Commodities Report: Wheat futures | 2026-04-09 12:00 UTC [QZRM] | Bullish | loosening

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1. https://peopledaily.digital/business/global-lenders-warn-iran-war-will-push-food-prices-higher - * The World Bank, IMF, and WFP warned that the Iran conflict is disrupting energy markets and increasing food prices. * The conflict has caused sharp rises in oil, gas, and fertiliser prices, and disrupted transport routes. * Low-income, import-dependent countries face the greatest impact, with rising costs affecting food security. * Disruption of supply chains threatens fertiliser availability and crop yields. * Humanitarian efforts are strained, with delays in aid deliveries and increased logistical costs. * The institutions pledged to monitor the situation and support affected populations, highlighting risks to global food security.
2. https://peopledaily.digital/business/global-lenders-warn-iran-war-will-push-food-prices-higher - * The World Bank, IMF, and WFP warn that the Iran conflict is disrupting global energy markets and increasing food prices. * The conflict has led to sharp rises in oil, gas, and fertiliser prices, affecting global food supply chains. * Low-income and import-dependent countries face the greatest impact, with increased hunger and food insecurity. * Disruptions at the Strait of Hormuz threaten fertiliser supply and crop yields. * Humanitarian aid delivery is strained by higher transport costs and logistical delays. * Officials emphasise ongoing monitoring and support to mitigate crisis risks.
3. https://en.mercopress.com/2026/04/09/latin-america-faces-fertilizer-vulnerability-iica-and-tfi-agree-joint-plan-amid-hormuz-crisis?utm_source=feed&utm_medium=rss&utm_content=latin-america&utm_campaign=rss - * Latin America faces fertiliser vulnerability due to disruption of trade routes through Hormuz and export restrictions from China and the US. * IICA and TFI announce a partnership to produce reports and develop strategies to stabilise fertiliser supply. * Latin America, heavily dependent on fertiliser imports, particularly from Middle East, is at risk amid geopolitical crises. * The initiative includes boosting nitrogen production in the region, notably engaging Trinidad and Tobago. * The partnership aims to raise awareness and develop policies to reduce reliance on foreign imports and diversify supply sources.
4. https://triblive.com/local/regional/fertilizer-prices-rise-sharply-as-middle-east-conflict-hits-farmers/ - * Fertilizer prices, especially nitrogen, have risen by 20% to 25% in 2024 due to Middle East conflict and supply disruptions. * The Persian Gulf region, especially Iran, controls a significant portion of global nitrogen fertiliser trade. * Disruptions in shipping via the Strait of Hormuz could impact global fertiliser markets. * US farmers face rising costs, with nitrogen prices up 12% in recent weeks and a typical cost around $490 per ton. * Experts advise increasing domestic nitrogen production to mitigate reliance on Middle Eastern imports.
5. https://wutqfm.com/the-us-just-had-its-warmest-march-ever-by-a-historic-margin/ - * March 2026 was the warmest March in US history, with some locations surpassing 12 record-high days. * Ten states, including Arizona, Texas, and California, recorded their warmest March on record. * Human-driven climate change is contributing to increased frequency and severity of heat events. * March was also the driest since 2013 across the Lower 48, with nearly 60% of the contiguous US experiencing drought. * Water resources, including the Colorado River and Lake Powell, face significant challenges due to reduced snowpack and declining water levels.
6. https://www.al-monitor.com/originals/2026/04/imf-world-bank-and-un-food-agency-say-war-increasing-food-prices-insecurity - * The World Bank, IMF, and UN World Food Programme warn that war in the Middle East causes rising oil, natural gas, and fertilizer prices. * The institutions state this will lead to higher food prices and food insecurity, especially in low-income, import-dependent economies. * The joint statement highlights disruptions to energy markets and transportation that impact global food supply. * IMF's Georgieva and the World Food Programme express concerns over potential escalation into a food crisis if fertiliser deliveries are impaired. * The institutions pledge support and measures for resilient recovery amid ongoing conflict.
7. https://yaleclimateconnections.org/2026/04/the-year-so-far-hottest-and-driest-in-u-s-history/ - * March 2026 was the warmest on record for the contiguous US and the hottest for all intervals back to 1895, with ten states recording their warmest March on record.
8. https://san.com/cc/how-the-iran-war-put-americas-food-supply-at-risk/ - * The war in Iran highlighted vulnerabilities in the US food system due to dependence on global fertilizer supplies passing through the Strait of Hormuz. * Disruptions in fertilizer shipments could take months to recover, affecting US farmers, especially small farms. * Fertilizer prices have increased up to 40%, putting financial strain on farmers and risking food price inflation. * Major fertilizer companies may profiteer from the crisis, with high market concentration and global supply-demand dynamics. * Experts consider the crisis a wake-up call for diversifying crops and adopting regenerative farming practices to strengthen food security.
9. https://ruralradio.com/maxcountry/news/survey-shows-growing-concerns-about-fertilizer-prices-availability/ - • Surveys by the National Corn Growers Association and Farm Journal show increasing worry about fertiliser prices and availability, especially for 2027 crops. • Fertiliser prices have risen due to Middle East conflict, with urea up 37% since the conflict began. • Corn prices are lower, impacting affordability; growers need record 185 bushels of corn to buy a ton of urea. • Supply disruption risks include reduced ship traffic through the Strait of Hormuz and production slowdowns in Qatar, India, and Bangladesh. • Most farmers currently feel stocked for 2026, but concerns about future shortages persist and policy issues may worsen the situation.
10. https://www.globenewswire.com/news-release/2026/04/08/3270437/0/en/CoBank-Quarterly-Economic-fallout-of-rising-fuel-and-energy-costs-will-be-most-acute-in-rural-America.html - * Rising fuel and energy costs, driven by Middle East conflict and global oil market volatility, negatively affect rural communities in the US. * Increased diesel prices raise costs for rural farming, freight, and construction, impacting household budgets and local economies. * US grain prices increased late last quarter; wheat prices rose 21.5%, but wheat acreage is expected to fall to a historic low. * Fertiliser costs, up 20%-40%, threaten supply chain stability, risking fertilizer prices reverting to 2022 levels. * The US farm bill discusses support measures amid volatile markets, with increased renewable fuel mandates announced. * Energy market disruptions and rising input costs pose risks to US agricultural productivity and supply chains. * Natural gas market shifts, driven by LNG exports, increase price exposure and infrastructure risks. * Capital expenditure in AI technology reaches record levels, with concerns over market bubble risks.
11. https://www.sangritoday.com/rajasthan-weather-rain-hailstorms-continue-as-western-disturbance-hits-state - * Rain and hailstorms persisted in Rajasthan due to a western disturbance, affecting various districts. * The system is forecast to influence weather until April 8th, with clear skies expected thereafter. * Heavy rainfall, hailstorms, and thunderstorms occurred in districts like Sriganganagar, Hanumangarh, and Nagaur. * Crops such as wheat and isabgol suffered damage from hailstorms and waterlogging. * Temperatures varied across cities, with some recording below 30°C and others reaching up to 36.6°C. * Over 10 cities experienced rainfall exceeding 40 mm, disrupting harvest and markets.
12. https://www.producer.com/am-market-reports/am-market-report-april-8-2026/ - ['* Grain futures markets are mostly lower due to falling crude oil prices and weak vegetable oil markets.', '* US wheat, soybean, corn, and Canadian canola markets declined, with wheat hitting 5-week lows.', '* Crude oil futures dropped over $20/barrel following US-Iran ceasefire agreement and Strait of Hormuz reopening.', '* Geopolitical tensions and energy prices impact global food supply prospects and fertiliser costs.', '* US and Iranian ceasefire and oil supply news influence global stock and energy markets.']
13. https://time.com/article/2026/04/08/iran-ceasefire-reveals-domino-effect-of-conflict/ - * The ceasefire emphasises the need for a humanitarian lane through the Straits of Hormuz. * Fertiliser supplies, accounting for 30% of the global total, are critical to food production. * The IRC warns of a 'food security time-bomb' in June due to stalled fertiliser deliveries. * The article highlights the importance of macro-economic support for countries with returning displaced populations, notably Syria. * The focus is on conflict, supply chain disruptions, and their impacts on food security.
14. https://www.producer.com/markets/time-running-out-on-u-s-winter-wheat-as-drought-persists/ - * The U.S. southern Plains experienced hot, dry weather in March, causing deterioration in winter wheat conditions. * Temperatures ranged from mid 80s F to low 100s F, with records set during late March. * Most of the southern Plains are affected by moderate to extreme drought, with severe drought in Texas and Oklahoma. * Kansas's winter wheat conditions have declined, with 40% rated good to excellent, the third lowest since 2022. * The region faces low prospects for soil moisture recovery, and rain is urgently needed to stabilise crops. * Wheat futures prices have risen, with Kansas City May wheat trading near US$6.30 per bushel, the highest since June.
15. https://economist.com.na/105781/special-focus/au-report-warns-of-economic-slump-in-africa-due-to-middle-east-conflict/ - * A joint report by the African Union and international organisations warns of a potential 0.2% GDP decline in Africa in 2026 if the Middle East conflict exceeds six months. * The conflict could disrupt shipping routes, energy, and fertiliser supplies, impacting African economies. * Oil prices have risen by 50%, and 29 African currencies have weakened, raising import costs. * Disruptions to natural gas supply may affect fertiliser production, influencing planting seasons. * Some countries, like Nigeria and Mozambique, could benefit from higher commodity prices and rerouted trade. * The report urges African nations to strengthen policy responses, regional coordination, and innovative financing mechanisms.
16. https://indianexpress.com/article/cities/chandigarh/a-double-whammy-floods-in-2025-untimely-rains-now-leave-punjab-farmers-distraught-10625594/ - * Unpredictable weather conditions, including heavy rains and hailstorms, have caused concern among Punjab farmers over wheat harvesting.
17. https://www.salon.com/2026/04/08/hormuz-closure-threatens-the-global-food-supply-partner/ - * The closure of the Strait of Hormuz affects shipping of fertilisers, impacting global crop production. * Fertiliser costs have risen due to reduced supply of nitrogen, phosphate, and potash. * Reduced fertiliser availability results in decreased crop yields and increased food prices. * US farmers may reduce crop planting or switch crops, influencing global food supplies. * Consumers in the US and globally face higher food prices due to input cost inflation and supply disruptions.
18. https://www.independent.co.uk/climate-change/africa-hunger-somalia-drought-aid-cuts-b2951837.html - * Thousands in Baidoa's camps report severe hunger and water shortages due to a catastrophic drought in Somalia. * An estimated 6.5 million people in Somalia face crisis-level hunger, an increase of 1.7 million since January. * International aid funding has fallen significantly, with US aid reducing from $462m in early 2025 to $3m in 2026. * Climate-driven drought, compounded by geopolitical conflicts such as war in the Middle East, disrupts aid and food imports. * Somalia's development gains, including debt reduction and institutional reforms, face risks from ongoing crises and aid cuts.
19. https://www.publico.pt/2026/04/08/azul/noticia/seca-inverno-epica-criar-situacao-desoladora-agricultores-eua-2170513 - * The US faces a severe winter drought with record heat and dryness affecting agriculture. * The drought threatens crops like winter wheat and summer planting, especially in Nebraska and across the Great Plains. * Nearly 60% of US territory was in drought as of 31 March, impacting regions from the South to the Midwest. * The dry conditions increase prices of beef, with US cattle numbers at their lowest since the 1950s and beef prices up 14.4% in recent months. * Mountain snowpack has diminished sharply, risking water supply for irrigation in the West.
20. https://www.publico.pt/2026/04/08/azul/noticia/seca-inverno-epica-criar-situacao-desoladora-agricultores-eua-2170513 - * A severe winter drought in the US, especially affecting Nebraska, has resulted in record heat and dryness, impacting crops and pastures. * Conditions threaten winter wheat and summer planting, with early signs of adverse effects on agriculture. * Nearly 60% of US territory was in drought as of March 31, with impacts across regions producing key food commodities. * The high drought levels influence the beef market, causing prices to increase, with 64% of US cattle affected. * Snowmelt is minimal in mountainous areas, risking water supply for irrigation, exacerbated by human-caused climate change.
21. https://www.foodnavigator-asia.com/Article/2026/04/08/iran-conflict-is-ceasefire-too-little-too-late-for-global-food/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - * The US and Iran announced a two-week ceasefire, with Iran agreeing to temporarily reopen the Strait of Hormuz under military coordination. * The strait, critical for global oil and fertiliser transit, remains disputed but reopened for some movement. * Both sides declared victory; Iran claims control over the strait, while the US asserts victory in the conflict. * Fertiliser supplies, especially from Middle Eastern exporters like Saudi Arabia and Iran, are at risk, impacting global food security. * Countries such as Thailand, India, and others depend heavily on fertiliser imports through the strait, risking crop yields and rising food prices.
22. https://www.foodnavigator-asia.com/Article/2026/04/08/iran-conflict-is-ceasefire-too-little-too-late-for-global-food/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - * The US and Iran announced a two-week ceasefire, beginning April 8, with Iran agreeing to reopen the Strait of Hormuz under military coordination. * The agreement allows movement of oil, fertiliser, and commodities, but control remains disputed. * Both sides declared victory; Iran claims control over the strait, while US President Trump announced US victory. * The dependency on Middle Eastern fertiliser imports by countries like Pakistan, India, and Thailand creates global supply risks. * The conflict has raised concerns about fertiliser availability, prices, and impacts on food production worldwide, especially in Thailand. * Uncertainties remain about future negotiations, Iran’s demands, and the potential for the strait to close again.
23. https://inews.co.uk/news/world/putins-cunning-plan-dominance-becomes-clearer-day-4339626 - * Russia increased wheat exports last month, exploiting disruptions caused by the Iran war. * The Ukraine war and the collapse of the Black Sea Grain Initiative have affected regional grain trade. * Russia's fertiliser exports are rising as global prices increase due to disruptions in chemical flows. * Rising fertiliser shortages threaten higher food prices and food insecurity in the Global South. * Moscow frames its actions as resisting Western imperialism and offers food supplies to countries facing sanctions.
24. https://caliber.az/en/post/turkiye-buys-additional-fertilisers-from-russia-amid-supply-disruptions - * Türkiye has purchased additional fertiliser from Russia due to supply chain disruptions caused by the Strait of Hormuz situation. * Disruptions have reduced global fertiliser sales by nearly 40% and increased prices. * Türkiye's fertiliser reserves are expected to last until autumn. * The Turkish government suspended fertiliser exports and reduced customs duties to stabilise prices. * Fertiliser prices increased globally and domestically in Türkiye, impacting costs for end products.
25. https://fingaz.co.zw/2026/04/08/fertiliser-shortages-threaten-winter-crops/ - * Zimbabwe’s government warns that winter wheat crops are at risk due to fertiliser shortages. * The shortages are caused by disruptions in global supply chains linked to the Middle East conflict. * Obert Jiri, the permanent secretary of Agriculture, highlighted the threat to agricultural productivity and food security. * The issue is tied to global supply chain disruptions affecting fertiliser availability.
26. https://www.tehrantimes.com/news/525290/Global-economic-bodies-unite-to-assess-US-Israeli-war-with-Iran - * After US and Israel attack on February 28, Iran closed the Strait of Hormuz, causing crude oil and liquefied natural gas prices to rise.* The IMF forecast for global economic growth is expected to decrease, and inflation is likely to increase due to energy supply disruptions.* The war has decreased global oil supply by 13%, affecting related supply chains including fertilisers.* The IMF and other international agencies plan joint assessments on energy and food security, with potential emergency measures to mitigate impacts.* Food and fertiliser supplies are under threat, particularly affecting developing nations reliance on imports.
27. https://www.abc.net.au/news/2026-04-08/farmers-plant-early-winter-crops-despite-fuel-fertiliser-crisis/106540768 - * South Australian farmers sow winter crops earlier than usual due to record-breaking rain and wet conditions in March. * Farmers face risks of dry winter, volatile markets, and increased costs for diesel and fertilisers, notably urea. * Fertiliser prices have surged since the Middle East conflict; farmers operate on tight margins. * Rising input costs and market uncertainties influence planting decisions, with some shifting from wheat to barley. * Farmers aim to proceed despite challenges, expecting better prices or yields to offset costs.
28. https://www.inforum.com/news/north-dakota/surging-fuel-and-supply-costs-ripple-through-agriculture-and-grocery-prices - * War in Iran disrupts global oil supply, affecting US fuel prices, notably in North Dakota and Minnesota. * Diesel prices have increased from $4 to over $5, impacting agricultural machinery. * Fertilizer prices are rising due to global supply disruptions and higher energy costs. * Higher fuel and supply costs threaten farm profits and could increase grocery prices. * These effects are expected to persist into summer, with tariffs on fertiliser and steel also contributing.
29. https://www.millingandmillers.com/bangladesh-plans-to-buy-wheat-from-india-as-global-supply-tightens/?utm_source=rss&utm_medium=rss&utm_campaign=bangladesh-plans-to-buy-wheat-from-india-as-global-supply-tightens - * Bangladesh seeks to purchase wheat from India to meet domestic demand amid global supply disruptions.
30. https://www.farms.com/ag-industry-news/strait-of-hormuz-issue-continues-to-send-fuel-prices-higher-442.aspx - * The partial closure of the Strait of Hormuz causes significant disruptions in oil and LNG supplies, with oil production shut-ins across Middle Eastern countries. * Fuel prices, especially diesel, are forecasted to peak above $5.80 per gallon in April, affecting agriculture costs. * Brent crude oil prices are expected to rise, peaking at approximately $115 per barrel in 2026. * Disruptions in LNG trade tighten global supply, influencing natural gas and fertiliser markets. * U.S. farmers face increased costs for fuel and fertiliser due to energy market volatility.
31. https://www.wtxl.com/news/local-news/in-your-neighborhood/thomas-county/global-tensions-drive-up-fuel-and-fertilizer-costs-for-thomasville-farmers - * Fertiliser prices in Thomasville increased by 32% due to global tensions, according to the Centre for Strategic and International Studies. * The United Nations reports that one-third of sea-shipped fertiliser passes through the Strait of Hormuz, threatened by tensions involving Iran. * Farmers in Thomasville face rising costs for fertiliser, fuel, and equipment, with fuel costs potentially increasing up to $7,500 daily for large-scale operations. * Organic fertiliser options from EcoPro Agriculture may provide an alternative less affected by petroleum price fluctuations. * Local farmers aim to maintain stable prices for consumers despite rising input costs.
32. https://www.canadiancattlemen.ca/daily/moroccan-fertilizer-maker-ocp-expects-output-to-drop-30-per-cent-in-q2-sources-say/ - * OCP expects its soil nutrient output to drop by about 30% in Q2 due to maintenance works. * The reduction is caused by early maintenance and disruptions from the Middle East conflict and China's fertilizer export restrictions. * The output decline is temporary, with no expected significant impact on annual production. * OCP is exposed to fluctuations in ammonia and sulphuric acid prices, with recent import increases in sulphuric acid and decreases in ammonia. * Disruptions are related to the Strait of Hormuz and market uncertainty.
33. https://www.producer.com/markets/dryness-reduced-u-s-seeded-area-help-lift-wheat-prices/ - * Wheat futures reach highest levels in the crop year due to reduced US seeded area and dry weather concerns in southern Plains. * US wheat planting estimates are lower than previous trade estimates and last year, with overall plantings at the lowest since 1918. * Drought and temperature swings affect Kansas, Oklahoma, Texas, and Colorado. * Partial rainfall expected in early April, but concerns remain about drought impact on winter wheat crop. * US wheat export share has decreased from 30% to 10%, with Russia gaining market share.
34. https://www.producer.com/markets/dryness-reduced-u-s-seeded-area-help-lift-wheat-prices/ - * Wheat futures reach highest levels of the crop year, supported by reduced seeded U.S. wheat area and dry weather concerns in the southern Plains.* * U.S. Department of Agriculture reports lower wheat plantings, including winter and spring wheat, the lowest since records began in 1918.* * Drought impacts in Oklahoma and Texas, temperature swings, and weather forecasts for rain influence market volatility.* * U.S. wheat exports decrease from 30% to around 10%, with the global share shifting towards Russia.* * Conditions in Canada, India, China, Russia, Europe, and North Africa are generally stable or improving.*
35. https://www.producer.com/markets/dryness-reduced-u-s-seeded-area-help-lift-wheat-prices/ - * Wheat futures are at the highest level this crop year, supported by dry weather and reduced U.S. seeded area. * U.S. Department of Agriculture reports all wheat area at 43.775 million acres, down 3% from trade estimates and 1.55 million below last year. * Winter wheat seeded area declined by 2% from last year; overall plantings are the lowest since 1918. * Drought in Oklahoma and northern Texas, and weather shifts in the southern U.S. Plains are impacting crops. * Pasture condition reports show deterioration in Kansas, with 22% in poor to very poor condition as of March 30. * U.S. wheat export share has decreased from 30% to about 10% over 26 years; Russia’s share has increased. * Spring wheat planting in the Dakotas and Minnesota has good moisture; Canadian regions have adequate moisture except southern Alberta and Peace River. * Global wheat outlook remains stable for China, Russia, Europe, and North Africa, with some concerns over fertilizer costs affecting North American crops and Ukraine.
36. http://www.kakiforex.com/2026/04/fertilizer-prices-up-40-why-this-is.html - * Fertilizer prices in Malaysia have surged by up to 40%. * Rising costs lead to higher farming expenses and food prices. * Malaysia's dependence on imported fertiliser ingredients and gas for production heightens vulnerability to global supply disruptions. * Increased fertiliser costs cause higher crop production costs, affecting food prices and the country's food security. * The issue impacts consumers' grocery bills, local produce availability, and Malaysia’s reliance on imports.
37. https://www.bostonglobe.com/2026/04/07/nation/epic-winter-drought-creates-bleak-situation-farmers-your-food/ - * US experienced the hottest and third-driest September to February on record, with nearly 60% of the country in drought as of March 31. * Conditions impact crop regions including the Great Plains, South, and West, with drought affecting wheat, rice, sugarcane, and cattle. * Drought and heat waves have damaged crops and pasture, decreasing soil moisture, especially in Nebraska and the Great Plains. * Reduced soil moisture and snowpack threaten irrigation and crop yields, with climate change linked to these phenomena. * Drought effects are expected to influence food prices, notably beef, and cause production adjustments in the West due to water rights and shortages.
38. https://www.aljazeera.com/video/newsfeed/2026/4/7/palestinians-queue-for-hours-in-pouring-rain-to-get-bread?traffic_source=rss - * Palestinians in Gaza wait for hours in the rain to get bread * Food shortages increase amid Israel’s control of food and aid entering Gaza * Scene occurs during a period of deepening food crisis * Highlights humanitarian access issues in Gaza
39. https://caribbeannewsglobal.com/iica-director-general-to-meet-with-us-latin-american-and-caribbean-officials-and-multilateral-financing-entities/ - * IICA director general Muhammad Ibrahim will visit Washington to collaborate with US, Latin American, and Caribbean officials on strengthening agriculture amid geopolitical and market shocks. * Participates in the Seeds for Food Security event organised by IDB to discuss productivity, infrastructure, science, and technology for agricultural resilience. * Will hold high-level discussions on the impact of the Middle East war on fertiliser supply and regional vulnerabilities. * Meets US Department of State and USDA officials to address transboundary animal diseases, including the reemergence of the New World screwworm. * Signs a cooperation agreement between the World Bank and IICA; plans to develop a vision for innovative, sustainable agriculture through the bioeconomy. * Outlines issues in the 2026–2030 Medium-term Plan, aligned with member states’ priorities.
40. https://www.indiatoday.in/science/story/india-weather-forecast-april-8-rain-hail-imd-updates-2892918-2026-04-07?utm_source=rss - * Unseasonal rain and hailstorms expected across large parts of India from April 8, 2026, due to an active western disturbance. * Widespread light to moderate rainfall and snowfall across the Western Himalayan Region, with isolated heavy rainfall in Himachal Pradesh. * Plains including Punjab, Haryana, Chandigarh, Delhi, and Uttar Pradesh to experience scattered rain and gusty winds; hailstorms may impact crops. * East and northeast India to face thunder squalls, high wind speeds, and isolated heavy rainfall in Assam and Meghalaya. * Daytime temperatures to remain below normal over most parts of India for five days; slight rise expected from April 9.
41. https://www.marineinsight.com/russian-grain-ship-believed-to-have-sunk-after-ukrainian-drone-attack-found-and-towed-ashore-3-dead/?utm_source=rss&utm_medium=rss&utm_campaign=russian-grain-ship-believed-to-have-sunk-after-ukrainian-drone-attack-found-and-towed-ashore-3-dead - * A Russian cargo ship carrying wheat was damaged during a Ukrainian drone attack in the Sea of Azov on 5 April. * The vessel was located and towed to the village of Kuchugury in Krasnodar region, Russia. * The attack resulted in three deaths, including two bodies found on board and one earlier reported dead. * The incident impacts the black sea grain trade route, raising concerns about global food supply amid regional tensions. * Analysts note this is a rare incident since the start of the Ukraine conflict in 2022 and increases shipping risks. * The vessel was part of the grain export corridor from the Port of Azov. * The incident occurs amidst ongoing geopolitical tensions, affecting maritime trade routes in the Black Sea-Azov region.
42. https://www.marineinsight.com/russian-grain-ship-believed-to-have-sunk-after-ukrainian-drone-attack-found-and-towed-ashore-3-dead/?utm_source=rss&utm_medium=rss&utm_campaign=russian-grain-ship-believed-to-have-sunk-after-ukrainian-drone-attack-found-and-towed-ashore-3-dead - * A Russian cargo ship transporting wheat was believed to have sunk after a Ukrainian drone attack in the Sea of Azov on 5 April. * The ship was located and towed to shore near Kuchugury in Russia’s Krasnodar region. * The incident resulted in the deaths of three people, including an aide to the captain. * The vessel was carrying wheat from the Port of Azov to Port Kavkaz, part of a key grain export route. * This is the first known case since 2022 involving damage to a grain-loaded ship in the Black Sea-Azov region amid ongoing Ukraine conflict and tensions affecting shipping risks.
43. https://www.foodsecurityportal.org/node/3844 - * The Iran Strait of Hormuz closure has disrupted energy and fertilizer shipments, raising fertilizer prices. * Grain markets remain stable, with no strong indicators of upcoming food price spikes. * Past food crises involved simultaneous rises in energy, fertilizer, and grain prices; current conditions differ. * Fertilizer prices, such as urea and DAP, have increased significantly, but crop prices remain steady. * Global stocks of major crops are abundant, limiting immediate risks of widespread price surges. * The crisis may impact rice and wheat production through higher fertiliser costs, particularly in dependent regions. * Overall, the crisis affects the fertiliser supply chain more than the food supply at present.
44. https://www.zawya.com/en/economy/global/wheat-eases-on-us-rain-forecast-corn-soybeans-firm-wb3rgnc7 - * Chicago wheat futures declined due to forecasts of beneficial rains in US drought-affected Plains.* *The US winter wheat crop was rated 35% good-to-excellent, the lowest for this time of year since 2023.* *Forecasters predict rainfall across the eastern two-thirds of the Plains wheat belt in the next 10 days.* *Crop ratings for the week ending April 5 were below analyst expectations.* *Corn and soybeans prices were supported by higher crude oil prices, which extended gains amid geopolitical tensions.*
45. https://www.producer.com/am-market-reports/am-market-report-april-7-2026/ - * US wheat markets are weaker, with prices mostly 1 to 3 cents lower. * USDA reported US winter wheat crop conditions at 35% good to excellent, 13% below 2025 levels. * 65% of US winter wheat areas are in some stage of drought. * US wheat export shipments for the week ending April 2 were 334,106 tonnes, down 13.5% from last week. * Russian wheat export prices rose slightly, with exports exceeding last season's levels. * Global energy market tensions, especially due to Middle East conflict, influence crop and fertiliser prices. * North African wheat and durum crops show promising conditions, potentially reducing imports. * Canadian canola futures experienced slight declines, influenced by currency and geopolitical tensions, but remain supported by energy market trends.
46. https://www.producer.com/am-market-reports/am-market-report-april-7-2026/ - * US winter wheat condition ratings are lower than a year ago, with 35% in good to excellent shape and 31% in poor to very poor condition. * Rising Middle East tensions and approval deadlines for Iran impact oil and grain markets. * US wheat export prices increased slightly, with Russian wheat export prices rising due to international demand. * North Africa’s wheat crop prospects are good, potentially reducing import needs. * Canadian canola futures declined amid currency strength and geopolitics. * Market uncertainty persists ahead of key US and Brazilian crop reports and geopolitical developments.
47. https://markets.financialcontent.com/stocks/article/marketminute-2026-4-7-middle-east-conflict-sends-fertilizer-markets-skyward-as-north-american-index-hits-971 - * The North American Fertilizer Index rose by 5.2% to $971 as of April 7, 2026, amid geopolitical instability in the Middle East. * The conflict, triggered by military strikes and the blockade of the Strait of Hormuz, has disrupted seaborne fertilizer trade, especially ammonia and urea. * Prices of ammonia increased by $160 per ton, with ammonia in the U.S. Gulf reaching $775 and urea in New Orleans rising 35%. * The crisis has benefitted North American producers like CF Industries and Nutrien, while impacting companies dependent on Middle Eastern supply chains. * The conflict raises concerns over a global phosphorus shortage, threatening future fertiliser supplies and crop yields during the spring planting season.
48. https://katiecouric.com/news/will-grocery-prices-increase-hormuz-iran-war/ - * The closure of the Strait of Hormuz affects global energy trade and fertiliser shipments, impacting food production. * Fertiliser prices have risen due to reduced supply of nitrogen, phosphate, and potash, influenced by geopolitical actions. * Reduced fertiliser availability threatens crop yields, particularly for corn, wheat, and rice, affecting food and livestock supply. * Farmers may plant less or switch crops, leading to future food shortages and higher prices. * US consumers will face increased food prices, influenced by global supply disruptions and demand, with impacts varying across food types.
49. https://www.asiabusinessoutlook.com/news/global-food-crisis-looms-amid-war-heat-and-price-surge-nwid-11683.html - * The U.S.-Israeli war with Iran could push an additional 45 million people into hunger in 2026, according to WFP. * Food insecurity in Asia-Pacific is expected to rise by 24%, driven by price and climate shocks. * Fertiliser prices have surged 85% due to disruptions in urea and natural gas supplies. * A severe heat wave in Southeast Asia threatens crop yields, with a potential 10–15% reduction in rice production. * Over 12 million people in Myanmar face acute hunger amidst civil conflict, earthquake, and rising food prices.
50. https://www.farms.com/ag-industry-news/usda-acreage-data-sparks-market-volatility-390.aspx - * USDA planting intentions and stock reports reveal declines in wheat plantings and increases in cotton, canola, and sunflower acres in the US. * Dry conditions in the US Plains, South, and Southeast contribute to wheat market support. * Rising fertilizer prices and ongoing droughts increase uncertainty for US farmers. * Energy market gains, especially in crude oil, bolster soy oil prices, with limited impact on canola. * Large investment fund positions highlight confidence but also raise risk of price swings. * Weather risks and dry conditions persist, with limited short-term relief forecasted. * Experts advise caution due to potential crop stress and climate variability.
51. https://www.farms.com/ag-industry-news/usda-acreage-data-sparks-market-volatility-390.aspx - * USDA planting intentions report showed unexpected declines in wheat planting, with winter and spring wheat reaching multi-decade lows. * Rising fertilizer prices, especially for urea, have delayed farmers' purchases, affecting crop development. * Energy markets influenced commodity trends, with crude oil gains supporting soy oil prices, despite resistance in canola. * Dry weather conditions in the US Plains, South, and Southeast increase crop development risks, with limited forecast relief. * Investment funds hold record or near record long positions across grains and oilseeds, heightening price swing risks. * Expert analysts caution against direct comparison with past drought years due to differing climate signals.
52. https://www.beefcentral.com/weather/feb-apr-2026-rainfall-outlook-2/ - * The Bureau of Meteorology predicts below average April to June rainfall for most of Australia, with 60% to over 80% chance. * Parts of northern Queensland may experience above average rainfall (60-80% chance). * Increased likelihood of unusually low rainfall over 50% chance in the Murray Darling Basin, eastern Tasmania, and north-west Australia. * No clear precipitation signal for parts of western and central Western Australia and south-western Tasmania. * Warmer than average temperatures are expected across much of Australia during the same period. * Maximum temperatures highly likely to be above average across much of Australia, with over 80% chance in New South Wales, north-east Tasmania, and western Western Australia. * Minimum temperatures are also likely to be above average across much of Australia. * The outlook mentions an El Niño watch, with possible shift in the Tropical Pacific, but with uncertainty.
53. https://www.juancole.com/2026/04/hormuz-threatens-grocery.html - * The closure of Strait of Hormuz affects global energy and fertiliser supplies, impacting food production. * Fertiliser prices have risen globally, reducing crop yields of corn, wheat, and rice. * Reduced fertiliser availability may lead to decreased crop production, higher food prices, and food shortages. * Developing countries and low-income households worldwide face increased food insecurity. * US food prices are projected to rise, with impacts on global food access and affordability.
54. https://www.juancole.com/2026/04/hormuz-threatens-grocery.html - * The closure of the Strait of Hormuz impacts 20% of global crude oil and similar share of liquefied natural gas shipments, including a third of traded fertiliser, affecting food production. * Fertiliser prices have risen globally due to reduced supply of nitrogen, phosphate, and potassium, key nutrients for crops like corn, wheat, and rice. * Disruptions include drops in natural gas production, export bans by Russia and China, and sanctions on Belarus and Russia. * Higher fertiliser costs and supply reductions may lead to lower crop yields, reduced livestock feed, and increased food prices, especially affecting US and developing countries. * US farmers face fertiliser shortages at the start of planting, potentially leading to reduced crop planting or crop switching, with subsequent impacts on food prices. * Global food prices are expected to increase, with vulnerable populations and low-income households hardest hit, and prices rising over a period of months. * The UN predicts millions could face food shortages in 2026 due to these disruptions.
55. https://www.dailymail.co.uk/news/article-15710999/Steve-Keen-fuel-crisis.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Steve Keen, an Australian economist, warns that disruptions to fertiliser supplies passing through the Strait of Hormuz could lead to a global famine. * He states that losing 20% of the world’s fertiliser could result in a 20% reduction in food, risking widespread famine. * The ongoing Iran conflict and shipping shutdown could cause crop yield declines and food shortages worldwide, with India vulnerable to early famine. * Australia imports two-thirds of its fertiliser from Middle Eastern countries; exports are expected to continue despite conflicts. * The World Food Programme estimates additional 45 million people could face acute hunger by mid-2026 due to the war's impact.
56. https://www.graincentral.com/markets/daily-market-wire-07-april-2026/ - * Weather forecasts for US HRW regions over the next two weeks could stabilise early wheat crops if sufficient rainfall materialises. * Global wheat futures eased in a quiet session amid geopolitical tensions and waiting for US crop data. * US export inspections remain strong despite a weekly slip, with ongoing Black Sea competition from Russia. * Brazil's corn crop faces risks due to hot, dry conditions; soybean harvest slowed by excess moisture. * Canola markets supported by vegoil strength and energy prices; Australian domestic prices remain firm. * Geopolitical tensions, including the US-Iran Strait of Hormuz stand-off, sustain elevated energy and commodity prices. * Markets remain highly reactive with increased potential for volatility due to weather, geopolitics, and input costs.
57. https://www.pbs.org/newshour/show/farmers-warn-of-food-price-spike-as-war-drives-up-fuel-and-fertilizer-costs - * The closure of the Strait of Hormuz affects global fertilizer supply, causing shortages and price increases. * Farmers in the US and internationally report rising costs for nitrogen fertilisers, with some experiencing increases of up to 50%. * Disruptions in natural gas and sulfur exports from the Gulf contribute to increased fertiliser prices. * Potential impacts include reduced crop yields, planting less, or switching crops due to high input costs. * The disruption could lead to higher food prices globally, with effects potentially lasting weeks to months.
58. https://www.elnuevosiglo.com.co/economia/precios-del-petroleo-jalonan-impacto-de-materias-primas-en-la-inflacion - * The conflict in Middle East has caused a 50% increase in Brent crude oil prices since 28 February, now at US$110 per barrel. * Disruption in energy supply chains, especially through the Strait of Ormuz, affects international trade, including 30% of fertiliser transit. * Major fertiliser exports from the Gulf region, including urea and ammonia, are impacted by regional instability. * Elevated commodity prices pose mixed effects for Colombia: benefitting export income but increasing costs for import-dependent agricultural inputs. * Colombia imported substantial quantities of maize, soybean meal, and nitrogen fertilisers, which may see price impacts from global market trends. * The closure of the Strait of Ormuz restricts about a fifth of global crude oil output, with Iran continuing flows, and alternative routes have been scaled up by countries like Saudi Arabia and UAE. * An estimated 16 million barrels daily of crude remain outside the global market due to these disruptions.
59. https://www.brownfieldagnews.com/news/usda-winter-wheat-condition-rating-lower-than-a-year-ago/ - * The USDA reports 35% of U.S. winter wheat is in good to excellent condition, 13% below the previous year's rating. * 31% of the crop is poor to very poor, 10% higher than a year ago. * 65% of winter wheat growing areas are affected by drought. * 7% of winter wheat has headed, slightly above the five-year average of 5%. * Other crops' planting progress is also reported, with rice ahead of normal pace. * USDA's crop condition reports will continue through November.
60. https://www.hawaiitribune-herald.com/2026/04/06/opinion/war-in-iran-threatens-to-become-a-global-food-crisis/ - * The conflict in Iran poses a risk to global food security by disrupting fertilizer and food supplies. * The impact on fertiliser prices and planting seasons, particularly wheat, could worsen food insecurity. * A UN task force proposes a Hormuz transit mechanism to facilitate the flow of fertiliser and food. * The US and other donor nations have reduced their capacity to respond to such crises. * Diplomacy and interim initiatives are recommended to prevent an extreme food crisis.
61. https://www.newsghana.com.gh/imf-flags-historic-oil-shock-threatening-global-growth-and-food-security/ - * The IMF states the Middle East conflict has caused the most severe disruption to global oil markets, with cascading effects on inflation, food security, and economic growth. * The disruption, notably the closure of the Strait of Hormuz, has led to significant declines in oil supply and increased costs for energy-importing economies. * Food security is at risk due to fertilizer shipment disruptions and rising food prices, especially in low-income countries. * Supply chains for energy, chemicals, and high-tech materials are affected, impacting fertilisers, metals, and semiconductor production. * All pathways from the conflict are expected to lead to higher prices and slower global growth, with detailed assessments due for release on April 14.
62. https://www.brownfieldagnews.com/news/usda-winter-wheat-condition-rating-lower-than-a-year-ago/ - * The USDA reports 35% of U.S. winter wheat in good to excellent condition, 13% below the initial 2025 rating, impacted by dry weather.* * 31% of winter wheat is poor to very poor, 10% higher than a year ago.* * 65% of winter wheat growing areas are affected by drought, according to the Drought Monitor.* * 7% of winter wheat has headed, slightly above the five-year average of 5%.* * Reports are scheduled through November as part of weekly crop progress updates.
63. https://www.moneytimes.com.br/argus-preco-da-ureia-subiu-ate-r-300-por-t-desde-inicio-de-conflito-no-ira-pads/ - * As cotações da ureia no mercado global aumentaram até US$ 300 por tonelada desde o fim de fevereiro, devido ao conflito no Oriente Médio. * Os preços no Egito atingiram US$ 820 (FOB), no Irã US$ 630 (FOB), e no Brasil a média é de US$ 745. * O aumento reflete o bloqueio no Estreito de Ormuz, que reduziu a oferta global de ureia em aproximadamente 2 milhões de toneladas em março. * Ataques recentes no Irã paralisaram três unidades produtivas, afetando o fornecimento ao país, que respondeu por 18% das importações brasileiras de ureia em 2025. * Índia anuncia novo leilão de 1,5 milhão de toneladas de ureia, com embarques até junho, devido à redução no fornecimento de gás natural para fertilizantes.
64. https://www.aletihad.ae/news/%D8%B9%D8%B1%D8%A8%D9%8A-%D9%88%D8%AF%D9%88%D9%84%D9%8A/4656686/%D8%A7%D9%84%D9%85%D8%AF%D9%8A%D8%B1-%D8%A7%D9%84%D8%B9%D8%A7%D9%85-%D8%A7%D9%84%D9%85%D8%B3%D8%A7%D8%B9%D8%AF-%D9%84%D9%80--%D8%A7%D9%84%D9%81%D8%A7%D9%88--%D9%84%D9%80--%D8%A7%D9%84%D8%A7%D8%AA%D8%AD%D8%A7%D8%AF---%D8%BA%D9%84%D9%82-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2 - * Abdullah Abu Dief reports that FAO Deputy Director-General Abdul Hakim Wafy warns that escalating Middle East conflicts threaten energy and agricultural systems globally. * Rising energy and fertiliser prices, driven by geopolitical tensions and Strait closure, risk reducing crop yields and increasing food price volatility. * Immediate measures recommended include alternative trade routes, market monitoring, financial support, and sustainable agricultural practices. * Continued Strait closure could disrupt energy and fertiliser supplies, further escalating global food insecurity and possibly leading to famine in vulnerable countries. * Increased energy costs also impact all stages of the agricultural supply chain, heightening production costs and reducing fertiliser use.
65. https://www.thethinkingconservative.com/iran-war-hikes-fertilizer-prices-squeezing-farmers-in-planting-season/ - * The conflict in Iran is disrupting fertiliser supply during the spring planting season. * Fertiliser prices have risen sharply, with urea up 35% over the past month. * Much of the global fertiliser trade passes through the Strait of Hormuz, which Iran has constricted. * The disruption affects global fertiliser exports and could lead to food inflation. * US farmers face fertiliser shortages amid rising costs and supply disruptions.
66. https://www.hawaiitribune-herald.com/2026/04/06/opinion/war-in-iran-threatens-to-become-a-global-food-crisis/ - * The conflict involving Iran could impact global food production and supply, particularly through disruptions in fertiliser and food shipments. * Experts warn that continued war could worsen the global wheat planting and harvest cycle. * A proposed U.N. initiative aims to ensure the unhindered flow of fertiliser, intermediate materials, and food through the Strait of Hormuz. * The war has led to reduced humanitarian response capabilities by the US and allies, heightening risks. * Experts advocate for a diplomatic resolution to prevent a food security crisis.
67. https://www.brownfieldagnews.com/news/late-season-fertilizer-purchases-above-normal-as-market-tightens/ - * A fertilizer market analyst reports increased late-season purchases due to supply constraints. * The market has been delayed since July 1, impacting farmer decisions. * The analyst states the market has worsened for growers, causing delays. * Urea prices have increased by approximately 60% since the Middle East conflict began. * The article highlights the impact of market tightness on production and planting timing.
68. https://www.bahrainnews.net/news/278967450/fao-chief-economist-warns-of-deepening-global-food-risks-amid-mideast-tensions - * The conflict in the Middle East threatens global food security, especially for import-dependent countries. * Countries with limited domestic production and reliance on external supply routes are most vulnerable. * Disruptions at the Strait of Hormuz could increase costs across the agrifood system. * South Asia and sub-Saharan Africa face risks from fertilizer and energy supply shocks. * FAO recommends monitoring fertilizer prices, shipping flows, and maritime insurance costs to assess food security threats.
69. https://www.bahrainnews.net/news/278967450/fao-chief-economist-warns-of-deepening-global-food-risks-amid-mideast-tensions - * The FAO chief economist warns that the Middle East conflict could threaten global food security, especially for countries dependent on imports and external supply routes, including fertilisers. * Disruptions around the Strait of Hormuz could increase costs and pressure vulnerable economies. * Gulf countries and regions like South Asia and sub-Saharan Africa face risks due to reliance on seaborne trade and limited fiscal capacity. * Monitoring of fertilizer prices and supply, including sulfur, is crucial to assess stress in global food markets. * Reduced fertiliser use may cause sharper yield losses in fragile farming systems if key planting windows are missed. * Early action is necessary to mitigate broader impacts on global food systems.
70. https://theconversation.com/hormuz-closure-threatens-the-global-food-supply-why-grocery-price-hikes-are-coming-279899 - * The closure of the Strait of Hormuz disrupts global energy and fertiliser trade, threatening food supply.
71. https://kelo.com/2026/04/06/russian-grain-ship-believed-sunk-in-ukrainian-drone-attack-is-found-and-towed-to-shore-tass-says/ - * A Russian ship carrying wheat, believed to have sunk after a Ukrainian drone attack, was found and towed to shore in the Sea of Azov. * The attack occurred on April 5, resulting in three deaths, including the vessel’s captain's aide. * The vessel was carrying wheat from the Port of Azov to Port Kavkaz for export. * The incident raises risks to global food security and agricultural trade amid ongoing geopolitical conflicts. * It is described as the first known sinking of a grain-loaded ship in the Black Sea-Azov basin since the war in Ukraine began in 2022.
72. https://expressodasilhas.cv/economia/2026/04/05/conflito-ameaca-desencadear-crise-alimentar-global-com-impacto-profundo-em-africa/102169 - * O conflito no Golfo, centrado no bloqueio do Estreito de Ormuz pelo Irão, ameaça a segurança alimentar mundial ao interromper o comércio de fertilizantes e matérias-primas essenciais, afectando a produção agrícola global. * A crise afeta directamente a produção e exportação de fertilizantes na região, bem como o aumento dos preços do gás natural, levando a uma redução da produção fora da região. * Agricultores na Índia e nos Estados Unidos enfrentam dificuldades devido ao aumento dos custos dos fertilizantes e restrições na sua compra. * Países em África e Ásia, dependentes de fertilizantes importados por via marítima, enfrentam aumentos nos preços dos alimentos e risco de redução da produção agrícola, agravando a insegurança alimentar. * Estimativas indicam que os preços dos alimentos globais poderão subir entre 60% e 100%, colocando até 100 milhões de pessoas adicionais em risco de subnutrição.
73. https://www.lapresse.tn/2026/04/05/hausse-des-cours-des-engrais-et-du-ble-des-tensions-croissantes-sur-les-equilibres-agricoles/ - * Increases in fertiliser and wheat prices impact global and tunisian markets amid geopolitical tensions and supply chain disruptions.* * The Iran-US conflict, ongoing since February 2026, affects global agricultural systems, especially through the Strait of Hormuz.* * Prices of fertiliser components, including urea, have surged by approximately 40 % due to energy cost increases.* * Tunisia faces challenges such as inflation, supply shortages, and increased production costs, impacting local agriculture.* * Experts call for structural reforms to reduce dependence on imports and strengthen food security.
74. https://entornointeligente.com/fao-los-precios-de-los-alimentos-aumentaron-en-marzo-por-segundo-mes-consecutivo/ - * The FAO food price index rose 2.4% in March, driven by energy costs due to Middle East conflict. * The increase follows a 1% rise compared to March 2025. * The conflict affects fertiliser prices, impacting cereal production. * Prices for wheat increased by 4.3%, amid concerns over US drought and Australian fertiliser costs. * The rice index fell by 3%, while vegetable oil and sugar prices rose by 5.1% and 7.2% respectively. * Meat prices increased by 1%, driven by demand for pork in the EU and reduced beef supply in Brazil.
75. https://www.croplife.com/crop-inputs/fertilizer/fertilizer-price-volatility-drives-shift-toward-precision-ag-and-smarter-input-use/?utm_source=rss&utm_medium=rss&utm_campaign=fertilizer-price-volatility-drives-shift-toward-precision-ag-and-smarter-input-use - ['* Global fertiliser markets face increased pressure from geopolitical tensions, supply disruptions, and trade uncertainties, leading to rising prices and supply concerns.', '* Farmers are adjusting fertiliser practices by scaling back and targeting applications informed by satellite analytics and precision tools.', '* Demand for drone-based crop analysis and variable rate fertiliser strategies is increasing, helping reduce input use.', '* Market shifts are encouraging long-term thinking, with improved data transparency potentially stabilising supply and demand.', '* The adoption of precise fertiliser use aligns with sustainability goals, such as reducing reliance on imported nitrogen and overapplication.']
76. https://diariodelhuila.com/fertilizantes-se-encarecen-28-tras-tensiones-entre-iran-y-ee-uu-y-generan-alerta-en-el-agro-colombiano/ - - Fertiliser prices rose over 28% in a month due to Iran-US geopolitical tensions, affecting global markets. - The Green Markets North America index increased from US$756.23 to US$971.41. - The price of urea in the US Gulf rose by approximately 45%, from US$460 to US$670 per tonne. - Colombia's import dependency on fertilisers, especially urea, is significant for agricultural productivity. - Experts warn that sustained geopolitical tensions could lead to substantial rises in production costs and affect crop yields.
77. https://www.global-agriculture.com/global-agriculture/fao-food-price-index-rises-in-march-as-near-east-conflict-raises-energy-costs/ - * World food commodity prices increased in March, driven by higher energy prices linked to conflict in the Near East, according to FAO. * The FAO Food Price Index averaged 128.5 points in March, up 2.4% from February. * Wheat prices rose 4.3% due to drought in the US and expected reduced plantings in Australia. * The vegetable oil index increased 5.1%, influenced by crude oil prices. * Global wheat and maize production forecasts for 2026 predict slight declines, with regional variations. * The escalation of conflict and rising input costs introduce uncertainty into wheat and maize supplies.
78. https://www.producer.com/am-market-reports/am-market-report-april-6-2026/ - * Fertilizer prices remain stubbornly high entering the fifth week of the Strait of Hormuz closure, impacting farmers' input costs. * Prices of urea and anhydrous have increased significantly, with concerns about phosphate prices staying elevated. * Analysts warn that the situation could affect the 2027 growing season due to ongoing supply chain disruptions. * Russia's nitrogen fertilizer plant was hit by Ukrainian strikes, further tightening global supply. * The situation increases costs for agricultural inputs and adds volatility to markets, with potential downstream effects on crop production.
79. https://chemindigest.com/prolonged-iran-conflict-could-disrupt-indias-fertiliser-supply-chain/ - * Global conflict between US–Israel and Iran threatens fertiliser supply chains, impacting India. * Disruptions in natural gas supplies and shipping through Strait of Hormuz restrict fertiliser inputs. * Fertiliser prices rise sharply, with urea prices up nearly thirty percent. * India, accounting for 15% of global fertiliser use, faces imminent risk during peak demand period. * Prolonged disruption may lead to reduced fertiliser application and lower crop yields, affecting food security.
80. https://www.politico.com/news/2026/04/06/trump-promised-a-post-war-economic-rebound-the-damage-may-linger-far-longer-00858657 - * Trump predicts a rapid economic recovery after war, with energy prices and stock markets improving. * Energy supply disruptions due to war, especially in the Middle East, are causing fuel shortages and price hikes. * Fertiliser prices, specifically urea, have skyrocketed, affecting farmers' crop choices and potentially increasing food prices. * US housing market faces delays and affordability issues due to rising mortgage rates amid ongoing geopolitical tensions. * US government considers measures to mitigate fertilizer and petrochemical supply chain impacts post-war.
81. https://www.thereporterethiopia.com/50059/ - * A report by AU, AfDB, and UN warns that Iran war disruptions could affect fertilizer supply to Africa. * Disruptions in Gulf LNG supply would impact ammonia and urea production, increasing costs during planting season. * Food prices could rise, affecting vulnerable households and food security. * African countries like Nigeria, Mozambique, South Africa, Kenya, and Ethiopia could see economic gains from rerouted trade and ports. * Longer conflicts risk overall economic slowdown, inflation, and a potential food and fuel crisis across Africa.
82. https://www.ajunews.com/view/20260406171148210 - * 호르무즈 해협 마비로 구호 식량 및 의약품 운송 차질 발생 * 미국·이스라엘과 이란 충돌로 핵심 해상로 사실상 마비, 우회 운송 비용 및 시간 증가 * 유엔 보고에 따르면 우회 운송 비용은 최대 20% 늘고 배송 지연 발생 * 세계식량계획(WFP)은 수만 톤 식량이 지연되고, 의미있는 구호 활동 차질 우려 * 유엔기구들은 의료장비, 영양 치료식, 백신 등 배송 지연 사례 보고 * 공급망 붕괴는 글로벌 식량 위기 확대 가능성 높임 * 구호단체들은 해상로 정상화와 추가 재원 확보 필요성 제기
83. https://www.newarab.com/news/russia-sends-grain-supplies-crisis-hit-egypt-amid-iran-war - * Russia commits to supplying Egypt with grain, leveraging abundant output from the previous year. * This development occurs amidst US-Israel conflict with Iran, disrupting energy and commodity supplies to Egypt. * Egypt relies heavily on imported wheat, with significant costs and supply challenges due to global market disruptions. * Russia proposes establishing grain and energy hubs in Egypt to bypass Western sanctions and ensure supply stability. * The cooperation signifies strengthening ties between Cairo and Moscow amid geopolitical tensions and economic pressures.
84. https://naturenews.africa/farmers-face-dilemma-as-rising-input-costs-reshape-global-food-outlook/ - * The FAO warns escalating input costs due to energy market disruptions influence planting decisions worldwide. * The FAO Food Price Index increased by 2.4% in March, with concerns over future crop production. * Rising fertilizer and fuel prices, linked to tensions in the Near East and the Strait of Hormuz, threaten to reduce yields. * Wheat prices are rising due to deteriorating US conditions and lower Australian plantings. * Despite stable global cereal supplies, risks may emerge in future harvests from current planting adjustments.
85. https://bitcoinethereumnews.com/tech/the-strait-of-hormuz-isnt-just-an-oil-problem-its-now-a-food-problem/?utm_source=rss&utm_medium=rss&utm_campaign=the-strait-of-hormuz-isnt-just-an-oil-problem-its-now-a-food-problem - * The disruption of shipping through the Strait of Hormuz has caused a collapse in fertiliser trade, affecting about one-third of the global seaborne fertiliser movement. * Fertiliser prices, including urea, have increased significantly, impacting food production and prices. * The FAO projects global fertiliser prices will rise by 15% to 20% in 2026 if disruptions continue. * Fertiliser shortages due to the blockade threaten planting cycles and crop yields, especially in India and other affected countries. * The crisis has the potential to cause a sustained, global food shock that could surpass the energy market impacts.
86. https://www.business-standard.com/economy/news/india-issues-tender-to-buy-2-5-mn-tons-of-urea-as-iran-war-hits-supply-126040600438_1.html - ['India, the world’s largest urea importer, seeks to buy about 2.5 million tons ahead of monsoon sowing season due to supply disruptions.', 'Indian Potash Ltd. issued a tender on Saturday to import 1.5 million tons through the west coast, with additional volumes via the east coast, deadline April 15.', 'Supply chain issues are linked to Middle East conflict and natural gas shortages impacting domestic production and fertiliser availability.', 'The deadline for offers is April 15, valid through April 23.']
87. https://www.beefcentral.com/lotfeeding/feedgrain-focus-volatility-kills-volume-short-trips-appeal/ - * Australian grain markets experience volatility due to fuel and fertiliser supply issues, affecting planting and sales in NSW and Queensland.* *Dry conditions and high fuel costs are influencing grower decisions on crop planting and fertiliser use.* *Prices for Australian grains, including barley, sorghum, and wheat, are fluctuating amid supply uncertainties.* *Urea prices stabilise but remain high, impacting fertiliser application plans.* *Demand remains high, with support for grain prices despite supply and input challenges.*
88. https://www.goodreturns.in/news/atta-ka-dam-imd-warns-of-heavy-rains-hailstorms-for-states-wheat-harvesting-procurement-to-impact-1500521.html - * IMD issues heavy rain, hailstorm alerts for northwest India, affecting Punjab wheat harvesting.* * Storms expected over Punjab, Haryana, Delhi, Uttarakhand, Jammu & Kashmir between April 7-9.* * Wheat harvesting delayed due to wet conditions, potentially causing supply disruptions and price increases.* * Wheat prices in markets average Rs 2,382.83 per quintal; procurement scheduled to begin April 10 in Madhya Pradesh.* * The government affirms wheat procurement at MSP will continue with infrastructure improvements."
89. https://www.eurasiareview.com/06042026-food-time-bombs-and-predicted-starvation-the-prospects-of-a-hormuz-transit-deal-oped/ - * The article discusses warnings of a 'ticking food timebomb' due to the Iran conflict and Strait of Hormuz closure, risking global food security. * It highlights the impact on countries like Sudan, Kenya, and Somalia, which rely on Gulf region fertilisers and wheat. * The World Food Program estimates nearly 45 million more people could face acute food insecurity if conflicts persist and oil prices remain high. * A proposed solution involves a maritime corridor through the Strait of Hormuz, inspired by the Black Sea Grain Initiative. * The article compares the Black Sea arrangement, which ended in July 2023, with potential challenges of implementing a similar deal at Hormuz, emphasising military risks and economic strategic importance.
90. https://www.eurasiareview.com/05042026-from-sanctions-to-supply-why-the-u-s-reopened-belarus-analysis/ - * The US lifted sanctions on Belarusian entities including Belaruskali in March 2026, affecting the global food supply chain. * The move aimed to mitigate food inflation and support US farmers amid disruptions caused by the Russia–Ukraine war and Strait of Hormuz blockages. * Fertiliser prices, especially nitrogen, increased due to the Iran conflict, prompting US efforts to reintroduce Belarusian potash to stabilise prices. * Lukashenko used strategic negotiations, releasing prisoners in stages to enhance Belarus's bargaining position. * Obstacles remain, as EU sanctions and export routes via Lithuania are still in place, limiting full market re-entry.
91. https://www.maritimeprofessional.com/news/ukrainian-drones-sink-russian-cargo-417622 - * A Russian cargo ship carrying wheat sank in the Sea of Azov following an attack by Ukrainian drones, with one crew member dead and two missing.
92. https://wardheernews.com/somalia-emergency-escalates-as-middle-east-conflict-drives-up-food-and-fuel-prices-delays-aid/ - * Prices for food, fuel, and water in Somalia increased significantly in March, with fuel prices rising 150%. * Conflict in the Middle East has increased essential commodity prices by at least 20%. * Over 70% of Somali food consumption relies on imports, with rising costs disrupting aid delivery and causing pipeline issues for nutritional supplies. * Approximately 32% of the population, 6.5 million people, face severe food shortages, approaching levels seen during 2022's near famine. * Disease outbreaks and supply chain disruptions worsen the hunger crisis, which is underfunded with only 10.9% of the $852 million needed for 2026 being raised.
93. https://shiawaves.com/english/news/world/economy/141390-global-food-prices-climb-again-as-middle-east-conflict-deepens-un-warns-of-wider-surge/ - * Global food prices rose in March 2026, with a 2.4% month-on-month increase, reaching the highest level since September 2025. * The rise is driven by escalating energy and fertiliser costs linked to Middle East tensions, disrupting supply chains. * Disruptions to trade through the Strait of Hormuz have halved shipping flows, affecting fertiliser and oil supplies. * Fertiliser prices, such as urea, increased by 30–40%, raising production costs for farmers. * Experts warn continued conflict could reduce planting, threaten crop yields, and worsen global food security, especially in developing countries.
94. https://www.yucatan.com.mx/mexico/2026/04/05/diputados-del-pan-exigen-bajar-el-precio-de-las-gasolinas-y-el-diesel-en-mexico.html - * Mexican PAN deputies demand the federal government reduce petrol and diesel prices in Mexico. * They highlight the impact of Middle East conflicts on fuel and fertiliser costs. * The deputies advocate for a complete subsidy on diesel and a reduction of petrol and diesel prices to 20 pesos. * They warn of potential collapse of Mexican agriculture and rising food prices. * The article references requests for urgent government action on fertiliser and fuel costs.
95. https://www.aljazeera.com/economy/2026/4/2/it-all-depends-on-the-crop-gulf-crisis-hits-south-asia-farmers?traffic_source=rss - * Rising fertiliser costs and supply disruptions in South Asia are influencing farmers' planting decisions amid the Ukraine conflict and regional geopolitical tensions. * The crisis at the Strait of Hormuz affects LNG shipments essential for fertiliser manufacturing, impacting prices and availability. * Countries including India, Pakistan, Bangladesh, and Nepal rely heavily on imported fertilisers via Gulf routes, risking reduced crop yields and increased food prices. * Farmers and governments are adjusting to supply uncertainties through reduced fertiliser usage, domestic production efforts, and alternative sourcing. * The regional dependence on fertilisers underscores the threat to food security if supply disruptions persist.
96. https://nypost.com/2026/04/01/us-news/millions-brace-for-days-of-rain-flooding-as-spring-severe-weather-pattern-kicks-off-across-plains-central-us/ - * Over 52 million people are under severe weather threat across the Plains, Midwest, Ohio Valley, and Mid-Atlantic. * Severe storms are expected to produce large hail, damaging winds, tornadoes, and flash flooding. * Storms will develop along a dryline over southern Kansas, western Oklahoma, and North Texas. * The system will track into the Midwest on Thursday, with potential for heavy rain and flash floods. * The next severe weather system may bring heavy rain to cities including Little Rock and St. Louis by Friday.
97. https://www.chosun.com/english/market-money-en/2026/04/06/2CN322HTVRFEVDCOKYK45LXL3E/ - * The US-Iran war disrupts fertilizer supply chains, causing price increases. * Fertilizer raw materials from the Middle East, including nitrogen and urea, are affected by the Strait of Hormuz blockade. * Urea export prices from the Middle East rose by 38.1% month-on-month and 172.3% year-on-year. * Global nitrogen fertiliser prices increased by 35.2% month-on-month and 168.6% year-on-year. * Rising fertiliser costs are expected to elevate global grain prices, with a projected 6.4% increase in Q2 2023. * South Korea depends heavily on Middle Eastern urea, with 43.7% of imports from the region and 38.4% passing through the Strait of Hormuz. * Prices for fertiliser shipments post-July are set to rise due to oil prices, exchange rates, and freight costs. * Prolonged conflict may cause further surges in fertiliser and grain prices, similar to impacts from the Ukraine war.
98. https://www.jamestownsun.com/news/local/farmers-are-seeing-increased-costs-for-fuel-and-fertilizer-since-the-iran-war - * Farmers are experiencing increased fuel and fertiliser prices since the Iran war began, according to North Dakota Farmers Union President Matt Perdue. * The Iran conflict has caused a rise in fertiliser prices and supply disruptions. * Significant portions of global and U.S. fertiliser supply pass through the Strait of Hormuz, with concern over export restrictions and shortages. * Fertiliser prices for anhydrous ammonia have risen by $70 per ton, with national prices reaching $950 per ton. * Fuel prices have increased, impacting transportation costs and prices for goods and livestock.* Farmers may reduce fertiliser application and face yield risks, while rising input costs could lead to higher crop and feed prices.
99. https://ekonomi.republika.co.id/berita/tct1gq370/banyak-negara-incar-pupuk-ri-wamentan-berapa-pun-akan-dibayar - * Several countries, including India, Brazil, Australia, and the Philippines, seek to import fertiliser from Indonesia due to supply disruptions caused by conflicts in the Middle East. * The conflict has affected global trade routes, especially through the Strait of Hormuz, impacting fertiliser supplies. * Fertiliser prices have increased significantly, with urea reaching 690 USD per tonne on 1 April 2026, from 350–380 USD in January 2026. * Indonesian government asserts it can meet domestic fertiliser needs, positioning Indonesia as a stabiliser of global fertiliser supply during the crisis. * Indonesia’s fertiliser production capacity is about 14.5 to 15 million tonnes annually.
100. https://www.bahrainnews.net/news/278965035/strait-of-hormuz-has-to-open-former-diplomat-sunjay-sudhir-calls-to-safeguard-india-energy-security-as-trump-issues-48-hour-ultimatum-to-iran - * Former Indian ambassador Sunjay Sudhir warns that the closure of the Strait of Hormuz threatens food security for millions in India and the Gulf region. * US President Donald Trump issues a 48-hour ultimatum to Iran to reopen the Strait, warning of potential military action. * Sudhir highlights that the ongoing closure impacts food exports, with cargo flights being an unsustainable solution. * India prioritises safeguarding energy and food security for its diaspora amid regional tensions. * International calls for intervention by Gulf leaders and UN amid regional instability.
101. https://www.9news.com.au/national/iran-israel-usa-war-farmers-food-nsw/9cdce10a-e191-417e-b117-666a273135fa - * Australian farmers are abandoning crop planting due to fuel and fertiliser shortages amid soaring prices and supply disruptions. * Diesel prices have doubled to over $3 a litre, impacting planting, irrigating, and harvesting. * Fertiliser derived from gas and oil, such as urea, is in low supply and expensive. * Fuel shortages are causing farmers to skip or reduce planting, with potential downstream effects on food prices. * The crisis is linked to geopolitical tensions and is considered a wake-up call for prioritising domestic fuel reserves.
102. https://www.ndtv.com/world-news/iran-war-david-miliband-expert-warns-hormuz-blockade-could-threaten-supply-food-security-time-bomb-11313506#publisher=newsstand - * A Gulf waterway blockade is called a 'food security time bomb' due to its impact on fertiliser supply. * Fertiliser production depends on materials transported through the Strait of Hormuz, affecting global supply. * Fertiliser prices increased by around 30-60% due to delays and disruptions. * Countries like Malawi, Sri Lanka, Pakistan, and Tanzania heavily rely on Gulf fertiliser imports. * UN and WTO highlight risks of severe hunger and record fertiliser prices if the conflict persists.
103. https://www.ndtv.com/world-news/iran-war-david-miliband-expert-warns-hormuz-blockade-could-threaten-supply-food-security-time-bomb-11313506#publisher=newsstand - * A near-total blockade of the Strait of Hormuz is impacting global fertiliser supply, delaying shipments of raw materials. * Fertiliser production is threatened, leading to price increases and potential food shortages. * The WTO highlights fertilisers as a major current concern; the UN warns of a potential global hunger crisis. * Key fertiliser factories in the Gulf are offline or affected; fertiliser prices have increased significantly. * Countries like Malawi, Sri Lanka, Pakistan, Tanzania, and India depend heavily on fertilisers and natural gas from the Gulf.
104. https://www.arkansasonline.com/news/2026/apr/05/iran-war-raises-challenges-for-us-small-businesses/ - * The Iran war causes shipping disruptions, higher costs, and supply chain issues for US small businesses. * Pistachio exports worth about $5 million are stranded due to the closure of Strait of Hormuz. * Shipping costs from Vietnam doubled from $3,500 to $7,000, with delays of three to four weeks. * Fertiliser prices increase, prompting stockpiling and order expansion by US lawn care businesses. * Rising fuel costs lead a US electronics retailer to consider ending free shipping. * Small businesses are preparing for prolonged disruptions, with fears of exacerbated economic impact.
105. https://www.wired.it/article/fertilizzanti-guerra-medio-oriente-crisi-rincari-settore-alimentare/ - * The Gulf region produces approximately 29% of global ammonia and 36% of urea, making it critical to the global food system. * Major companies include Sabic, Qafco, Gpic, Omifco, and Adnoc. * Gulf production of ammoniac and urea exceeds 7 million tonnes annually, with Saudi Arabia and Qatar as key exporters. * The ongoing war has caused disruption in Hormuz Strait and led QatarEnergy to suspend some chemical and petrochemical production. * Similar disruptions occurred during the Ukraine conflict, causing price increases and food insecurity. * Alternative routes like the Red Sea are vulnerable, and prices are rising due to unpredictable shipping lanes.
106. https://thenews-chronicle.com/food-time-bombs-and-predicted-starvation-the-prospects-of-a-hormuz-transit-deal/ - * The IRC warns of a 'ticking food timebomb' due to global hunger risks exacerbated by Iran War and Strait of Hormuz blockade. * The conflict threatens to worsen food insecurity for 45 million more people, adding to 318 million already food insecure. * The Black Sea Grain Initiative of 2022 served as a model for potential maritime corridors through Hormuz. * The UN suggests a similar corridor to facilitate fertiliser exports, critical for global food production. * Differences between the Black Sea and Hormuz include the strategic importance and militarisation of the waterways.
107. https://thenews-chronicle.com/food-time-bombs-and-predicted-starvation-the-prospects-of-a-hormuz-transit-deal/ - * The article discusses the impact of Iran conflict and Strait of Hormuz blockade on global fertiliser and food supply chains.
108. https://www.myjoyonline.com/iran-us-conflict-pushes-fertilizer-prices-higher-raising-food-security-risks-in-2026/ - * Rising geopolitical tensions between Iran and the US disrupt energy and shipping routes, impacting global fertilizer supply. * Fertilizer prices have increased by 9 to 31 percent since tensions escalated, driven by higher energy costs and supply constraints. * Sub-Saharan Africa, including Ghana, is highly vulnerable due to dependence on imports for over 80% of fertilizer requirements. * In Ghana, rising prices threaten fertiliser subsidies, farmer application rates, crop yields, and food security. * Supply disruptions from Gulf region production shutdowns may cause delays and shortages during planting seasons. * Experts suggest diversifying fertiliser sources and promoting sustainable farming practices as mitigations.
109. https://www.indexbox.io/blog/global-food-prices-rise-for-second-month-due-to-middle-east-tensions/ - * Global food prices increased by 1% compared to last year, according to FAO. * Uncertainty remains over future fertiliser costs due to Middle East conflict. * A prolonged Middle East conflict could reduce fertiliser use, impacting yields. * Rising energy and fertiliser expenses due to geopolitical tensions influence food commodity prices. * The report highlights regional demand, trade flows, and price dynamics for Middle East urea market to 2035.
110. https://www.chosun.com/english/market-money-en/2026/04/05/K6XIK7EGI5GFVM6WSEAYIOSPNQ/ - * Concerns grow that Middle East war and Strait of Hormuz blockade could reduce fertilizer supplies, increase prices, and raise grain costs. * International grain futures prices are expected to rise by 6.4% in Q2 due to disrupted fertilizer supply. * Fertilizer prices, especially nitrogen fertilizers like urea, have surged significantly due to supply instability. * Rising energy prices and transportation costs linked to Middle East conflict contribute to increased food prices. * UN and Goldman Sachs warn that disruptions threaten food security by raising costs of production and supply risks.
111. https://www.etoday.co.kr/news/view/2572719 - * The prolonged Middle East conflict affects fertiliser markets and global food prices. * Khurmus Strait blockade impacts fertiliser production, transport, and rising costs. * International grain futures prices are expected to rise 6.4% in Q2 due to fertiliser supply disruptions. * Fertiliser prices have increased significantly, with Middle East urea export prices up 38.1% month-over-month. * Natural gas prices, key for fertiliser production, surged 62.4% month-over-month. * Grain futures, including soybeans, have also risen, reflecting energy and biofuel demand. * FAO reports a 2.4% increase in global food prices amid ongoing conflict and energy costs. * UNCTAD and Goldman Sachs warn of threats to food security from supply chain disruptions and rising input costs. * South Korea's dependency on Middle Eastern fertiliser imports is high, but domestic supply is reportedly secure until late July.
112. https://www.dawn.com/news/1988666/me-war-compounds-asia-humanitarian-crises - * The Middle East conflict since February has caused spillover effects across Asia and the Pacific, worsening humanitarian crises. * Higher fuel prices are increasing transport, electricity, and agricultural input costs in countries like Pakistan, Sri Lanka, Bangladesh, and the Philippines. * The UN Office for the Coordination of Humanitarian Affairs seeks $151 million for Pakistan’s flood response. * Rising oil prices due to reduced traffic through the Strait of Hormuz are impacting fuel and wheat prices, and increasing inflation. * Disruptions to ammonia and nitrogen shipments threaten food production dependent on fertiliser imports, heightening food security risks in import-reliant countries.
113. https://ianslive.in/hormuz-crisis-hits-economy-across-the-world--20260405061204 - * The closure of the Strait of Hormuz has disrupted energy markets and supply chains worldwide. * The conflict has led to increased energy prices and shortages of fertilisers, petrochemicals, and industrial inputs. * India has purchased oil and LPG from Iran for the first time in years. * Fertiliser prices have increased by around 50 per cent, affecting crop production and food inflation. * Shipping disruptions in the Gulf are causing global trade shortages.
114. https://ekonomi.republika.co.id/berita/tcqo6u370/penutupan-selat-hormuz-picu-krisis-pupuk-global-ancam-ketahanan-pangan-dunia - - Penutupan efektif Selat Hormuz berdampak pada pasokan pupuk dan energi global. - Konflik di Timur Tengah sejak 28 Februari menimbulkan gangguan distribusi dan kenaikan biaya input pertanian. - Gangguan pasokan mengganggu 38% pupuk nitrat dan 20% pupuk fosfat global, dengan risiko kekurangan dan gagal panen. - Harga urea meningkat sekitar 50%, dan harga amonia naik 24%, menambah tekanan pada biaya produksi pupuk. - Krisis memperburuk ketahanan pangan global yang sudah terancam karena konflik dan gangguan logistik.
115. https://tribune.com.pk/story/2601133/untimely-rains-cloud-wheat-harvest-outlook - * Heavy rains and stormy weather forecasted from April 05-09 in Pakistan, particularly affecting wheat crops in Punjab and Khyber Pakhtunkhwa. * Repeated spells of rain during harvest season risk crop damage, reducing yields and grain quality. * Experts highlight rain as beneficial early on but detrimental during harvesting, causing delays and quality issues. * Farmers are under stress due to potential crop damage and delays in drying and threshing processes. * The government had targeted 30 million tonnes of wheat production for the 2025-26 Rabi season, up from 28.42 million tonnes achieved in 2024-25. * Climate impact has also caused casualties and infrastructural damages across provinces.
116. https://www.activistpost.com/global-food-supply-at-risk-the-silent-collapse-triggered-by-fertilizer-shortages/ - * Disruptions in fertilizer supply chains, intensified by conflict and energy issues, threaten global food security. * About 50% of food production depends on synthetic nitrogen fertilizers; prices surged 18% in 2025. * The Strait of Hormuz and natural gas dependence are critical vulnerabilities. * Rising costs and supply disruptions could lead to decreased fertiliser use, lower yields, and increased hunger, especially in developing nations. * The crisis is ongoing and may cause long-term degradation of soil fertility and global food systems if unaddressed.
117. https://www.theguardian.com/world/2026/mar/30/imf-warns-middle-east-conflict-will-lead-to-higher-prices-and-slower-global-growth - * The IMF warns ongoing Middle East conflict will cause higher energy and fertiliser prices, and slower global economic growth. * The conflict may affect supply chains, infrastructure, and access to fossil fuels, impacting inflation and living standards. * Prices of natural gas in the UK have more than doubled since December, with global oil prices rising from $60 to over $116 per barrel. * Projections indicate fertiliser prices could increase by 15-20% in early 2026 if the crisis persists. * Europe faces potential sharp rises in gas and electricity costs, prompting consideration of higher subsidies and welfare payments.
118. https://jornalf8.net/2026/custo-dos-fertilizantes-estrangula-a-agricultura/ - * Angola relies heavily on imported fertilisers, with 129,990 tonnes imported in 2025. * The conflict between the US, Israel, and Iran impacts fertiliser exports, especially via the Strait of Hormuz. * Prices of fertilisers and transportation costs, such as containers, have increased significantly. * The ongoing war has restricted fertiliser imports, with foreseen further price increases up to 40%. * Local farmers and associations report worsening access and affordability of fertilisers, with potential impacts on crop production.
119. https://zambianbusinesstimes.com/how-u-s-iran-conflicts-are-driving-up-fertiliser-costs-in-zambia/ - • Escalating tensions between the United States and Iran threaten to increase fertiliser costs in Zambia. • Zambia relies heavily on affordable fertiliser for its agricultural sector. • Global energy market disruptions due to U.S.-Iran conflicts are influencing fertiliser prices. • The impact raises concerns over input affordability and food security in Zambia. • The article highlights the interplay between geopolitical tensions and agricultural input costs.
120. https://kibrisgazetesi.com/hurmuz-bogazindaki-aksamalar-dunya-genelinde-ciftcileri-zora-sokuyor/ - ["*Hürmüz Boğazı'nda trafik durma noktasına gelirken, enerji ve gübre fiyatlarını arttırdı, bu da çiftçilerin üretim süreçlerini zorlaştırıyor.", '*İran ve bölgedeki krizler, petrol fiyatlarının yükselmesine sebep oldu, bu da enerji maliyetlerini arttırdı.', '*Gübre fiyatları, bölgesel arz kesintileri ve Çin’in ihracat kısıtlamalarıyla birlikte hızla yükseliyor, vadeli işlemlerde fiyatlar artıyor.', '*ABD’de gübre girdi maliyetleri artarken, çiftçiler belirsizlikle karşı karşıya ve alternatif ürünlere yöneliyor.', '*Orta Doğu, küresel gübre ve amonyak ihracatında önemli rol oynuyor, arz kesintileri fiyatları etkiliyor; ABD ithalata bağımlı olsa da, bölgedeki fiyat hareketleri piyasayı etkiliyor.']
121. https://www.agriland.co.uk/farming-news/australian-fertiliser-efficiency-use-in-the-spotlight-as-supplies-collapse/ - * The conflict in the Middle East has disrupted Australia's fertiliser supply chain, leading to surging urea prices. * Shipping through the Strait of Hormuz has collapsed, stranding fertiliser in the Persian Gulf. * A research project at Murdoch University aims to reduce Australian wheat fertiliser dependency by improving nitrogen use efficiency. * The project focuses on genetic mechanisms to optimise nitrogen conversion in wheat, with potential benefits for yield, costs, and supply resilience. * The research supports national food security and environmental sustainability amid supply chain shocks.
122. https://www.etoro.com/news-and-analysis/market-insights/fertilizer-supply-disruptions-from-the-middle-east-will-threaten-food-prices/ - * Disruptions to shipping through the Strait of Hormuz impact fertilizer trade, affecting prices. * Prices of urea, ammonia, and other fertilizers have surged by 30% to 70%. * Countries in the Persian Gulf produce significant shares of phosphate fertilizers and sulfur. * Fertilizer price increases pose challenges for farmers in the Northern Hemisphere. * Rising input costs, including diesel, are likely to raise food prices at the stores. * The situation impacts global economies, especially India and Brazil, due to dependency on Gulf imports.
123. https://www.devdiscourse.com/article/science-environment/3862568-north-indias-weather-turmoil-snowfall-rainfall-and-crop-damage?amp - * North India faces heavy snowfall, rainfall, and climatic disruption affecting states including Himachal Pradesh, Jammu, and Kashmir.* * Crop losses reported in Punjab and Haryana due to weather conditions.* * Unseasonal rains and hailstorms damage wheat and isabgol in Rajasthan.* * IMD reports abnormal western disturbance activity with ongoing climatic instability.*
124. https://www.gccbusinessnews.com/global-food-prices-rise-energy-costs-fao/ - * Global food commodity prices increased in March, with a 2.4% rise from February. * The FAO Food Price Index averaged 128.5 points, with cereal prices up 1.5%, notably wheat (+4.3%) due to drought in the US and reduced wheat plantings in Australia. * Vegetable oils surged by 13.2%, and sugar prices increased by 7.2%, influenced by biofuel demand and export shifts. * Meat prices rose modestly, dairy prices increased slightly, while some sectors experienced declines. * FAO warns prolonged conflicts and rising input costs could significantly impact global food supplies and crop production decisions.
125. https://www.politico.eu/article/egypt-ukraine-wheat-export-russia-volodymyr-zelenskyy/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - • Ukrainian President Zelenskyy announced Egypt will refuse to buy grain exported by Russia from Ukraine's occupied territories. • Cairo previously purchased over 8 million tons of Russian grain in 2025. • Zelenskyy discussed increasing Ukraine's grain exports to Egypt and ongoing regional conflicts. • The discussion included military-technical cooperation between Ukraine and Egypt. • The policy shift is significant given Egypt's status as the world's largest wheat importer.
126. https://hpj.com/2026/04/02/extensive-drought-degradation-noted-in-high-plains/ - * The U.S. Drought Monitor reports widespread degradation across the West, Plains, South, and Southeast. * Drought conditions in Texas, Arkansas, Georgia, Florida, and the High Plains have worsened, with record low snowpack in western states. * Reservoir levels in California remain above historical averages, but critical low levels occur at Lake Powell and Lake Mead. * Temperatures across the region have been above normal, accelerating snowmelt and worsening drought conditions. * Forecasts suggest minimal precipitation in southwestern regions and above-normal temperatures in the western US during the next week.
127. https://www.lanacion.com.ar/economia/campo/en-una-campana-con-costos-en-alza-la-precision-en-la-decisiones-agronomicas-sera-clave-nid04042026/ - * Costs are rising, with fertiliser and energy prices increasing significantly; urea price rose from $580 to $850 per tonne between January and April. * Energy costs are also escalating, affecting transportation and industry-related fluids, impacting farm operations. * Increased input costs will lead to higher grain quantities needed for purchases and yield improvements to cover costs. * 2026 is favourable for oilseed crops due to high oil prices, notably soy, which increased 35% this year. * Business strategies should be cautious in 2026, focusing on careful economic and political analysis, precise agronomy, and cautious investment.
128. https://www.cbsnews.com/news/ripple-effect-iran-war-struggling-u-s-farmers/ - * The Iran war has caused increased diesel and fertiliser prices, impacting U.S. farmers. * Fertiliser ingredients ammonia and urea prices are up around 20% and 50%, respectively, since the start of the Iran war. * Diesel gas prices have increased by 43.5%, according to AAA. * Higher oil and gas prices are affecting all steps of food production, influencing grocery store prices. * U.S. farm bankruptcies increased 46% in 2024, with local farmers experiencing cost rises of about 25% since last year.
129. https://www.columbian.com/news/2026/mar/28/the-war-in-iran-sparks-a-global-fertilizer-shortage-and-threatens-food-prices/ - ['* The conflict in Iran causes a global shortage of fertilisers and increases fuel prices.', '* The Strait of Hormuz near shutdown affects fertiliser supplies due to Tehran’s actions.', '* Farmers worldwide, especially in developing countries, are affected by fertiliser scarcity.', '* The shortages threaten food prices and could impact global food security.', '* The event is linked to geopolitical tensions involving Iran, the US, and Israel.']
130. https://www.okaz.com.sa/economy/na/2241804 - * UN announces plans to form a task force to secure trade via Hormuz Strait, citing potential food shortages due to Iran conflict. * The initiative aims to mitigate repercussions of disruptions and draws from Ukraine and Gaza food security programmes. * UN official Stefan Dujarric emphasises urgent action to address global humanitarian impacts. * The project involves collaboration with member states to support vulnerable populations. * Experts warn that disruptions to fertiliser shipments and rising energy prices threaten to increase food prices, risking long-term setbacks.
131. https://www.okaz.com.sa/economy/na/2241797 - • تصاعد التوترات وإغلاق مضيق هرمز يهددان إمدادات الأسمدة العالمية. • ارتفاع أسعار اليوريا بأكثر من 35%، ومخاوف من نقص الفوسفات. • دول الخليج تُعد من أكبر موردي الأسمدة، وتعطيل الممر يؤثر على إنتاج الغذاء. • الصين وروسيا تقللان صادراتهما من الأسمدة، وتواجه الأسواق نقصاً وإرتفاعاً في الأسعار. • بعض الدول الإفريقية تبدأ برامج طوارئ لمواجهة التداعيات على الأمن الغذائي.
132. https://www.sondakika.com/ekonomi/haber-hurmuz-bogazi-ndaki-gerilim-gubre-fiyatlarini-yuks-19715377/ - * Tensions in the Persian Gulf, especially at the Hürmüz Strait, are disrupting energy and fertiliser markets. * The conflict involving Iran, the US, and Israel has led to higher oil prices, reaching around $110 per barrel. * Increased energy costs and supply disruptions have caused fertiliser prices, particularly Ure and Ammonia, to rise sharply. * The US and Middle Eastern countries, notably Iran, are key suppliers; disruptions threaten global fertiliser availability. * European countries are implementing measures to support farmers against rising input costs.
133. https://www.indiatoday.in/science/story/april-4-india-saturday-weather-update-delhi-ncr-haryana-rajasthan-rain-hail-forecast-2891501-2026-04-04?utm_source=rss - * A Western Disturbance causes severe weather over North and Central India, including Delhi NCR. * A 1,000-kilometre cloud band stretches across the region, triggering thunderstorms and hail. * Severe hailstorms and thundersqualls with gusts up to 70 km/h are expected in Delhi NCR and surrounding regions. * The weather event is linked to an unusual atmospheric structure, a rare, long-lasting Western Disturbance. * Crops are at risk due to unseasonal hail and storms, impacting agriculture in Rajasthan and Haryana.
134. https://www.westhawaiitoday.com/2026/03/28/nation-world-news/global-food-supply-faces-a-dangerous-bottleneck-as-iran-war-persists/ - * The US-led war in Iran has disrupted global fertilizer supply, with shipments stuck at the Strait of Hormuz. * Fertiliser production has slowed or halted in India, Algeria, and Slovakia due to rising natural gas prices. * China has restricted fertilizer exports, impacting global availability. * Farmers in Australia, the US, and Brazil face higher costs and potential shortages. * The WTO warns about risks to food supplies amid trade and geopolitical tensions.
135. https://www.washingtonpost.com/world/2026/03/28/iran-war-humanitarian-aid-blocked/ - * The war in the Middle East has delayed food and medicine deliveries to Afghanistan, Gaza, and Sudan. * Dubai's aid hub has been impacted by Iranian strikes, with customs delays and rerouted shipments. * WFP estimates 70,000 tons of food are delayed, threatening health and nutrition in vulnerable regions. * Increased transport costs and route disruptions heighten risks of famine, malnutrition, and disease. * Humanitarian organisations warn of escalating shortages and famine risks if conflict persists.
136. https://www.westhawaiitoday.com/2026/03/28/nation-world-news/global-food-supply-faces-a-dangerous-bottleneck-as-iran-war-persists/ - * The Iran conflict has caused disruptions in the global fertiliser supply, with shipments blocked and production slowing in key countries. * Fertiliser prices have risen sharply, risking shortages in major agricultural producers like India. * Farmers in the US, Brazil, and Australia face higher fertiliser costs, potentially increasing food prices. * WTO warns that the conflict destabilises trade for energy, fertiliser, and food during a period of geopolitical tensions. * The conflict impacts global food security by threatening fertiliser availability and increasing food production costs.
137. https://ekonomi.republika.co.id/berita/tcllpx490/perang-iran-picu-krisis-pupuk-dan-ancam-harga-pangan-dunia - * The Iran-Israel conflict and US sanctions have led Iran to block the Strait of Hormuz, affecting global fertiliser and energy supplies. * The blockade risks causing fertiliser shortages, especially nitrogen and phosphates, essential for crop growth. * Reduced fertiliser supply could lower harvest yields and increase food prices globally. * Pupuk shortages are already impacting Pakistan, India, Ethiopia, the US, and Europe. * The situation threatens global food security and the stability of supply chains for essential agricultural inputs.
138. https://ekonomi.republika.co.id/berita/tcllpx490/perang-iran-picu-krisis-pupuk-dan-ancam-harga-pangan-dunia - * The conflict between US/Israel and Iran threatens fertiliser supplies through the blockade of the Strait of Hormuz. * This disruption risks reducing fertiliser availability, raising global food prices, and causing crop failures. * Urea and phosphorus supplies are notably affected, with key sources in the Persian Gulf region under threat. * Supplies of nitrogen and fosfat are disrupted, impacting harvest and planting, especially in countries like Ethiopia, India, and others. * The situation could impair global food production and supply chains, especially during planting seasons in multiple regions.
139. https://dariknews.bg/novini/sviat/svetoven-nedostig-na-torove-zaradi-konflikta-v-blizkiia-iztok-2450972 - * Farmers worldwide face fertiliser shortages amid conflict in the Middle East, affecting planting seasons. * The blockade of the Strait of Hormuz restricts transport of key fertiliser elements, such as nitrogen and phosphates. * Reduced fertiliser supplies risk lower crop yields and higher food prices globally. * Countries like Ethiopia, India, and regions in Africa are already experiencing critical fertiliser shortages. * The conflict and supply disruptions are expected to persist even after the war ends, influencing prices and production capacity.
140. https://www.news18.com/india/unseasonal-rain-hailstorm-damage-rabi-crops-in-several-states-farmers-seek-compensation-ws-l-10013884.html - * Farmers across states report crop damage due to unseasonal rain and hail in April. * Crop losses reported in Haryana's Jhajjar and Uttar Pradesh's Prayagraj. * Authorities in Rajasthan and Maharashtra coordinate damage assessments and compensation. * Weather changes linked to larger atmospheric systems affecting northern India. * Major affected crops include wheat, mustard, pigeon pea, gram, and other rabi crops.
141. https://anytvnews.com/news/natures-great-battle-in-haryana-surgical-strike-of-hail-in-6-districts-deadly-winds-blowing-at-the-speed-of-60-mercury-3-6-degrees/ - * The Meteorological Department issued an Orange Alert for six districts in Haryana due to stormy winds at 50-60 km/h, hailstorms, and lightning. * Hail spread in Nuh, and lightning caused damage to a house in Sirsa, injuring a girl. * Temperatures dropped by 3.6°C, with Nuh at 34.8°C, and lower temperatures recorded in Chandigarh, Rohtak, and Karnal. * Authorities advised farmers to halt wheat and mustard harvesting, and warned about safety and irrigation precautions. * A yellow rain alert remains active in nine cities, cautioning residents about unpredictable weather.
142. https://www.gbtribune.com/news/business/cold-temps-and-potential-freeze-damage-to-wheat/ - • Cold temperatures on March 15-16 in Kansas could cause freeze damage to winter wheat. • Damage is likely to be region-specific, depending on crop stage and temperatures. • Growers advised to prioritise sampling fields based on risk factors. • No immediate intervention possible.
143. https://www.gbtribune.com/news/business/cold-temps-and-potential-freeze-damage-to-wheat/ - * Cold temperatures on March 15-16 in Kansas could cause freeze damage to winter wheat. * Freeze damage would be region-specific, influenced by crop growth stage and minimum temperatures. * Growers are advised to prioritise sampling for freeze-damage symptoms based on local conditions. * The article discusses weather impact on wheat in a US state during mid-March.
144. https://www.cronica.com.ar/mundo/los-alimentos-subieron-2-4-en-marzo-por-la-guerra-en-medio-oriente-1747/ - * The FAO reported a 2.4% increase in global food prices in March, driven mainly by the conflict in Middle East and rising oil prices. * The index averaged 128.5 points, with cereals up 1.5% and wheat leading a 4.3% increase due to US drought. * The FAO warned that prolonged conflict could threaten global food supplies until 2026. * In Argentina, the price of urea, a key fertiliser, rose 40% in March, potentially impacting prices of flour, oil, and meat.
145. https://www.okaz.com.sa/economy/international/2241671 - * The UN Food and Agriculture Organization (FAO) warns that the closure of the Strait of Hormuz has shifted from an oil shock to a structural shock threatening global food supply chains. * The disruption impacts food, agricultural production, and markets, risking food security in many countries. * The Strait of Hormuz is critical for transporting 20 million barrels of oil daily, 35% of global production, and significant shares of natural gas, fertilisers, and agricultural materials. * FAO forecasts an increase of 15-20%, up to 20-50%, in global fertiliser prices if the crisis persists. * Market disruptions could last from three months to longer, affecting crop decisions and potentially reducing key harvests like wheat, rice, and maize.
146. https://www.aftenposten.no/verden/i/2ppj9y/iran-krigen-truer-verdens-matproduksjon - • Iran-krigen har forhindret frakt av gjødsel, påvirker global matproduksjon og priser. • Skipstrafikk i Hormuzstredet er stansert, og en tredel av verdens gjødsel passerer gjennom dette. • Bønder i USA, Europa, Asia og utviklingsland opplever knapphet og økte kostnader. • Risiko for dårligere avlinger og økte matpriser hvis situasjonen vedvarer. • Nødvendigheten av sikker forsyning av nitrogen og fosfat for landbruket er kritisk.
147. https://euromaidanpress.com/2026/04/03/egypt-pledges-to-stop-buying-russias-stolen-ukrainian-grain/ - * Egypt has announced it will no longer accept Russian grain exported from Ukraine’s occupied territories. * Egypt aims to increase imports of Ukrainian wheat, shifting away from Russian supplies. * Russia has exploited Ukrainian territories for wheat exports, with Egypt being its largest customer. * The shift follows a call between Ukrainian President Zelenskyy and Egyptian President Sisi. * Russian President Putin proposed establishing a “grain and energy hub” in Egypt, while Cairo indicates a pivot towards Ukrainian sources. * Ukraine's access to Egyptian markets may increase, reducing dependence on Russian grain amidst ongoing Ukraine conflict.
148. https://www.independent.co.uk/news/world/middle-east/global-fertiliser-shortage-iran-war-food-prices-hike-b2946742.html - * War between Iran and Israel leads to disruptions in fertiliser supplies through the Strait of Hormuz, affecting global trade.* * Farmers in developing countries face fertiliser shortages and rising costs, risking harvests.* * The conflict restricts about 30% of the global urea trade, impacting key fertiliser nutrients.* * Countries like Ethiopia and India experience critical shortages and lower domestic production.* * The disruptions threaten food security and could increase food prices worldwide.*
149. https://www.newsdakota.com/2026/04/03/wheat-acreage-falls-to-record-low-as-farmers-pivot-to-higher-returns/ - * US farmers are expected to plant the smallest wheat crop on record this year. * Data from the US Department of Agriculture indicates a decline due to low prices and rising input costs. * Farmers are shifting to crops such as soybeans and corn for better returns. * Persistent drought in key regions discourages winter wheat planting. * Global competition and ample supplies keep wheat prices subdued, affecting US incentives.
150. https://www.independent.co.uk/news/world/middle-east/global-fertiliser-shortage-iran-war-food-prices-hike-b2946742.html - * The Iran war disrupts fertiliser supplies, raising costs and threatening harvests worldwide. * Gas prices have increased and fertiliser shortages are occurring due to Tehran’s near shutdown of the Strait of Hormuz. * The blockage impacts nitrogen and phosphate fertilisers, especially urea, causing supply concerns in countries like Ethiopia and India. * The conflict restricts about 30% of global urea trade, leading to potential lower yields and higher food prices. * Countries are responding through subsidies, domestic production, and export controls to mitigate impacts.
151. https://www.seattletimes.com/business/the-war-in-iran-sparks-a-global-fertilizer-shortage-and-threatens-food-prices/?utm_source=RSS&utm_medium=Referral&utm_campaign=RSS_all - * The war in Iran restricts shipments through the Strait of Hormuz, affecting about a fifth of world oil shipments and nearly a third of global fertiliser trade. * Fertiliser supplies, especially nitrogen and phosphate, are under threat from shipping delays and soaring natural gas prices. * Countries like Ethiopia and regions such as East Africa face critical shortages, risking lower yields. * Fertiliser prices are below recent peaks, but lower grain prices reduce farmers' margins, leading to potential crop switching. * Developing nations are particularly vulnerable to shortages and price hikes, impacting smallholder farmers.
152. https://www.brownfieldagnews.com/news/south-dakota-winter-wheat-crop-at-risk/ - * A farmer in south-central South Dakota reports that the winter wheat crop is at risk even after recent rainfall. * The farm received approximately one inch of moisture, the most since August. * Fall was extremely dry, affecting wheat emergence and causing some winterkill. * The farmer indicates the crop is among the poorest seen in nearly 40 years and will be assessed further in 1-2 weeks. * Farmers will decide by the end of the month whether to keep or switch crops, with plans to use the wheat as forage or livestock feed.
153. https://bhaskarlive.in/hailstorms-lash-rajasthan-imd-warns-of-severe-storms/ - * Heavy rainfall, hailstorms, and strong winds affected Rajasthan under the influence of an active Western Disturbance. * Severe hailstorm in Sri Ganganagar caused significant damage to crops, notably wheat. * Weather warnings issued for multiple districts including Bikaner, Jodhpur, Jaipur, Ajmer, Bharatpur, and Udaipur. * Forecast predicts continued storms and rainfall with a new Western Disturbance from April 7. * Farmers advised to secure crops and take protective measures against ongoing and upcoming weather impacts.
154. https://www.benzinga.com/pro/blog/this-fertilizer-giant-could-be-the-biggest-winner-from-the-hormuz-disruption - • The Strait of Hormuz closure impacts global nitrogen and fertilizer trade. • CF Industries benefits from its low-cost US production advantage amid supply disruptions. • Increased demand from regions seeking replacement supply outside Middle East. • Disruption is likely to elevate nitrogen prices and boost CF’s earnings. • Longer Hormuz remains closed, stronger the bullish outlook for CF. • Investors advised to monitor fertilizer prices, export activity, energy prices, and Hormuz reopening indicators.
155. https://www.deccanchronicle.com/business/food-prices-rise-in-march-on-west-asia-conflict-1948290 - * World food commodity prices increased in March for the second consecutive month due to higher energy prices linked to the West Asia conflict, according to FAO. * The FAO Food Price Index averaged 128.5 points in March, up 2.4% from February and 1.0% higher than last year. * Vegetable oil prices rose 5.1% from February, with increases in palm, soy, sunflower, and rapeseed oils. * Sugar prices increased by 7.2%, influenced by ethanol production demands from Brazil. * Wheat harvest forecasts indicate a 1.7% decline to 820 million tonnes, with lower output expected in the EU, Russia, and the US, but record high in India.
156. https://laverdaddemonagas.com/2026/04/03/la-fao-alerta-de-un-efecto-cascada-en-la-crisis-de-precios-por-el-cierre-de-ormuz/ - * Máximo Torero, FAO chief economist, warns prolonged Ormuz blockade could trigger a worse crisis than COVID-19 pandemic. * The blockade affects 35% of global oil, 20-30% of fertilisers, 20% of natural gas, and 45% of sulphur, crucial for agriculture. * Food price index increased 2.4% in March, with fertiliser costs rising 50%, impacting countries like Bangladesh, India, Sri Lanka, Sudan, and Kenya. * Prolonged conflict could impact major food exporters such as Brazil, Argentina, US, and Australia. * FAO warns the crisis could affect productivity and prices into 2027 and increase costs for consumers.
157. https://e24.no/internasjonal-oekonomi/i/wrrJ5L/dette-rammes-av-krigen-maa-ta-inn-over-seg-virkeligheten - * The war in the Middle East has caused oil and gas prices to rise due to the blockage of Hormuz Strait. * Prices for helium, fertiliser, and aluminium have also increased, affecting multiple industries. * Qatar, a major helium producer, has stopped LNG production, raising helium concerns. * Higher energy costs are threatening fertiliser and aluminium production, with potential impacts on supply and pricing. * The disruptions may lead to higher costs for electronics, food, and other goods for consumers and industry.
158. https://www.brownfieldagnews.com/news/fertilizer-prices-surge-as-hormuz-closure-enters-fifth-week-analyst-says/ - • Fertilizer prices remain high amid Strait of Hormuz closure, affecting farmers. • Urea prices up approximately 60% since the attacks began, according to analyst Josh Linville. • Anhydrous and UAN prices are also increasing significantly. • Phosphate prices are not rising as much but are still impacted. • The closure impacts 50% of world's tradeable sulfur, a key input for phosphate. • Concerns about ongoing effects into the 2027 growing season.
159. https://www.agri-mutuel.com/politique-economie/les-prix-alimentaires-en-hausse-en-mars-tires-par-le-cout-de-lenergie/ - * Food prices increased in March for the second consecutive month due to rising energy costs linked to conflicts in the Middle East, according to FAO. * The FAO food price index rose 2.4% over the month, with cereal prices up 1.5%, particularly wheat (+4.3%), influenced by drought and fertiliser costs. * The conflict has led to increased fertiliser prices, which are affected by natural gas costs, with 30% transiting through the Strait of Hormuz. * Other commodities like maize, rice, vegetable oils, sugar, and meat experienced mixed price movements due to supply and demand factors. * Prolonged conflict may force farmers to alter planting practices, impacting future food supply and prices.
160. https://thefrontierpost.com/eu-lawmakers-back-trump-trade-deal-but-with-safeguards/ - * EU lawmakers approve a trade deal with the US, including tariff reductions on US imports, subject to safeguards. * The deal relates to tariffs set at 15% for most EU goods and includes provisions for automatic lapse and linkage to US reductions. * The vote follows delays due to transatlantic tensions, Trump tariffs, and US court rulings. * EU aims to diversify trading partners, having signed agreements with Mercosur, India, and Australia. * The EU's strategy includes creating a large network of free trade areas to resist trade coercion from major powers.
161. https://www.moroccoworldnews.com/2026/03/284400/us-farmers-call-on-government-to-end-tariffs-on-moroccan-fertilizers/ - * American agricultural organisations call for the US government to eliminate tariffs on phosphate fertilisers from Morocco. * The coalition argues phosphate fertiliser is vital for crop production and maintaining US farmers’ competitiveness. * Tariffs originated from a 2020 petition by The Mosaic Company, leading to duties of about 2.11%. * US farmers claim tariffs limit access to Moroccan fertilisers, which helps compensate for domestic phosphate shortages. * The US seeks additional supplies from Morocco amid global supply disruptions caused by geopolitical tensions.
162. https://www.allsides.com/news/2026-04-03-0700/media-bias-divisions-emerge-right-wing-media-iran-war-stirs-anxiety-about-food-production-fertilizer - * The U.S.-Israeli war on Iran threatens global food production and raises fertiliser costs. * The conflict impacts international oil markets and spring planting for farmers. * Right-wing media figures have differing views: some support escalation due to fertiliser shortages, others oppose because of rising food prices. * Poor countries are vulnerable to potential famine and political instability caused by the disruption. * The debate influences political dynamics in the US, especially regarding the midterm elections.
163. https://www.elnacional.com/2026/04/fao-los-precios-de-los-alimentos-aumentaron-en-marzo-por-segundo-mes-consecutivo/ - * Food prices rose in March for the second consecutive month, driven by energy price increases related to the Middle East conflict, according to FAO. * The FAO food price index increased 2.4% month-on-month and 1% year-on-year. * Fertiliser prices were influenced by rising gas costs and the conflict, affecting agricultural input costs. * The cereal index rose by 1.5%, with wheat (+4.3%) and maize prices affected by drought fears and fertiliser costs. * Vegetable oil and sugar prices increased by 5.1% and 7.2%, respectively, due to oil and ethanol demand. * The index for meat prices rose 1%, with pork and beef affected by demand and supply issues.
164. https://www.24newshd.tv/03-Apr-2026/eu-pressure-fertiliser-costs-soar-middle-east-war - * The war in the Middle East has led to a rise in global fertiliser prices, impacting the EU. * European farmers face higher costs, with fertiliser prices approaching 500 euros per tonne. * About a third of sea-shipped fertilisers reach the global market through the Strait of Hormuz, which Iran has effectively closed. * EU farmers, especially cereal producers, are under financial strain, with some land left fallow since 2022. * The EU considers increasing domestic fertiliser production and adjusting policies to address market vulnerabilities.
165. https://www.5septiembre.cu/guerra-impacta-flujo-de-fertilizantes-y-suministro-de-alimentos/ - * The blockade of the Strait of Hormuz disrupts energy and fertiliser flows, affecting costs and risks in food systems, trade, and vulnerable economies. * The report from UNCTAD states the route transports about a quarter of maritime oil, and significant volumes of gas and fertilisers. * War in the Middle East has increased oil prices and gas prices in Europe and Asia, raising fertiliser production costs. * Nearly a third of global fertiliser volumes are transported via this route, with regional exports contributing substantially. * Disruptions have led to increased transportation costs, insurance premiums, and fertiliser prices, impacting agricultural output and export.
166. https://www.theguardian.com/world/2026/apr/03/visual-guide-gulf-fertiliser-blockade - * The waterway of Hormuz is a critical route for fertiliser raw materials and natural gas, with a near-total shipping blockade affecting global supplies. * The blockade is described as a 'food security timebomb' by international organisations, risking a global hunger crisis. * Major fertiliser producers and exporters such as Iran, Egypt, and Saudi Arabia are impacted, with Iran being the fourth-largest exporter of urea. * Prices of fertilisers like Egyptian urea have risen significantly, with potential for further increases if the conflict persists. * Disruptions are expected to affect global food production, particularly in countries relying heavily on imports, including India, Australia, and several African nations.
167. https://www.agweek.com/opinion/agricultural-impacts-of-the-war-in-iran - - Iran's conflict and shipping restrictions in the Strait of Hormuz have disrupted global oil and fertiliser supplies, affecting seed, crop, and farm costs. - Fertiliser sources, including nitrogen, sulfur, and phosphate, are heavily reliant on Middle Eastern exports through the Strait. - Rising fertiliser prices and supply concerns may influence U.S. crop production decisions and input costs. - Ongoing conflict risks prolonging cost increases and impacting worldwide food production inputs.
168. https://www.straitstimes.com/asia/se-asia/malaysia-taking-steps-to-boost-fertiliser-supply-minister-says - * Malaysia, a top palm oil exporter, seeks to expand fertiliser imports following supply disruptions caused by Middle East conflict and China’s export restrictions, announced on March 26. * The government plans to activate alternative supply channels within three to six months to stabilise prices and supply. * Malaysian fertiliser makers suspended new orders last week due to rising raw material costs. * Prices for fertilisers, including urea, increased by over 50 per cent, affecting local rice farmers’ production. * The government is engaging local producers to prioritise domestic supply, stabilise prices, and increase industry capacity.
169. https://www.brecorder.com/news/40414649/world-food-price-rise-set-to-continue-if-iran-war-lasts-fao-says - * World food prices increased in March to their highest since September last year, with potential for further rise if Middle East conflict continues, according to FAO. * The FAO Food Price Index rose by 2.4% from February, now 1% above last year. * Wheat prices increased by 4.3% amid poor US crop prospects and higher fertiliser costs in Australia. * Vegetable oil prices rose for the third consecutive month, reaching their highest since mid-2022. * Sugar prices jumped 7.2%, driven by higher crude oil prices influencing ethanol and sugarcane use in Brazil.
170. https://tass.com/economy/2111289 - * The FAO Food Price Index increased in March, driven by energy prices linked to Middle East conflict. * The index averaged 128.5 points in March, up 2.4% from February and 1.0% higher than last year. * The FAO reports fertiliser supply disruptions and high energy prices add market uncertainty, despite stable cereal supplies. * The conflict in the Middle East is contributing to energy market rises affecting food prices.
171. https://www.bahrainnews.net/news/278961732/russian-deputy-pm-holds-talks-with-indias-modi - * Russian Deputy Prime Minister Denis Manturov held talks with Indian Prime Minister Narendra Modi in New Delhi. * Discussions included cooperation in trade, fertilisers, connectivity, and people-to-people ties. * India aims to boost fertiliser imports from Russia, Belarus, and Morocco due to supply shortages caused by Middle East conflict. * About half of India's fertiliser imports come from the Middle East, with Saudi Arabia and Oman as major providers. * The talks coincided with preparations for the upcoming BRICS summit in September, where Russian and Indian leaders are expected to meet.
172. https://punchng.com/squeezed-how-global-turmoil-is-crushing-nigerias-food-security/?utm_source=rss.punchng.com&utm_medium=web - * Global disruptions, including Russia-Ukraine conflict and Middle East tensions, have increased energy and fertiliser costs, affecting Nigeria. * Urea prices rose from approx. US $300 in early 2024 to about US $454 per tonne in early 2026. * Higher energy prices have increased production and transportation costs for fertilisers and crops. * Nigeria's reliance on imported wheat, rice, and agrochemicals has worsened its food crisis. * Domestic factors, including insecurity, policy changes, and border closures, compounded global pressures, raising food prices and poverty.
173. https://www.vietnamplus.vn/latvia-thong-qua-viec-gia-han-lenh-cam-nhap-khau-ngu-coc-tu-nga-belarus-post1102670.vnp - * Latvia's Saeima approved amendments to extend the ban on agricultural products and feed from Russia and Belarus to 1 July 2027. * The extension aims to ensure national security amid ongoing Ukraine conflict. * The ban has been effective, especially with EU tariffs and sanctions. * Latvia's import ban from 8 March 2024 covers direct and third-party imports but excludes transits and re-exports. * EU increased tariffs on products from Russia and Belarus in 2024 and 2025, reducing imports; Latvia's imports from Russia fell 30% in 2024 and 85% in 2025, from Belarus 12% and 55%.
174. 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.
175. 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.
176. 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.
177. 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.*
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.']
183. 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.
184. 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'.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.*
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.
212. 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.
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.']
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.*
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.*
278. 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.
279. 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.
280. 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).
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.*
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.*
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.']
334. 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.
335. 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.
336. 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."
337. 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.
338. 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.
339. 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.
340. 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.*
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.']
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.']
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.']
369. 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.
370. 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.
371. 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.
372. 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).
373. 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.
374. 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.']
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.']
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.']
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.*
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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."
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.']
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.*
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.