Commodities Report: Wheat futures (ZW) | 2026-04-03 07:00 UTC [RHQC] | Bullish | tightening

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1. https://www.brecorder.com/news/40414541/me-tensions-agri-economy-fertilizer-supply-chains-disrupted - * Ongoing tensions in the Hormuz Strait and disruption of maritime routes have affected global agricultural economy and fertilizer supply chains. * Fertilizer prices, including urea and ammonia, have risen significantly, impacting production costs and food security. * Disruptions have involved a third of global fertilizer trade and led to force majeure declarations by producers. * In Pakistan, measures have been taken to ensure fertilizer availability for the upcoming season. * Experts suggest long-term strategies for domestic fertiliser production and supply diversification.
2. https://www.focus.de/finanzen/wie-aus-teurem-duenger-bald-teures-essen-fuer-alle-wird_df19ed29-5a96-4197-baa2-e81de4173038.html - * Rising gas prices due to geopolitical tensions increase fertiliser costs. * The SKW Piesteritz plant in Wittenberg significantly contributes to Europe's fertiliser production. * Higher fertiliser prices are expected to reduce crop yields and impact food prices. * Europe faces increased import dependency on fertilisers amid global market disruptions. * Experts warn of long-term effects on inflation and food security.
3. https://nypost.com/2026/03/25/us-news/severe-storms-target-millions-as-spring-temperature-warmup-finally-nears/ - * The FOX Forecast Center predicts a significant weather pattern shift in April 2026, with severe storms and temperature changes across the US. * A historic heat wave in the West begins to ease, leading to more rain, snow, and record-low snowpack levels. * The East will experience above-average warmth and some classic April showers. * Active weather and severe storms are expected in the central US, especially from the Great Plains to the Mississippi Valley, with potential tornadoes and large hail. * Storms may impact regions including Texas, Oklahoma, Louisiana, Arkansas, Mississippi, Tennessee, Kansas, and Missouri.
4. https://economictimes.indiatimes.com/news/international/us/tornado-warning-alert-powerful-storms-to-hit-us-through-easter-weekend-texas-oklahoma-iowa-indiana-michigan-illinois-ohio-and-new-york-at-risk/articleshow/129988690.cms - *A weather system is forecasted to produce severe storms across the US from Texas to New York between Thursday and Easter Sunday.* *Threats include hail, strong winds, and isolated tornadoes, especially from southeastern Iowa to northern Indiana and southwestern Michigan.* *The storm line may extend over 1,300 miles from northeastern Texas to western New York, with potential for flash flooding in vulnerable areas.* *Impacts include disruptions to travel and danger from water build-up in low-lying regions.* *The situation is ongoing, with risks of severe weather and flooding in multiple regions.*
5. https://www.odt.co.nz/business/what-other-shortages-could-nz-face-if-war-continues-rnz - * The ongoing war in the Middle East could disrupt supply chains affecting New Zealand's imports of food, fertilisers, medicines, aluminium, and plastics. * Disruptions are linked to reliance on Middle Eastern exports, including 22% of fertilisers and 9% of aluminium. * Prices for key commodities like fertilisers, aluminium, and plastics have risen amid fears of shortages. * Risks include potential fuel and energy supply issues, impacting production and increasing costs. * Experts warn that prolonged conflict could lead to significant supply chain vulnerabilities and inflation. * Government and industry stakeholders advocate for increased resilience and domestic capability.
6. https://www.cnbc.com/2026/03/25/fertilizer-price-iran-war-food-security-inflation-urea-potash-nitrogen-farmers.html - * The Iran war has severely disrupted the Strait of Hormuz, a critical shipping route for around one-third of global fertiliser trade. * Fertiliser prices, especially nitrogen-based products like urea, have surged by approximately 50% since the war started. * Major exporters affected include Iran, Saudi Arabia, Qatar, Bahrain, and others in the Middle East; export restrictions in China have further impacted supply. * The supply disruptions threaten crop yields, especially in the Northern Hemisphere, and raise concerns over global food security, with vulnerable regions like East Africa and India most at risk. * Energy facility shutdowns and export restrictions compound production challenges for fertiliser, further aggravating price surges and shortages.
7. https://www.brownfieldagnews.com/news/supply-and-demand-weigh-on-u-s-wheat-export-sales/ - * US wheat export sales for the week ending March 26th declined to 23,500 tons, down 51% from the previous week, with cancellations from unknown destinations and Mexico. * Global demand for US wheat is slow due to high prices and ample supplies, contributing to a near 100-year low in US wheat acreage expected in 2026. * US wheat exports for the final quarter of 2025/26 are 885.9 million bushels, higher than the previous year. * Other commodities like corn, rice, soybeans, and cotton also experienced variable export performance, with specific sales to Nigeria, Tanzania, Mexico, South Korea, and China. * Overall, export activity reflects supply-demand dynamics affecting global wheat supply and US crop prospects.
8. https://www.brownfieldagnews.com/market-news/wheat-clings-onto-modest-gains-watching-rain-chances/ - * Wheat prices increased modestly on fund and technical buying, with rain forecasts favouring soft red winter crops. * Focus on spring wheat planting in the U.S., emergence in Europe, Russia, and Ukraine, and pre-planting weather in the Southern Hemisphere. * 65% of U.S. winter wheat areas are in drought, 8% higher than a week ago. * Weekly U.S. wheat export sales were at a marketing year low of 6.5 million bushels, with recent cancellations. * Sales for 2026/27 were mainly to Mexico and South Korea.
9. https://foreignpolicy.com/2026/04/02/strait-hormuz-fertilizer-food-hunger-crisis-la-nina-us-iran-israel/ - ['* The article discusses how the closure of the Strait of Hormuz impacts fertiliser shipments, linking it to potential global food security issues.', '* Fertiliser market disruptions include delays, rerouting, and rising insurance costs, affecting prices for nitrogen and phosphate fertilisers.', '* Farmers respond to input shortages by reducing fertiliser use, shifting crops, or delaying planting, which could lower yields and tighten supply.', '* The dependence on energy-driven nutrients like nitrogen and phosphorus makes the agricultural system vulnerable to energy and transport disruptions.', '* The article highlights layered risks from conflict, climate variability, and supply chain constraints affecting major producers like the US, Brazil, India, and China.']
10. https://www.rfdtv.com/afbf-economist-were-staring-down-another-down-farm-economy-and-seeing-estimates-of-more-losses-to-come - * Global energy tensions arising from the conflict in Iran have pushed oil prices above $100 per barrel, increasing fuel and fertiliser costs for US farmers. * Fertiliser prices are estimated to be up 10%, adding approximately $12,000 in expenses for the average grain farmer. * Dr. Faith Parum from the American Farm Bureau Federation discusses shifts in crop acreage and the impact of rising input costs on planting decisions. * USDA’s recent report suggests a 3% reduction in US corn acreage, with ongoing uncertainty influenced by energy market volatility and fertiliser supply. * Farmer sentiment is increasingly negative, with 52% expecting worsened financial conditions within two years and concerns over competitiveness and input costs.
11. https://conservativedailynews.com/2026/04/strait-of-hormuz-closure-impacts-much-more-than-just-oil/ - * The closure of the Strait of Hormuz over the last month has caused a historic spike in oil prices and shortages in importing countries. * Key impacts include a significant decline in Qatar's LNG exports, affecting Asian and European markets. * Global supply of urea (fertiliser) and ammonia, both critical for agriculture, will face severe shortages, raising costs and risking food shortages. * Helium supplies from the Persian Gulf, crucial for manufacturing and technology, are disrupted, with Qatar's helium plants expected to be offline for three to five years. * Other commodities affected include sulfur, aluminium, and petrochemical feedstocks, all vital for manufacturing and industry. * An expert described these actions as 'waging war on the world economy'.
12. https://www.brownfieldagnews.com/market-news/wheat-clings-onto-modest-gains-watching-rain-chances/ - * Wheat prices held modest gains on fund and technical buying, with rain forecasts favouring soft red winter crops. * Drought conditions are worsening in the US, with 65% of winter wheat areas affected, 8% higher than the previous week. * Export sales are at a marketing year low of 6.5 million bushels, impacted by high US prices and global competition. * Attention remains on US, Canada, Russia, Ukraine, and Southern Hemisphere regions ahead of planting and emergence. * Weekly crop reports expected in early April will provide further conditions assessment.
13. https://www.mitchellrepublic.com/opinion/columns/guebert-i-dont-go-looking-for-trouble - * The winter of 2025/26 was the second warmest in 131 years and the driest in 45 years, with increased drought in US crop regions. * La Niña conditions moderating could improve Midwest temperatures and moisture; El Niño would bring wetter conditions. * Rising costs of diesel and fertiliser, along with delays in US-China relations due to Middle East conflict, impact farmers financially. * The 2025 Farm Bill faced partisan disputes, risking future agricultural support and safety net measures. * Farmers seek additional aid amid weather challenges, war impacts, and legislative uncertainty.
14. https://www.globaltrademag.com/un-flags-growing-economic-fallout-from-hormuz-shipping-crisis/ - - The Strait of Hormuz's shipping traffic has sharply declined due to tensions, impacting global energy and fertiliser supplies. - Early March figures show vessel transits dropping into single digits, prompting delays and rerouting. - Energy prices, including Brent crude and natural gas, surged past $90 per barrel, increasing fuel and freight costs. - Rising energy and fertiliser costs threaten food inflation and burden developing economies. - Financial markets show signs of stress, with regional bond yields increasing. - UNCTAD warns continued disruption could deepen economic instability due to vulnerabilities at strategic trade chokepoints.
15. https://www.mitchellrepublic.com/opinion/columns/guebert-i-dont-go-looking-for-trouble - * US winter 2025/26 was the second warmest in 131 years and the driest in 45 years, increasing drought in corn, soybean, and winter wheat regions. * USDA drought report shows drought areas expanded from around 30% to over 50% for corn and soybeans, and from 35% to 56% for winter wheat. * La Niña conditions are moderating, which could bring better weather for Midwest crops and California's Central Valley. * Ongoing Middle East conflict increases costs for diesel and fertiliser, impacting farmers already receiving federal subsidies. * President delays trip to China amid war; traders react negatively, worrying about future trade talks. * US Farm Bill faces political disputes over nutrition cuts, risking future support for farmers. * Farm groups requested additional financial aid amid weather and market uncertainties.
16. https://www.agweek.com/crops/fertilizer-volatility-due-to-iran-war-squeezes-farmers-ahead-of-planting-season - * Fertilizer prices driven by global conflict and energy market volatility increase pressure on US Midwest farmers ahead of 2026 planting season. * Farmers are delaying or reducing fertiliser purchases due to rising costs and market timing challenges. * Global conflict in the Middle East contributes to supply disruptions and higher fertilizer prices. * Farmers may shift crop acreage from corn to soybeans or wheat in response to higher fertiliser costs. * Concerns grow over potential future shortages as supply disruptions and geopolitical tensions persist.
17. https://www.zawya.com/en/economy/africa/africa-faces-sharper-growth-slowdown-if-middle-east-conflict-drags-on-report-warns-fntsufz3 - * African economies could lose 0.2 percentage points of GDP growth in 2026 if Middle East conflict lasts over six months. * Disruption to trade, energy, and fertiliser supplies threaten economic growth across Africa. * The report highlights impacts on fertiliser costs due to disruptions in Gulf LNG supply affecting ammonia and urea production. * African countries like Nigeria and Mozambique could benefit from higher prices, while transport rerouting increases congestion in specific ports. * The report advises African governments to strengthen revenue collection and establish emergency food corridors.
18. https://www.producer.com/crops/growers-urged-to-be-on-high-alert-for-stripe-rust/ - * Prairie producers advised to be alert for stripe rust in 2026, following a report from March.* * Stripe rust identified at high levels in Washington state wheat crops, increasing risk to Canadian Prairie regions.* * Inoculum may be blown into Alberta, Saskatchewan, and Manitoba from the Pacific Northwest starting mid-May.* * Researchers and authorities recommend scouting for symptoms and applying fungicides early if necessary.* * The risk is linked to weather patterns and wind trajectories monitored from mid-May.*
19. https://www.rfdtv.com/fertilizer-costs-continue-to-pressure-u-s-wheat-growers-new-report-finds - * New analysis highlights rising input costs, especially fertiliser, impacting U.S. wheat growers. * Tariffs on phosphate fertiliser have increased costs since 2021, affecting profitability. * Higher fertiliser prices may influence future planting decisions. * Industry warns of increased competitive pressure from countries with lower input costs. * Long-term sustainability concerns raised if fertiliser prices remain elevated.
20. https://blogdocemagia.blogspot.com/2026/04/iran-war-impacts-cosmetics-food-and.html - * Disruption of fertiliser shipments and soaring energy prices due to Iran war threaten global food prices and supply chain stability. * The Strait of Hormuz, blocked by Tehran, accounts for 30% of globally traded fertilisers, impacting ammonia and urea supplies. * Prices of urea have increased by 30% to 40%, with warnings that 65-70% of global urea supply could be affected. * Farmers in countries like South Africa and Kenya face higher fuel and fertiliser costs, and export delays for products such as tea. * Oil, gas, and aluminium supply disruptions impact beer production and packaging materials. * Countries with high renewable energy capacity are insulated from market shocks; China is positioned to weather the waterway closure. * Brazil's renewable sector faces cutbacks due to generation restrictions, despite renewable energy shielding some from fossil fuel disruptions.
21. https://www.business-standard.com/industry/agriculture/uttar-pradesh-govt-aims-to-procure-wheat-worth-over-12-900-crore-126040201047_1.html - * The Uttar Pradesh government plans to procure 5 million tonnes of wheat at a minimum support price of ₹2,585 per quintal, worth over ₹12,925 crore. * The procurement process started on March 30 and will end on June 15, 2026. * The government has set up over 3,570 procurement centres across the state. * The state has increased its wheat procurement target from 3MT to 5MT, with payments to farmers to be made within 48 hours via Direct Benefit Transfer. * The government’s buffer stock procurement aims to ensure food security and stabilise market prices, feeding the public distribution system and managing buffer stocks.
22. https://thechronicle.com.gh/fertilizer-prices-bring-more-pain-for-american-farmers-amid-war-in-iran/ - * The war in Iran causes higher prices for fertilizer and energy for US farmers. * Prices for nitrogen, a key fertiliser component, are rising quickly. * The Strait of Hormuz blockade, a major oil and fertiliser chokepoint, impacts supply. * US-made fertiliser costs increase due to natural gas price rises. * Potential higher grocery costs driven by farming supply pressures.
23. https://www.producer.com/am-market-reports/am-market-report-april-2-2026/ - * Grain markets in the US and Canada are experiencing rebounds following recent declines, supported by energy market surges and geopolitical tensions involving Iran and US sanctions. * US wheat, soybean, corn, and canola markets are seeing price increases amid ongoing geopolitical instability and energy market volatility. * Canadian canola futures rebounded by $8 to $11/tonne supported by rising energy prices and global vegoil markets. * Geopolitical tensions and energy prices are influencing both US and Canadian agricultural markets, with uncertainty persisting. * US and Canadian markets will be closed on Good Friday, affecting trading and price signalling.
24. https://www.bloomberg.com/news/articles/2026-03-24/australia-to-plant-less-wheat-as-global-fertilizer-woes-deepen - • Australian wheat farmers reduce plantings due to fertiliser supply concerns. • Global fertiliser costs rise amid disruptions caused by the war in Iran. • Fertiliser shortages and higher prices impact wheat production strategies worldwide. • The issues are linked to stalled exports through the Strait of Hormuz. • Disruption affects wheat yields and global supply outlook.
25. https://www.alarabiya.net/aswaq/special-stories/2026/04/02/%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%85%D9%86-%D8%B4%D8%B1%D9%8A%D8%A7%D9%86-%D9%84%D9%84%D9%86%D9%81%D8%B7-%D8%A7%D9%84%D9%89-%D9%81%D8%AA%D9%8A%D9%84-%D9%84%D8%A7%D9%86%D9%81%D8%AC%D8%A7%D8%B1-%D8%A7%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%BA%D8%B0%D8%A7%D8%A1-%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A7- - * تتصاعد التوترات الجيوسياسية في مضيق هرمز، الذي يمر عبر نحو 30% من تجارة الأسمدة العالمية. * ارتفاع أسعار اليوريا والأمونيا بنسبة 30-40% منذ بداية النزاع، مع تهديد أكبر بنسبة 70% من الإمدادات. * اعتماد إنتاج الأسمدة النيتروجينية على الغاز الطبيعي، الذي ارتفعت أسعاره بنحو 60%، مع تجاوز أسعار النفط لحاجز 100 دولار للبرميل. * ارتفاع أسعار الطاقة والتكاليف يرفع من أسعار الغذاء، مع ارتفاع مؤشر أسعار الغذاء العالمي لأول مرة منذ 5 أشهر. * تتوقع زيادة قصيرة الأمد في أسعار الخضروات والتأثير على أسعار القمح والشعير والألبان خلال 3-6 أشهر، مع تضخم غذائي قد يصل إلى 4.8% في 2026، وأعلى في حال تفاقم أزمة الطاقة. * الدول الأكثر اعتمادًا على الاستيراد، خاصة في إفريقيا جنوب الصحراء وآسيا، ستكون أكثر عرضة للمخاطر، مع تهديد للأمن الغذائي في مناطق مثل الصومال، كينيا، بنغلادش، وباكستان.
26. https://natlawreview.com/article/geopolitics-energy-markets-and-fertilizer-why-us-farmers-are-feeling-pressure - * Global geopolitical tensions in the Middle East have disrupted fertiliser component exports and natural gas supplies, raising prices by around 30% for U.S. farmers. * These disruptions could lead farmers to shift from corn to soybeans, impacting crop yields and the wider economy. * U.S.-based fertiliser producers benefit from lower domestic natural gas prices, potentially gaining competitive advantages. * The situation highlights vulnerabilities in global supply chains and the interconnectedness of energy, fertiliser, and agricultural markets. * The outcome may influence crop prices and US food supply costs, including for events like Thanksgiving.
27. https://www.24-7pressrelease.com/press-release/533335/jillian-hishaw-highlights-global-fertilizer-crisis-amid-iran-war-and-rising-farm-costs - * Jillian Hishaw discusses how the Iran war disrupts global fertiliser markets, affecting US farmers. * Fertiliser prices have surged, with some US farmers reporting increases from $750 to $1,000 per ton. * Prices for vital farm inputs like diesel, seeds, and packaging materials have also increased significantly. * The rise in costs contributes to global food price inflation and threatens food security. * Farmers are reducing fertiliser use, switching crops, or reconsidering planting decisions. The article highlights systemic global supply shocks driven by geopolitical conflict, impacting agricultural inputs and food affordability.
28. https://lmd.lk/from-gas-to-grain-fertilizer-disruptions-raise-risks-for-food-security-and-trade/ - * The conflict affecting the Strait of Hormuz is disrupting energy and fertilizer flows, impacting costs and risks for food systems. * Shipping through Hormuz has collapsed, with transits down by over 95%. * Energy prices have surged due to rising oil and gas costs. * The region is vital for global fertilizer supply as a producer and trade route. * Rising energy, fertiliser, and transport costs increase risks to food production, supply, and prices.
29. https://attackofthefanboy.com/politics/the-us-iran-war-is-already-sending-oil-markets-into-chaos-but-a-fertilizer-shortage-quietly-building-could-push-45-million-more-into-hunger/ - * The US-Iran conflict impacting the Strait of Hormuz has severely disrupted global fertiliser supply chains. * Fertiliser prices, especially nitrogen-based products like urea and ammonia, have risen sharply since the conflict began. * Key exporters such as Iran, Qatar, Saudi Arabia, and others face trade halts and reduced exports. * Farmers in countries like Malawi, Zambia, India, and Brazil face fertiliser shortages and rising costs. * The UN Food and Agriculture Organisation warns prolonged disruptions could lead to lower yields and increased global hunger. * The World Food Programme estimates an additional 45 million people could face hunger due to the fertiliser crisis.
30. https://www.foodsecurityportal.org/node/3839 - * Shipping restrictions in the Strait of Hormuz have led to sharp increases in fertilizer and energy prices. * Disruption could reduce fertilizer use and crop yields, posing food security risks. * Gulf countries are major exporters of nitrogen and phosphate fertilizers; disruptions threaten global supply. * Natural gas and ammonia exports from the Gulf are vulnerable, affecting nitrogen fertiliser production. * Price surges in fertilisers and energy are already evident, with ongoing risks to supply chains and prices.
31. https://www.eastidahonews.com/2026/03/iran-war-has-us-farmers-worried-about-the-cost-and-availability-of-fertilizer/ - * The war in Iran has led to a 40% increase in fertiliser costs for US farmers, with expected additional expenses of $100,000 for some.* The conflict has disrupted shipping through the Strait of Hormuz, affecting imports of nitrogen fertilisers and key ingredients from the Middle East.* Farmers face potential shortages and increased costs due to sanctions and supply chain disruptions.* Domestic fertiliser production partly offsets reliance on imports, but energy prices also impact costs.* US government has implemented measures like increased imports from Venezuela and financial aid to farmers.* Fertiliser cost hikes are unlikely to significantly raise grocery prices but impact farmer profits.
32. https://www.americanagnetwork.com/2026/04/01/nawg-urges-itc-to-revoke-duties-on-phosphate-fertilizers/ - * The National Association of Wheat Growers (NAWG) urged the US International Trade Commission to revoke countervailing duties on phosphate fertilizers from Morocco and Russia. * The letter cited economic harm to US wheat farmers and emphasized the importance of phosphate fertiliser for wheat cultivation. * Fertiliser costs comprise about 38% of wheat operating costs, with duties adding $6.9 billion between 2021-2025. * US domestic supply of phosphate fertiliser falls short by 3 million metric tonnes annually, with imports tightened by duties. * The move aims to reduce costs amidst external pressures like geopolitical disruptions.
33. https://www.tz.de/politik/iran-krieg-und-blockade-der-strasse-von-hormus-hungerkrise-ist-sehr-real-zr-94246475.html - * Warns of a very real danger of a global hunger crisis due to conflict and disruptions in the Iran region. * Increases in food and energy prices, supply chain disruptions, and drought are cited as causes. * The report highlights the impact on poorer countries and overall food security, with 673 million people suffering from malnutrition in 2024. * Obstacles include the Iran conflict's blockade in the Strait of Hormuz, affecting fertiliser exports and agricultural output. * Humanitarian efforts face logistical and financial challenges amid escalating costs and limited resources.
34. https://timeskuwait.com/hormuz-crisis-sends-shockwaves-through-global-food-and-energy-markets-un-warns/ - * The United Nations Conference on Trade and Development reports escalating tensions in the Strait of Hormuz pose risks to energy, fertiliser, and food markets. * Disruptions have caused a sharp decline in shipping traffic, increased energy and fertiliser prices, and raised production costs. * Oil and natural gas prices have surged, affecting fertiliser manufacturing; fertiliser prices, especially nitrogen types, have increased. * Energy and fertiliser disruptions threaten agricultural output and global food supply chains, with increased transportation and insurance costs. * Major economies relying on imported fertiliser face heightened vulnerabilities and rising food prices worldwide.
35. https://www.brownfieldagnews.com/news/kansas-farmers-report-freeze-damage-early-drought-stress-on-wheat-crop/ - • Kansas farmers report weather impacts on winter wheat crop, including freeze damage and drought stress. • One farmer reports 5 to 10% freeze damage, indicating early adverse effects. • Dry conditions and warm weather have affected wheat development, with some relief forecasted. • The latest drought assessment shows moderate drought in the area.
36. https://www.brownfieldagnews.com/news/kansas-farmers-report-freeze-damage-early-drought-stress-on-wheat-crop/ - * Kansas farmers report weather impacts on winter wheat crop. * Some fields have 5 to 10 percent freeze damage. * Lack of moisture and ongoing dryness are affecting development. * Drought conditions are moderate but forecast indicates possible relief this week.
37. https://www.fox28spokane.com/collateral-damage-the-impact-of-trade-wars-on-u-s-agriculture-2/ - * In 2024, China imported $24.4 billion in U.S. agricultural products, nearly 14% of US exports. * From January to August 2025, US exports to China declined by 54%, amounting to a $7.4 billion loss. * Soybean exports decreased by $2.7 billion, accounting for over one-third of total reduction. * Export losses were concentrated in the South, Midwest, and West Coast states. * Grain exports, particularly wheat, fell significantly, with wheat exports dropping to zero in this period.
38. https://www.oxfordeconomics.com/resource/how-the-iran-war-is-reshaping-commodity-markets-in-2026/ - * Geopolitical conflict in Iran has disrupted global commodity markets in 2026, reversing earlier stable outlooks. * The Strait of Hormuz closure has removed a key energy supply route, causing oil prices to exceed $100 per barrel. * Gas markets face heightened pressures, especially in Europe and Asia, due to loss of Qatari LNG exports. * Aluminium prices are driven higher by Middle East disruptions and increased energy costs. * Fertiliser prices are up around 20% year on year, influenced by natural gas costs and Strait of Hormuz disruption. * Agricultural output may be affected as higher input costs influence crop choices and yields. * Gold remains supported but volatile, affected by geopolitical stress and policy expectations. * Overall, commodity markets in 2026 are increasingly driven by geopolitical shocks and related cost and demand transmission.
39. https://credendo.com/en/knowledge-hub/global-supply-chains-chaos-after-one-month-conflict-middle-east - * Disruptions in Gulf exports due to conflict and Strait of Hormuz closure affect global supply chains, causing shortages and delays in energy, manufacturing, and transport sectors. * Oil prices have surged by about 50%, with 20-30% of global oil and 20% of LNG passing through the strait. * Fertiliser markets face supply tightness and price increases, particularly in nitrogen fertilisers, sulphur, and phosphates; some countries are implementing export restrictions. * Aluminium supplies are threatened by production shutdowns in the Middle East, with prices reaching highest levels in four years. * Airline routes are affected, leading to longer flights and higher costs, especially between Europe and Asia. * Disruptions in supply of key components like helium, critical for semiconductor production, are expected to impact electronics and healthcare sectors.
40. https://unn.ua/news/dobryva-po-40-tys-i-dyzel-maizhe-po-90-hrn-yak-podorozhchala-posivna-2026-dlia-fermeriv - * Ukrainian spring sowing in 2026 is delayed by two weeks due to adverse weather and logistical issues. * The cost of resources such as fuel and fertilisers has increased, driven by geopolitical instability and energy market fluctuations. * Diesel fuel prices at retail now reach up to 90 hryvnias per litre; fertiliser prices exceed 40,000 hryvnias per ton. * Small and micro-farms are most affected, facing higher input costs and difficulties with financing. * Security concerns and labour shortages, especially in frontline regions, complicate the sowing process.
41. https://www.dailymail.co.uk/news/article-15664787/economic-hammer-blow-far-worse-Covid-Economists-explain-nightmare-scenario-just-weeks-away-Iran-war.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Experts warn that the Iran conflict could trigger a global energy crisis, food shortages, and economic disruptions within weeks. * Strait of Hormuz shutdown risks losing vital oil and gas supplies, potentially causing European gas prices to surge dramatically. * Disruptions in energy infrastructure in Iran and Qatar threaten global fuel supplies, leading to possible rationing. * Experts anticipate impacts on air travel, food production, and industries due to energy shortages and halted shipping routes. * Analysts warn escalation could worsen the crisis, particularly in the Red Sea, affecting key energy transit routes.
42. https://www.brownfieldagnews.com/weathers/an-active-moisture-laden-weather-pattern-across-the-heartland-temps-vary-greatly/ - * An active, moisture-laden weather pattern across the Heartland and Plains affects crop conditions. * Wet snow and warm, humid conditions observed in the upper Great Lakes, Missouri, Ohio, and Michigan. * The perceived condition of winter wheat in Kansas declined to 40% good to excellent as of March 29. * Dry weather persists in the central and southern Plains, stressing winter grains and pastures. * Limited precipitation in the West does not significantly improve water supply outlook.
43. https://www.brownfieldagnews.com/weathers/an-active-moisture-laden-weather-pattern-across-the-heartland-temps-vary-greatly/ - * An active, moisture-laden weather pattern affects the US Heartland, with varying temperatures. * Wet snow and severe weather reports across the Great Lakes region, shifting southward. * Dry weather with temperature extremes leads to declining winter wheat conditions in Kansas, with only 40% rated good to excellent. * Southern US experiences isolated showers and dry conditions, stressing crops and pastures. * In the West, limited precipitation does not significantly improve water-supply outlook amid record warmth.
44. https://www.edp24.co.uk/news/25953752.af-group-says-farms-must-take-strategic-view-procurement/?ref=rss - * The war in Iran and disruption of the Strait of Hormuz have pushed up prices of farming inputs including fuel and fertiliser. * AF Group reports significant price rises: kerosene up 64ppl, red diesel up 44.5ppl, white diesel up 47ppl, ammonium nitrate and urea up 24%, liquid fertiliser up 17%. * Most products remain available despite daily pricing. * AF Group emphasises the importance of procurement strategy for farmers facing rising costs and market volatility. * Combining sector expertise with structured procurement can enhance resilience and profitability for farm businesses.
45. https://en.antaranews.com/news/410693/global-markets-turn-to-indonesian-fertilizer-amid-disruptions-govt - * Multiple countries are interested in importing Indonesian fertilizer due to disruptions in the Middle East, affecting global urea supply.* The Middle East conflict has disrupted trade routes and increased fertilizer prices, with urea reaching US$690 per ton.* Indonesia has a fertiliser production capacity of around 14.5-15 million tons annually, with significant export activity.* Pupuk Indonesia exports an average of 1.5-2 million tons of fertilizer per year to multiple countries, including India, Australia, and the Philippines.* The domestic demand for urea in Indonesia is about seven million tons, with sufficient supply for both domestic use and exports.
46. https://www.thehindubusinessline.com/economy/agri-business/centre-kicks-off-procurement-season-with-18000-tonnes-of-wheat-targets-303-lakh-tonnes/article70810725.ece - * The government has started the wheat procurement season with 17,883 tonnes in its reserve, targeting 303.36 lakh tonnes by June 30. * The procurement includes purchases from Rajasthan, Madhya Pradesh, Uttar Pradesh, Gujarat, Bihar, Jammu and Kashmir, Haryana, Himachal Pradesh, Uttarakhand. * Previous season (2025-26) saw a total procurement of 300.35 lakh tonnes. * Market prices are currently below the minimum support price, with government setting up procurement infrastructure. * Weather conditions and crop quality will influence procurement outcomes.
47. https://www.businessinsider.com/iran-war-fertilizer-shortage-grocery-inflation-long-after-fighting-stops-2026-4 - * The conflict in Iran has disrupted key fertilizer supplies and increased fuel costs, impacting staple crop production. * Fertilizer prices, such as urea, have surged from $350 to over $600 per ton since 2022. * Disruptions in the Strait of Hormuz have affected approximately half of the world's urea fertilizer trade. * Higher input costs are leading to decreased fertiliser use, weaker yields, and shrinking global grain stockpiles. * Rising energy prices and supply shocks may increase food prices by 12-18%, affecting consumer grocery bills. * The full impact on global food prices and supplies may be felt over four to six months, with longer delays possible.
48. https://fulcrum.sg/chokepoint-in-the-gulf-what-the-us-israeli-war-on-iran-means-for-southeast-asias-food-security/ - * The closure of the Strait of Hormuz has disrupted oil, LNG, and fertiliser supplies, impacting global markets and food prices. * Southeast Asia is highly exposed as a net energy and fertiliser importer, with countries like Thailand, Vietnam, and the Philippines vulnerable. * Higher energy and fertiliser prices are expected to increase production costs, affecting crops requiring regular fertilisation. * Governments are urged to build regional resilience through pooled procurement, regulatory facilitation, and sustainable agricultural practices. * Long-term strategies include investing in circular fertiliser systems, regenerative agriculture, and regional bio-fertilisers to reduce dependency.
49. https://www.indiasnews.net/news/278957043/haryana-farmers-demand-compensation-from-govt-after-unseasonal-rain-damages-crop - * Haryana farmers in Jhajjar's Amadalpur village call for compensation following crop damage caused by unseasonal rain and hail. * Farmers estimate nearly 80% of their wheat crop has been damaged. * Similar crop damage reported by farmers in Uttar Pradesh and Bihar due to rainfall and hailstorms. * Bihar government officials announce assessment and support plans following crop damage from a hailstorm. * India Meteorological Department issues nationwide weather alert for thunderstorms and gusty winds.
50. https://www.gandul.ro/stiri/putin-nu-vrea-doar-petrodolari-conflictul-din-iran-ofera-inca-o-oportunitate-nesperata-kremlinul-nu-a-semanat-aceasta-recolta-dar-cel-mai-probabil-o-va-culege-20845630 - * Russia expects to profit from rising fertiliser prices due to the blockage of Strait of Hormuz and increased maritime restrictions.* The blockage affects 46% of global maritime transit of urea and 30% of ammonia, leading to an increase in fertiliser prices.* Prices for fertilisers like urea have risen to $604-710 per tonne, with additional increases expected.* Russia, as a major exporter of ammoniac and urea, benefits from supply disruptions, strengthening its geopolitical influence.* The potential for supply chain shifts may enable Russia to solidify economic and political power.*, The ongoing conflict in Iran and restrictions in the Gulf are likely to influence global fertiliser markets and prices.
51. https://startupfortune.com/iran-conflict-is-already-inflating-global-food-prices-experts-warn/ - • The Iran conflict has disrupted fertiliser shipments through the Strait of Hormuz, causing price surges. • Fertiliser prices, such as urea, have increased from $350 to above $600 per ton. • The disruption affects global planting due to fixed planting windows, risking lower yields. • The impact is compounded by ongoing Ukraine war effects and rising energy costs. • Food prices could rise by 12 to 18 per cent, increasing grocery bills, especially in developing nations.
52. https://caribbeannewsglobal.com/from-gas-to-grain-fertiliser-disruptions-raise-risks-for-food-security-and-trade/ - * The conflict affecting the Strait of Hormuz has caused a collapse in shipping transits, disrupting energy and fertiliser flows. * Oil and natural gas prices have surged sharply, increasing fertiliser production costs. * Fertiliser prices, especially nitrogen-based ones, have risen significantly due to rising input costs. * Disruptions in energy and fertiliser trade affect global food production, trade, and food security, especially in importing countries. * Transport and insurance costs for fertiliser shipments have increased, further raising prices and impacting supply chains.
53. https://www.agbi.com/opinion/logistics/2026/04/a-houthi-red-sea-return-would-deepen-the-strain-on-gulf-logistics/ - ['* The US-Iran conflict has increased pressure on Gulf supply chains, with Houthi missile strikes on Israel signifying regional escalation.', '* Red Sea ports in Saudi Arabia have experienced surges in shipping volumes, with oil exports from Abqaiq increasing significantly.', '* Infrastructure stress due to heightened shipping, with over 80 VLCCs waiting at Yanbu and high port volatility.', '* Disruption of shipping routes raises concerns over fertiliser shortages and supply chain delays affecting industries worldwide.', '* The conflict threatens to impact African agriculture and the global fertiliser market, with potential long-term food security implications.']
54. https://www.sanjuandailystar.com/post/global-food-supply-faces-a-dangerous-bottleneck-as-iran-war-persists - * The Iran war and conflict in Ukraine have disrupted fertiliser supplies, raising prices globally. * Fertiliser plants in India, Algeria, Slovakia, and China have shut down or restricted exports due to rising natural gas prices. * Fertiliser shipments through the Strait of Hormuz have been halted or limited, impacting global supply. * The escalation has led to higher costs for farmers in the US, Brazil, India, and Europe, and risks food insecurity. * The WTO warns of destabilised trade in energy, fertiliser, and food amid geopolitical tensions.
55. https://www.elfinanciero.com.mx/mundo/2026/03/19/no-solo-afecta-al-sector-petrolero-bloqueo-en-estrecho-de-ormuz-amenaza-importaciones-de-alimentos-y-fertilizantes/ - * La Organización Mundial del Comercio (OMC) advierte del impacto del bloqueo del estrecho de Ormuz en importaciones de fertilizantes y alimentos. * Grandes países productores agrícolas dependen de esa ruta para entre el 35% y el 70% de sus importaciones de urea. * El bloqueo afecta la seguridad alimentaria y el precio de energía, impactando los importadores netos y beneficiando a exportadores. * La guerra en Oriente Medio podría reducir el crecimiento económico global en un 0.3% y el comercio en un 0.5% en 2026, si prolongada. * La OMC prevé que los aumentos en los precios de energía afecten al comercio, seguridad alimentaria y costes para consumidores y empresas.
56. https://thefrontierpost.com/china-reportedly-restricts-fertilizer-exports-further-straining-supplies/ - * China is reportedly restricting fertilizer exports to protect its domestic market, with bans on nitrogen-potassium fertilisers and some phosphate varieties. * The export restrictions, covering up to 75% of last year's Chinese fertilizer exports, are in response to domestic supply tightness and food security concerns. * International fertilizer prices, especially urea, have risen significantly post-war, with China’s urea futures near a 10-month high. * The restrictions have a major impact on countries such as India, Brazil, Indonesia, Thailand, Malaysia, and New Zealand, which rely on Chinese fertiliser imports. * Industry analysts suggest the bans may extend beyond August, with official comments indicating possible continuation.
57. https://www.perfil.com/noticias/economia/la-presion-impositiva-sobre-el-campo-subio-a-625-por-efecto-de-la-guerra-en-medio-oriente-a40.phtml - * The state's participation in agricultural income increased to 62.5% in March, up 6.1 percentage points since December 2025, driven by international cost escalation and local tax updates, according to FADA. * The report highlights a critical situation for wheat, with an indicator of 104.4%, indicating that tax burden exceeds income. * Other crops with high pressure include sunflowers (80.3%), soybeans (61.6%), and maize (56.8%). * The war in Middle East and the blockade of the Strait of Ormuz have increased fertiliser prices—urea up 43% and fuel costs rising 33% since December. * Provincial taxes rose from 6.4% in 2025 to 9.7% in March 2026, with rural property taxes increasing by 79% nationally. * Regional disparities exist, with Entre Ríos at 67.6% and San Luis at 55.7%, reflecting unequal impacts across provinces. * Producing in 2026 demands more resources, with 3.8 tonnes of wheat needed to buy one tonne of urea.
58. https://www.geo.tv/latest/658035-how-far-is-war-from-the-dinner-table - * The ongoing war in the Middle East raises concerns about global food security due to disruptions in energy and fertiliser supply chains. * The conflict affects fertiliser production and transportation, impacting food production and prices. * Gulf countries, Lebanon, Iran, and Pakistan face varying degrees of food and energy vulnerability. * Rising energy prices and fertiliser costs threaten planting and harvest quality, especially in dependent countries. * Policy responses include safeguarding fertiliser feedstock gas and improving agricultural resilience.
59. https://www.moroccoworldnews.com/2026/03/283395/morocco-among-key-suppliers-as-india-scrambles-for-fertilizers-amid-hormuz-crisis/ - * India is negotiating with Morocco, Russia, and Belarus to secure fertiliser supplies due to Strait of Hormuz closure and Chinese export restrictions. * India’s fertiliser inventories are up, but officials remain concerned about shortfalls during planting season. * Morocco's OCP sold phosphate fertilisers to Latin America and the US is engaging Morocco for supply. * The Strait of Hormuz closure has significantly disrupted Gulf fertiliser exports, impacting global supply. * Rising fertiliser prices and supply constraints are linked to the Hormuz closure and geopolitical tensions.
60. https://dollarcollapse.com/the-fertilizer-supercycle-is-back-the-most-important-supply-chain-youve-never-thought-about/ - * The article discusses the historical significance of the Haber-Bosch process for global food production, enabling population growth from 1.6 billion in 1900 to 8 billion today. * It details past fertilizer crises in 1973–74, 2007–08, and 2021–22, correlating energy shocks, geopolitical events, and supply chain disruptions. * The current crisis is intensified by the Iran war, which restricts natural gas supplies crucial for fertilizer manufacturing, causing prices to surge. * Farmers are already shifting crop choices due to rising costs, which will affect global food prices in the latter half of 2026. * The article warns of a food crisis driven by fertiliser shortages and supply chain vulnerabilities, with impact on global food security.
61. https://www.indiatoday.in/science/story/more-rain-loud-thunders-to-rock-india-on-april-1-multiple-weather-systems-to-arrive-2889723-2026-03-31?utm_source=rss - * The India Meteorological Department forecasts an extended spell of rain, thunderstorms, and hailstorms across large parts of India, especially northwest India, through early April. * Peak activity is expected on April 3 and 4, with severe weather warnings issued, including hailstorms damaging wheat crops. * Regions affected include Jammu & Kashmir, Himachal Pradesh, Madhya Pradesh, Maharashtra, Chhattisgarh, Assam, and Meghalaya. * Multiple atmospheric systems, such as western disturbances and cyclonic circulations, influence this weather pattern. * Temperature fluctuations and weather alerts suggest significant atmospheric instability during India’s pre-monsoon season.
62. https://tribune.com.pk/story/2600403/govt-mulls-rs31b-spending-on-wheat-stocks - * Pakistan's ECC approves Rs31 billion expenditure for wheat buffer stock amid regional tensions. * The procurement involves 1 million metric tons of wheat through transparent bidding. * The initiative aims to enhance food security and reduce import reliance. * Local procurement to be divided among federal and provincial governments, prioritising available stocks. * Final proposal to be refined and resubmitted by mid-May after consultations between food and finance ministries.
63. https://agfundernews.com/nc-farmer-weighs-in-as-persian-gulf-fertilizer-crisis-widens-you-will-see-a-massive-decline-in-yield-and-acres - * Rising costs and shortages of fertilizer, driven by conflict in the Persian Gulf, are impacting US planting decisions. * US farmer Russell Hedrick reports planting earlier and using fewer inputs due to high fertilizer prices. * Global fertilizer prices have increased, with disruptions affecting supply and potentially raising global food prices by 12–18% by 2026. * Stakeholders warn of potential harvest failures, especially in import-dependent regions like sub-Saharan Africa. * US farming organisations urge policy changes, including removal of duties and strategic reserves, to mitigate supply risks.
64. https://tribune.com.pk/story/2600403/govt-mulls-rs31b-spending-on-wheat-stocks - * Pakistan's Economic Coordination Committee (ECC) approves Rs31 billion expenditure to build wheat strategic reserves. * The government aims to procure one million metric tons of wheat for national and regional food security, including AJK and G-B. * Procurement process will be open, transparent, and market-driven, involving private sector participation. * Provincial governments are responsible for procuring 4.75 million tons, with Punjab, Sindh, Khyber-Pakhtunkhwa, and Balochistan assigned specific quantities. * The proposal includes incentives for farmers, utilisation of existing reserves, and no immediate imports, focusing on self-sufficiency and stability.
65. https://www.zmescience.com/science/news-science/iran-war-food-crisis/ - * The war in Iran has disrupted shipments of fertilisers from the Middle East, especially through the Strait of Hormuz. * Prices for fertiliser components such as urea and ammonia have increased significantly since the conflict began. * The disruption risks causing a global fertiliser shortage, affecting crop production and increasing food prices. * Major countries like India, Bangladesh, Pakistan, and the US depend on imported Gulf gas for fertiliser production. * The shortage may lead to higher food prices, food insecurity, and potential social unrest. * Other factors include restrictions on fertiliser exports by China, sanctions, and Russia’s role in global fertiliser markets.
66. https://www.brownfieldagnews.com/market-news/soybeans-see-gains-after-lower-than-expected-acreage-estimate/ - * Soybeans increased in value due to short covering, technical buying, and weaker dollar. * USDA project soybean planted area to rise 4% in the year, lower than analysts’ estimates. * US soybean stocks slightly larger than expected; demand tied to RVO numbers and better ROI. * Market monitoring Brazil harvest, Argentina development, and China's future actions. * Corn acreage may fall 3% from 2025, with record corn stocks in March. * Wheat futures rose on fund and technical buying, with US wheat acreage at a near 100-year low and global supplies high. * Rain forecasts and weather conditions in main wheat-producing regions influence market sentiment.
67. https://www.agri-mutuel.com/cultures/trois-agriculteurs-francais-face-a-la-guerre-au-moyen-orient/ - * French farmers face increased costs due to rising fuel and fertiliser prices amid Middle East conflict.
68. https://mishtalk.com/economics/an-interesting-mix-stocks-up-oil-up-gold-up-long-bond-flat/ - * The article discusses market reactions to US geopolitical developments, including President Trump's statement about ending the war without reopening the Strait of Hormuz. * It highlights rising fuel prices, including gasoline and diesel, and their impact on transportation and agriculture. * It reports disruptions in global supply chains for fertiliser, LNG, aluminium, helium, and plastics due to the blockade of Hormuz. * Fertiliser prices have increased significantly, with implications for food inflation and crop planting decisions. * The article suggests these factors contribute to rising inflation pressures and potential monetary policy responses.
69. https://www.indiatoday.in/india/story/middle-east-conflict-disrupts-fertiliser-pesticide-supply-india-food-security-2889834-2026-04-01?utm_source=rss - * The conflict involving the US, Israel, and Iran is disrupting global fertiliser supply chains, affecting India's agricultural inputs. * Farmers in Madhya Pradesh face shortages and rising costs of fertilisers and pesticides, with fertiliser prices significantly increased. * India relies heavily on imports, especially from Gulf nations and Iran, which are affected by geopolitical tensions. * Pesticide prices have risen by 15-25% since the conflict began, raising per-acre input costs. * Small farmers are most impacted, facing increased costs and uncertainty ahead of the Kharif season, potentially affecting crop yields and profitability.
70. https://www.xataka.com/ecologia-y-naturaleza/estamos-vigilando-material-equivocado-mundo-tiembla-petroleo-ormuz-ignora-que-alimenta-al-50-planeta - - Geopolitical tensions in the Strait of Ormuz focus on oil prices, but fertiliser supply is also at risk. - Over half of global food production relies on mineral fertilisers, vital for sustaining nearly half the world's population. - Disruptions in fertiliser logistics affect global food security, especially with a third of maritime fertiliser trade passing through Ormuz. - Governments have released oil reserves but no similar strategy exists for fertiliser reserves. - Experts warn that fertiliser supply interruptions could cause a sharp rise in food prices and poorer harvests in the upcoming seasons. - Spain has implemented measures including tax reductions on energy and direct aid to the primary sector to mitigate impacts.
71. https://www.foodlogistics.com/sustainability/agriculture/article/22963346/american-farm-bureau-federation-how-the-strait-of-hormuz-closure-presents-fertilizer-supply-problems-for-farmers - * Disruptions to global fertilizer markets and shipping routes threaten supply, with implications for US farmers. * The Strait of Hormuz controls significant volumes of fertilizers like urea and ammonia from Gulf countries. * US agriculture relies on stable, affordable fertiliser, and shortages could impact crop yields and food security. * Recommendations include utilising US Navy transit, federal financial tools, international partnerships, and expanding domestic transport capacity. * Swift action is urgent to prevent supply shocks reminiscent of 2022 food inflation crisis.
72. https://oilprice.com/Energy/Energy-General/How-the-Strait-of-Hormuz-Crisis-Could-Trigger-a-Global-Fertilizer-Shock.html - * The trade of global fertilizer and ammonia faces pressure due to potential closure of the Strait of Hormuz caused by US-Iran tensions. * Around 15% of global ammonia and 10.6 Mtpa of urea exports, mainly from Saudi Arabia, Qatar, and UAE, could be impacted. * Countries like India, South Korea, the US, and Brazil are highly dependent on these imports. * Disruptions could lead to higher food costs, manufacturing disruptions, and potential food shortages. * Alternative solutions such as green ammonia and e-ammonia are emerging but are unlikely to provide immediate relief.
73. https://www.trend.az/business/4169466.html - * The IMF reports the war in the Middle East is worsening economic outlooks worldwide, especially for energy-importing and low-income countries. * Rising costs for fuel, raw materials, and fertilisers are affecting production and food security, notably through disruptions at the Strait of Hormuz. * The conflict is causing supply chain disruptions, increasing transportation costs, and affecting global commodity prices, with socio-economic consequences. * Financial markets are destabilised, with increased bond yields, stock declines, and higher debt service costs, especially in vulnerable regions. * High energy and food prices are expected to lead to global inflation and slower growth, with differentiated regional impacts.
74. https://www.farm-equipment.com/articles/25144-prolonged-iran-war-could-impact-farm-decisions-corn-acres - * Farmers in the US and Canada face rising fertiliser and fuel prices amid escalating Iran conflict. * Prices for natural gas, a key input for nitrogen fertilisers, could rise if Gulf shipments are disrupted. * Farmers consider reducing corn planting due to fertiliser cost volatility, possibly shifting to soybeans. * Projections for corn acreage lowered by about 1-1.5 million acres; soybean estimates increased. * The conflict introduces uncertainty into global energy and fertiliser markets impacting agricultural decisions.
75. https://www.americanagnetwork.com/2026/03/31/agmarket-net-early-morning-market-analysis-3-31-26/ - * Corn market is down 0-1 cents; soybean and wheat markets are up 3-4 and 2-3 cents respectively. * US crude oil is up $1.29-$1.30, and the US dollar is down 3 points. * The US USDA will release its Prospective Plantings and Grain Stocks reports at 11:00 am CDT. * Estimates for planting are 94.371 million acres of corn, 85.549 million acres of soybeans, and 44.786 million acres of wheat. * Grain Stocks estimates forecast 9.104 billion bushels of corn, 2.063 billion bushels of soybeans, and 1.295 billion bushels of wheat. * Markets are expected to be volatile pre-report, with a focus shift from Middle East tensions to crop data. * Soybean plantings are expected to be around 85.6 million acres, up from last year. * Wheat markets are supported by dry weather and reduced acres. * The report could influence prices based on acreage and stock estimate deviations.
76. https://www.aljazeera.com/economy/2026/3/18/not-just-energy-how-the-iran-war-could-trigger-a-global-food-crisis?traffic_source=rss - * Ongoing war in Iran and Strait of Hormuz closure disrupt oil and fertiliser exports, causing price surges. * Fertiliser shortages are due to Gulf countries' production cuts and export restrictions, affecting global supply. * Key fertiliser exporters like Qatar, India, and Bangladesh have reduced output; US faces a 25% shortfall. * Up to one-third of global fertiliser trade could be disrupted if the Strait remains closed. * Dependence on Gulf fertiliser is highest in Asia, especially India and China, with implications for crop yields amid sowing season. * Fertiliser shortages during peak planting season threaten crop yields for staple foods, risking global food security.
77. https://3-mob.com/featured/when-the-strait-of-hormuz-closes-africa-pays-first-and-heres-how/ - * The conflict involving Iran has partially blocked the Strait of Hormuz, disrupting up to 30% of global oil flows and affecting prices. * The disruption impacts not only oil but also fertiliser, petrochemicals, plastics, and LNG, with Africa highly dependent on Middle Eastern supply chains. * Fertiliser prices, such as Urea, have increased by 50% since the conflict began, risking planting cycles and increasing food inflation. * Immediate effects include fuel price shocks, shipping delays, fertiliser shortages, and ripple effects on plastics, chemicals, and pharmaceuticals. * African economies, largely import-dependent, are advised to secure supply early, build buffer stocks, and prepare contingency plans amid volatile markets.
78. https://www.eco-business.com/opinion/securing-aseans-food-resilience-amid-the-middle-east-conflict/ - * The Middle East conflict threatens ASEAN’s food security through disruptions in fertiliser and LNG supplies. * ASEAN depends heavily on Middle Eastern imports for fertiliser, especially Thailand and India. * Disruptions could lead to higher fertiliser prices, affecting crop yields and food prices. * Countries like Cambodia and Myanmar are most vulnerable due to complete dependence on imports. * Strategies include regional fertiliser stockpiles, diversifying LNG sources, and expanding regional food resilience mechanisms.
79. https://www.usatoday.com/story/news/nation/2026/03/30/water-drought-west-snowpack-restrictions/89320612007/ - * Due to a dry, warm winter, water restrictions are increasing across the Western US, including Colorado, Utah, Wyoming, and Denver. * Lake Dillon in Colorado shows less than 60% water level; Lake Powell's levels are expected to reach historic lows. * Restrictions include bans on large water-consuming developments, limited lawn watering, and reduced water service in restaurants and hotels. * Experts warn that 2026 may be the worst year for Colorado River flows, impacting hydroelectricity, agriculture, and wildfire risks. * The drought is linked to climate change, causing hotter, drier conditions affecting snowpack and water resources.
80. https://agronigeria.ng/global-tensions-mounting-pressure-on-african-farmers-agrifood-systems-pafo/?utm_source=rss&utm_medium=rss&utm_campaign=global-tensions-mounting-pressure-on-african-farmers-agrifood-systems-pafo - * The Chief Executive Officer of PAFO warns that conflicts involving the US, Israel, and Iran disrupt Africa's food systems. * Rising global energy prices and fertiliser supply disruptions increase costs for African farmers. * Trade route instability and supply chain issues inflate logistics costs and limit market access. * Food price inflation worsens household vulnerability, especially among smallholder farmers. * Emphasis on boosting domestic production, improving access to inputs, and intra-African trade to enhance resilience. * Organisations call for policies recognising farmers as contributors to trade and policy solutions.
81. https://www.ksta.de/wirtschaft/globaler-schock-iwf-warnt-vor-krieg-im-nahen-osten-lieferketten-und-energiepreise-unter-druck-1255626 - * The International Monetary Fund warns of significant global economic consequences from the Middle East conflict, including disruptions to energy supply, trade, and financial markets. * The conflict is characterised as a "global, but asymmetric shock" affecting energy prices, trade, and financial conditions. * Disruptions to supply chains, particularly in fertiliser and critical industrial inputs, are highlighted, with increased costs and delays. * Concerns about rising food prices due to interrupted fertiliser supplies passing through the Strait of Hormuz. * Risks of rising inflation and weaker economic growth are acknowledged, especially in regions with high food expenditure, including Europe.
82. https://www.taxresearch.org.uk/Blog/2026/03/31/will-the-world-economy-fall-apart-with-millions-dying-as-a-result-of-this-war/ - * Steve Keen discusses the economic consequences of the war in the Middle East, focusing on systemic vulnerabilities. * Highlights that the potential closure of the Strait of Hormuz could disrupt vital global supply chains for energy, fertiliser, and industrial inputs. * Criticises mainstream economics for neglecting physical dependencies, emphasising energy and material inputs in production. * Suggests that disruption to fertiliser supply could cause collapse in food production and mass starvation. * Warns that the global economy resembles a brittle web prone to collapse when key nodes fail, leading to systemic breakdown. * States that second-order effects, such as famine and supply chain disruptions, could cause more casualties than direct combat. * Based on macroeconomic modelling using his Ravel model, contrasting with traditional models. * Does not definitively confirm the death toll comparison to WWII, but emphasises the risk of widespread casualties from economic collapse.
83. https://www.thegrocer.co.uk/news/iran-war-growers-warn-of-rapid-escalation-of-costs/716612.article - * The closure of the Strait of Hormuz, a key shipping route for fertiliser and natural gas, impacts fertiliser costs. * The Strait accounts for 60%-80% of fertiliser costs. * British Apples & Pears has warned of increased costs due to the conflict. * The conflict has caused volatility in fertiliser pricing and supply.
84. https://www.washingtonpost.com/weather/2026/03/18/record-heat-wave-west-california-arizona/ - * The US West experiences record-breaking temperatures, with some forecasts exceeding 114°F, risking breaking March and April records. * The heatwave affects multiple states, including California, Arizona, Nevada, Utah, Wyoming, and New Mexico, with temperatures up to 107°F. * Climate change contributes to increased temperature extremes, though its link to heat domes remains complex. * The heat dome causes weather blockages, leading to flooding in Hawaii, snow in Alaska, and intense heat under high pressure. * The drought outlook warns of persistent or worsening drought, further stressing water resources and increasing wildfire risks.
85. https://www.prensalibre.com/internacional/mientras-la-guerra-con-iran-se-prolonga-los-alimentos-y-las-medicinas-para-millones-de-personas-quedan-en-el-limbo/ - * The war with Iran has disrupted supply chains for food and medicines in Afghanistan, Gaza, Sudan, and other regions. * The conflict has impacted aid logistics centres in Dubai, a key global humanitarian hub, due to Iranian missile attacks. * 70,000 tonnes of food are currently detained in ships, with fears that a prolonged war could increase global hunger by 45 million people. * Supply routes through the Gulf are delayed or rerouted, increasing costs and shipping times. * The war threatens to exacerbate malnutrition and disease in vulnerable populations, with rising food prices and supply shortages in affected countries.
86. https://www.24newshd.tv/31-Mar-2026/imf-warns-middle-east-war-will-lead-higher-prices-slower-growth - • IMF warns ongoing Middle East war will lead to higher energy, fertiliser, and food prices. • The conflict could harm global economic growth and increase inflation. • Fertiliser production and supply chains, including the Strait of Hormuz, are affected. • Oil and natural gas prices have risen significantly, influencing energy costs across Europe. • Countries with high reliance on gas, like the UK and Italy, face increased energy bills and potential subsidies. • The conflict's duration and scope impact inflation and growth forecasts.
87. https://www.aftenposten.no/verden/i/2p5Alr/israel-vil-stanse-unicef-hjelp-til-gaza - * Israel vil stanse Unicef-hjelpesendinger til Gaza på grunn av påstått smugling av tobakk og nikotin. * Hjelpen koordineres av FN's barnefond, Unicef, og stansen gjelder inntil videre etter funn av skjult nikotin. * Gaza opplever akutt matmangel med 1,6 millioner mennesker berørt, og bare én grenseovergang er åpen. * FN-organet WFP rapporterer at 77 % av Gazas innbyggere står overfor ekstrem matmangel. * Israel har stengt grensen til Gaza etter angrep mot Iran, men grenseovergangen Kerem Shalom er delvis åpnet.
88. https://www.insurancejournal.com/news/national/2026/03/18/862293.htm - * US farmers face increased costs for fertiliser and fuel due to the Iran conflict, impacting planting and prices. * Fertiliser prices, especially for nitrogen-based urea, surged 28% in two weeks; fuel up 33%. * Export market disruptions and tariffs compound economic strain, influencing political dynamics. * Farmers' support shifts may affect US elections in key states like Iowa. * US government and farm groups consider policy responses to mitigate impact.
89. https://www.insurancejournal.com/news/national/2026/03/18/862293.htm - * US farmers face increased costs for fertiliser and fuel due to the Iran conflict, threatening planting plans. * Fertiliser prices, especially nitrogen-based urea, surged by 28%, with fuel prices up 33% since hostilities began. * Disruptions threaten supply chains passing through the Strait of Hormuz, impacting global fertiliser shipments. * Farmers in Iowa and Texas express concern over financial strain, with some considering crop shifts to soybeans. * The conflict's economic impact could influence midterm election outcomes, especially in swing states like Iowa.
90. https://www.independent.co.uk/news/world/americas/iran-war-oil-fertilizer-farms-b2940877.html - * US farmers, including Todd Littleton and Tom Waters, are experiencing increased costs for fertiliser, particularly nitrogen-based fertiliser, due to disruptions caused by the war in Iran and shipping issues in the Strait of Hormuz. * The conflict has restricted fertiliser imports from the Middle East, which supplies about 15% of US fertiliser and half of the global urea supply. * Experts warn that even with current stored stocks, fertiliser shortages may occur, and prices are unlikely to fall quickly despite geopolitical tensions easing. * US government initiatives aim to mitigate costs, including increased fertiliser imports from Venezuela and financial aid, but these have limited impact on overall costs. * The crisis affects farmer profits, crop production costs, and global food prices, though the impact on consumer food prices remains limited.
91. https://www.insidermonkey.com/blog/8-best-potash-stocks-to-invest-in-right-now-1726423/ - * Fertilizer supplies are under pressure due to war in the Middle East, affecting global supply chains. * The Ukraine conflict has led to increased prices for ammonia, urea, sulfur, and phosphate. * Potash stocks are rising on Wall Street as investors anticipate higher profits from American producers. * The Strait of Hormuz remains closed, impacting chemical and fertiliser trade routes. * ICL Group announced a new speciality fertilizer plant in India to reduce import reliance and benefit from demand growth. * Intrepid Potash reported increased sales and higher potash prices in Q4 2025, with plans to expand into lithium projects.
92. https://www.aftenposten.no/meninger/debatt/i/m0Pdg4/naa-blir-energi-igjen-brukt-som-maktmiddel-i-krig-det-avsloerer-en-ubehagelig-realitet - * Iran threatens to set fire to ships passing Hormuz strait, affecting global energy and commodity flows.* *The article recounts Russia's use of energy as leverage in 2014.* *Hormuz strait handles a fifth of global oil and LNG, and a third of world fertiliser.* *Disruptions could remove up to one million tonnes of fertiliser weekly, enough for nearly 20 billion meals.* *Europe's dependence on gas and imported fertiliser intensifies risks, with calls for diversification and strategic resilience.*
93. https://tass.com/economy/2109153 - • The closure of the Strait of Hormuz due to US and Israeli actions against Iran impacts global trade in fertilisers and ammonia. • About 15% of global ammonia and 21% of urea exports, mainly from Middle East countries, are affected. • Disruptions could cause food price increases, supply chain issues, and food shortages, especially impacting India. • The conflict began on February 28, with targeted strikes in Iran, US facilities, and Iran’s decision to close the strait to certain vessels.
94. https://elbuho.pe/2026/03/guerra-en-iran-provoca-escasez-mundial-de-fertilizantes-y-amenaza-los-precios-de-los-alimentos/ - * La guerra en Irán limita los envíos de fertilizantes a través del estrecho de Ormuz, afectando principalmente nitrógeno y fosfato. * La escasez coincide con la temporada de siembra, amenazando rendimientos agrícolas y elevando los precios de los alimentos. * Países como Etiopía y la India enfrentan dificultades por dependencia de importaciones y restricciones del suministro. * Los costes de los fertilizantes y seguros aumentan, impactando la producción agrícola global. * La situación se presenta en un momento crítico para la agricultura en Estados Unidos, Europa y Asia.
95. https://www.maritimeprofessional.com/news/ammonia-fertilizer-trade-threatened-strait-417458 - * The closure of the Strait of Hormuz due to US-Iran tensions threatens global ammonia and fertiliser trade, impacting around 15% of ammonia and 10.6 Mtpa of urea exports, mainly from Saudi Arabia, Qatar, UAE, Iran, and Iraq. * Countries most exposed include India, South Korea, Thailand, Australia, the US, and Brazil, with potential disruptions to crop production and food security. * Alternative production methods such as green and electrolytic ammonia face challenges, with some emerging supply deals expected around 2030. * The global ammonia trade decreased from 12.3 Mtpa in 2024 to 10.9 Mtpa in 2025, with recent geopolitical conflicts adding to supply chain risks.
96. https://www.farms.com/ag-industry-news/will-the-usda-acreage-stocks-report-provide-a-market-surprise-149.aspx - * Traders monitor upcoming USDA planting intentions and grain stocks reports for potential surprises. * Markets moved unexpectedly during the week of March 23 to 27, influenced by factors such as weather, fertiliser costs, and energy trends. * Wheat prices increased due to dry weather and disease stress in US HRW regions; cotton and livestock markets also showed positive trends. * High fertiliser prices may lead farmers to switch from corn or wheat to soybeans, affecting market expectations. * Rising energy costs and government policies, including EPA's biofuel rules, influence crop demand. * Market activity remains confident, with active investment in oilseeds and energy-related commodities. * The upcoming USDA report could bring market surprises, affecting farmers and markets.
97. https://www.theyeshivaworld.com/news/general/2531683/iran-war-disrupts-fertilizer-supplies-threatening-global-food-production.html - * Iran limits shipments through the Strait of Hormuz, a key route for oil and fertilizer trade. * Fertilizer supplies of nitrogen and phosphate are under immediate threat due to the blockade. * The conflict restricts about 30% of global urea trade, impacting countries like Ethiopia. * The war affects fertiliser production and supply chain stability, risking lower crop yields worldwide. * Developing countries, especially in Africa and India, face shortages and higher prices, impacting food security.
98. https://www.newscientist.com/article/2521311-food-shock-is-inevitable-due-to-the-iran-war-and-it-could-get-bad/?utm_campaign=RSS%7CNSNS&utm_source=NSNS&utm_medium=RSS&utm_content=home - * The conflict in Iran and Middle East is expected to cause a food shock later this year due to rising fuel, fertiliser, and pesticide prices. * Global food prices hit record highs after the 1970s energy crisis, with current increases driven by conflict, weather extremes, pandemic, and geopolitical issues. * Disruption in fertiliser and fuel supply from Iran, Qatar, UAE, and Australia due to war damages is raising fertiliser prices. * Higher fertiliser and pesticide costs, along with increased biofuel production and weather impacts, threaten to reduce crop yields. * Strategies suggested include reducing biofuel from food sources, increasing renewable energy use, and promoting sustainable farming practices.
99. https://agriculturepost.com/interviews/us-israel-iran-war-global-fertiliser-crisis-and-the-future-of-agriculture/ - * The US-Israel-Iran war has disrupted global fertiliser supply chains, especially nitrogen fertilisers like urea. * About 45% of the world's fertiliser is exported via the Middle East, with significant reliance by India and Australia. * Disruptions threaten availability and affordability, raising concerns over crop yields and food security. * Experts recommend soil testing, utilisation of nano urea, precise fertiliser application, and crop diversification as mitigation strategies. * Long-term solutions include genomics, AI-driven breeding, microbial soil enhancements, and policy shifts towards resource efficiency.
100. https://www.reinsurancene.ws/commodity-prices-rise-due-to-middle-east-conflict-coface/ - * The conflict in the Middle East has caused a surge in commodity prices, affecting energy, fertilisers, and petrochemicals. * Brent crude oil reached $119 per barrel, a 50% increase in a month; regional variations are noted. * Natural gas prices in Europe and Asia have increased significantly, while US markets show less disruption. * Fertiliser prices, especially nitrogen fertiliser, have risen due to natural gas price hikes; potential global impacts are noted. * Petrochemical and metal prices, including polymers and aluminium, have increased amid supply disruptions.
101. https://www.lanacion.com.ar/economia/campo/el-conflicto-en-medio-oriente-puede-convertirse-en-una-amenaza-directa-para-la-seguridad-alimentaria-nid30032026/ - * The conflict in the Middle East may impact global fertiliser supply and prices, affecting agriculture worldwide. * Increased energy costs and disruption in maritime transport routes like the Strait of Hormuz and the Suez Canal influence fertiliser costs. * Higher fertiliser prices could lead farmers to reduce usage, lowering crop yields and global food production. * Latin America depends heavily on fertiliser imports, making it vulnerable to supply disruptions. * Urgent regional strategies are needed to manage fertiliser dependence and promote sustainable agriculture.
102. https://theprint.in/economy/west-asia-conflict-sparks-60-pc-gas-price-hike-for-fertiliser-plants/2892426/ - * The conflict in West Asia has led to a 60% increase in natural gas prices affecting fertiliser production. * Gas supply to urea plants was scaled up to 75-80%, and LNG is being bought from the spot market. * Spot market LNG prices have risen from USD 11-12 to USD 19.5-19.6 per mmBtu. * India has maintained fertiliser supplies at current prices despite global energy market volatility. * Efforts include diversifying sourcing and establishing long-term agreements with multiple countries.
103. https://www.thisdaylive.com/2026/03/30/global-leaders-propose-hormuz-initiative-to-avert-food-security-crisis/ - * An international coalition has called for a 'Hormuz Initiative' to ensure the flow of food, fertiliser, and agricultural inputs through the Strait of Hormuz. * The initiative aims to mitigate the impact of disruptions caused by tensions and conflicts in the region. * The proposal is modelled on the Black Sea Grain Initiative and involves diplomatic, maritime, and humanitarian efforts. * The United Nations has announced a task force to develop a transit mechanism, working with regional envoys. * The focus is on maintaining the unhindered flow of fertiliser, related materials, and food to prevent a global agricultural crisis.
104. https://www.producer.com/am-market-reports/am-market-report-march-30-2026/ - * US wheat futures are weaker this morning, with declines in HRW and SRW contracts and mixed movements in spring wheat.* *Weekend forecasts shifted moisture further west, increasing rain in parts of US Plains.* *US planting intentions report due Tuesday expected to show slight reductions in wheat and other crop acres.* *US wheat stocks forecast at 1.31 billion bushels, higher than last year.* *Global wheat trade and planting patterns are closely monitored.*
105. https://www.businesswire.com/news/home/20260330993074/en/Pivot-Bio-Expands-Rapid-Response-to-Fertilizer-Market-Volatility-with-Multiyear-Nitrogen-Price-and-Supply-Assurance-Program?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - • Pivot Bio announces a multiyear nitrogen price and supply assurance programme to help farmers secure costs and supply for 2026-2028. • The programme offers price certainty and flexibility in payment structure. • Pivot Bio’s microbial nitrogen is priced approximately 50% lower than synthetic fertiliser and supported by US-based production. • The initiative responds to global fertilizer market volatility driven by supply, energy, and geopolitical factors. • The solution supports crop development and yield potential by providing nitrogen at planting directly at the roots. • Production is located in the United States to ensure timely access during critical application windows.
106. https://www.moroccoworldnews.com/2026/03/283052/us-seeks-to-secure-fertilizers-from-morocco-amid-war-with-iran/ - * The US is seeking to secure fertilizer supply from Morocco as part of its strategy against global disruption caused by Middle East conflict. * The move involves discussions with Morocco and is linked to efforts to minimise fertilizer shortages for farmers. * Morocco, a top phosphate producer, is a key element in global fertilizer markets, with 70% of the world's phosphate reserves. * OCP Group, Morocco's state-owned fertilizer company, is central to these supply plans. * The war between Iran, Israel, and the US is impacting global fertiliser trade and supply chains, notably through the Strait of Hormuz. * The US previously imposed a 19.9% duty on Moroccan phosphate fertilizers; now seeks to mitigate availability issues. * India has also secured fertilizers from Morocco amidst ongoing conflict and supply chain disruptions.
107. https://indianexpress.com/article/cities/chandigarh/imd-red-alert-haryana-orange-alert-punjab-10609961/ - * The India Meteorological Department (IMD) issued a red alert for Haryana and orange/yellow alerts for Punjab and Chandigarh. * Weather conditions including storms and rain are expected to impact wheat crops in Punjab and Haryana over the next 24 hours. * Reports indicate thunderstorms, lightning, hail, and gusty winds in multiple districts, affecting wheat nearing harvest. * Rainfall may cause crop losses and logistical disruptions, despite providing relief from rising temperatures. * Affected districts include Pathankot, Gurdaspur, Hoshiarpur, Nawanshahar, Rupnagar, and SAS Nagar (Mohali).
108. https://www.blu-fo.com/post/the-new-baseline - * The war in Iran has increased tensions in key maritime straits, affecting energy supplies. * Natural gas markets face greater strain with LNG flows becoming more vulnerable. * Fertiliser prices are rising due to feedstock and shipping route pressures, impacting food inflation. * Agricultural commodities such as wheat, corn, and soybeans are increasing in price. * Industrial metals like copper, aluminium, nickel, zinc, sulphur, and helium are experiencing disruptions. * These developments have potential effects on agriculture, manufacturing, and global food supplies.
109. https://www.theage.com.au/business/the-economy/trump-is-steering-the-world-into-a-food-crisis-20260330-p5zjq8.html?ref=rss&utm_medium=rss&utm_source=rss_business - * The war in the Gulf has halted critical fertiliser exports, affecting 45% of global nitrogen trade. * China, Russia, and Turkey have imposed export curbs, further complicating supply issues. * Fertiliser shortages coincide with upcoming planting seasons in the northern hemisphere and Australia. * Prices for fertilisers have risen significantly, with Australian costs reaching four times pre-pandemic levels. * Experts warn of potential long-term food and crop yield crises, with risks escalating through 2027.
110. https://www.farmersguide.co.uk/business/politics/ahdb-publishes-first-weekly-fertiliser-price-report/ - * AHDB has launched its first weekly fertiliser price report to monitor market impacts of the Middle East conflict. * The report aims to support industry responsiveness and policy decisions. * Fertiliser prices have increased between 13% and 36% since February due to rising gas prices and geopolitical disruptions. * Gas accounts for approximately 60% of nitrogen fertiliser production costs. * Shipping disruptions through the Strait of Hormuz and increased fuel costs are affecting supply and prices. * Farmers are adjusting future planning and fertiliser application strategies in response to price rises.
111. https://www.zerohedge.com/geopolitical/food-supply-chain-breaking-again - * Fertiliser supplies are interrupted by conflicts and bans in the Middle East, Russia, and China. * These disruptions impact global fertiliser exports, including nitrogen, ammonia, and phosphate. * The timing of these restrictions coincides with critical planting windows for wheat, rice, and maize. * The resulting yield loss is expected to increase food shortages and hunger worldwide. * The article warns of geopolitical and military consequences linked to fertiliser shortages.
112. https://indianexpress.com/article/explained/explained-economics/us-israel-iran-war-food-inflation-10608686/ - * India has large food stocks of wheat and rice, with good prospects for the upcoming rabi harvest, reducing immediate food inflation risks. * Fertiliser stocks are high, but global supply disruptions and rising costs due to the Iran war threaten fertiliser availability for kharif planting. * Prices of imported raw materials for fertiliser production, such as ammonia and sulphur, have surged following the conflict. * Disruptions could impact fertiliser use in the upcoming sowing season, potentially affecting crop yields and future food prices. * The war also affects crop protection chemicals due to supply chain issues involving petrochemicals sourced from West Asia.
113. https://www.tradingview.com/news/smallcaps:bf5147f7b094b:0-the-weekly-finger-on-growing-your-own/ - * The article discusses rising fertiliser prices in North America, remaining at a higher plateau after surging in 2022. * It highlights energy-related issues, including diesel shortages in Australia and their impact on logistics and food production. * It references disruptions in oil flows and petrochemical costs, affecting materials like resin used in packaging and consumer goods. * It details how supply chain stress manifests through rising costs and availability issues in fertilisers, fuel, and plastics. * The article warns of the potential economic impacts of these systemic disruptions, suggesting early indicators resembling plumbing strain.
114. https://mwnation.com/wto-foresees-middle-east-conflict-impacting-malawi/ - • WTO states the Middle East conflict is pushing up global energy and fertiliser prices, affecting Malawi. • Malawi requires $600 million annually for fuel imports, with recent fuel price hikes. • Fertiliser prices have increased by 20-60%, impacting local prices. • Crude oil prices have risen to around $90 per barrel, affecting import costs. • Malawi supports WTO reform amidst structural challenges for exports.
115. https://decrypt.co/361430/urea-surges-34-as-iran-conflict-ripples-through-commodities-bitcoin - * The Iran conflict is disrupting global trade passing through the Strait of Hormuz, affecting commodities including fertilisers. * Urea prices increased by 34% over the past month, reaching $601 per ton. * A prediction market tracks whether urea will be above $610 on 25 March. * The conflict impacts nitrogen-based fertiliser supply chains, with about a third of global seaborne trade passing through the Strait. * Energy inputs, especially natural gas, influence fertiliser prices, which are affected by wider energy market volatility. * Oil prices are also affected, with WTI crude near the upper-$90s amid supply concerns. * Bitcoin surged to $75,000, with analysis suggesting it may be viewed as a geopolitical hedge in market stress.
116. https://americanbazaaronline.com/2026/03/29/us-farmers-hit-as-fuel-and-fertilizer-costs-surge-due-to-war-477802/ - * The global energy shock caused by the Iran war has led to soaring input costs for US farmers. * Increased diesel prices and fertiliser shortages are impacting planting decisions during the planting season. * Disruptions in oil and gas flows from the Strait of Hormuz are driving up fuel and fertiliser prices. * Farmers face reduced profitability and potential crop yield reductions, risking food price increases. * Broader economic impacts include inflation and supply chain disruptions tied to energy markets. * Relief measures are discussed but may not fully offset immediate costs.
117. https://americanbazaaronline.com/2026/03/29/us-farmers-hit-as-fuel-and-fertilizer-costs-surge-due-to-war-477802/ - * The global energy shock triggered by the Iran war affects US farm sector, raising input costs. * Diesel prices and fertiliser shortages increase expenses for US farmers during planting season. * Disruptions in Gulf region supply chains, driven by geopolitical tensions, worsen fertiliser prices. * Increased energy costs and supply uncertainties reduce farmers' profitability and crop yields. * Higher production costs may lead to increased food prices and inflationary pressures. * Ongoing conflicts threaten planting activities and global wheat supply stability.
118. https://finance.yahoo.com/markets/commodities/articles/oil-fertilizer-prices-may-soon-222800682.html - * The Strait of Hormuz blockade has led to higher gas prices and increased costs for fertiliser production. * Fertiliser shortages are expected due to natural gas price increases and supply disruptions. * CF Industries benefits from North American operations and does not source inputs via Strait of Hormuz. * ExxonMobil stands to benefit from rising gas prices as an oil and gas company.
119. https://wutqfm.com/fire-danger-weather-continues-in-the-great-plains-while-record-breaking-temperatures-bake-the-southwest/ - * Widespread elevated fire weather danger continues across Rockies and Great Plains. * The Southwest experiences a record-breaking March heat wave, with temperatures exceeding or matching records in multiple cities. * Record highs are expected to persist through Sunday and Monday, with potential challenges in the Great Plains. * A pattern change brings warmer weather and messy conditions to eastern regions from Tuesday to Thursday. * Drier-than-normal conditions continue in the West, contributing to ongoing drought and low snowpack.
120. https://www.dailymaverick.co.za/opinionista/2026-03-29-war-and-disease-shape-sa-agricultures-first-quarter-but-there-are-positives/ - * South Africa's agriculture experienced both positive and negative developments in early 2026. * Challenges include foot-and-mouth disease, increased input costs due to the Middle East war, and fertiliser and fuel supply issues. * Positive developments involve extension of the US African Growth and Opportunity Act (Agoa), improving export tariffs and market access. * South Africa's 2025-26 summer crop forecasts amount to 20.3 million tonnes, slightly below last year's record levels. * Overall, the sector ends the quarter with mixed outlooks but maintains a cautious optimism.
121. https://www.bez-kabli.pl/wesfarmers-limited-csbp-scrambles-for-fertiliser-as-iran-war-hits-urea-supply/ - * CSBP, Wesfarmers Ltd’s fertiliser division, seeks to boost local output and secure alternative shipments following disruption of urea and phosphate supplies due to conflict in the Persian Gulf.* * The disruption affects Australia, with CSBP securing some phosphate from the US and sourcing UAN from US, Europe, and Egypt.* * The UN announced a task force to maintain trade flow through the Strait of Hormuz amid risks to global fertiliser supply.* * Fertiliser market pressures are exacerbated by China's export controls and rising costs, with nitrogen fertiliser prices potentially doubling if conflict persists.* * Wesfarmers' fertiliser division reported an 18% increase in first-half EBIT, benefiting from higher margins despite volume declines.*
122. https://www.bluewin.ch/en/news/are-food-prices-now-also-rising-3166181.html - * Rising fertilizer prices are linked to the blockade of the Strait of Hormuz caused by the Iran conflict. * The blockade has slowed around 30% of global urea supplies and affected nitrogen and phosphorus fertilizers. * Many countries, including Ethiopia and European nations, face critical shortages during planting season. * Lower yields and higher production costs risk increasing global food prices. * Governments are considering subsidies and promoting domestic production to mitigate the impact.
123. https://fortune.com/2026/03/29/global-economy-impact-iran-war-gas-price/ - * The war between U.S. and Israeli forces and Iran has driven up energy prices globally and disrupted supply chains, impacting economic outlooks. * Iran's strikes on critical infrastructure, including Qatar’s LNG terminal, and the closing of the Strait of Hormuz have caused significant oil and natural gas supply disruptions. * Oil prices have increased substantially, raising fears of recession and stagflation, and impacting global growth projections. * Fertiliser shortages and price hikes, due to regional conflicts and supply disruptions, threaten food security, especially in import-dependent countries like Brazil and Egypt. * Energy shortages have led to rationing and reduced consumption in poorer countries, while the US remains relatively insulated due to its energy exports.
124. https://zamin.uz/en/world/195505-the-world-is-on-the-brink-of-a-food-shortage.html - * Countries nearing food shortage as 50% of food depends on synthetic fertilisers. * Disruptions caused by Strait of Hormuz blockage and export restrictions from China. * Fertiliser shortage linked to natural gas supply issues and war in Middle East. * Developing countries and agricultural regions in India, Bangladesh, and the US vulnerable. * Rising energy costs and fertiliser shortages threaten wheat and maize production, impacting global food prices.
125. https://www.etftrends.com/tactical-allocation-content-hub/hormuz-domino-effect-energy-shock-food-crisis/ - * Disruptions in Strait of Hormuz extend beyond oil, impacting global supply chains. * Rerouted oil flows from the Gulf increase through Yanbu, but infrastructure limitations and strikes pose fragility risks. * Gas prices surge in Europe, driven by Qatari export disruptions, affecting chemical and fertiliser supply chains. * Qatar’s nitrogen fertiliser production halted due to force majeure; Iranian drone strikes stop LNG exports, removing 40% of global nitrogen trade. * US nitrogen prices have increased over 50%, with rising input costs squeezing margins; Brazil faces potential crop reductions if disruptions persist. * Broader effects include impacts on aluminium, helium, Indonesian nickel, and macro inflation, suggesting a shift in global supply chains. * US nitrogen producers are structurally advantaged due to lower natural gas costs, creating investment opportunities in energy and resource sectors.
126. https://www.business-standard.com/india-news/wet-april-likely-in-north-central-india-may-impact-late-sown-crops-126032900605_1.html - * The forecast indicates continued rain and thunderstorms over North and Central India until March 31, with western disturbances expected until April 8. * Severe western disturbance in early April could damage standing wheat crops, especially late-sown ones. * India’s wheat production was projected at over 120 million tonnes, but early rains and temperature rise could lower yields. * Preliminary assessment estimates a 1.0–1.5% decline in nationwide wheat productivity, with higher losses of 2–3% in affected regions. * Continued rainfall over the next 7–10 days may increase crop damage and yield reductions.
127. https://www.haberler.com/ekonomi/kuresel-gubre-piyasalarinda-hurmuz-bogazi-kaynakli-19696917-haberi/ - * Jeopolitik gelişmeler ve Hürmüz Boğazı sevkiyat kısıtlamaları, küresel gübre arz zincirini olumsuz etkiliyor.* * Orta Doğu'dan yapılan üre ihracatındaki yüzde 33'lük daralma ve toplam arzın yüzde 20'si Körfez menşeli.* * Gübre fiyatları, doğal gaz fiyatlarına bağımlı olarak yüzde 56 arttı ve 750 dolar/ton seviyesine ulaştı.* * FAO, tanker trafiğinin yüzde 90 düşmesinin küresel gıda güvenliği için "sistematik şok" oluşturduğunu belirtti.* * Krizin devam etmesi halinde gübre maliyetleri yüzde 20 artacak ve tarımsal üretim olumsuz etkilenecek.*
128. https://www.usatoday.com/story/news/weather/2026/03/28/april-weather-forecast-heat-dome/89347353007/ - * April weather forecast indicates a major pattern shift with warmer weather in the eastern US and relief for drought-affected West.* * Temperatures above historical averages expected in southeastern and eastern US, with storm risks.* * Cold, wet, and snowy conditions forecast for western US to break prolonged heat wave.* * AccuWeather and NOAA forecast light rain and mountain snow with limited flooding risk.* * A heat dome moving east is a key feature of the upcoming weather pattern shift.
129. https://www.thearabianstories.com/2026/03/29/un-moves-to-safeguard-hormuz-trade-as-conflict-threatens-global-food-supply/ - * The United Nations is increasing efforts to prevent disruptions to maritime trade through the Strait of Hormuz due to Middle East conflict. * The conflict risks affecting fertiliser trade and essential raw materials, impacting global agricultural production. * A new working group led by Jorge Moreira da Silva will develop mechanisms to ensure supply chain continuity. * The initiative draws on previous UN projects like the Black Sea Grain Initiative and UN Security Council Resolution 2720. * The mechanism aims to facilitate the safe flow of fertilisers and related materials, respecting national sovereignty.
130. https://www.sondakika.com/ekonomi/haber-hurmuz-bogazi-ndaki-kriz-gubre-arzini-tehdit-ediyo-19696953/ - - Orta Doğu'da jeopolitik gelişmeler ve Hürmüz Boğazı'ndaki sevkiyatların durması, küresel gübre arzını ciddi şekilde kısıtladı. - Gaz ve enerji tedarikindeki aksaklıklar, gübre üretimini durdurma ve maliyetleri artırdı. - Fiyatlar, doğal gaz fiyatlarındaki artış ve arz kesintileri nedeniyle yükseldi; fiyatlar yüzde 56 arttı. - Krizin devam etmesi halinde küresel gübre tedarikinde %33'lük daralma öngörülüyor ve üretim kayıpları yaşanıyor. - Birleşmiş Milletler ve analistler, küresel gıda güvenliği için sistematik şok uyarısında bulundu.
131. https://www.mitchellrepublic.com/opinion/columns/guebert-just-look-at-the-numbers - * The conflict between the U.S. and Israel in the Middle East has influenced global oil prices, increasing crude from below $70 to around $90-100. * The shutdown of the Strait of Hormuz has caused disruptions in oil and fertiliser supply chains, with prices for fertilisers rising significantly. * Fertiliser exporters heavily reliant on the Strait, including Iran and Saudi Arabia, face supply issues; fertiliser prices jumped from $516 to up to $683 per metric ton. * Grain markets experienced a rally, with soybean and wheat prices increasing amid geopolitical tensions but paused later awaiting further data. * The conflict's impact highlights vulnerability in global energy and fertiliser supplies, affecting agricultural production and food prices.
132. https://www.finedayradio.com/news/tv-delmarva-channel-33/iran-war-threatens-global-economic-collapse-as-oil-prices-soar/ - • Ongoing conflict in Iran has caused the largest oil supply disruption in history, with crude prices rising from $70 to over $105 per barrel. • Infrastructure damage, including Qatar’s LNG facility, is expected to take years to repair. • Oil prices surged, leading to economic slowdown risks, inflation, and reduced growth forecasts. • Fertiliser and food supply chains are affected due to disruptions in natural gas and nitrogen-based fertiliser exports. • Developing nations face energy shortages and increased food prices; US benefits from higher oil prices amid domestic stability.
133. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5256384-%D8%AE%D8%B7-%D8%A3%D9%86%D8%A7%D8%A8%D9%8A%D8%A8-%D8%B4%D8%B1%D9%82-%D9%80%D9%80-%D8%BA%D8%B1%D8%A8-%D8%A7%D9%84%D8%B3%D8%B9%D9%88%D8%AF%D9%8A-%D9%8A%D8%B9%D9%85%D9%84-%D8%A8%D9%83%D8%A7%D9%85%D9%84-%D8%B7%D8%A7%D9%82%D8%AA%D9%87 - * The Iran war threatens fertiliser production and global food security, with prices rising by around 40% since the start of the year, according to German experts. * The shutdown of Qatar Energy’s largest urea plant and disruptions in gas exports from Israel and Egypt impact fertiliser manufacturing. * European farmers have not yet felt immediate effects as they preemptively purchased fertilisers; however, prolonged war may increase production costs. * Fertiliser production relies heavily on natural gas, which is affected by the conflict, especially through the Middle East passing through the Strait of Hormuz. * Europe's fertiliser market remains relatively unaffected directly but faces indirect impacts via energy and chemical industries, with calls for increased local production and tariffs on Russian imports.
134. https://tass.com/world/2108475 - * A delay in resolving the Middle East conflict could lead to a fertiliser crisis, according to The Telegraph. * The US-Israeli military operation against Iran halted shipments of urea, ammonia, and sulfur for 27 days. * The crisis risk peaks if the conflict persists beyond a month, affecting spring and winter planting seasons. * IMF warns that disruptions could increase global food price inflation. * The situation impacts the fertiliser supply chain during key planting periods in the Northern Hemisphere and Australia.
135. https://wol.com/the-ripple-effect-of-the-iran-war-on-struggling-u-s-farmers-it-couldnt-have-come-at-a-worst-time/ - * The Iran war has caused a surge in fertiliser and diesel prices impacting U.S. farmers, including in Iowa. * Fertiliser ingredients ammonia and urea have increased around 20% and 50% respectively since the start of the war. * Diesel prices have risen by 43.5%, affecting the cost of production. * The rising costs contribute to financial strain on U.S. farmers and may influence future planting decisions. * The situation increases potential downstream impacts on crop yields and wheat supply, highlighting global supply chain pressures.
136. https://economictimes.indiatimes.com/news/economy/indicators/west-asia-conflict-may-take-pace-off-indias-growth-cea-nageswaran-flags-impact-on-inflation-fiscal-deficit/articleshow/129871104.cms - * India faces "considerable downside" risk to 2026-27 growth prospects due to West Asia conflict, according to Chief Economic Advisor Nageswaran. * The conflict threatens inflation, fiscal deficit, and external balances, with potential supply disruptions and higher import prices. * India’s current growth rate is estimated at 7.6% for the fiscal year, but external shocks may impact this outlook. * Key channels of impact include disruptions in oil, gas, fertiliser supply, and remittances from Gulf countries. * Policy measures are underway to mitigate risks, including energy diversification and expenditure prioritisation.
137. https://i-epikaira.blogspot.com/2026/03/strait-of-hormuz-closure-triggers.html - * The closure of the Strait of Hormuz has caused a widespread supply shock affecting energy, chemicals, fertilisers, and food systems. * The disruption results from escalated conflict between the US, Israel, and Iran, reducing tanker traffic to near zero. * Dependence on Gulf-produced hydrocarbons, fertilisers, and metals has increased over the past three decades. * Reduced energy flows constrict chemical and fertiliser production, raising food prices and causing welfare losses, especially in developing economies. * In a short-term scenario, food prices in Sri Lanka, Pakistan, and India could rise by 10–15%, with significant welfare losses; effects are smaller in the EU and US.
138. https://www.thefencepost.com/news/early-april-could-bring-precipitation-to-parts-of-rockies-plains/ - * Weather forecasts for early April predict some precipitation in parts of the Rockies and Plains, including Colorado, Wyoming, and Nebraska. * Climatologists and meteorologists observe signs of precipitation, but it is unlikely to significantly resolve drought conditions. * Computer models suggest initial signs of moisture, especially in higher elevations, but not enough to replenish snowpack. * Snowpack levels are below normal, with some basins barely reaching median peak snow water equivalent. * A drought early warning briefing is scheduled for April 7 to assess potential impacts on spring runoff and water supply.
139. https://www.urbangreenfarms.com.au/post/urea-prices-are-soaring-farmers-need-a-smarter-strategy - * Farmers face rising nitrogen fertiliser costs, especially urea, due to global energy prices and supply chain disruptions. * Growing interest in regenerative soil programs aims to reduce dependence on synthetic fertilisers. * Biological soil systems restore microbial activity, fixing nitrogen and improving soil health. * Happy Soils Activate stimulates microbial activity with plant-based carbon, enhancing nutrient cycling. * Regenerative practices can lower input costs and increase yields, offering a sustainable farming approach. * These strategies respond to structural shifts in fertiliser markets driven by external energies and geopolitics.
140. https://lenta.ru/news/2026/03/28/sprognozirovan-chudovischnyy-krizis-iz-za-konflikta-na-blizhnem-vostoke/ - * Conflict in the Middle East creates a threat of a large-scale crisis in the fertiliser market, according to Abdolreza Abbasian, former OHCHR chief of commodities. * Even if the Strait of Hormuz opens immediately, prolonged conflict could lead to severe consequences. * US and Israel operations against Iran have halted shipments of urea, ammonia, and sulphur, with 45% of global nitrogen fertiliser trade either disrupted, restricted, or under threat. * The crisis coincides with the agricultural regions of the Northern Hemisphere preparing for spring sowing and Australia for winter. * European countries are beginning to feel the negative impacts of the Middle Eastern conflict.
141. https://www.indiaherald.com/Breaking/Read/994885117/How-Hormuz-Is-About-to-Hit-Your-Food-Bill-What-Starts-at-Hormuz-Ends-on-Your-Dinner-Table - * The article reports how the geopolitical tensions at Hormuz Strait are affecting fertiliser supply chains, notably causing a surge in Urea prices in the US by nearly 45%. * Fertiliser shortages and supply chain disruptions are occurring due to multiple factors, including halted nitrogen production in Qatar, export restrictions by China, and high energy costs in Europe. * Farmers are changing planting decisions from nitrogen-demanding crops like corn to less nitrogen-intensive crops such as soybeans, which will impact supply and prices later in the season. * This chain reaction will likely influence food prices, availability, and market dynamics by autumn, with particular focus on wheat and corn crops.
142. https://www.businesstoday.in/mindrush-2026/story/energy-shock-may-hit-kitchens-and-farms-as-west-asia-crisis-deepens-522894-2026-03-28?utm_source=rssfeed - * Escalating tensions in West Asia threaten India's energy supply, affecting household and farm costs. * India faces shortages and rising costs in LPG supplies, critical for cooking and agriculture. * Energy-linked fertiliser inputs, especially ammonia imports from West Asia, pose risks to agricultural costs and food inflation. * Industry leaders highlight pressure on logistics and fertiliser supply chains, with potential societal impacts. * Discussions on increasing bioenergy use as an alternative energy source to mitigate future shocks.
143. https://news.az/news/hormuz-disruption-risks-driving-global-food-prices-higher-goldman-sachs-warns - * Goldman Sachs warns Hormuz strait disruption threatens global nitrogen fertiliser trade and prices. * Fertiliser prices have risen by approximately 40% due to supply pressures. * Fertiliser shortages could reduce crop yields and cause shifts in cropping patterns. * Impact varies across regions, with Europe, Australia, and the Southern Hemisphere more vulnerable. * Disruptions could contribute to broader inflation and affect global food security.
144. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5256188-%D8%AD%D8%B1%D8%A8-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D8%AA%D9%87%D8%AF%D8%AF-%D8%A7%D9%84%D8%A3%D9%85%D9%86-%D8%A7%D9%84%D8%BA%D8%B0%D8%A7%D8%A6%D9%8A-%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85%D9%8A-%D9%85%D8%B9-%D8%A7%D8%B1%D8%AA%D9%81%D8%A7%D8%B9-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%A3%D8%B3%D9%85%D8%AF%D8%A9 - * The war in Iran has threatened farmers and food prices globally. * Global fertiliser prices have increased by approximately 40% since the beginning of the year. * Production of fertilisers, especially nitrogen-based, is disrupted due to halted gas supplies and closed processing plants. * Major fertiliser producers in the Middle East and India face supply shortages amid geopolitical tensions. * The impact on Europe is limited, but indirect effects include rising production costs for farmers and industry pressures. * About half of global food production relies on fertilisers, with potential widespread effects if the disruptions persist.
145. https://www.schwartzreport.net/2026/03/28/global-food-supply-faces-a-dangerous-bottleneck-as-iran-war-persists/ - * The Iran conflict has disrupted global fertilizer supplies, causing shortages and rising prices. * Fertilizer plants in India, Algeria, and Slovakia have shut down or slowed output due to rising natural gas prices. * China has restricted fertilizer exports. * Australian wheat farmers and US corn and soy farmers are impacted. * The disruption threatens food insecurity in parts of the world.
146. https://blogdocemagia.blogspot.com/2026/03/why-your-weekly-shop-is-about-to-get.html - * War in Iran pushes up fuel, fertiliser, and freight costs influence food prices. * Escalation leads to significant increases in global energy and commodity prices, including oil. * Rising costs of fertiliser, particularly urea, are impacting crop production. * Price rises in fertiliser and energy are expected to affect staple foods like bread, pasta, and vegetables over the coming months. * Costs are already affecting the food system through increased fuel, fertiliser, and freight expenses.
147. https://www.clickorlando.com/business/2026/03/28/africa-is-hurting-again-from-a-global-crisis-it-had-no-part-in-starting/ - * African countries experience rising fuel prices due to global conflicts, including the Iran war and Middle East tensions, impacting affordability and consumption. * The continent’s economies are heavily dependent on imported refined oil and critical goods, making them vulnerable to international shocks. * UN and African nations seek alternative oil routes amid supply disruptions, with Nigerian Dangote Refinery increasing exports. * Fertiliser and agricultural sectors are also affected, risking crop yields and food security. * Experts warn prolonged conflicts could exacerbate Africa's economic and food crises.
148. https://www.abendzeitung-muenchen.de/mehr/geld/iran-krieg-laesst-duengerpreise-steigen-art-1121809 - * Mineral fertiliser prices have increased by 30-40% since the start of the year due to the Iran conflict, affecting global food security. * The war impacts fertiliser costs primarily through higher gas prices, which account for 80-90% of production costs. * European farmers are not immediately affected, but long-term war duration could raise costs and prices. * Russia's export restrictions and increased tariffs in the EU influence global fertiliser supply and cost. * German fertiliser production remains partially self-sufficient, but increased energy prices hinder the domestic chemical and fertiliser industries. * German farmers already hold significant fertiliser stocks, but those needing to purchase now face higher prices, impacting farm economics.
149. https://barrie360.com/iran-war-sparks-fert-shortage-threat/ - * The Iran war and blockade of the Strait of Hormuz restrict supplies of nitrogen and phosphate fertilizers worldwide. * The shortage affects farmers in developing countries, especially during planting season, risking lower yields. * Key nutrients like urea and natural gas-derived fertilizers face delays and price increases. * Supplies from the Gulf region are under pressure, impacting global food security. * Disruptions may lead to increased food prices and crop failures worldwide.
150. https://barrie360.com/iran-war-sparks-fert-shortage-threat/ - * The war in Iran has restricted shipments through the Strait of Hormuz, affecting global fertiliser supplies. * Fertiliser nutrients, especially nitrogen and phosphate, are under threat, impacting planting and yields worldwide. * The disruption has led to shortages in countries like Ethiopia and India, with potential crop failures and higher food prices. * The shipping choke point, normally handling significant oil and fertiliser trade, faces security and insurance challenges post-conflict. * The shortages are occurring during critical planting seasons in the US, Europe, and Asia, risking reduced yields and increased consumer costs.
151. https://www.aljazeera.com/features/2026/3/17/how-do-i-survive-drought-plagues-kenyas-turkana-amid-surplus-elsewhere?traffic_source=rss - * Severe drought impacts Turkana and other Kenyan counties, with 3.4 million people food insecure and livestock dying.
152. https://www.glasgowlive.co.uk/whats-on/shopping/uk-supermarket-warning-food-prices-33675194 - * Global conflict, specifically in Iran, threatens to increase grocery inflation in the UK this summer. * Experts forecast potential food inflation rise over 8% by June, with a projected annual average of 6.4%. * Increased production, transport, and fertiliser costs linked to energy crises are expected to raise food prices and cause shortages. * Industry analysts and officials warn that higher costs are already affecting some food products, with more impacts imminent over the coming months.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.
158. 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.
159. 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.
160. 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.']
161. 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.
162. 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.
163. 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."
164. 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.
165. 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.
166. 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.
167. 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.*
168. 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.
169. 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.
170. 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.
171. 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.
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.']
177. 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.
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.']
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.']
196. 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.
197. 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.
198. 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.
199. 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).
200. 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.
201. 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.']
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.']
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.']
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.*
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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."
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.']
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.*
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.*
335. 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.
336. 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.
337. 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.
338. 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.*
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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%.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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."
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.']
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.*
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.*
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.*
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.']
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.']
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.*
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.']
468. 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.*
469. 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.
470. 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.
471. 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.
472. 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.*
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.']
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.