitrogen and natural gas, with major sources in the Middle East. * Geopolitical issues such as the Iran War, Russia-Ukraine conflict, and export bans impact supply and prices. * Urea prices peaked at $1,100 per metric ton after Russia invaded Ukraine and have fluctuated since. * Supply shocks from geopolitical conflicts have led to price increases and supply disruptions before planting seasons.
342. https://www.producer.com/am-market-reports/am-market-report-march-16-2026/ - * Global energy disruptions caused by Iran conflict and Strait of Hormuz blockage increase commodity prices, including fertiliser. * US and Canadian farmers face fertiliser shortages and rising prices, impacting spring planting. * Uncertainty persists with potential US tariffs affecting trade relations, including with Canada. * Grain markets, especially soybeans, canola, and wheat, are volatile amid geopolitical tensions. * US and global stock markets exhibit mixed responses to ongoing Middle East conflicts and energy price fluctuations.
343. https://www.thehindubusinessline.com/economy/agri-business/iran-war-could-affect-fertilizer-sector-impacting-indian-agriculture/article70749713.ece - ['* The Iran war has disrupted shipments through the Strait of Hormuz, affecting global fertilizer supplies.', '* The conflict threatens to impact Indian agriculture, especially during key fertiliser application periods in March and April.', '* Prices of fertilisers like urea and DAP have surged due to shipping disruptions and reduced natural gas shipments.', '* The conflict could lead to reduced fertiliser application in India and other countries, impacting crop yields.', '* The timing of the conflict moderates overall effects, but long-term disruptions could severely affect global food security.']
344. https://tass.com/economy/2102247 - * The blockade of the Strait of Hormuz threatens global fertiliser and food supplies, according to EU's Kaja Kallas. * The warning was issued on March 16, in Brussels. * The closure could reduce fertilizer component supplies by 30-50%, with significant impacts on food production. * Over 463,000 tons of urea, 303,000 tons of sulfur, and 200,000 tons of phosphates are trapped in vessels, according to Kpler.
345. https://civil-protection-humanitarian-aid.ec.europa.eu/news-stories/news/eu-announces-eu36-million-humanitarian-aid-mozambique-and-neighbouring-countries-southern-africa-2026-03-16_en - * The European Commission announced €36 million in EU humanitarian aid for 6 countries in Southern Africa and the Indian Ocean region. * The aid aims to address acute food insecurity, conflict, displacement, floods, malnutrition, and health emergencies. * €20 million will be allocated to Mozambique for conflict-related displacement and floods since December. * €16 million will focus on Angola, Madagascar, Malawi, Zambia, and Zimbabwe, with €6 million for disaster preparedness. * The aid emphasises ongoing support despite reduced donor operations and media coverage of these crises.
346. https://www.fxstreet.com/news/oil-risks-to-food-inflation-standard-chartered-202603160753 - * Standard Chartered analysts highlight how higher oil prices can increase global food inflation through rising fertiliser costs and trade bottlenecks. * They note that governments have not intervened directly, as natural gas price increases have been seen as transitory. * Fertiliser affordability was already under strain due to protectionist measures by China and the EU before energy prices rose. * A 10% rise in oil prices could raise global inflation by approximately 40 basis points, according to IMF estimates. * Consumer psychology may lead to significant variations in food CPI inflation across economies.
347. https://knnindia.co.in/news/newsdetails/global/west-asia-crisis-putting-pressure-on-indias-fertiliser-output-morgan-stanley - * Morgan Stanley reports disruption of energy supply routes in West Asia affecting fertiliser production in India and other Asian countries. * Disruptions around the Strait of Hormuz have restricted crude oil and natural gas flows, impacting feedstock availability. * Approximately 10 million tonnes of fertiliser capacity, including in India, has been affected by feedstock shortages. * Globally, nitrogen fertiliser output could decline by 5.5 million tonnes annually, about 4% of the world supply. * Prices of petrochemicals and derivatives have risen by 15–25% in recent weeks, with potential further supply constraints if the crisis persists.
348. https://discoverwestman.com/articles/shutdown-of-strait-of-hormuz-is-a-nightmare-scenario-for-the-agriculture-sector-2 - * The conflict in the Middle East has led to the blockade of the Strait of Hormuz, impacting global fertilizer exports. * Prices for nitrogen fertiliser, including urea, surged, with increases of about 77% since December. * Shipping disruptions are causing production cuts in major fertiliser-producing regions. * Reduced nitrogen production in Europe and export restrictions in China are exacerbating supply issues. * The phosphate market, concentrated among few countries including Saudi Arabia and China, faces potential tightening due to shipping delays. * Farmers worldwide may face fertiliser shortages and rising costs, with particular concern for Europe and Australia.
349. https://scanx.trade/stock-market-news/commodities/china-implements-stricter-fertilizer-export-controls-amid-global-price-pressures/35200090 - * China has tightened fertilizer export restrictions in response to rising global prices. * The measures are a policy shift influenced by international market volatility and geopolitical tensions involving Iran. * The export controls aim to address international price pressures and supply chain disruptions. * The decision is significant for global agricultural markets, possibly affecting supply and prices. * The timing coincides with ongoing geopolitical tensions contributing to market volatility.
350. https://www.ilgiornale.it/news/politica/choc-lagricoltura-su-i-prezzi-dei-fertilizzanti-rischio-2637845.html - ['* European fertiliser prices increased by 20%, reaching 640 euro per tonne, a three-year high', '* Costs of ammoniaca may double, affecting fertiliser production and agricultural costs', '* Agriculture lobby warns of up to 80% decline in fertiliser purchases in early 2022', '* Reduced fertiliser use threatens crop yields and increases final food prices', '* New EU carbon border adjustment mechanism (CBAM) could add to fertiliser costs, with potential double impact during the Iran crisis']
351. https://www.kp.ru/daily/27765.5/5221680/?from=twall - * Iran's leader announced the Strait of Hormuz will remain closed, risking global food and fertiliser shortages. * The blockade affects around 16 million tonnes of fertilisers annually, including key exports like ammonia, urea, and phosphates. * Prices for fertilisers like urea and ammonia have risen significantly, with urea increasing by $130 per tonne. * Russia's position is relatively advantageous as it has its own gas and fertiliser production, potentially profiting from the crisis. * Several regions, including the EU, Middle East, India, and Africa, face risks of fertiliser shortages and increased food prices.
352. https://www.beefcentral.com/lotfeeding/feedgrain-focus-northern-values-jump-as-input-costs-hit/ - * Flooding in Queensland and northern New South Wales causes mixed rainfall impacts on crops and infrastructure. * Uncertainty in fuel and urea supply rises after a 25% diesel price increase linked to Middle East conflict. * Fuel price hikes add around $3.50 per tonne to freight costs, affecting transport margins. * Farm gate sorghum prices increase by about $10 per tonne, driven by exports to China and weather conditions. * Growers anticipate smaller winter crops due to high costs and limited moisture, with some delaying planting. * Market volatility increases amid concerns over fertiliser and fuel supplies, affecting planting decisions and crop yields.
353. https://www.beefcentral.com/lotfeeding/feedgrain-focus-northern-values-jump-as-input-costs-hit/ - * Heavy rain and flooding in Queensland and northern New South Wales affect cropping conditions. * Rising diesel prices and supply uncertainty increase input costs for farmers and logistics. * Sorghum prices in Brisbane increased, with harvest ongoing. * Farmers delay selling wheat and barley due to high costs and limited stocks. * Confidence in new crop planting is limited amid geopolitical tensions affecting fuel and fertiliser markets.
354. https://qazinform.com/news/kazakhstans-grain-and-flour-exports-increase-by-60-last-year-f8c755 - * Supported by government programmes, favourable weather, and modern technologies, Kazakhstan harvested a record grain crop in 2025. * Grain and flour exports in 2024/2025 increased by 60% compared to the previous year, reaching 15.3 million tons. * Exports to China, Middle Eastern, and North African markets expanded; shipments to European markets focus on high-quality wheat. * Kazakhstan ranked 10th globally in wheat exports and ninth in barley exports in 2024. * Export subsidy mechanism extended until September 2026, to support international market positions. * Total agricultural exports increased from $3.8 billion to $7 billion over five years, with 36.9% growth in 2025.
355. https://indianexpress.com/article/opinion/columns/disruption-caused-by-west-asia-war-carries-a-reminder-policy-reforms-in-fertiliser-sector-are-overdue-10583818/ - * The ongoing war in West Asia between Iran, Israel, and the US has exposed vulnerabilities in energy and fertiliser supplies for India. * Disruptions threaten supplies of crude oil, LPG, LNG, and fertilisers, with prices surging and imports potentially increasing. * India’s fertiliser security is at risk, with high import dependence for urea, phosphatics, and other inputs, impacting food security. * The article advocates for diversifying imports, promoting overseas investments, and implementing policy reforms including subsidy adjustments and sector deregulation. * Urges Prime Minister Modi to use the crisis as an opportunity for sector reforms to ensure food security and supply chain resilience.
356. https://www.aspistrategist.org.au/just-like-fuel-fertiliser-supply-chains-are-a-hidden-vulnerability/ - * Australia relies heavily on imports for fertilisers, chemicals, and manufacturing inputs. * Disruptions in supply chains, such as China’s 2021 restrictions on urea exports, pose national risks. * Project Ceres aims to develop Australia's largest urea plant to strengthen domestic fertiliser production. * Global supply chain fragility affects food security, agricultural yields, and prices. * Climate change and logistics disruptions further threaten supply chain stability and resilience.
357. https://www.brazilnews.net/news/278924097/what-to-know-about-impact-of-us-israel-iran-war-on-global-food-security - * Ongoing conflict between US, Israel, and Iran affects global shipping through Strait of Hormuz. * Disruption hampers delivery of natural gas and phosphate fertilizers to major agricultural producers. * Fertilizer prices surged by about one-third since the conflict began. * Increased energy and transportation costs are raising food prices and inflation risks. * Rising food insecurity and strain on humanitarian operations in affected regions, especially in the Middle East.
358. https://www.cbsnews.com/video/iowa-farmer-iran-war-amplifies-problem-high-fertilizer-prices/ - * The Fertilizer Institute states the war with Iran is disrupting fertiliser supply chains. * Fertiliser prices have increased by approximately 30% in recent weeks. * Lance Lillibridge, a farmer from Vinton, Iowa, discusses the impact of the war on fertiliser costs. * The article links geopolitical conflict to supply chain disruptions and rising input costs for agriculture.
359. https://www.theborneopost.com/2026/03/16/a-distant-war-with-real-consequences-for-malaysia-and-sabah/ - * The Iran–USA–Israel conflict affects Malaysia and Sabah through global energy, trade, and food supply disruptions. * Disruption of the Strait of Hormuz threatens global oil supply, potentially raising crude oil prices above US$100 per barrel. * Malaysia’s economy is impacted by fluctuating oil prices, influencing government revenue and fuel subsidies. * Rising energy prices contribute to inflation, higher import costs, and increased living expenses in Malaysia. * Global shipping risks escalate costs for Malaysian exports and imports, affecting industries like electronics and palm oil. * Sabah’s resource-based sectors, including agriculture and petroleum, face rising costs and potential revenue changes. * Food security concerns grow as higher global fuel and fertiliser prices increase production costs and food prices. * Financial markets may experience volatility; energy price increases can benefit oil and gas companies. * Diplomatic balancing acts are necessary as Malaysia navigates regional and international relationships amid conflict. * Strengthening energy security, domestic agriculture, and regional diplomacy are key strategies for Malaysia and Sabah.
360. https://www.ekathimerini.com/opinion/1298000/production-at-risk-from-rising-fertilizer-prices/ - * Fertiliser prices surge globally, with a 30% increase in urea prices over a few days. * The increase is linked to Qatar's natural gas halt, affecting nitrogen fertiliser production. * The Strait of Hormuz closure restricts fertiliser transport, leading to shortages. * Fertiliser forfeiture impacts soil nitrogen, reducing crop yields and increasing food prices. * Agricultural production in Greece and other countries faces significant cost pressures.
361. https://www.eanlibya.com/%D8%A7%D9%84%D8%AD%D8%B1%D8%A8-%D8%B9%D9%84%D9%89-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D8%AA%D9%81%D8%AA%D8%AD-%D8%A8%D8%A7%D8%A8-%D8%A3%D8%B2%D9%85%D8%A9-%D8%BA%D8%B0%D8%A7%D8%A1-%D8%B9%D8%A7/ - • War with Iran disrupts global fertiliser trade, impacting food security. • The Strait of Hormuz closure hinders fertiliser and raw material flow to markets. • Major Gulf countries depend on the Middle East for nitrogen fertiliser exports. • Disrupted transit threatens 50% of global food production, risking supply chain instability. • Prices of fertilisers like urea increase sharply in markets such as Egypt. • India and Africa face heightened risks due to reliance on Middle Eastern imports. • Sulphur trade also affected, complicating fertiliser production amid ongoing tensions.
362. https://angrybearblog.com/2026/03/its-not-just-the-gasoline - * The closure of the Strait of Hormuz due to geopolitical conflict disrupts fertiliser supply chains, especially for US and Canadian farmers. * Prices for fertiliser have increased by over a third since the Iran conflict impacted global trade. * The US, which imports about 50% of its urea fertiliser in some years, is now about 25% short of spring planting supplies. * Fertiliser supplies may become scarcer if rerouted to higher-paying markets. * The conflict affects nitrogen fertiliser exports, with over 30% passing through the Strait of Hormuz, critical for global supplies.
363. https://www.aol.com/articles/trump-launching-trade-investigations-could-205407154.html - * President Trump plans to initiate new trade investigations using Section 301 of the Trade Act of 1974. * Investigations aim to assess whether trading partners discriminate against US goods or violate trade agreements. * The reviews could resurface 'reciprocal' tariffs and influence pending trade pacts. * The process involves analysis of 'excess' capacity, subsidies, currency manipulation, and forced labour concerns. * Certain tariffs remain in effect, and new investigations could result in tariffs lasting for four years.
364. https://news.abplive.com/cities/deep-dive-from-may-like-heat-in-march-to-sudden-storms-what-s-behind-north-india-s-erratic-weather-1831274 - * Weather across North India has experienced dramatic swings in March, with high temperatures followed by thunderstorms. * Temperatures in Northwest India were 5°C to 7°C above normal, nearing 37°C in parts of the National Capital Region. * A Western Disturbance interacts with the heated land, leading to unstable atmospheric conditions and sudden squalls. * The IMD warns of wind speeds up to 50 km/h, dust storms, and transient relief from heat. * The weather shift impacts agriculture, risking wheat crops during a critical grain-filling stage, and causing concerns over crop lodging and damage.
365. https://www.rt.com/news/634873-iran-war-fertilizer-shortage/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * The US-Israeli war on Iran has resulted in the closure of fertiliser plants in the Gulf and disruptions in shipping routes, notably the Strait of Hormuz. * Fertiliser supply chain impacts include increased prices for nitrogen fertilisers such as urea, with current prices rising from $464 to $594 per ton. * The conflict affects global fertiliser production, which is led by China, US, India, Russia, and Gulf states, with significant exports passing through the Strait of Hormuz. * Rising fertiliser prices threaten food security, particularly in developing countries heavily dependent on Gulf fertiliser supplies. * Russia benefits from increased fertiliser exports to BRICS nations amid tariffs by the EU, with Russian fertiliser production reaching record levels in 2025.
366. https://economictimes.indiatimes.com/news/international/global-trends/us-china-economic-chiefs-meet-in-paris-to-clear-path-to-trump-xi-summit/articleshow/129583729.cms - * US and Chinese trade officials meet in Paris at the OECD headquarters to discuss trade tensions, tariffs, and market access. * Talks led by US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng focus on trade truce progress, tariffs, rare earths, and agricultural purchases. * The meeting aims to prepare for President Trump and Xi Jinping's potential summit, with limited prospects for major breakthroughs. * US and China review commitments from the October 2025 trade truce and discuss issues including sanctions waivers and trade probes. * U.S. probes into unfair trade practices and forced labour target China and other countries, complicating negotiations.
367. https://tribune.com.pk/story/2597680/hormuz-closure-raises-urea-import-cost - * Disruptions to Qatari gas exports and the closure of the Strait of Hormuz have pushed international urea prices to $740-750 per tonne. * The crisis affects global fertiliser supply chains, particularly in regions dependent on imports. * The international landed cost of imported urea is Rs13,700 to Rs14,700 per bag, compared to a domestic price of Rs4,400. * Pakistan's domestic fertiliser industry continues supplying through local resources, shielding farmers from price volatility. * The disruption poses risks for future costs and crop yields in import-dependent regions, notably Pakistan.
368. https://lenta.ru/news/2026/03/14/na-zapade-uznali-o-riske-prodovolstvennogo-krizisa-v-mire/ - * The conflict in the Middle East may provoke a worldwide food crisis. * Attacks have disrupted production of urea fertiliser in the Middle East. * Over 1.1 million tonnes of fertilisers and raw materials are stranded in the Persian Gulf. * Fertiliser prices have risen over 40%, with urea making up about half of global food production inputs. * The article discusses impacts on fertiliser supply and potential consequences for global food security.
369. https://www.dnaindia.com/india/report-el-ni-o-2026-why-india-may-brace-for-intense-heatwaves-and-monsoon-disruption-3203199 - * Climate scientists warn a strong El Niño could develop in 2026, potentially one of the most powerful in decades. * Forecasts suggest the phenomenon may fully develop by June, affecting global weather patterns. * For India, El Niño may lead to hotter temperatures, weaker monsoon rainfall, and increased heatwaves, impacting agriculture and water supply. * Worldwide, El Niño could influence hurricane activity and typhoon frequency, with historical events causing extreme weather. * Experts agree early signs indicate a significant El Niño with broad climate impacts expected.
370. https://srmuniversity.ac.in/blog/best-colleges-for-bsc-agriculture-in-india/?utm_source=rss&utm_medium=rss&utm_campaign=best-colleges-for-bsc-agriculture-in-india - * Rising temperatures and more frequent heatwaves in India are affecting crops like wheat and mustard. * The Indian Meteorological Department reports a significant increase in heatwave events, impacting agriculture. * Heat stress reduces wheat yields and oil content in mustard, with notable declines in 2022. * Farmers experience early harvests and unpredictable yields; climate change exacerbates heatwave intensity. * Solutions include heat-tolerant crop varieties, altered sowing dates, and climate-smart agriculture. * Educational institutions like SRM University focus on climate resilience and sustainable farming. * Export restrictions and food security risks highlight economic impacts.
371. https://unn.ua/news/defitsyt-palyva-cherez-viinu-na-blyzkomu-skhodi-pochynaie-zahrozhuvaty-hlobalnomu-postachanniu-prodovolstva-bloomberg - * Fuel shortages caused by conflict in the Middle East restrict supplies to farmers and fishers across Asia and Europe. * Australian grain producers and farmers in Bangladesh, Philippines face delays and shortages ahead of planting season. * High fuel prices increase the cost of fertilisers and disrupt export access, impacting agricultural productivity. * Energy-dependent agriculture may experience delays or reductions in planting, affecting crop yields and supply chains. * Long-term inflation concerns on raw materials due to ongoing energy supply issues.
372. https://www.unian.ua/economics/agro/blizkiy-shid-u-ft-rozpovili-pro-zagrozu-dlya-agroprodukciji-u-sviti-13315014.html - * The war in the Middle East could cause a global food crisis worse than that of 2022, due to fertiliser shortages. * Attacks have disrupted urea production, with half of 2.1 million tonnes of export-ready urea delayed or stuck. * Shortages of natural gas, used in fertiliser production, have led to reduced output in South Asia and plant closures in India, Pakistan, and Bangladesh. * The conflict threatens global fertiliser supply chains, with significant quantities delayed in the Persian Gulf; notably, a Qatari fertiliser plant closed. * The disruption risks lowering crop yields globally, especially in South Asia, and increases food prices, affecting vulnerable regions. * Ukraine war and Iranian conflict further impact input costs and Ukrainian agricultural exports.
373. https://www.activistpost.com/war-in-iran-and-the-great-reset/ - • The conflict involves Iran's threats to close the Strait of Hormuz, impacting oil and gas shipments. • Approximately 34% of global fertiliser supply transits the Strait, risking shortages. • QatarEnergy halts LNG production; Iraq halts oil shipments; Saudi Arabia's refinery bombed. • Increased energy costs could lead to higher fertiliser prices and a potential food crisis. • Discussions emerge on shifting to renewables and lab-grown food as alternative solutions.
374. https://www.moroccoworldnews.com/2026/03/282412/india-secures-2-5-million-tonnes-of-fertilizer-supply-from-morocco/ - * India has secured 2.5 million tonnes of fertilizers from Morocco during 2025-2026. * Additional supplies include 3.1 million tonnes from Saudi Arabia and 3.01 million tonnes from Russia. * The imports aim to mitigate supply risks and ensure availability, with long-term agreements with international suppliers. * Morocco's OCP Group is a major global fertilizer supplier, benefiting from high market demand. * Global context highlights risks to fertilizer supply due to geopolitical conflicts affecting shipping and key ingredient production.
375. https://www.politico.com/news/2026/03/14/hormuz-inflation-helium-fertilizer-00828680 - * Iran has effectively blocked ships from crossing the Strait of Hormuz, affecting 20% of global oil and natural gas supply, driving crude prices to approximately $100 a barrel. * About a third of the global helium and fertiliser supply passes through Hormuz, with urea prices increasing 30% and helium spot prices doubling since the war began. * The war has led to disruptions in Qatar’s liquefied natural gas and helium production, with estimates of market recovery to take months. * U.S. officials and agencies like the FDA are discussing potential relief measures for fertiliser and energy costs to farmers. * The disruption risks causing record-high fertiliser prices and potential shortages, especially in fertiliser-import-reliant regions, with significant implications for global agriculture and food security.
376. https://www.theguardian.com/world/2026/mar/14/global-food-supplies-iran-war-fertiliser-yara-svein-tore-holsether - * The fertiliser chief of Yara International warned that ongoing Iran war could severely damage global food supplies this year. * Raw material costs for fertilisers, such as urea and ammonia, have increased due to the conflict, with urea prices rising from $487 to $700 per tonne. * The conflict has led to reduced fertiliser production in Qatar and Iran, and gas rationing in some Asian countries. * Reduced fertiliser availability could cause crop yields to decrease by up to 50%, especially in Europe and poorer regions, affecting food security. * The UN World Food Programme noted escalating conflict impacts on hunger among vulnerable populations.
377. https://regtechtimes.com/us-eases-venezuela-sanctions-restrictions/ - • US expanded sanctions waivers on Venezuela to support fertiliser exports and energy sector investment. • New licences allow US companies to purchase Venezuelan petrochemical products, including fertiliser, and invest in electricity and petrochemical industries. • The measures aim to stabilise supply chains, address rising fertiliser costs, and support Venezuela’s energy infrastructure. • Restrictions remain on entities linked to Russia, Iran, North Korea, China, and Cuba. • Policy adjustments follow recent US actions to relax oil sanctions and facilitate Venezuela’s economic recovery.
378. https://www.lanacion.com.ar/economia/campo/la-guerra-en-medio-oriente-un-cisne-negro-en-los-costos-agricolas-que-impacta-en-la-superficie-de-nid14032026/ - • La proyección del USDA para 2026 en EE.UU. indica una caída en la superficie de maíz y un aumento en soja, motivados por costes de producción en alza y demanda de biomasa. • El conflicto en Medio Oriente, particularmente en el estrecho de Ormuz, ha elevado los precios de fertilizantes nitrogenados y la urea en un 15%, debido a interrupciones en el comercio y aumento en costos logísticos. • La volatilidad del gas natural y el encarecimiento del transporte influyen en los precios, afectando la fertilización y las cotizaciones de los granos. • La estrategia de "sojización" es una respuesta de los agricultores a la creciente incertidumbre en insumos, buscando menor dependencia de fertilizantes nitrogenados y mayor agilidad logística.
379. https://sna.agr.br/crise-de-fertilizantes/ - * O conflito militar entre os EUA, Israel e Irã, iniciado em março de 2026, interrompeu o fornecimento de matérias-primas de fertilizantes. * Produtores nos EUA enfrentam altos custos e escassez, com o governo destinando cerca de 11 bilhões de dólares em auxílio emergencial. * O preço do fertilizante nitrogenado no centro de importação de New Orleans aumentou de 683 dólares por tonelada em poucos dias. * Agricultores alertaram sobre risco de choque de preços nos alimentos semelhantes ao de 2022. * O USDA iniciou monitoramento para evitar especulação e preços abusivos. * Agricultores do Meio-Oeste dos EUA vendem estoques e reconsideram planejamento de plantio por aumento de custos. * No Brasil, alta de preços do fertilizante devido a incertezas geopolíticas, com aumento superior a 10% na cotação da ureia após ataques no Oriente Médio.
380. https://www.farms.com/ag-industry-news/farmer-reaction-to-the-effects-of-the-war-in-iran-486.aspx - * U.S. farmers experience mixed sentiments due to conflict in Iran, with increased commodity prices providing marketing opportunities. * Many farmers sold portions of their future harvests amid higher grain prices. * Concerns over rising input costs, especially fertiliser and fuel, due to halted shipments through the Strait of Hormuz. * Some farmers are omitting fertiliser application to reduce costs, risking lower yields. * Agriculture decisions are influenced by ongoing geopolitical tensions and input cost inflation.
381. https://www.farms.com/ag-industry-news/farm-groups-press-fertilizer-giants-to-drop-support-for-phosphate-import-duties-494.aspx - * U.S. farm organisations, including ASA and NCGA, urge fertiliser producers to withdraw support for duties on phosphate imports from Morocco and Russia. * They argue tariffs increase input costs, affecting farm profitability and crop production. * The duties stem from a 2021 petition, with farm groups opposing them due to rising fertiliser prices prior to recent geopolitical disruptions. * Disruptions have intensified supply constraints and costs, impacting crop yields and farmers' decisions. * The organisations plan to oppose extensions of duties during the review process to maintain affordable fertiliser access for farmers.
382. https://www.thisdaylive.com/2026/03/14/iran-war-concerns-mount-in-nigeria-others-over-looming-food-shortage-rising-inflation/ - • Rising global tension from Iran conflict threatens energy and fertiliser supplies, risking food shortages in Nigeria. • Experts in Nigeria warn disruption may lower fertiliser access, reducing crop yields and increasing food inflation. • Nigerian officials suggest targeted fiscal measures and investigation into fertilizer plant issues. • US administration underestimated Iran’s willingness to close the Strait of Hormuz, complicating energy supply routes. • Analysts warn of increased food costs and inflation due to fertiliser supply disruptions amid geopolitical tensions.
383. https://www.sueddeutsche.de/politik/iran-krieg-liveblog-usa-oelinsel-kharg-angriff-li.3395676 - * The blockade of the Strait of Hormuz due to Iran war has led to fertiliser shortages in the USA and Canada. * US farmers lack about 25% of their usual fertiliser supplies for spring planting, with prices rising over a third since the war began. * The US imports up to 50% of its urea fertiliser from abroad, and prices are rising above world market levels. * Market analysts warn that ships may be rerouted or stocks exported, worsening supply issues. * The US system operates on just-in-time principles, with no strategic reserves, risking fertiliser availability for 2026 harvest.
384. https://cen.acs.org/business/agriculture/New-technology-promises-protect-farmers/104/web/2026/03?sc=230901_cenrssfeed_eng_latestnewsrss_cen - * The war in Iran has disrupted fertiliser production and export, causing price spikes and supply instability. * A new device by Atmonia produces ammonia with electricity and a new catalyst, enabling decentralised fertiliser manufacturing. * Atmonia aims to develop container-sized plants for farmers to operate independently. * Other firms, including Nitricity, PlasmaLeap Technologies, and TalusAg, are developing decentralised fertiliser solutions. * Experts note decentralised production is more costly but can enhance resilience and reduce reliance on global supply chains. * Phosphorus and sulfur supplies are also affected by geopolitical disruptions, impacting phosphate fertiliser availability.
385. https://www.perfil.com/noticias/canal-e/conflicto-en-medio-oriente-advierten-que-el-cierre-del-estrecho-de-ormuz-podria-impactar-en-los-costos-del-agro-mundial.phtml - * The conflict in Middle East could impact costs of global agriculture by potentially disrupting the Strait of Hormuz, a key transit route for oil, LNG, and fertilisers. * An interruption could increase fertiliser costs, affecting crop production in countries like China, the US, and India. * The impact on production costs is linked to natural gas, a vital input for fertiliser manufacturing. * Current market reactions include rising grain prices and concerns over fertiliser availability in Argentina. * The timeline for visible effects on crop yields is six months, due to crop cycle temporalities.
386. https://gnnhd.tv/news/54275/how-the-war-in-iran-threatens-food-supply-everywhere - * The Strait of Hormuz was effectively closed on March 2 after military strikes led by the US and Israel, disrupting global maritime traffic. * The closure affects the transportation of oil, gas, nitrogen fertilisers, and other key commodities, causing price surges and shortages. * Nearly a third of global nitrogen fertiliser trade passes through the strait, impacting food production globally. * Farmers may reduce fertiliser use, lowering crop yields, and prices for fertiliser products are rising. * The war highlights vulnerabilities in the global food and fertiliser supply chain, risking widespread food insecurity.
387. http://www.kakiforex.com/2026/03/the-unthinkable-shift-in-global-stocks.html - * The escalating conflict involving Iran and the Middle East threatens global fertiliser supply chains, particularly through the Strait of Hormuz. * Fertiliser prices, including nitrogen and sulphur, have surged significantly, with key producers shutting down operations. * Fertiliser shortages could lead to increased food production costs and a global agriculture supercycle. * Companies such as Mosaic, Intrepid Potash, and Nutrien are positioned to benefit from supply disruptions. * Agriculture and fertiliser ETFs are suggested as investment opportunities amid potential sector growth.
388. https://tribune.com.pk/story/2597505/light-rain-boosts-hope-for-bumper-wheat-crop - * Experts attribute recent light rainfall to a positive impact on wheat grain filling and potential bumper harvest. * Rainfall lowered temperatures by 2-3°C, improving pollination and grain development. * The crop is at a critical ripening stage, with favourable conditions potentially increasing production. * Wheat cultivation targets in Punjab and Faisalabad Division were met or exceeded. * Government fixed support price at Rs3,500 per maund and promoted wheat cultivation among farmers.
389. https://coloradobiz.com/iran-war-fertilizer-shortage-us-farmers/ - * The Iran war has disrupted global fertiliser shipments, leading to shortages for US farmers, who are about 25% short of typical spring supplies. * Fertiliser prices have increased by over 30% since the conflict impacted trade through the Strait of Hormuz. * US officials are working on measures to address the fertiliser shortage and rising costs. * The US imports up to half of its urea fertiliser, with supplies potentially rerouted to other markets willing to pay more. * The fertiliser shortage and price hikes threaten US spring planting and crop yields.
390. https://insideclimatenews.org/news/13032026/march-heat-wave-western-united-states/ - * An early-season heat wave affecting the Western United States with record temperatures, reaching into the 90s in states such as Arizona and California. * Temperatures expected to peak, with some areas like Los Angeles experiencing 92°F and Phoenix potentially hitting 100°F, with risks for vulnerable populations. * The heat wave follows the warmest winter on record and significant drought, leading to low snowpack levels in key basins like the Colorado River. * Experts warn that increasingly rapid snowmelt due to heat could worsen water shortages, affecting agriculture and water supplies. * Scientists link declining snowpack and drought conditions to climate change, with long-term implications for water management and fire risk.
391. https://www.sueddeutsche.de/politik/iran-krieg-liveblog-usa-chamenei-belohnung-millionenhoehe-tankflugzeug-absturz-irak-tote-li.3395676 - * The blockade of the Strait of Hormuz due to the Iran conflict has caused fertiliser shortages in the US and Canada. * Approximately 25% of US farmers' typical fertiliser supplies are missing, with prices rising over a third since the start of the war. * The US imports about half of its urea fertiliser from abroad, with potential further shortages if prices increase. * The global nitrogen fertiliser exports via the Strait of Hormuz exceeded 30% before the conflict. * The US operates a just-in-time fertiliser system with minimal reserves, risking crop impacts in 2026 if supply delays occur.
392. https://www.abc.net.au/news/2026-03-14/everyday-things-that-may-be-affected-war-middle-east/106441600 - * The war in the Middle East has increased oil prices and disrupted global supply routes, affecting Australian fuel, fertiliser, and electricity costs. * Australia faces potential fertiliser shortages due to disrupted urea supply, impacting crops like wheat and oats. * Rising natural gas prices may lead to higher electricity bills for Australian households. * Disruptions in air and shipping routes are expected to increase flight and retail costs over the next few months. * Australia is less affected by imported food price increases but will see higher export costs for agricultural products.
393. https://www.koat.com/article/farmers-warn-of-food-supply-shocks-as-iran-war-disrupts-global-shipping/70738539 - * The Iran conflict is disrupting global shipping and affecting U.S. gas prices, with farmers warning of potential food supply shocks. * Attacks in the Persian Gulf threaten the Strait of Hormuz, a key trade route for energy and fertiliser shipments. * Disruptions could lead to higher fertiliser costs, delayed planting, and lower crop yields. * The White House considers measures like waiving the Jones Act to keep supplies flowing. * The situation’s escalation could impact food production and global food security.
394. https://www.actualno.com/asia/po-goljamata-beda-zaradi-ormuzkija-protok-ne-lipsa-na-petrol-a-na-hrana-news_2568099.html - * The conflict in Iran risks disrupting fertiliser supplies via the Strait of Hormuz, affecting one-third of global fertiliser transits. * US agriculture warns of supply shocks that could increase prices of raw materials critical for food production. * Iran and Gulf countries produce nearly 49% of global urea and about 30% of ammonia. * US relies heavily on imports for potassium (97%), nitrogen (18%), and phosphate (13%), crucial for fertilisers. * The war threatens food security by impacting fertiliser availability and raising food prices. * The conflict could intensify inflation, supply chain disruptions, and political challenges in the US. * US administration claims to support farmers with market access and safety nets amidst rising costs.
395. https://www.actualno.com/asia/po-goljamata-beda-zaradi-ormuzkija-protok-ne-lipsa-na-petrol-a-na-hrana-news_2568099.html - * The conflict in Iran and threats at the Strait of Hormuz threaten to disrupt the supply of critical fertilisers, affecting wheat and food production. * Iran's threats and mines in the Strait hinder the movement of about one third of global fertiliser exports. * The US relies on imports for key fertiliser components, including 97% of potassium, 18% of nitrogen, and 13% of phosphorus. * The US Farmer's Bureau warns supply shocks could lead to higher prices for raw materials and impact crop yields. * The war risks aggravating inflation and food shortages, affecting political stability and US agricultural policy.
396. https://www.gurufocus.com/news/8708395/cf-industries-cf-surges-amid-middle-east-tensions - * CF Industries' stock price increased significantly, driven by geopolitical tensions affecting fertilizer supply chains. * The company is a leading global producer of nitrogen-based fertilisers, leveraging low-cost US natural gas. * Disruptions in urea and ammonia exports from the Middle East threaten global nitrogen fertiliser supplies. * Rising European natural gas prices are benefiting US producers like CF Industries. * The company's financial health remains strong, but supply risks due to geopolitical tensions are escalating.
397. https://www.mees.com/2026/3/13/refining-petrochemicals/hormuz-closure-traps-up-to-a-third-of-global-fertilizer-exports-in-the-gulf/9a087310-1eea-11f1-a1ce-93dec4d4fc19 - * The Strait of Hormuz closure threatens up to a third of global fertiliser exports. * Oil market disruption linked to record stockpile release, inflationary pressures, and economic crises. * Fertiliser trade is significantly exposed to the Strait of Hormuz, risking food supply disruptions. * International Fertilizer Association highlights potential impacts on global food markets.
398. https://www.producer.com/crops/middle-east-conflict-sends-ammonia-prices-higher/ - * Ammonia fertilizer prices have increased due to conflict in the Middle East, with further gains expected. * Prices in Europe and the Middle East rose by about US$50 per tonne in early March. * Disruptions from Iran and other Middle Eastern countries reduced global ammonia supply; Oman is the only nearby supplier. * Trinidad’s exports fell by nearly 40% after Nutrien ceased operations in 2025. * US Gulf Coast is increasing exports with new plants in Texas contributing up to two million tonnes annually. * EU’s carbon border adjustment mechanism added about $75 per tonne to imported ammonia in early 2026. * Price spike in 2022 above $1,600 per tonne was linked to sanctions on Russian supplies; current prices are not expected to reach those levels due to new US supplies. * India, South Korea, Morocco, Turkey, and South Africa are major buyers affected by the supply shortfall.
399. https://www.eenews.net/articles/the-iran-war-is-roiling-more-than-oil/ - - The Iran conflict has effectively closed the Strait of Hormuz, impacting the flow of oil, sulphur, and fertilizer ingredients. - Supplies of sulphur, vital for sulphuric acid production, are already disrupted, risking increased prices and production halts. - Fertiliser production is threatened amid rising costs and supply chain shocks, affecting U.S. and global markets. - The conflict accelerates urgency for the U.S. and allies to produce rare earths and minerals domestically. - Rising shipping costs and supply constraints could push prices of minerals like nickel and graphite higher, impacting electric vehicle batteries and other sectors.
400. https://www.brownfieldagnews.com/market-news/wheat-higher-friday-on-winter-storm-concerns/ - * The wheat complex rose due to fund and technical buying amid weather concerns in the US and Europe. * Chicago and Kansas City markets wary of potential freeze damage ahead of a Midwest storm. * Globally, traders monitor conditions in Europe and the Black Sea region, amid ongoing Russia-Ukraine conflict. * Fertilizer prices are supporting wheat market strength. * US export demand remains stronger than expected despite dollar strength and high prices.
401. https://www.beefmagazine.com/market-news/major-late-season-storm-to-develop-this-weekend - * Two storm systems will cause snow, high winds, thunderstorms, and wildfire threats over the next five days in the US. * The lead storm traverses the Great Lakes, will cross New England, and reach eastern Canada, with snow and travel disruptions. * Heavy snow and wind are expected in the northern Plains and upper Midwest. * Temperatures may fall below 32°F, impacting winter wheat and blooming fruits. * The 6- to 10-day outlook indicates colder and wetter conditions in specific regions.
402. https://www.brownfieldagnews.com/market-news/wheat-higher-friday-on-winter-storm-concerns/ - * Wheat prices increased due to concerns over winter storm damage in the Midwest and Plains of the US, with Chicago and Kansas City markets mixed. * Weather outlooks ahead of spring planting in Minneapolis and full emergence in Europe and the Black Sea region influence trading. * Market attention is on potential freeze damage and ongoing impacts of Russia’s war with Ukraine. * Fertilizer price concerns support wheat, alongside decent export demand despite a strong dollar and high US prices. * US export demand remains stronger than expected amidst global supply levels.
403. https://www.brownfieldagnews.com/market-news/wheat-higher-friday-on-winter-storm-concerns/ - * The wheat complex increased due to fund and technical buying. * US markets are cautious about potential freeze damage from upcoming storms. * Globally, conditions are being monitored in Europe and the Black Sea region. * There are concerns about fertilizer prices supporting wheat prices. * US export demand remains stronger than expected despite dollar strength and high prices.
404. https://www.n-tv.de/wirtschaft/Deutsche-Chemieindustrie-warnt-vor-Engpass-bei-Duengemitteln-id30468596.html - * The German chemical industry warns of supply chain disruptions due to the Iran-Krieg and Strait of Hormus blockade. * The blockade affects vital raw materials such as ammonia, phosphates, helium, and sulphur, crucial for fertiliser production. * Elevated energy prices and economic instability worsen the industry's outlook, which has already seen capacity reductions. * BASF plans to cut thousands of jobs, with regional production and sales affected. * The Verband der Chemischen Industrie (VCI) revised its forecast for 2026, citing potential supply shortages and ongoing economic challenges.
405. https://finance.yahoo.com/news/cf-industries-76-fertilizer-supply-173524366.html - * CF Industries (CF) increased 76.78% year-to-date, reaching $129.49. * Global nitrogen supply tightens due to Middle East conflict, with European ammonia capacity down 20%. * Company reported full-year revenue of $7.08 billion, up 19.34% year-over-year. * CF Industries benefits from supply disruptions related to Iran tensions and Strait of Hormuz. * The company partners with Exxon Mobil on low-carbon ammonia projects for 2028 startup. * Retail sentiment on CF rose as online communities recognised supply disruption early.
406. https://hpj.com/2026/03/12/some-regions-of-high-plains-received-rain/ - * A pattern change in March promoted heavy rainfall across parts of the US, improving drought conditions in some areas, notably the Midwest and Ohio Valley. * Drought persists or worsens in the Northeast, West, and southwestern Colorado, with low snowpack and early snowmelt as major concerns. * Recent rainfall benefited soil moisture in parts of Indiana, Illinois, and Ohio but was insufficient in many western regions. * Forecasts predict colder temperatures and additional rainfall in the eastern US in mid-March, with drier conditions expected elsewhere. * Snow water equivalent remains significantly below normal in the West, contributing to ongoing drought worries.
407. https://www.indiatoday.in/science/story/relief-from-march-heat-likely-as-storms-rain-and-hail-forecast-across-north-india-2881615-2026-03-13?utm_source=rss - * Weather systems expected to develop over the weekend are likely to bring widespread rain, thunderstorms, and hailstorms in northern and central India. * Temperatures are projected to fall by 3-4°C, providing temporary relief from unusually high temperatures above 35°C. * Snowfall is expected in the Himalayan region, with thunderstorm activity, lightning, gusty winds, and hail impacting Punjab, Haryana, Delhi, Uttar Pradesh, and northwest India. * The weather change may pose risks to wheat crops due to storms and hail, potentially damaging standing crops and reducing yields. * A second round of thunderstorms is forecast between March 18 and 22, continuing unsettled weather and further temperature drops.
408. https://www.nd-aktuell.de/artikel/1198273.welternaehrung-iran-krieg-treibt-den-hunger.html - * Der Iran-Krieg erhöht die Nahrungsmittelpreise durch höhere Treibstoff- und Transportkosten. * Die Schließung der Straße von Hormus stört weltweite Lieferketten für Nahrungsmittel und Düngemittel. * Die Preise für Düngemittel steigen, was Ernteausfälle in Afrika verursachen könnte. * UN schätzt den Bedarf an humanitärer Hilfe in diesem Jahr auf 23 Mrd. USD, bisher sind nur 8,7 Mrd. zugesagt. * Über 318 Mio. Menschen leiden an akutem Hunger, nur 87 Mio. erhalten UN-Hilfsleistungen. * Deutschland wird aufgefordert, die humanitäre Hilfe zu erhöhen und nachhaltige landwirtschaftliche Praktiken zu fördern.
409. https://www.canadiancattlemen.ca/daily/china-taps-fertilizer-reserves-as-hormuz-closure-disrupts-global-supply/ - * China releases fertilisers from national reserves ahead of spring planting due to disruption caused by the closure of the Strait of Hormuz. * The decision aims to stabilise prices and support supply during peak agricultural demand. * The release includes nitrogen, phosphate, and compound fertilisers, early compared to previous cycles. * China is restricting fertiliser exports to secure domestic supply amid global market shortages and supply disruptions. * The closure of Hormuz threatens global fertiliser supplies, especially for importers like India, and may reduce worldwide output.
410. https://www.spiegel.de/politik/deutschland/news-des-tages-irankrieg-jungwaehler-in-baden-wuerttemberg-spritpreise-a-2c3c2b36-89cc-4983-a8d6-5764348da09e#ref=rss - * The article discusses the impact of Iran conflict on fossil fuel-dependent societies, especially in relation to fertiliser production. * It highlights that nitrogen fertiliser is produced using natural gas, crucial for industrial agriculture. * The conflict has led to a surge in fertiliser prices due to supply shortages from Gulf states. * Rising fertiliser costs threaten food security in poorer countries and could lead to higher food prices in Germany. * The situation is linked to broader issues of energy costs and geopolitical tensions affecting supply chains.
411. https://www.motherjones.com/politics/2026/03/iran-war-strait-hormuz-fertilizer-shortage-food-supply-hunger/ - * Iran effectively closed the Strait of Hormuz in March, disrupting global oil and gas flows. * The blockade affects the export of nitrogen fertilisers, notably ammonia and sulphur, key for crop production. * Disruptions risk reducing fertiliser supplies for the spring planting season in the northern hemisphere. * Prices for fertiliser products have increased, impacting farmers' profit margins and crop yields. * The war could exacerbate global food insecurity, especially in vulnerable nations, with limited strategic reserves. * The US government is exploring options to address rising fertiliser costs, with potential shifts to domestic production.
412. https://timesofoman.com//article/169437-iran-war-strait-of-hormuz-shutdown-could-spark-food-crisis - * The Iran war and Strait of Hormuz disruptions could lead to fertiliser shortages affecting crop yields worldwide. * Fertiliser prices have increased by 10-30%, with potential shortages if the Strait remains closed. * A 30-day closure could impact nitrogen-dependent crops like maize, wheat, and rice. * Rising energy prices, driven by disrupted Gulf oil exports, are increasing food production costs. * Import-dependent nations such as India, Brazil, and Sub-Saharan Africa face significant risks from fertiliser and energy supply disruptions. * Gulf states and Iran suffer from logistical challenges impacting food and fertiliser imports.
413. https://jornaleconomico.sapo.pt/noticias/conflito-no-medio-oriente-dispara-precos-do-petroleo-e-ameaca-cadeias-de-abastecimento-globais/ - * The conflict in Iran caused Brent crude oil to rise from 73 to 91 USD per barrel, with peaks over 100 USD. * Oil prices increased by 25%, aviation fuel by 58%, and European gas by 56%. * Disruptions in the Strait of Hormuz impacted global energy markets, raw materials, and transportation. * Fertiliser prices, including urea, rose over 26%, with other critical raw materials such as polymers, aluminium, and helium also increasing. * Transport delays of 8-15 days occurred, with increased shipping and insurance costs, and ongoing delays in air and sea freight.
414. https://www.worldpoliticsreview.com/iran-war-fertilizer-shortage-agriculture/ - * The ongoing U.S.-Israeli conflict with Iran impacts global agriculture by disrupting fertiliser supply. * Iran's closure of the Strait of Hormuz affects one-third of the world’s fertiliser supply. * Fertiliser prices, including urea and nitrogen, have increased significantly. * The conflict poses risks to crop yields and global wheat supply forecasts. * The situation highlights the importance of energy costs and geopolitical factors on agricultural inputs.
415. https://www.jpnn.com/news/zulfikar-hamonangan-ingatkan-ancaman-kenaikan-harga-pupuk-di-tengah-gejolak-geopolitik - * Zulfikar Hamonangan warns the Indonesian government to watch for impacts of global geopolitical conflicts on agriculture sector. * Escalating conflicts involving the US, Israel, and Iran may disrupt fertiliser supply chains and increase costs. * Rising energy and fertiliser raw material prices are expected to affect production costs and farmer planting decisions. * Potential increases in fuel prices could further burden agricultural costs. * Indonesia's dependence on imported fertiliser raw materials makes its agriculture sector vulnerable to global crises.
416. https://www.sanjuandailystar.com/post/wall-st-ends-sharply-lower-as-intensifying-iran-war-soaring-crude-prompt-selloff - * U.S. stocks declined sharply amid Iran's threats and oil supply disruptions, with crude prices reaching $100 per barrel. * The S&P Fertilizer and Agricultural Chemicals index increased by 4.9%. * The Iran war and Strait of Hormuz tensions caused surging oil prices, impacting fertiliser companies. * The US Federal Reserve's economic outlook remains cautious amidst geopolitical tensions. * The market response reflects fears of inflation and supply chain disruptions in the energy and fertiliser sectors.
417. https://www.vox.com/future-perfect/482370/iran-war-strait-hormuz-fertilizer-food-supply - * The Strait of Hormuz has been effectively closed since March 2 due to military strikes, disrupting global shipping. * Nearly a third of global nitrogen fertiliser trade and half of sulphur transportation pass through the strait. * Disruption in shipping affects fertiliser prices, crop yields, and food security, especially during peak planting season. * About 4 billion people depend on fertilisers produced using natural gas, which is linked to greenhouse gas emissions. * Major shocks could lead countries to consider domestic fertiliser production, risking green divides and increased costs. * The conflict threatens food security for vulnerable nations, particularly in Africa, amplifying humanitarian needs.
418. https://africaports.co.za/2026/03/13/africa-ports-ships-maritime-news-8-9-march-2026/ - * The article covers recent supply and security disruptions in the Black Sea, including Iran laying mines and potential impacts on shipping and global trade.
419. https://abc30.com/post/rising-prices-fertilizer-raise-concerns-valley-farmers-amid-iran-war/18709005/ - * Fertilizer prices are increasing amid ongoing conflict involving Iran, affecting California's Central Valley farmers. * More than one-third of global fertilizer trade passes through the Strait of Hormuz, which is at risk due to regional conflict. * GAR, an agricultural company in Reedley, reports monitoring global developments and maintaining supply for now. * The US relies heavily on imported fertilizer, mainly from the Middle East, and faces risks of crop shortfalls without critical inputs. * Concerns about prolonged disruptions potentially threaten food security and increase consumer prices.
420. https://www.esmmagazine.com/retail/middle-east-tensions-could-push-up-food-prices-in-europe-eurocommerce-warns-307537 - * Geopolitical developments in the Middle East, particularly involving Iran, could impact European food prices. * Disruptions in global shipping routes and higher insurance costs may affect supply chains. * Middle East's role in fertiliser production and export could lead to increased fertiliser prices. * Higher fertiliser prices might raise costs of agricultural production and food prices in Europe. * EuroCommerce advocates for the importance of resilient supply chains and the EU Single Market for food security.
421. https://www.siasat.com/india-asks-china-for-urea-as-gas-supplies-hit-amid-west-asia-conflict-report-3434232/ - * Indian officials have requested China to permit urea cargo sales as gas supplies are affected by the West Asia conflict. * China controls urea exports through a quota system, with no allowances allocated for 2026 shipments. * India, the world's largest urea importer, considers seeking additional supplies from Russia, Indonesia, Malaysia, Egypt, and China. * Qatar has cut LNG shipments to India amid the ongoing conflict, affecting fertiliser production. * Telangana's fertiliser minister has urged the Indian government to allocate urea for May and June 2026 to prevent supply disruption in the Kharif season.
422. https://www.farms.com/ag-industry-news/rising-farm-input-costs-alarm-growers-410.aspx - * Farmers face rising fertilizer and fuel costs amid Middle East tensions disrupting supply chains. * Fertilizer prices increased at US import hubs from about $516 to nearly $683 per metric ton. * Rising costs could influence farmers to shift crop planting from corn to soybeans. * Corn planting forecasts reduced from 94.5 million to 93-93.5 million acres; soybean expectations increased. * Crop prices, including soy, palm, and wheat, have surged amid global market uncertainty.
423. https://dailyguidenetwork.com/shippers-authority-warns-of-higher-freight-costs/ - * The Ghana Shippers’ Authority (GSA) warns of increased freight costs and longer shipping times due to disruptions linked to tensions between the United States, Israel, and Iran. * Disruptions are affecting vessel traffic through the Strait of Hormuz, a key global shipping route, impacting about one-third of seaborne fertiliser shipments. * International shipping lines are suspending or rerouting vessels, leading to war-risk surcharges estimated between $1,500 and $2,000 per TEU. * These developments may increase import costs, extend transit times, and cause supply chain disruptions in Ghana. * The GSA is investigating early surcharges and advises stakeholders to review contracts, insurance, and monitor global shipping developments.
424. https://www.namibian.com.na/us-launches-probe-into-trading-partners-including-the-eu-china-and-india/ - * The US has initiated an investigation into trading partners following a Supreme Court ruling on tariffs. * The probe could lead to new import levies against China, the EU, India, Japan, South Korea, and Mexico by summer. * The investigation aims to allow the US to impose tariffs on countries engaged in unfair trade practices. * The probe follows the Supreme Court's ruling that previous tariffs were unlawful. * Trade talks between the US and China are scheduled for Paris and Beijing to prepare for a possible meeting with President Xi Jinping.
425. https://nepsetrading.com/blog/-trump-administration-plans-new-tariffs-on-major-trading-partners-using-section-301 - * U.S. President Trump’s administration is preparing to impose tariffs on India, China, EU, and Mexico under Section 301 of the U.S. Trade Act. * Investigations into these countries’ trade practices are underway, with potential tariffs as early as summer. * The move aims to pressure countries alleged to harm American companies through unfair trade practices. * The potential tariffs could impact global trade flows, supply chains, and market stability. * The move is part of broader economic nationalism and geopolitical strategies affecting trade relations.
426. https://fullertreacymoney.substack.com/p/food-uncertainty-could-get-real-dario - • Straits of Hormuz closure affects Middle East fertiliser exports including urea, ammonia, sulphur, and phosphate compounds. • Iran's mining activities and US precautions delay reopening of the Straits. • Fertiliser prices, particularly DAP, have surged above $1000 per tonne, potentially impacting food production costs. • Global stockpiles of key crops like corn, wheat, and soybeans provide some security against short-term nutrient supply issues. • The article discusses the implications of energy-related supply chain disruptions on food prices and global agriculture. • The situation creates expectations of increased fertiliser prices and potential inflation in food costs.
427. https://www.novinite.com/view_news.php?id=237452 - * The war in Iran risks disrupting global fertiliser shipments and food imports, particularly via the Strait of Hormuz. * Iranian strikes at Ras Laffan have sidelined fertiliser nutrients, raising crop yield concerns. * A 30-day closure could cause significant shortages, impacting crops like maize, wheat, and rice. * Production limits in major fertiliser producers and high natural gas costs constrain supply increases. * Energy price spikes threaten global food security, especially in import-dependent nations.
428. https://aif.ru/politics/world/mir-bez-edy-i-lekarstv-nazvany-strashnye-posledstviya-voyny-ssha-protiv-irana - * The conflict in Iran and the blockade of the Strait of Hormuz could lead to food and medicine shortages. * Prices for fertilisers like urea, ammonia, and sulphur have increased significantly due to restricted transport. * The disruption could impact global agricultural production and food prices, especially in developing countries. * India and Russia may experience some logistical impacts, but Russia's market has adapted. * Water supply issues and refugee flows are potential future consequences of ongoing conflict.
429. https://www.cbsnews.com/minnesota/news/fertilizer-prices-minnesota-straight-of-hormuz-iran-war/ - * The war in Iran has blocked the Strait of Hormuz, impacting global fertilizer supply. * The disruption has led to price spikes of up to 70% in recent month. * Minnesota farmers are monitoring global events, with some locking in lower prices earlier. * The supply chain disruption could affect input costs but is not expected to cause a food shortage. * Market effects depend on how long the Strait remains closed, influencing prices for spring planting.
430. https://www.jeuneafrique.com/1773311/economie-entreprises/dangote-ocp-maaden-la-guerre-au-moyen-orient-rebat-les-cartes-des-engrais/ - * The Moroccan group OCP reports longer delivery times and more complex logistics due to the current situation. * Fertiliser prices are rising, with increased delivery delays and growing uncertainty. * The war in the Middle East, involving US and Israeli strikes against Iran, disrupts global fertiliser supplies. * Ongoing military responses have led to market disruptions affecting fertiliser supply and prices.
431. https://snowbrains.com/9-states-see-warmest-winter-on-record-as-u-s-logs-2nd-overall-warmest-winter-ever/ - • The US's meteorological winter ranked as the second warmest on record, only surpassed by 2023-24. • Nine states recorded their warmest winter ever, including Arizona, Colorado, New Mexico, Nevada, Texas, Oklahoma, Oregon, Utah, and Wyoming. • Much of the country was also exceptionally dry, marking the driest winter in 45 years, with significant snow droughts across the Rockies. • The Northeast experienced colder conditions and major snow events, in contrast to the rest of the country. • The winter’s warmth and drought conditions are likely to impact spring water supplies and snowpack levels.
432. https://www.canadiancattlemen.ca/daily/feed-grains-weekly-prices-bump-up/ - * Price increases for feed barley and wheat observed in Canada, driven by limited farmer selling and export competition (March 12). * Feed barley priced at C$295 per tonne in Lethbridge; potential to rise above C$300. * Weather forecasts suggest a challenging growing season for Alberta and southwest Saskatchewan. * Prairie Ag Hotwire reports steady to higher prices for feed barley and wheat in March. * Trade negotiations between the US and Canada are noted as influencing broader market context.
433. https://www.producer.com/am-market-reports/am-market-report-march-12-2026/ - * Grain futures in Chicago and ICE are reaching 2-year and 8-month highs, driven by technical buying and bullish momentum. * Large disruptions in oil supply from the Middle East and Iran-attack-related shipping blockages have led to record oil supply shocks and increased energy prices. * The International Energy Agency's record 400 million barrel release aims to cushion oil transit disruptions. * Fertiliser prices, especially urea, have surged due to the Strait of Hormuz closure, impacting farmers' input costs and planting plans. * Cargill paused soybean exports from Brazil to China following stricter inspection rules, affecting global trade flows. * Prairie drought conditions are easing but remain a concern; some farmers may increase pulse plantings as fertiliser costs rise. * Global energy and input costs are elevating fertiliser prices, risking shifts in crop acreage and planting decisions. * Market sentiment remains bullish, with continuing concern over energy costs affecting agricultural inputs and crop markets.
434. https://www.agriland.ie/farming-news/eu-action-on-fertiliser-prices-needed-now-mep/ - * Fianna Fáil MEP Cynthia Ní Mhurchú calls for exempting fertilisers from the EU's carbon tariff scheme (CBAM) due to rising costs and supply concerns. * She highlights the impact of Middle East conflicts and Russia’s role as a fertiliser supplier on Ireland’s fertiliser supply chain. * The MEP warns of increased costs for farmers and subsequent higher food prices. * She advocates for suspension of the CBAM on fertilisers until regional conflicts are resolved. * The EU Commission has legislative measures to suspend tariffs under serious, unforeseen circumstances.
435. http://www.sunnysouthnews.com/editorial/2026/03/12/global-energy-shocks-are-about-to-test-canadian-food-prices/ - * The conflict in the Middle East disrupts shipping through the Strait of Hormuz, affecting global oil, natural gas, and fertiliser supplies. * Oil prices have risen about 13%, natural gas by 30%, and diesel by 8-13%, impacting food production costs. * Fertiliser markets, especially urea and ammonia, are vulnerable due to reduced exports from the Middle East. * Canadian farmers face potential increases in input costs, particularly fuel and fertilisers, which could raise food inflation. * Dalhousie University models suggest domestic food inflation could increase by 0.4 to 0.7 percentage points by June, impacting household food spending.
436. https://www.cnbc.com/2026/03/12/strait-of-hormuz-closure-sends-fertilizer-prices-soaring-these-stocks-stand-to-benefit.html - * The closure of the Strait of Hormuz has disrupted oil and fertiliser supply chains, causing market volatility. * Fertiliser prices, including U.S. Gulf NOLA urea-ammonium nitrate, have surged since late February. * Nutrien and LSB Industries are identified as benefiting from the price increases. * Nutrien's stock has risen 19% and LSB Industries' stock surged 57% over the past month. * The Strait handles a significant proportion of global fertiliser exports, affecting global markets. * Production halts, such as QatarEnergy's LNG suspension, contribute to supply tightness amid spring planting demand.
437. https://en.interfax.com.ua/news/economic/1151255.html - * The global wheat market entered spring with increased volatility due to geopolitical tensions and exporter competition. * Ukrainian wheat prices in ports are in the $215–222 per tonne range, with demand from North Africa and the Middle East remaining active. * EU countries face pressure on domestic prices from large carryover stocks and weaker export rates. * Logistics costs and energy prices influence global market competitiveness and production economics. * Analysts predict a new global trade structure influenced by geopolitical factors and increased investor interest.
438. https://inews.co.uk/news/why-ukraines-toxic-soil-hitting-price-bread-uk-4286713 - * UK Government funds a research project to assess and restore Ukraine’s soil health affected by war. * The project involves soil sampling across 4,000 hectares, with findings indicating generally safe food in Ukraine. * Over 1.1 million craters and 800 square kilometres of land affected by explosions; hotspots with contamination require remediation. * Restoring soil health is viewed as essential for Ukraine’s agricultural recovery and stabilising global food prices. * Ukraine’s reduced wheat and other grain exports have directly impacted global food prices since 2022.
439. https://tfipost.com/2026/03/us-launches-section-301-tariff-probes-against-16-trading-partners-including-india-and-china/ - * The US government launched investigations into alleged unfair trade practices by 16 major trading partners under Section 301 of the Trade Act of 1974. * The investigations aim to potentially impose new tariffs by summer on countries including China, India, and others. * A separate probe into imports produced with forced labour covers more than 60 countries, including China. * The US seeks to enforce bans on goods made with forced labour and extend restrictions similar to those on Xinjiang, China. * The investigations are part of efforts to restore tariff pressure, prepare for potential remedies before tariffs expire in July, and influence trade negotiations.
440. https://www.freemalaysiatoday.com/category/business/2026/03/12/us-starts-trade-probe-into-china-eu-amid-trumps-tariffs-revival - * The US Trade Representative announced investigations into over a dozen countries, including China and the EU, under Section 301 of the Trade Act.
441. https://kalkinemedia.com/au/news/market-updates/asian-fertilizer-shock-reshapes-regional-food-economics - * Fertilizer supply strains in Asia due to energy market volatility, logistics issues, and reliance on imports. * Disruptions in natural gas supply, a key input for nitrogen fertiliser production, influence global and regional fertiliser availability. * Countries depend on maritime logistics and key supply routes; trade delays affect fertiliser distribution. * Fertiliser price impacts influence agricultural practices, crop yields, and food security across Asia. * Governments explore reserves, domestic production, and technological solutions to mitigate supply risks and ensure food stability.
442. https://www.dw.com/en/iran-us-israel-war-food-crisis-prices-fertilizer-energy-costs-inflation/a-76286348 - * Iran conflict is driving up energy and fertilizer costs, raising concerns over food inflation. * Disruptions in cargo through the Strait of Hormuz threaten global fertilizer supply chains. * Fertilizer prices have increased by 10 to 30% since the conflict began. * Prolonged Hormuz closure could cause shortages impacting crops like wheat, rice, and maize. * Rising oil prices are increasing costs at every stage of food production. * Import-dependent countries such as India, Brazil, and African nations face the greatest risks. * Gulf states' dependencies on fertilizer imports and strategic reserves are also at risk.
443. https://www.mining.com/middle-east-conflict-jolts-energy-and-metals-markets/ - * The US-Israel war against Iran has caused disruptions in global commodity markets, impacting energy, chemicals, and metals. * Oil prices surged briefly to nearly $120 per barrel due to Strait of Hormuz restrictions; supply risks persist. * Fertilizer and chemical markets face constrained supply, with nitrogen prices rising by around 30% since conflict began. * Metals such as aluminium and iron ore experience supply disruptions; copper and nickel lag due to macroeconomic pressures. * Longer-term, the conflict may accelerate demand for strategic metals used in electrification and defence, affecting supply dynamics.
444. https://www.ibtimes.com.au/cf-industries-holdings-nyse-cf-rockets-new-highs-geopolitical-tensions-drive-fertilizer-prices-1863191 - * CF Industries share prices hit new highs amid Middle East tensions on March 12, 2026, boosting nitrogen prices.* * Disruptions involving Iran have tightened global fertilizer supply, raising prices for urea and ammonia.* * The company benefits from higher global prices due to its North American natural gas advantages.* * Analysts forecast elevated nitrogen prices through the first half of 2026; Barclays raised its target to $120.* * CF's stock surpasses previous 52-week high, with year-to-date gains over 50%, amidst geopolitical risks.* * Company reports resilient Q4 and FY2025 financial results, with net earnings of $1.46 billion and adjusted EBITDA of $2.89 billion.* * CF is expanding into decarbonisation and clean energy projects, including blue ammonia and carbon capture initiatives.* * Upcoming Q1 2026 earnings scheduled for early May will provide further market insight.*
445. https://www.chemistryworld.com/opinion/widening-impact-of-conflict-in-iran/4023111.article - * The US–Israeli offensive on Iran impacts global trade, including shipping lane closures in the Strait of Hormuz. * Oil, LNG, helium, and sulphur supplies are affected, with potential shortages in Europe and Asia. * Helium production in Qatar and sulphur exports from Gulf states face disruptions, impacting semiconductor manufacturing and fertiliser production. * The fertiliser supply, especially nitrogen fertilisers like urea and ammonia, could experience severe shortages amid ongoing conflict and infrastructural risks. * The duration and intensity of conflict influence the extent of resource disruptions and recovery times.
446. https://www.anarchistfederation.net/iran-war-threatens-global-food-system-and-some-already-feel-the-impact/ - • Iran's military conflict has led to the closure of the Strait of Hormuz, disrupting global oil, gas, and fertiliser trade. • The blockade affects nitrogen and sulfur exports critical for fertiliser production, risking shortages and price hikes. • Disruptions could impact spring planting in the northern hemisphere and lead to increased fertiliser costs. • No strategic reserve exists for nitrogen fertiliser, and reliance on imports makes some countries vulnerable. • The war highlights systemic fragility and potential climate issues related to fertiliser production.
447. https://europeansting.com/2026/03/11/world-news-in-brief-turks-south-sudan-ceasefire-call-ukraine-strikes-gaza-food-alert-afghan-returnees/ - * UN condemned killings of civilians in South Sudan, with over 160 civilians killed in 17 days and 139 on 1 March in Ruweng. * Civilians in South Sudan and Ukraine face attacks, with civilian casualties and infrastructure damage reported. * UN warns Gaza remains food insecure, with aid limited and half rations for 1.5 million people. * Escalating regional conflicts threaten increased returns of Afghan refugees amid risks for children and displacement. * UN agencies continue humanitarian efforts in conflict zones and border areas.
448. https://www.dw.com/en/iran-us-israel-war-food-crisis-prices-fertilizer-energy-costs-inflation/a-76286348 - * The Iran conflict is increasing energy and fertilizer costs, raising concerns over food inflation. * Fertilizer shortages due to Strait of Hormuz disruptions could impact crop yields, especially in nitrogen-dependent crops like wheat and rice. * Fertilizer prices have risen 10 to 30% since the conflict began, with potential shortages threatening import-dependent nations such as India, Brazil, and African countries. * Rising oil prices are driving up all stages of food production costs. * Poorest countries and Gulf states face significant risk of food supply disruptions and increased inflation.
449. https://www.anarchistfederation.net/iran-war-threatens-global-food-system-and-some-already-feel-the-impact/ - * The Strait of Hormuz was effectively closed after military strikes led by the U.S. and Israel, impacting global oil, gas, and food supply chains. * The closure threatens to disrupt trade in nitrogen fertilisers and sulphur, essential for global agriculture. * Prices of fertiliser products have increased, risking reduced crop yields and higher consumer costs. * The conflict raises concerns about the fragility of the global food and fertiliser supply chain. * International organisations warn of increased hunger and food insecurity, particularly in developing countries.
450. https://www.urdupoint.com/en/pakistan/farmers-advised-for-special-wheat-care-as-tem-2152365.html - * The Punjab Agriculture Department issued guidelines for wheat growers due to rising temperatures.* Farmers in rain-fed and irrigated areas were advised to use irrigation and foliar sprays of urea or potassium nitrate.* The advisory recommends adjusting irrigation intervals and applying fungicides if rust disease appears.* Measures are focused on maintaining wheat yields amid heat stress.* The guidelines aim to optimise crop health and productivity during temperature increases.
451. https://crooksandliars.com/2026/03/we-just-went-through-one-warmest-winters - * Winter 2025-26 was the second-warmest in US records since 1895, with an average temperature of 37.13°F for the contiguous states. * The warmest winter was 2023-24, with 37.47°F. * Many parts of the northeastern US experienced cold and snow, but the western and central US saw their warmest winter averages in over a century. * The US experienced the least snowy season since at least 1940-41. * NOAA confirms winter 2025-26 was the warmest across much of the western and central US, leading to low mountain snowpack and worsening the Colorado River crisis, with record March heat forecasted.
452. https://www.swineweb.com/6-billion-in-farmer-bridge-assistance-already-allocated-as-usda-sees-strong-early-demand/ - • USDA committed over $6 billion from a $12 billion fund for farmers producing key crops like wheat, corn, soybeans, cotton, and rice in the US. • The program received more than 277,000 applications with roughly 231,000 approved, reflecting high early demand. • Assistance aims to offset losses due to weak commodity markets and export disruptions caused by tariffs amid tight margins and lower prices. • Enrollment is strong across the Midwest and Upper Midwest; paying rates vary regionally for different crops. • Payment rates for specialty crops and sugar are still being finalized, expected in April. • Rising input costs driven by geopolitical tensions may lead to further aid discussion by US lawmakers.
453. https://www.chinimandi.com/union-minister-shivraj-singh-chouhan-approves-rs-894-crore-msp-procurement-in-telangana/ - * Union Agriculture and Farmers Welfare Minister Shivraj Singh Chouhan approves Rs 894 crore MSP procurement proposal for Telangana for Rabi 2026. * Total of 1,25,855 MT of crops to be procured via the Price Support Scheme. * Crops include gram, urad, groundnut, and sunflower. * Aim is to protect farmers from market fluctuations and ensure fair prices. * The move supports farmer income, stabilises agriculture, and boosts Telangana's rural economy.
454. https://www.rp.pl/rolnictwo/art43946621-depresyjne-nastroje-rolnikow-ceny-paliw-i-nawozow-w-gore-miesa-i-mleka-w-dol - * The article reports deteriorating conditions in global wheat crops due to environmental and economic factors. * It highlights impacts of weather patterns such as droughts and extreme winter conditions on wheat-producing regions. * The article discusses Russia, Ukraine, Australia, India, and EU's agricultural situation, with reference to climate-related issues. * It mentions that weather and water availability are key risks affecting crop yields. * The report indicates that the overall harvest outlook remains uncertain due to environmental stresses and geopolitical tensions.
455. https://english.mathrubhumi.com/news/india/india-us-trade-tensions-section-301-probe-russian-oil-yxliaa9a - * US launches trade investigation under Section 301 into India's trade practices with 16 countries, including India, potentially affecting exports. * The probe begins as India’s energy relationship with Russia becomes complex due to sanctions and supply disruptions. * India’s key export sectors include electronics, engineering, metals, and solar equipment. * India has purchased Russian crude oil amidst Ukraine war-related sanctions, with Russia supplying 30–40% of India’s crude. * US considerations over sanctions and global energy stability impact India’s oil imports and trade negotiations. * Trade tensions and energy dynamics influence India’s economic and geopolitical strategy.
456. https://grist.org/food-and-agriculture/the-war-in-iran-could-plunge-the-world-into-hunger/ - * Iran effectively closes the Strait of Hormuz, impacting global oil, gas, and fertilizer exports. * The waterway is critical for about one-fifth of global oil and gas flows and nearly a third of nitrogen fertilizer trade. * Prices for key fertiliser products are increasing, potentially leading to reduced crop yields and food shortages. * The war disruption poses risks to food security, especially in countries heavily reliant on imports. * The US and other nations face challenges in replacing disrupted supply chains; experts warn of cascading global effects.
457. https://www.gurufocus.com/news/8699849/mosaic-mos-and-cf-industries-cf-surge-amid-fertilizer-shipment-disruptions - * Mosaic (MOS) shares increased by 10.1% due to fertilizer shipment disruptions. * The company operates in phosphate and potash production, with assets in the US, Canada, and Brazil. * The surge coincides with disruptions through the Strait of Hormuz and rising US fertiliser import costs. * Mosaic faces financial challenges including declining revenue, margins, and moderate liquidity, with some risk indicators. * Sector impacts include supply chain disruptions during the spring planting season, affecting food prices and crop costs.
458. https://cyprusshippingnews.com/2026/03/12/fertilizer-markets-suffer-from-arabian-gulf-conflict-market-insights/ - * The conflict in the Middle East, affecting the Strait of Hormuz, threatens to disrupt fertiliser exports from the Arabian Gulf. * Disruptions could lead to a loss of 3-4 million tonnes of fertiliser per month, impacting major importers like India and China. * Reduced fertiliser flows may cause lower crop yields, crop switching behaviour, and decreased planting on marginal land. * Effects are likely to result in smaller global harvests, higher food prices, and market volatility. * Alternative exporters such as the US and Brazil are expected to respond to supply gaps.
459. https://www.rp.pl/rolnictwo/art43946621-depresyjne-nastroje-rolnikow-ceny-paliw-i-nawozow-w-gore-miesa-i-mleka-w-dol - * The agricultural business climate in Poland has signficantly worsened, the worst in over 30 years, due to low commodity prices, decreased production, and farmer confidence. * Poland experiences drought conditions despite a snowy winter, with dry months continuing into March, impacting soil moisture levels. * Hydrological and meteorological data indicate the ongoing risk of hydrological drought, with many rivers at low water levels. * The conflict in Iran and geopolitical tensions with Mercosur influence global fertiliser prices, especially due to rising gas costs, affecting fertiliser and grain costs. * The situation poses risks to farmer profitability and may lead to increased costs for cereal production.
460. https://www.farms.com/ag-industry-news/middle-east-conflict-pushes-fertilizer-costs-higher-forcing-ontario-growers-to-rethink-corn-acres-352.aspx - * Ontario farmers are affected by rising fertilizer prices due to global supply disruptions linked to conflict involving Iran. * Fertiliser prices at US import hubs increased from US$516 to US$683 per metric ton. * Ontario relies heavily on imported nitrogen, exposing local growers to supply volatility. * High nitrogen costs may lead US farmers to shift from corn to soybeans; Ontario might follow suit. * Some Ontario farmers may reduce nitrogen application or switch to soybeans to manage costs. * A reduction in US corn acreage could tighten supply, potentially raising prices. * Global tensions and elevated energy prices influence Ontario growers' planning for 2026.
461. https://www.farms.com/ag-industry-news/farm-bureau-asks-for-action-to-protect-fertilizer-supplies-369.aspx - * Urea prices have increased from $444 per ton on February 13 to $590 per ton on March 3 due to Iran-related supply chain disruptions. * The American Farm Bureau Federation has called on President Trump to take measures to protect fertiliser supply chains. * The conflict in Iran, particularly blockades in the Strait of Hormuz, has halted about 35% of global fertiliser shipments. * The Farm Bureau proposed using the U.S. Navy for escorting shipments, insurance aid, and waiving the Jones Act to ensure fertiliser supply for US farmers. * Failure to act could result in severe food supply disruptions and high fertiliser prices, similar to 2022.
462. https://www.nation.com.pk/12-Mar-2026/strait-hormuz-shipping-disruptions-heighten-risks-vulnerable-economies-unctad-report - * Disruptions in shipping through the Strait of Hormuz raise alarm across global energy, shipping, and agricultural markets, according to UNCTAD. * The report highlights that the Strait carries about one-quarter of global seaborne oil trade and significant volumes of liquefied natural gas and fertiliser. * Immediate market impacts include surging Brent crude prices, increased tanker freight rates, and higher marine fuel costs. * Disruptions may affect fertiliser supply, impacting food production and prices in developing economies. * Developing countries with high debt burdens are most vulnerable to the economic shocks from supply chain disruptions.
463. https://aglaw.psu.edu/ag-law-weekly-review/agricultural-law-weekly-review-march-11-2026/ - * The US Supreme Court vacated tariffs established under the International Emergency Economic Powers Act (IEEPA), affecting trade policies. * DOL proposed a new two-factor test to determine independent contractor status, impacting agricultural labour classifications. * The US government issued up to 64,700 H-2B visas for FY 2026 to support agriculture labour needs. * FDA exempted Grade 'A' cottage cheese from the Food Traceability Rule. * USDA approved additional SNAP restrictors, affecting wheat and other food product distribution. * Various legislative actions and court rulings shape domestic support and trade measures related to wheat and agricultural trade.
464. https://weatherwest.com/archives/43745 - * Winter 2025-2026 was the warmest on record across much of Western US, including California, Colorado River Basin, and Sierra Nevada. * A prolonged and intense March heatwave is forecast across the Western US, with potential record temperatures for March. * Mountain snowpack is near record low levels, accelerating snowmelt and risking worse water supply conditions. * Rising wildfire activity risk expected later in spring and summer due to low snowpack, drought, and heat. * Likelihood of a significant El Niño event in 2026 increasing, with potential impacts including warmer conditions and increased storm activity in California and Southwest US.
465. https://www.minnpost.com/national/washington/2026/03/hormel-wants-its-tariff-money-back-but-the-how-is-anyones-guess/ - * Hormel Foods filed a lawsuit to recover tariffs paid on imports after the Supreme Court ruled Trump's tariffs unconstitutional. * The lawsuit was filed on Feb. 19, prior to the Court of International Trade's order on March 4 for refunds. * The Supreme Court invalidated tariffs imposed under a 1977 law, affecting over 330,000 companies and approximately $166 billion collected. * The Trump administration may challenge the refund process, with concerns including whether smaller companies will receive compensation. * The issue influences US trade policy, international tariffs, and reimbursement procedures for affected companies.
466. https://www.straitstimes.com/world/united-states/us-launches-trade-probe-into-china-eu-in-trumps-tariffs-revival?ref=latest - * The US began investigations under Section 301 of the Trade Act into China, the European Union, and other countries, to prepare for new tariffs. * The investigation aims to address alleged excess manufacturing capacity and unfair trading practices. * The US plans to hold a public hearing around May 5 and may propose tariffs afterwards. * This move is part of an effort to rebuild tariffs after a Supreme Court ruling against Trump’s tariffs. * The investigation may target issues including digital taxes, pharmaceutical pricing, and environmental practices.
467. https://www.smh.com.au/world/north-america/new-tariffs-coming-trump-fires-fresh-trade-salvo-at-15-countries-20260312-p5o9oo.html?ref=rss&utm_medium=rss&utm_source=rss_world - • The Trump administration is opening trade investigations into 15 countries and the EU to justify new tariffs, focusing on excess capacity and production. • The investigations follow a US Supreme Court ruling declaring previous tariffs unlawful. • Countries under investigation include China, the EU, Singapore, Switzerland, Norway, Indonesia, Malaysia, Cambodia, Thailand, Korea, Vietnam, Taiwan, Bangladesh, Mexico, Japan, and India. • US Trade Representative Jamieson Greer emphasised continuity in tariff policy despite legal setbacks. • Additional probes into digital services taxes, pharmaceutical pricing, seafood, rice market access, and forced labour enforcement are expected. • The US aims to finalise investigations before the expiry of temporary tariffs set at 10%, now increased to 15%, with new tariffs a likely outcome.
468. https://www.dw.com/en/us-launches-new-trade-probes-that-could-lead-to-fresh-tariffs/a-76315448 - - The US announced two new trade investigations that may result in tariffs on key trading partners, including the EU and China. - The probes focus on excess industrial capacity and imports made with forced labour. - The investigations were initiated after the US Supreme Court curtailed Trump's tariff program. - The US Trade Representative highlighted excess capacity in the EU and China, among others. - The probes could lead to new tariffs as soon as this summer.
469. https://www.cnbc.com/2026/03/11/iran-news-food-prices-could-rise-due-to-fertilizer-shortages.html - * The war in Iran may disrupt fertilizer shipments through the Strait of Hormuz, impacting global food prices. * Fertilizer shipments have been halted, with a 30% rise in US urea fertilizer prices between February 27 and March 6. * Disruption could lead to reduced crop yields and higher agricultural costs. * US imports roughly 20% of its fertilizer, with significant reliance on Gulf region exports. * Fertilizer producers, such as CF Industries, have seen share increases amid the disruption.
470. https://www.zerohedge.com/commodities/energy-shock-threatens-fertilizer-supplies-echoes-2022-food-price-spike-return - * The energy shock from disruptions in the Strait of Hormuz is impacting agricultural markets, with risks of food price increases. * Fertiliser prices, including urea, ammonia, sulphur, and phosphates, have sharply risen due to the crisis. * The timing of the crisis coincides with key fertiliser application periods for farmers. * The conflict could affect crop yields and increase food production costs if shortages persist. * The FAO World Food Price Index may rise, echoing the 2022 price spike, if energy prices stay elevated.
471. https://www.agri-mutuel.com/cultures/la-guerre-au-moyen-orient-met-les-engrais-sous-tension/ - * La guerre au Moyen-Orient affecte la production et l'exportation d'engrais, causant une hausse des prix mondiaux. * La région produit près de la moitié du soufre, un tiers de l’urée, et un quart de l’ammoniac. * Les perturbations ont un impact sur l'Europe, notamment en raison de la dépendance au gaz du Golfe et du Moyen-Orient. * L'ONU a alerté sur l’accès aux engrais pour les pays en développement en raison de cette crise. * L’incertitude demeure quant à la durée du conflit et ses impacts à long terme sur la production d’engrais.
472. https://www.agriland.ie/farming-news/irish-farmers-face-significant-pressure-on-fertiliser-availability/ - • Significant pressure on fertiliser availability in Ireland due to geopolitical tensions and global supply constraints. • International Fertiliser Association reports global supply has tightened and prices are rising, with a 37% increase in urea prices. • Major Middle Eastern fertiliser suppliers have stopped operations amid regional conflict, affecting exports. • Rising energy costs linked to natural gas and oil are expected to intensify fertiliser price volatility. • Irish co-ops report increased demand and stable supplies for some fertiliser types, while urea supplies remain tight.
473. https://www.producer.com/op-ed/iran-war-catches-prairie-farmers-in-the-geopolitical-crossfire-again/ - * The U.S.-Israeli conflict with Iran has disrupted the Strait of Hormuz, impacting fertilizer and fuel supplies. * Fertilizer prices were at historic highs last autumn, affecting farmers' costs. * The conflict has resulted in the shutdown of major fertilizer export facilities. * Oil and urea trade through the strait has been effectively halted, increasing prices. * Prairie farmers face higher input costs amid geopolitical tensions affecting supply chains.
474. https://www.washingtonexaminer.com/policy/energy-and-environment/4488814/shipping-disruptions-spread-oil-helium-sulfur-semiconductors/ - * The closure of the Strait of Hormuz has disrupted global supply chains beyond oil, affecting chemicals and commodities for semiconductors and fertilisers. * The strait's shutdown has caused a sharp increase in oil and natural gas prices and disrupted semiconductor chemical supply, including helium, sulfur, and bromine. * Qatar, South Korea, and Gulf countries are key entities involved in the affected supply chains. * Fertilizer components such as ammonia, urea, sulphur, and nitrogen face export and price disruptions, impacting US farmers. * The US government has released oil reserves and taken measures to encourage shipping through the strait amid ongoing tensions.
475. https://www.americanagnetwork.com/2026/03/11/farm-action-urges-trump-administration-to-prevent-another-fertilizer-price-spike/ - * Farm Action warns of potential fertiliser price crisis due to geopolitical conflict affecting supplies during the 2026 planting season. * The group highlights market concentration, with four nitrogen producers controlling over 80% of capacity. * Calls for the US government to classify fertiliser inputs as scarce resources under the Defense Production Act. * Previous fertiliser price spikes in 2021–2022 saw increases of over 60%, with prices 132% higher in 2022 than in 2020. * Warning that disruptions could cause sustained financial harm to US farmers.
476. https://grist.org/food-and-agriculture/the-war-in-iran-could-plunge-the-world-into-hunger/ - * Iran effectively closed the Strait of Hormuz on March 2 after military strikes by the US and Israel, disrupting maritime traffic. * The blockade has caused oil and gas prices to surge, and risks an energy crisis, impacting fuel availability in countries like India and Sri Lanka. * Nearly a third of the global nitrogen fertiliser trade and almost half of sulphur exports pass through the strait, threatening global food supply. * Disruption affects grain and palm oil exports, raising fertiliser costs and risking reduced crop yields worldwide. * Experts warn prolonged closure could increase prices, cause supply shortages, and exacerbate global food insecurity, especially in vulnerable nations.
477. https://www.fnbsf.com/blog/farmer-bridge-assistance-program-and-crop-insurance-updates/ - * The USDA allocated $12 billion for the Farmer Bridge Assistance (FBA) programme, with payments to producers of crops including wheat, corn, soybeans, cotton, and rice, to offset profit margin declines for 2025. * FBA payments are based on crop-specific rates, such as $39.35 per acre for wheat. * The 2026 crop insurance updates introduce the Supplemental Coverage Option (SCO) and Enhanced Coverage Option (ECO), available for election by March 16, 2026, with increased federal subsidies. * Subsidy for SCO and ECO rose from 44% in 2024 to 80% in 2026, resulting in expected increases in acreage enrolled. * Spring crop insurance prices for select crops were also released, with further policy details available from local agents.
478. https://www.brownfieldagnews.com/news/fertilizer-availability-questioned-as-tensions-ramp-up-in-iran/ - * Middle East tensions, particularly disruptions through the Strait of Hormuz, are impacting fertilizer prices and availability. * Ohio farmer Sheldon Miller reports difficulties in securing fertiliser and concerns over prices. * The American Farm Bureau Federation urged the US government to help protect fertiliser supplies. * Duvall highlights potential effects of disruptions on the food supply chain. * Organisation is working on solutions to ensure quick delivery of crop protection products. * The issue is linked to geopolitical tensions affecting fertiliser supply chains.
479. https://www.etnownews.com/economy/exclusive-middle-east-crisis-triggers-chemical-industry-shock-china-india-in-trouble-expert-ajay-joshi-explains-video-article-153811604 - * Middle East tensions are causing disruptions in chemical supply chains, with rising crude, methanol, ammonia prices and freight costs. * Chinese refineries are operating at reduced capacity, with many Chinese suppliers not quoting new orders to Indian importers. * Indian chemical companies face high raw material costs, with premiums around 120-150%, and delayed market normalisation. * Shipping disruptions include four to fivefold increases in freight rates; Maersk has suspended trade through the Middle East. * Fertiliser producers in India using LNG from Qatar and raw materials like benzene face severe impacts; some companies are insulated by mineral-based raw materials. * China is creating an artificial shortage to build inventories, squeezing Indian buyers. * Europe is most affected, struggling with energy supply disruptions due to prior Russia-Ukraine conflict. * The situation may delay or reduce Kharif sowing, potentially impacting global food security and agrochemical demand.
480. https://www.hungarianconservative.com/articles/opinion/strait-of-hormuz-dual-challenge/ - * The closure of the Strait of Hormuz threatens global energy and food supply security, affecting exports from Gulf countries. * Around 20% of crude oil and LNG trade crosses the strait daily, impacting major exporters like Saudi Arabia and Qatar. * Fertiliser production and export, crucial for global food production, rely on natural gas and are affected by supply disruptions. * Fertiliser prices are already increasing due to geopolitical tensions and market restrictions, impacting food prices. * Production shutdowns, such as QatarEnergy's LNG and urea production halt, could intensify global shortages and inflation if prolonged.
481. https://www.business-standard.com/industry/news/india-bangladesh-urea-firms-shut-operations-as-war-disrupts-lng-flow-126031100473_1.html - * Some urea producers in India and Bangladesh have shut down plants or moved up maintenance due to suspension of Qatari LNG supplies caused by Iran war. * Restarting plants could take up to a month if LNG supplies resume; gas supplies to India’s fertilizer industry are at 70% of requirement. * Disruptions may increase global fertiliser prices and impact India’s subsidy burden; fertiliser stocks increased by 37% from the previous year. * Bangladesh’s BCIC has shut four of five urea factories due to gas rationing; India relies heavily on LNG imports from West Asia. * The industry is working to prioritise LNG allocations amid ongoing supply shortages from spot markets and unawarded tenders.
482. https://realeconomy.rsmus.com/market-minute-food-supply-chains-and-the-middle-east/ - - The conflict in Iran threatens global food supply chains due to disruptions in exports of nitrogen fertilizers from the Middle East. - Approximately 25-30% of global nitrogen fertilizer exports, worth about $50 billion, pass through the Strait of Hormuz. - Major exporters include Egypt, Iran, Qatar, Saudi Arabia, and the United Arab Emirates. - Rising prices for ammonia and urea, key fertilizers, are impacting food costs, notably in Asia-Pacific and North America. - Fertiliser prices have increased significantly, with ammonia up 92% in the Middle East and urea up 70%, affecting agricultural costs and potentially leading to lower crop yields and political instability.
483. https://www.riotimesonline.com/brazil-faces-fertilizer-crisis-as-war-and-china-choke-it/ - * Brazil’s Agriculture Ministry issues warnings of high risk of fertiliser shortages and price rises for 2026/27 crop season.* * Crisis caused by Strait of Hormuz closure and China's export restrictions on phosphate.* * Brazil imports 85% of its fertilisers, with potential deficit of 1-3 million tonnes in 2026.* * Supply disruptions threaten up to 20% of national fertiliser demand and could increase food prices.* * Fertiliser prices have surged, impacting Brazilian farmers’ costs and export competitiveness.
484. https://tfipost.com/2026/03/after-oil-fertiliser-supply-becomes-indias-next-concern-amid-irans-hormuz-tensions/ - * India faces potential 20–25% risk to fertiliser supply due to Strait of Hormuz disruptions amid Iran conflict. * Disruptions could affect import-dependent fertilisers like urea, ammonia, and DAP from Gulf nations. * India’s reliance on Gulf imports is significant, with 63% for nitrogen fertilisers and 32% for DAP sourced from Gulf countries. * Domestic fertiliser production options are limited; dependence on natural gas supplies affected by war. * government assures fertiliser stocks remain secure despite fears of disruptions linked to Iran conflict.
485. https://www.edp24.co.uk/news/25926854.nfu-warning-iran-war-hits-farm-fuel-fertiliser-costs/?ref=rss - * The National Farmers' Union (NFU) anticipates increased fertiliser and fuel use during the spring planting season. * The war in Iran and disruption to the Strait of Hormuz threaten supplies, causing price surges and shortages. * Rising costs have led to cancellations of heating oil orders in East Anglia. * NFU highlights ongoing cost pressures and risks of food price inflation. * Concerns remain about market transparency and price variability for farmers. * Critical period for livestock farmers with fertiliser demand for seasonal applications.
486. https://www.farms.com/news/world-food-commodity-prices-post-first-increase-in-five-months-in-february-239299.aspx - * Global food commodity prices increased in February, driven mainly by wheat, vegetable oils, and meat. * The FAO food price index averaged 125.3 points, up 0.9% from January. * The FAO cereal price index rose 1.1% in February, led by wheat, with prices climbing 1.8%. * Wheat prices increased due to frost damage concerns, logistical disruptions in Russia, and tensions in the Black Sea region. * Other grains saw modest price increases, with steady corn prices and higher barley values due to demand from China and North Africa.
487. https://www.farms.com/news/fao-sees-lower-new-crop-world-wheat-production-239298.aspx - * Global wheat production forecasted to reach about 810 million tonnes in 2026, down nearly 3% from last year’s record-high levels. * The decline is attributed to reduced planted area and a shift to alternative crops due to softer prices. * European Union’s wheat output is expected to decline slightly despite above-average yields. * Russia’s wheat acreage is forecast to decrease further as farmers prefer oilseeds and dry conditions affect winter wheat. * Ukraine’s wheat output remains steady but is below pre-conflict levels. * The outlook reflects generally favourable conditions in several key regions despite overall declines.
488. https://www.finance-monthly.com/us-tariff-ruling-china-export-window/ - * A US Supreme Court ruling limits presidential authority to impose tariffs, reducing tariffs on Chinese goods to about 22.3% from 32.4%. * The decision creates a short-term opportunity for Chinese exporters to increase shipments to the US. * US introduced a 150-day global tariff of 10%, but overall tariffs remain less restrictive than during previous trade disputes. * Chinese firms are accelerating exports while tariffs are temporarily reduced, though long-term strategies focus on diversification. * China’s export sector has shifted towards emerging markets following trade tensions, with US exports decreasing by about 20% in 2025.
489. https://indianexpress.com/article/opinion/columns/india-war-west-asia-summer-temperatures-inflation-crude-oil-10575808/ - * Energy prices surged due to war in West Asia, with Brent crude oil reaching $120 per barrel on March 9. * Iran’s closure of the Strait of Hormuz threatens a major inflation in global prices, especially impacting India, which imports roughly half its oil through this chokepoint. * Qatar halted LNG production, leading India to ration gas supplies to industrial sectors. * The Indian Meteorological Department forecast a hotter-than-normal summer with prolonged heatwaves, harming wheat crop yields. * Climate change has made India’s hottest days 1.5-2°C hotter since the 1950s. * A combined impact of geopolitical instability and climate change may lead to higher food prices in 2026, as seen in 2022. * Short-term mitigation measures include reducing diesel taxes, boosting diversified oil and gas imports, and implementing heat-action plans.
490. https://www.business-standard.com/india-news/west-asia-war-digest-march-10-iran-israel-us-india-oil-lng-supply-halt-126031000396_1.html - * The conflict in West Asia is causing disruptions across various sectors in India, including fertilisers, energy, and manufacturing. * Global oil prices, such as Brent crude, surged briefly, influencing inflation, import bills, and current account deficit in India. * Fertiliser prices for urea, DAP, and LNG are rising, affecting subsidy bills and domestic availability. * The government is prioritising LPG supply for households, impacting industrial usage. * There are increased cyber threats linked to geopolitical tensions, prompting defensive measures in IT firms. * The war's long-term implications include potential disruptions to trade, capital flows, and input costs. * Policymakers are adjusting strategies, including oil procurement and fuel supply controls, to manage the crisis impact.
491. https://www.producer.com/markets/war-in-iran-sends-farmers-fuel-fertilizer-costs-soaring/ - * The Iran conflict has impacted crude oil, natural gas, and fertiliser markets, raising input costs for farmers. * The conflict has led to disruptions in the Persian Gulf, a key logistics route, affecting global oil trade. * Fertiliser prices, especially urea, have risen significantly due to supply constraints linked to the war. * US farmers forecasted to plant less corn and more soybeans, influenced by rising input prices. * Oil prices have increased from expectations of oversupply to over $81 per barrel amid tensions.
492. https://peakoil.com/publicpolicy/eu-countries-raise-alarm-over-strait-of-hormuz-blockade - • The Strait of Hormuz, a major waterway for oil, gas, and fertilisers, has been blocked for a week due to regional conflict. • Governments and lobby groups in Italy, Ireland, and Hungary express concerns over trade disruptions. • The blockade affects maritime trade, fertiliser prices, and exports of perishable goods. • Ireland warns of fertiliser price surge impacting planting season and food exports. • Italy's Coldiretti highlights damage to agri-food exports, especially perishable products. • Hungary plans to renew fuel price caps amidst rising oil prices.
493. https://www.morningagclips.com/afbf-calls-for-intervention-to-prevent-food-supply-shocks/ - * U.S. farmers face potential food supply shocks due to disruptions in shipping through the Strait of Hormuz and impacts on fertilizer availability and prices. * The American Farm Bureau Federation urged President Trump to intervene with recommendations for safeguarding fertilizer shipments. * The analysis highlights the vulnerability of global fertilizer exports, with nearly half of urea and 30% of ammonia exported from Gulf countries. * Potential consequences include crop shortfalls, food security threats, and inflationary pressures. * Recommendations include US Navy assistance and leveraging federal tools to secure fertilizer supply chains.
494. https://spudsmart.com/optimizing-fertility-in-the-face-of-high-fertilizer-prices/ - * Farmers in North America face higher fertiliser prices due to geopolitical instability and energy costs. * Disruptions include Russia-Ukraine conflict, trade embargoes, and restrictions from China impacting fertiliser trade. * The article advises farmers to optimise fertiliser application based on soil testing and local research. * Emphasis on improving nitrogen use efficiency (NUE) via improved practices and technologies. * Suggests testing fertiliser strategies on your own fields with check strips and yield monitoring.
495. https://www.thehindubusinessline.com/economy/agri-business/30-cut-in-natural-gas-supply-to-fertilizer-firms-may-affect-urea-output/article70727022.ece - • The Indian government announced a 30% cut in natural gas supply to fertiliser producers, potentially reducing urea production from 24.78 lt to as low as 18 lt. • Stock levels of urea and other fertilisers remain adequate for the current season, with imports filling supply gaps. • Order under the Essential Commodities Act prioritises natural gas allocation to fertiliser sector after LPG, PNG, and CNG. • Domestic fertiliser stocks are sufficient to meet agricultural demand during the Rabi 2025–26 season. • The government and industry stakeholders monitor and manage fertiliser availability amid global supply concerns.
496. https://www.billionaires.africa/2026/03/10/aliko-dangotes-fertilizer-company-sees-order-surge-as-iran-conflict-shuts-key-global-supply-route/ - *Global fertiliser markets face disruption due to Iran conflict and Strait of Hormuz closure. *Dangote Fertilizer's Lagos plant becomes a key supply source amid rising demand. *Prices for urea and ammonium have spiked in Egypt and the US. *Africa's dependency on imported fertiliser is highlighted, with plans for increased local capacity. *The conflict risks additional global price pressures and supply shortages in fertiliser.
497. http://louisiana.statenews.net/news/278913504/roundup-us-probes-fertilizer-makers-as-iran-war-pushes-farmers-cost-higher - * The U.S. Justice Department opened an antitrust investigation into major fertilizer producers amid rising prices. * Fertilizer prices increased over 60% between 2021 and early 2026, with nitrogen fertiliser up 95% and potash over 70%. * The probe targets firms including Nutrien, Mosaic, CF Industries, Koch, and Yara International for potential price-fixing. * Market concentration and supply disruptions related to Iran's conflict are linked to price surges. * Farmers are adjusting planting decisions due to higher input costs, with possible reductions in corn planting acreage.
498. https://propakistani.pk/2026/03/10/pakistan-conducts-emergency-review-of-food-fertilizer-reserves-to-avert-crisis/ - * Pakistan conducted an emergency review of food and fertiliser supplies due to regional conflicts affecting shipping routes and energy supplies. * Deputy Prime Minister Ishaq Dar and Food Security Minister Rana Tanveer Hussain led meetings on export pathways, storage, logistics, pricing, and distribution. * The Fertilizer Review Committee discussed measures to ensure uninterrupted supply and prevent hoarding. * Authorities are monitoring global and local markets to safeguard food security. * Timing: conducted recently, context of escalating Middle East conflict, location: Pakistan, sector: agriculture and food security.
499. https://www.ontariofarmer.com/market/middle-east-conflict-sends-shock-waves-through-global-fertilizer-markets - * Global fertiliser markets experience volatility due to conflict in the Middle East, affecting production and trade routes. * Disruptions include the near-closure of the Strait of Hormuz, impacting roughly one-third of fertiliser trade. * Prices have surged by up to 35%, reaching three-year highs amid supply concerns. * Major exporters such as Arab Gulf countries, China, Iran, and Russia face supply issues. * Logistical challenges and rising costs impact fertiliser availability for farmers worldwide.
500. https://inews.co.uk/news/politics/your-shopping-bills-are-going-up-heres-why-4285333 - * The conflict in Iran and the blockade of the Strait of Hormuz threaten global oil, gas, and fertiliser exports, affecting UK farmers and food prices. * US and UK officials anticipate increased inflation and higher consumer prices as energy and fertiliser costs rise. * Experts warn of potential shortages for British farmers during planting season due to disrupted supply chains. * UK government and farmers’ union discuss long-term strategies to mitigate energy shocks.