Commodities Report: Wheat futures | 2026-04-15 12:00 UTC [JXKP] | Bullish | loosening

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1. https://www.brecorder.com/news/40416428/provision-of-rs6bn-free-gunny-bags-punjab-cm-announces-wheat-procurement-rate - * Punjab Chief Minister Maryam Nawaz Sharif announced the immediate commencement of wheat procurement at Rs3,500 per maund. * The government will provide 10 free gunny bags per acre to registered farmers, totaling a provision worth Rs6 billion. * Payments to farmers are mandated to be completed within 72 hours of procurement, with priority given to Kissan Card holders. * Strategic management committees have been established at provincial and divisional levels to monitor the procurement process. * The initiative aims to support sustainable agricultural development following a reported agricultural revolution in the province.
2. https://www.farms.com/news/map-further-improvement-in-prairie-dryness-drought-in-march-240731.aspx - * The Canadian drought monitor reported a sharp decline in agricultural lands affected by dryness or drought across the Prairies, dropping from 47% in February to 21% by the end of March. * Most of the region received near to above-normal precipitation in March, with some areas exceeding 200% of normal due to winter storms, though southern Alberta remained below average. * Alberta experienced general improvement with drought receding in central and Peace River regions, while severe drought expanded along the southwestern border. * Saskatchewan showed a mixed pattern with improvements in western and central areas, but new severe drought developed along the southern border and abnormal dryness expanded in the northwest. * These conditions are being assessed as spring seeding approaches, with localized variations in moisture availability impacting potential wheat production.
3. https://www.farms.com/ag-industry-news/smart-fertilizer-use-helps-farmers-face-rising-costs-710.aspx - * Rising fertilizer costs driven by global unrest, trade disruptions, and energy price increases pose significant financial risks to grain producers worldwide. * Experts advocate for precision agriculture tools, including soil sensors and digital maps, to improve nutrient application efficiency and reduce waste. * Adopting smarter nutrient strategies aims to stabilize supply, limit environmental damage, and protect farm income amidst market volatility. * Long-term resilience depends on soil health improvements, domestic production investment, and supportive policies for education and research.
4. https://www.demorgen.be/nieuws/hoe-langer-boeren-zonder-kunstmest-moeten-zaaien-hoe-harder-de-voedselprijzen-stijgen-dit-zijn-de-gevolgen-van-de-hormuz-blokkade~b328ebc1/ - The blockade of the Strait of Hormuz has severely impacted global fertiliser production and trade, driven by disruptions in liquefied natural gas (LNG) supplies essential for manufacturing. Major exporters like China and Russia have restricted fertiliser exports to protect domestic farmers, further tightening global availability. Analysts warn that reduced fertiliser usage by farmers will lead to lower crop yields, causing food prices to rise significantly over the next six to nine months. The situation poses a severe risk of food shortages, particularly for the poorest nations in Africa and South Asia.
5. https://www.wwbl.com/2026/04/14/the-2027-shadow-how-the-hormuz-crisis-could-reshape-long-term-fertilizer-supplies/ - * A U.S. Navy blockade of the Strait of Hormuz announced by President Trump is raising concerns about global fertilizer availability. * Josh Linville, Vice President of Fertilizer for StoneX, warns that the closure could have a massive impact on nitrogen and phosphate markets. * While U.S. farmers currently have immediate spring needs met, there is a risk that vessels en route to the U.S. could be diverted to higher-paying markets like India. * Domestic logistics, including rail and river barges, face scrutiny as the side-dress season approaches. * Experts advise farmers to maintain constant contact with suppliers as the situation could deteriorate quickly.
6. https://www.graincentral.com/markets/daily-market-wire-15-april-2026/ - * US wheat futures rose significantly driven by worsening crop conditions and scepticism regarding rainfall forecasts in the southern Plains. * A forecast temperature plunge in Nebraska, Colorado, and Kansas has further weighed on sentiment, prompting private estimates to trim HRW production to 615-650 million bushels. * Global wheat markets remained relatively stable despite Iran conflict noise, with Paris Matif flat and Russia's cash assessed at $238.50. * Algeria issued a tender for 50,000 tonnes of durum wheat for May-June shipment, while other grains like corn saw mixed movements. * Macro concerns persist with crude oil falling nearly 7pc on peace talk optimism, though physical markets remain stressed with 10 million barrels of Persian Gulf supply removed.
7. https://www.graincentral.com/markets/daily-market-wire-15-april-2026/ - * US wheat futures surged as deteriorating crop conditions and scepticism over rainfall forecasts in the southern Plains underpinned the rally. * A forecast temperature plunge across Nebraska, Colorado, and Kansas poses a significant risk to the harvest, with sub-freezing readings possible. * Private estimates for US HRW production have been trimmed to a range of 615-650 million bushels, while global markets remain agnostic despite Iran conflict noise. * Other major producers saw mixed signals, with Argus cutting Ukraine's 2026 wheat forecast and France trimming its winter soft wheat area estimate. * Global crude oil prices fell on peace talk optimism, contrasting with physical market stress where Persian Gulf supply remains effectively removed.
8. https://www.graincentral.com/markets/daily-market-wire-15-april-2026/ - * US wheat futures rose significantly driven by lower condition scores and scepticism regarding rainfall forecasts in the southern Plains. * A forecast temperature plunge with potentially sub-freezing readings in Nebraska, Colorado, and Kansas is weighing on sentiment. * Private estimates for US HRW production have been trimmed to a range of 615 to 650 million bushels. * Global wheat markets remain relatively stable despite the Iran conflict, with Paris Matif flat and Russian cash assessed at $238.50. * Other major updates include Argus cutting its Ukraine 2026 wheat crop forecast to 23.5Mt and France trimming its winter soft wheat area estimate.
9. https://www.thehindubusinessline.com/economy/agri-business/fertilizer-supply-crunch-tightens-global-farm-economics/article70862169.ece - RaboResearch reports severe strain on global fertilizer markets due to geopolitical disruptions and the closure of the Strait of Hormuz. Nitrogen and phosphate prices have risen sharply, compressing farm margins and threatening demand. Wheat production faces specific risks from dry conditions in Canada and the US, heat stress in India, and high input costs in Australia. While global agricultural supply remains comfortable in the near term, sustained high costs may reduce application rates and weigh on yields from 2027.
10. https://www.thehindubusinessline.com/economy/agri-business/fertilizer-supply-crunch-tightens-global-farm-economics/article70862169.ece - RaboResearch reports severe strain on global fertilizer markets in Q1 2026 due to geopolitical disruptions in West Asia and the closure of the Strait of Hormuz. Nitrogen and phosphate prices have risen sharply, deteriorating affordability and compressing farm margins globally. India faces increased subsidy burdens and potential demand destruction as farmers cut application rates or shift crops. While global agricultural supply remains comfortable for the near term, the 2026 wheat crop faces threats from dry conditions in Canada, the US, and Argentina, alongside heat stress in India and rising input costs in Australia.
11. https://punchng.com/middle-east-war-wbank-imf-caution-on-food-security/?utm_source=rss.punchng.com&utm_medium=web - * Heads of the World Bank, IMF and International Energy Agency warned that the Middle East war is disrupting global supply chains and threatening food security. * FAO data shows global food commodity prices rose 2.4 per cent in March, driven by higher energy costs and conflict escalation in the Near East. * Wheat prices climbed due to drought concerns in the United States and reduced planting expectations in Australia, while vegetable oil and sugar prices surged. * Máximo Torero cautioned that continued instability could disrupt essential staple supplies and push global prices higher, particularly affecting high-debt countries. * The FAO called for a multi-layered policy response including securing alternative trade routes, protecting humanitarian supply chains and strengthening social safety nets.
12. https://punchng.com/middle-east-war-wbank-imf-caution-on-food-security/?utm_source=rss.punchng.com&utm_medium=web - * Heads of the World Bank, IMF and International Energy Agency warned that the Middle East war is disrupting global supply chains and driving up prices of oil, gas and fertilisers. * The FAO reported global food commodity prices rose 2.4 per cent in March, with vegetable oil and sugar prices surging due to higher energy costs and production shifts. * Institutions cautioned that infrastructure damage could keep fuel and fertiliser prices elevated, creating shortages of critical inputs for agriculture and energy sectors. * Experts highlighted that high debt levels in some countries increase the risk of reduced food purchases or a shift to lower-quality supplies as import costs rise. * The FAO called for securing alternative trade routes and strengthening social safety nets to mitigate the impact on food security and farmer planting decisions.
13. https://ljnovice.si/2026/04/15/dolgotrajna-kriza-v-hormuski-ozini-bi-se-lahko-spremenila-v-svetovno-katastrofo-v-agrozivilski-industriji/ - * FAO warns that delays in shipping through the Hormuz Strait could trigger a global food security catastrophe similar to the COVID-19 pandemic. * Maximo Torero and David Laborde of the FAO highlight risks of lower crop yields and higher food inflation due to shortages of fertilizers and energy inputs. * The organization urges nations to avoid export restrictions on energy and fertilizers and to consider IMF balance-of-payments instruments to support vulnerable countries. * FAO notes that 20-45% of key agricultural commodities rely on the Hormuz Strait, with potential supply chain disruptions threatening farmers' margins and global food access.
14. https://ilmanifesto.it/su-gaza-incombe-lo-spettro-di-una-nuova-carestia - * Humanitarian situation in Gaza deteriorates rapidly with unprecedented food crisis threatening over two million people. * Drastic decline in flour availability and restricted aid entry have caused significant drop in bread production. * International humanitarian support has reduced due to logistical difficulties, Israeli bans, and funding shortages. * Limited bakeries struggle with raw material shortages and rising costs, failing to meet growing demand from displaced populations. * Experts warn of structural collapse in the food system, risking immediate famine and severe malnutrition.
15. https://www.elimpulso.com/2026/04/14/alerta-fao-la-inflacion-generada-por-doble-bloqueo-del-estrecho-de-ormuz-puede-desencadenar-una-catastrofe-alimentaria-mundial-14abr/ - * The UN Food and Agriculture Organization (FAO) warns that a blockade of the Strait of Hormuz could cause a global food crisis comparable to the pandemic. * FAO Chief Economist Máximo Torero states that poor countries are highly vulnerable due to ongoing planting seasons and fertilizer shortages. * The agency urges nations to avoid export restrictions on energy and fertilizers and to consider multilateral financing for countries at risk of losing access to inputs. * Risks are deemed higher than in 2022, with potential impacts from El Niño and a shift towards biofuels reducing global food supply. * FAO Director David Laborde emphasizes that immediate government action is required to prevent a crisis of inputs from becoming a catastrophe.
16. https://ljnovice.si/2026/04/15/dolgotrajna-kriza-v-hormuski-ozini-bi-se-lahko-spremenila-v-svetovno-katastrofo-v-agrozivilski-industriji/ - * The UN Food and Agriculture Organization (FAO) warns that a prolonged blockade of the Hormuz Strait could trigger a global agricultural catastrophe similar to the COVID-19 pandemic. * FAO Director David Laborde and Chief Economist Maximo Torero state that delays in shipping fertilizers and energy inputs will force farmers to reduce planting, leading to lower yields and higher food inflation. * The FAO urges nations to avoid export restrictions on fertilizers and energy, while proposing IMF balance-of-payments instruments to finance countries facing input shortages. * Experts note that fertilizer and energy markets are inelastic, meaning even small disruptions could cause prices to spike significantly, threatening farmer solvency and global food supply. * The FAO has developed a priority ranking of countries based on their crop calendars to identify those most at risk of losing access to essential inputs.
17. https://www.brownfieldagnews.com/news/economist-says-farmers-are-borrowing-more-to-operate/ - * Jacqui Fatka of CoBank reports that farmers are increasingly relying on operating lines of credit as working capital accumulated in 2022 has been depleted. * High fertiliser costs are negatively impacting farm finances, with some producers unable to secure 20-25 percent of their required product for the current season. * Due to low commodity earnings, many 2025 operating loans were consolidated into 2026 loans, though farmers remain confident in their ability to repay. * Financing options are expanding as cooperatives, ag retailers, and equipment companies join lenders in offering credit to farmers.
18. https://www.elimpulso.com/2026/04/14/alerta-fao-la-inflacion-generada-por-doble-bloqueo-del-estrecho-de-ormuz-puede-desencadenar-una-catastrofe-alimentaria-mundial-14abr/ - The UN Food and Agriculture Organization (FAO) warns that a blockade of the Strait of Hormuz could cause a global food crisis comparable to the pandemic. Fertiliser and agricultural input shipments must resume immediately to prevent price inflation and supply shortages. Poor countries with active planting seasons face the highest vulnerability to input scarcity and rising costs. The FAO urges nations to avoid export restrictions on energy and fertilisers and to consider multilateral financing mechanisms for input access.
19. https://www.profarmer.com/news/policy-update/policy-updates-usda-asks-farmers-weigh-fertilizer-price-probe-ramps - * The USDA is requesting direct feedback from farmers regarding fertilizer pricing, availability, and supplier conduct. * This inquiry supports a broader investigation by the Justice Department and Federal Trade Commission into potential anti-competitive behavior in the fertilizer industry. * Regulators are examining whether market concentration or company actions are driving sustained price pressure above historical norms. * The investigation considers factors such as existing tariffs on imported fertilizers and global supply disruptions. * Outcomes may influence near-term input costs and longer-term policies aimed at improving market competition and supply stability.
20. https://www.novinite.com/view_news.php?id=237995 - * Energy expert Boyan Rashev warned that Europe could face an 'energy lockdown' scenario similar to Covid-19 restrictions if fuel supply pressures worsen. * Rashev noted that production levels are currently 13 million barrels per day lower than late February, with Asian supply constraints potentially affecting Europe by the end of April. * The expert highlighted emerging risks of fertilizer shortages due to declining exports from the Gulf region, which could impact food production and inflation. * While Bulgaria is noted as better positioned due to domestic refining capacity, broader European imbalances in gas markets and rising electricity prices remain significant concerns. * Rashev cautioned against administrative price controls on fuel, suggesting consumption limits are a more effective policy response.
21. https://eastasiaforum.org/2026/04/14/making-food-supply-chains-more-resilient-to-geopolitical-shocks/ - Geopolitical disruptions, including a 2026 Israel–US conflict with Iran, are destabilising the Strait of Hormuz, a key chokepoint for fertiliser exports. Rising natural gas prices have sharply increased the cost of nitrogenous fertilisers, threatening access for least developed countries and Asia. India, the world's largest importer of urea and diammonium phosphate, is diversifying supply sources and raising nutrient-based subsidies by 11.6 per cent from 2025. World Bank estimates indicate food price inflation is rising faster than general goods inflation due to these cost pressures. Experts advocate for diversified regional economic corridors and institutional frameworks to reduce dependency on maritime chokepoints and secure agricultural value chains.
22. https://www.csiro.au/en/news/All/Articles/2026/April/Nitrogen-fertiliser-explainer - * Australia depends entirely on imported synthetic nitrogen fertiliser, with 56% of imports originating from the Middle East in 2025, creating vulnerability to geopolitical tensions and shipping disruptions. * Supply chain interruptions directly impact winter crop planting for wheat, barley, oats, and canola, as fertiliser cannot be stockpiled like fuel and must be secured months in advance. * CSIRO researchers are developing solutions including breeding wheat and barley varieties with biological nitrification inhibition (BNI) to retain soil nitrogen, and using cold plasma seed treatments to boost early growth efficiency. * These initiatives aim to improve the conversion rate of applied nitrogen into harvestable food, currently standing at only 30 to 50 cents recovered per dollar invested, to enhance food security and reduce environmental losses.
23. https://lafarmbureaunews.com/news/2026/4/14/blockade-could-further-hit-fertilizer-prices - President Donald Trump's proposed naval blockade of the Strait of Hormuz could severely impact global fertilizer supply chains. The waterway currently sees single-digit daily transits compared to over 100 in peacetime, with the UN estimating one-third of the world's fertilizer supply moves through it. Nitrogen and phosphate fertilizers, crucial for wheat and other crops, rely on this route and natural gas. Existing fertilizer prices have already risen over 40 percent, and rising energy costs further threaten production expenses and farmer planting decisions.
24. https://www.producer.com/opinion/farm-practices-must-respond-to-soaring-fertilizer-prices/ - * Elevated fertilizer costs and high diesel prices are causing Canadian farmers to reconsider investments in precision agriculture technologies like variable rate applications. * Fertilizer Canada's 2024 survey indicates only 34 per cent of canola acres met 4R fertilization criteria, highlighting over-application of nitrogen due to low soil testing. * Geopolitical disruptions from the war in Iran and potential export restrictions are increasing uncertainty, making efficiency improvements a key risk management tool. * Farmers are increasingly viewing fertilizer efficiency and land use strategies, such as taking unproductive acres out of production, as critical for managing rising input costs.
25. https://www.unocha.org/news/security-council-ocha-appeals-unimpeded-access-yemen-crisis-deteriorates - * OCHA Director Edem Wosornu briefed the UN Security Council on the deteriorating humanitarian situation in Yemen, noting over 22 million people require aid.* More than 18 million individuals face severe hunger, with two out of three families skipping daily meals and 2.2 million children suffering acute malnutrition.* Rising fuel and gas prices, alongside supply chain disruptions, are exacerbating the crisis in a country importing 90% of its wheat.* The Humanitarian Needs and Response Plan requires $2.16 billion, yet last year's appeal was only 29% funded, widening the resource gap.* OCHA urges the Council to secure the release of detained UN staff, fund the current response, and support peace efforts to stabilise the region.
26. https://www.canadiancattlemen.ca/daily/u-s-deputy-farm-secretary-to-meet-with-mosaic-amid-high-fertilizer-prices/ - * US Deputy Secretary of Agriculture Stephen Vaden met with fertilizer company Mosaic to address concerns over rising prices and supply constraints. * Mosaic announced plans to idle two phosphate production facilities in Brazil, reducing annual output by approximately 1 million tonnes. * Vaden criticized the move as a strategy to constrain supply and increase profit margins, citing geopolitical tensions in the Middle East as a driver for higher costs. * US Agriculture Secretary Brooke Rollins expressed disappointment over Mosaic's response to President Trump's comments regarding potential price gouging. * Analysts note that while fertilizer prices are high, current US urea prices remain below global economic norms, suggesting potential export opportunities.
27. https://www.brownfieldagnews.com/market-news/wheat-maintains-gains-on-drought-fertilizer-concerns/ - * Wheat futures maintained gains driven by ongoing drought conditions in the U.S. Plains and concerns over global fertilizer availability. * The USDA downgraded its winter wheat rating due to dry weather, while spring wheat planting in the U.S. is slower than normal. * Fertilizer supply risks are heightened by shipping disruptions in the Strait of Hormuz linked to military action in the Middle East. * Global planting progress varies, with Ukraine at 69% and Russia at 97% for their respective crops, while U.S. spring wheat lags behind average.
28. https://www.business-standard.com/industry/agriculture/when-rains-falter-el-nino-builds-india-braces-for-water-and-farm-stress-126041401128_1.html - * The Met department and Skymet forecast below-normal rainfall for most of India in 2026, with Skymet predicting 94 per cent of the long-period average for the June-September monsoon season. * Experts warn that marginal rainfall shortfalls combined with uneven distribution and high temperatures will severely impact rain-fed agriculture, which depends on the monsoon for nearly 45 per cent of its production. * India faces a significant water security challenge with 74 per cent of wheat-growing areas already under water stress and a projected demand-supply gap of 570 billion cubic metres by 2030. * Reservoir storage levels have declined sharply from 68.83 per cent in late January to 44.71 per cent by early April 2026, eroding the buffer against potential drought conditions. * Groundwater extraction remains high at 87 per cent of total usage, with overexploited aquifers concentrated in states like Punjab, Haryana, and Rajasthan, threatening long-term agricultural sustainability.
29. https://www.business-standard.com/industry/agriculture/taking-a-rain-check-on-agri-output-as-past-data-softens-monsoon-concerns-126041400923_1.html - * The India Meteorological Department (IMD) forecast a below-normal monsoon for India in 2026 at 92 per cent of the long period average. * This is the first such forecast in more than a decade, raising concerns over the impact on agriculture output. * Historical data indicates that low cumulative rainfall does not necessarily lead to a drop in farm production if the timeliness, spread, and distribution of showers are adequate. * The forecast highlights the volatility of wheat yields in major producing regions due to seasonal weather patterns.
30. https://www.dailynewsegypt.com/2026/04/14/egypt-to-disburse-wheat-farmers-financial-dues-within-48-hours-agriculture-minister/?utm_source=rss&utm_medium=rss&utm_campaign=egypt-to-disburse-wheat-farmers-financial-dues-within-48-hours-agriculture-minister - Alaa Farouk, Egypt's Agriculture Minister, announced the prompt disbursement of owed financial dues to wheat farmers and suppliers within 48 hours. The government has raised the wheat procurement price to EGP 2,500 per ardeb for the current season, targeting the purchase of approximately 5 million tonnes of locally produced wheat. Cultivation areas have expanded to over 3.7 million feddans, with harvest operations scheduled from 15 April to 15 August. The Ministry of Agriculture and Land Reclamation is coordinating with the Ministry of Supply to strengthen strategic reserves and ensure market stability.
31. https://www.brownfieldagnews.com/market-news/wheat-maintains-gains-on-drought-fertilizer-concerns/ - * Wheat futures maintained gains driven by technical buying and a weaker US dollar. * USDA winter wheat ratings declined due to ongoing drought conditions in the US Plains. * Global fertilizer availability faces risks from shipping disruptions in the Strait of Hormuz. * Ukraine reported 69% spring wheat planting completion while Russia noted 97% of winter crops are in good to satisfactory shape. * Spring wheat planting in the US is currently slower than normal.
32. https://afnews.com.br/bloqueio-no-estreito-de-hormuz-pode-disparar-inflacao-dos-alimentos/ - * The UN Food and Agriculture Organization (FAO) warns that a blockade in the Hormuz Strait could cause a surge in global food prices this year, potentially triggering effects similar to the COVID-19 pandemic. * FAO Chief Economist Maximo Torero states that agricultural input shipments must cross the strait quickly to prevent shortages and high costs for fertilizers and energy in poorer countries. * The organization estimates that 20% to 45% of agricultural input exports pass through the strait, with risks of reduced crop yields and higher commodity prices if the impasse is not resolved. * Preventive measures, including access to financing via the IMF and the FAO's Food Import Financing Facility, are being considered to help countries secure fertilizers before planting seasons begin. * The FAO notes that current risks to food production are higher than in 2022 and could worsen if combined with a strong El Niño event.
33. https://www.derstandard.at/story/3000000316514/warum-die-strasse-von-hormus-auch-fuer-die-ernaehrungssicherheit-wichtig-ist?ref=rss - * The Strait of Hormus is a critical chokepoint for fertiliser production inputs, including nitrogen and phosphates, alongside oil and gas. * India, Brazil, and the USA face significant risks to their agricultural sectors due to potential shortages of fertiliser precursors. * A French asset manager, LFDE, warns that supply constraints could lead to political instability and food price inflation similar to the 2011 Arab Spring. * Major exporters like Morocco and China rely on Gulf-produced sulphur for phosphate fertiliser, creating global downstream effects on food supply. * The EU is developing a strategic plan to manage the fertiliser crisis, recognising its importance comparable to fossil fuel security.
34. https://cryptonews.net/news/analytics/32705952/ - * The Iran conflict is disrupting the 'hidden plumbing' of global trade, specifically impacting shipping, natural gas, fertiliser, and aviation sectors. * UNCTAD reports vessel traffic through the Strait of Hormuz has collapsed to single digits, while one-third of global seaborne fertiliser trade passes through the region. * Disruptions in natural gas and fertiliser supply are raising input costs and creating risks for food production and industrial manufacturing margins. * Analysts warn that if the Strait of Hormuz remains constrained, these supply-side impairments could harden into a persistent regime affecting global inflation and liquidity. * The article notes that while US producer price data showed a temporary softening, structural risks in transport and industrial inputs remain significant.
35. https://indianexpress.com/article/cities/chandigarh/punjab-wheat-procurement-khanna-mandi-shrivelled-grain-lustre-loss-10636286/ - * Central procurement teams in Punjab have resumed duty but are restricting purchases to wheat meeting standard specifications, excluding shrivelled grain. * Farmers face significant delays as unseasonal rains and temperature extremes have affected crop quality, leading to loss of lustre and shrivelling. * Procurement agencies, including Markfed and Pungrain, await government relaxation on quality norms before accepting substandard grain. * Mandi congestion has increased, leaving thousands of farmers and migrant labourers idle during the peak season. * Weather forecasts predict further western disturbances, raising fears of additional crop damage while produce remains exposed.
36. https://www.foodnavigator.com/Article/2026/04/14/iran-war-disrupts-food-supply-chains-as-strait-of-hormuz-crisis-deepens/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - * Over 2,000 ships carrying grains, oils, sugar, and fertilisers are stranded in the Strait of Hormuz due to the ongoing Iran war. * Delays in staple commodities like wheat and maize, along with energy-driven packaging bottlenecks, threaten food and beverage manufacturers globally. * Industry experts warn that hidden supply chain dependencies mean companies outside the Middle East are still at risk of shortages and higher costs. * Prolonged closure could escalate the situation into a long-term global food security crisis, affecting harvests and consumer affordability.
37. https://www.financialcontent.com/article/marketminute-2026-4-14-oil-prices-dip-below-100-as-geopolitical-tensions-show-signs-of-de-escalation - * Oil prices retreated below $100 per barrel on Tuesday, with Brent crude falling to $98.76 and WTI to $96.72, despite a US naval blockade of Iranian ports initiated on April 13, 2026. * The blockade, enforced by US Central Command, has paralyzed Iran's official oil exports and neutralized its 'dark fleet', though traders are pricing in a potential diplomatic breakthrough before the April 22 ceasefire deadline. * Chemical giants like BASF face significant pressure as the blockade triggers a 30% spike in global fertilizer and petrochemical feedstock prices sourced from the Middle East. * Major US energy producers such as ExxonMobil and Chevron are navigating the dual reality of margin compression from price dips and long-term supply shifts, while maritime logistics firms see divergent impacts from war risk premiums. * The situation creates a high-risk environment for global wheat cultivation inputs, with fertilizer costs rising and supply chains facing potential disruption if the blockade escalates into full-scale regional conflict.
38. https://www.brownfieldagnews.com/news/winter-wheat-losses-mount-as-drought-worsens-across-plains/ - * Widespread drought conditions are severely impacting winter wheat production across the US Great Plains. * Paul Paplow, president of U.S. Custom Harvesters, reports potential losses of nearly 50 percent of his winter wheat harvest area. * Conditions in northern Texas and southern Oklahoma are described as the worst in years, with only 20 percent of normal acres viable. * The U.S. Drought Monitor indicates that 68 percent of the production region is currently classified as being in a drought. * Yield prospects are poor in western Kansas and western Nebraska, where fields have already been tilled up due to lack of moisture.
39. https://markets.financialcontent.com/stocks/article/marketminute-2026-4-14-the-fertilizer-fuel-feedback-loop-how-the-iran-energy-shock-is-permeating-global-supply-chains - * The US naval blockade of Iranian ports on April 13, 2026, has disrupted global energy and fertilizer supply chains, causing urea prices to jump from $400 to nearly $700 per metric ton. * The Persian Gulf accounts for 42% of global urea exports, and the shutdown has forced farmers to face impossible choices during the peak spring planting season. * The USDA warns of a likely 3% decline in wheat and corn acreage for the 2026 season due to the fertilizer shortage, threatening global food supply forecasts. * North American producers like CF Industries and Nutrien are capturing record margins as they become the world's primary source for nitrogen and potash. * Experts compare the current crisis to the 1970s oil shocks, noting the direct threat to the Strait of Hormuz creates a more structurally dangerous situation than the 2022 Ukraine conflict.
40. https://indianexpress.com/article/upsc-current-affairs/upsc-essentials/will-the-west-asia-war-affect-kharif-yields-10636244/ - Geopolitical tensions in West Asia threaten India's agricultural production by disrupting energy and fertiliser supply chains crucial for the Kharif 2026 season. India currently holds 180 lakh metric tonnes of fertiliser, covering 46% of the estimated 390.54 lakh metric tonne requirement for the season. Domestic urea production, which relies heavily on liquefied natural gas (LNG), faces vulnerability as over 60% of India's imported LNG transits through the Strait of Hormuz. In response to rising input costs, the government approved a 12% hike in the subsidy for Phosphatic and Potassic fertilisers for Kharif 2026. The article highlights potential yield impacts if farmers reduce fertiliser application rates due to higher costs and suggests diversifying import sources and promoting nano fertilisers to mitigate future risks.
41. https://dailycaller.com/2026/04/14/iran-war-blockade-economic-pain/ - * A naval blockade of the Strait of Hormuz by the U.S. and Iran is expected to disrupt global commodity markets, specifically causing shortages and price spikes in fertilizer, sulfur, and oil. * Experts warn that fertilizer availability, rather than just cost, poses the biggest risk to global crop yields, particularly in the northern hemisphere and developing nations lacking domestic production. * The Food and Agriculture Organization of the United Nations (FAO) cautioned that persistent disruptions could affect global planting decisions for 2026 and beyond due to dual cost shocks on fertilizers and fuel. * Analysts predict that rising energy costs and fertilizer shortages will force consumers to spend disposable income on food, potentially leading to famine in vulnerable regions like Southeast Asia and Australia. * While some experts believe the blockade is a short-term negotiation tactic, others argue that infrastructure damage will result in a new long-term price paradigm for energy and agricultural inputs.
42. https://www.al-monitor.com/originals/2026/04/fertiliser-shortages-due-iran-war-are-key-worry-developing-world-un-agency-says - * Pamela Coke-Hamilton, executive director of the International Trade Centre (ITC), stated that fertiliser shortages caused by the Iran war are a pressing concern for developing countries. * The ITC noted that a third of global urea normally passes through the Strait of Hormuz, which is currently blockaded by Iran and the United States, creating significant availability issues. * Shortages are expected to lead to reduced fertiliser use and lower yields, particularly in Sub-Saharan Africa and South Asia where farmers are sensitive to input costs. * While alternative suppliers in North Africa, such as Egypt and Algeria, could fill the gap, gains from rising oil and gas prices for other developing nations are likely to be short-lived. * A diplomatic push is underway to ensure safe passage for fertiliser shipments through the Strait of Hormuz to mitigate the impact on the next harvest.
43. https://www.omanobserver.om/article/1187898/opinion/international/the-hidden-price-of-the-war-with-iran - * Escalating tensions involving Iran threaten the Strait of Hormuz, through which approximately 30 per cent of global fertiliser trade passes. * Nitrogen-based fertiliser production relies heavily on natural gas, and rising energy costs are driving up input prices for farmers. * Higher fertiliser costs force farmers to reduce usage or absorb expenses, leading to increased food prices and potential global food insecurity. * The conflict impacts the production of staple crops such as wheat, rice, and maize, creating downstream effects on household budgets worldwide. * Analysts warn that the disruption in energy and fertiliser supply chains acts as a significant pressure point for the global economy.
44. https://www.rfdtv.com/the-math-doesnt-work-dairy-farmers-turn-to-stewardship-to-boost-profitability-and-efficiency-as-costs-rise - * USDA data indicates strong spring planting progress for corn and soybeans, though winter wheat conditions remain mixed. * Analysts report a shift toward soybeans over corn driven by rising fertilizer and energy costs, with some growers facing unrecoupable expenses. * The closure of the Strait of Hormuz is causing unprecedented tightening in global nitrogen and phosphate markets, creating supply uncertainty. * Analysts warn that high global prices could divert vessels away from the US, while domestic logistical bottlenecks persist. * Dairy industry leaders emphasise stewardship as a strategy to improve efficiency and profitability amidst these economic challenges.
45. https://brusselsmorning.com/fertiliser-shortage-crisis-2026/96924/ - * A United Nations agency warns that disruptions linked to the Iran conflict could severely impact fertiliser availability and crop yields worldwide. * The crisis poses significant risks to developing nations that rely heavily on imported fertilisers, potentially reversing progress in global food security. * Geopolitical tensions are causing reduced production capacity, higher raw material costs, and shipping disruptions, leading to rising food prices. * Governments and international organizations are exploring mitigation measures such as subsidies and increased domestic production, though experts caution resolution will take time.
46. https://www.diyinvestor.net/vance-accuses-iran-of-economic-terrorism-as-us-blockade-comes-into-effect-industry-analyst-reaction/ - * Raj Abrol of Galytix states a naval blockade of the Strait of Hormuz shifts global trade from price shocks to structural disruption, affecting 20% of world oil, LNG, and fertiliser flows. * Abrol notes that input costs for manufacturers and logistics firms are rising due to surging shipping rates, war-risk premiums, and insurance costs. * Kenny MacAulay of Acting Office highlights that surging inflation and higher interest rates are increasing default risks for businesses and homeowners in the UK. * Daniela Hathorn of Capital.com observes that markets remain uncertain about the duration of the conflict and its impact on global energy flows and the economy.
47. https://www.morningagclips.com/usda-seeks-farmer-input-in-fertilizer-price-collusion-probe/ - * The Trump administration is requesting confidential information from US farmers to assist the Justice Department and FTC in an investigation into fertilizer price collusion. * USDA Deputy Secretary Stephen Vaden criticized major producer The Mosaic Company for idling production facilities in Brazil, arguing the move contradicts supply-demand economics during high-price periods. * While Mosaic and Simplot support maintaining countervailing duties on phosphate fertilizer imports, competitor Nutrien has called for lifting these tariffs to support agricultural productivity. * The probe and industry tensions arise against a backdrop of elevated fertilizer prices driven by geopolitical factors including the war in Ukraine and tensions with Iran.
48. https://foodinstitute.com/focus/possible-super-el-nino-could-further-threaten-food-supply/?utm_source=rss&utm_medium=rss&utm_campaign=possible-super-el-nino-could-further-threaten-food-supply - * Experts warn a potential Super El Niño could severely disrupt global food production and drive prices higher. * The event poses risks to major wheat-growing regions including the US, Ethiopia, Sudan, and South Sudan through drought, flooding, and yield variability. * Food price pressures are compounded by existing shortages in oil, gas, and fertilizers linked to the conflict between the US and Israel over Iran. * Analysts note that climate extremes combined with fossil fuel dependency create a volatile environment for agriculture and food manufacturers. * Uncertainty regarding the timing and intensity of the weather pattern is expected to impact pricing and supply chains even if output remains near normal.
49. https://www.ttnews.com/articles/usda-farm-fertilizer-probe - * The Trump administration is requesting confidential information from farmers to assist a Justice Department investigation into potential price collusion among fertilizer producers. * Fertilizer prices have surged significantly due to geopolitical conflicts in Ukraine and the Middle East, with spot urea prices in New Orleans rising nearly 50% since the start of the Ukraine conflict. * USDA Deputy Secretary Stephen Vaden highlighted that Mosaic Co.'s decision to idle plants in Brazil will likely exacerbate price increases, while the company faces scrutiny over trade duties on Moroccan and Russian phosphate. * The administration aims to address high input costs for farmers, a key voting bloc, amidst concerns over a concentrated fertilizer supply and affordability issues affecting crop cultivation.
50. https://afnews.com.br/bloqueio-no-estreito-de-hormuz-pode-disparar-inflacao-dos-alimentos/ - * The UN Food and Agriculture Organization (FAO) warns that a blockade in the Strait of Hormuz could disrupt the supply of agricultural inputs, driving up global food inflation. * FAO Chief Economist Maximo Torero states that 20% to 45% of agricultural input exports pass through the strait, creating a critical bottleneck for fertiliser availability. * The organisation urges immediate government action to resolve the impasse, noting that delays could force farmers to reduce planting, leading to lower yields and higher commodity prices. * The FAO suggests using IMF balance of payments lines and the Food Import Financing Window to provide rapid financing for fertiliser imports to vulnerable countries. * Risks are projected to intensify in May as farmers make planting decisions based on fertiliser availability and high energy costs, potentially triggering a 'perfect storm' if combined with strong El Niño conditions.
51. https://www.indiandefensenews.in/2026/04/trumps-hormuz-blockade-and-risks-for.html - * A US-led naval blockade targeting Iranian ports and the Strait of Hormuz has escalated tensions, disrupting shipping that carries roughly 30% of global fertiliser shipments. * Analysts warn that supply chain disruptions and higher freight rates will increase costs for agricultural inputs, creating pressure on global harvests and wheat cultivation. * India faces second-order risks as competition for alternative crude intensifies, potentially raising import bills and driving up costs for fertiliser production and transport. * The blockade poses a risk of broader commodity inflation and supply shortages, with significant downstream effects on farmer planting decisions and global wheat supply forecasts.
52. https://www.brownfieldagnews.com/news/fertilizer-prices-under-fire-usda-targets-industry-consolidation-supply-cuts/ - USDA Secretary Brooke Rollins criticises fertilizer companies for idling production and reducing global supply, citing industry consolidation and the Middle East conflict. The Mosaic Company announced plans to idle two Brazilian facilities, removing one million metric tons from global supply and driving up prices. The Department of Justice and USDA have signed a Memorandum of Understanding to investigate rising input costs and major producers. Two antitrust class action lawsuits were filed in March alleging price collusion since 2021.
53. https://www.foodnavigator.com/Article/2026/04/14/iran-war-disrupts-food-supply-chains-as-strait-of-hormuz-crisis-deepens/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - Over 2,000 ships carrying food, energy inputs, and fertilisers are stranded in the Strait of Hormuz due to the ongoing Iran war. Grains, edible oils, and soft commodities face delays, while trapped fertilisers risk constraining future harvests. Energy-driven packaging bottlenecks are already impacting bottling, dairy, and cold-chain sectors. Experts warn that hidden supply chain dependencies mean global manufacturers face shortages and higher costs even without direct Middle East ties. Prolonged closure could escalate the situation into a long-term global food security crisis.
54. https://www.producer.com/markets/u-s-acreage-estimates-show-corn-down-soybeans-up/ - US farmers are planting fewer acres of corn and wheat in 2026 due to higher input costs and geopolitical factors. Corn area is forecast to drop by 3.4 million acres, while soybean area increases by 4%. Wheat acreage has fallen to its lowest level since 1919, driven by reduced winter and spring wheat planting. The US Department of Agriculture's Prospective Plantings report, released on March 31, indicates these shifts are a response to increased fertilizer prices and lower crop profitability.
55. https://www.producer.com/news/united-nations-warns-of-food-crisis-others-not-convinced/ - The United Nations warns that disruptions in the Strait of Hormuz threaten global food systems by choking off fuel and fertiliser flows needed for the next planting season. UN chief economist Maximo Torero and FAO director David Laborde caution that reduced input use and rising biofuel demand could lower yields and drive up food prices later in the year. Analyst Arlan Suderman of StoneX disputes the severity of a looming crisis, noting ample global wheat stocks and that Northern Hemisphere farmers have already secured fertiliser supplies. The FAO urges governments to avoid trade restrictions and support farmer liquidity to prevent supply problems caused by bankruptcies.
56. https://foodinstitute.com/focus/possible-super-el-nino-could-further-threaten-food-supply/?utm_source=rss&utm_medium=rss&utm_campaign=possible-super-el-nino-could-further-threaten-food-supply - * Experts warn that a potential Super El Niño could severely disrupt global food production and drive prices higher. * The threat is compounded by existing shortages of oil, gas, and fertilizers linked to the U.S.-Israeli bombing of Iran. * Climate extremes are expected to disrupt production in major growing regions, including Ethiopia, Sudan, South Sudan, and California. * Analysts note that the combination of weather risks and high fossil fuel costs creates significant pressure on the food system. * Uncertainty regarding crop yields and supply chain disruptions is likely to impact farmer planting decisions and global wheat supply forecasts.
57. https://internationalsupermarketnews.com/food-prices-war-and-the-logic-of-inflation-a-structural-shift-in-the-global-food-economy/ - * The article outlines a structural shift in the global food economy where price stability is unlikely due to geopolitical tensions and energy interdependence. * Rising energy and fertiliser costs are increasing agricultural input expenses, leading to higher food prices and potential yield reductions. * Strategic responses include the potential expansion of government subsidies in the US and EU, alongside the building of strategic reserves to ensure food security. * Future market trends point towards regionalised supply chains, increased price volatility, and evolving consumer behaviour as a result of these structural changes. * The analysis suggests that while government interventions may offer temporary relief, they cannot fully offset the underlying structural inflationary pressures.
58. https://www.zawya.com/en/economy/global/wheat-futures-rise-as-dry-weather-threatens-us-production-jbxd7i7b - * Chicago wheat futures rose for a second day as an expanding drought in the US wheat belt threatened to reduce production volumes. * The US Department of Agriculture rated 34% of the winter wheat crop in good or excellent condition, a decline from the previous week and below analyst averages. * Forecaster Commodity Weather Group warned that two-thirds of wheat in the US Plains were at risk of yield loss due to dry conditions. * Gains were tempered by falling oil prices and hopes for a diplomatic resolution to the war in Iran, which could ease disruptions to global fuel and fertiliser supplies. * Consultants APK-Inform, Argus, and IKAR lowered their forecasts for Ukraine's 2026 wheat harvest and Russia's wheat exports in April.
59. https://www.producer.com/am-market-reports/am-market-report-april-14-2026/ - * US hard red winter wheat faces continued dry conditions in western production areas, with only 34% of the crop rated good to excellent. * Canadian Prairie moisture conditions improved significantly in March, with drought impacting just 21% of agricultural lands compared to 47% in February. * US spring wheat planting is progressing at 6%, slightly below the five-year average of 7%, while winter wheat heading is ahead of the five-year average at 11%. * Russian wheat export prices fell to $237-$239/tonne due to a strengthening rouble and limited shipments caused by poor port weather conditions.
60. https://www.brownfieldagnews.com/news/winter-wheat-losses-mount-as-drought-worsens-across-plains/ - * Widespread drought has severely impacted winter wheat harvests across the US Great Plains, with conditions described as the worst in recent years. * Paul Paplow, president of U.S. Custom Harvesters, reports losing nearly 50 percent of his winter wheat harvest area in northern Texas and southern Oklahoma due to late freezes and dry conditions. * Crop viability is compromised in western Kansas and western Nebraska, where fields have been tilled up and moisture is critically low, affecting approximately 68 percent of production areas. * The situation is attributed to a combination of late freezes and emerging drought conditions, leading to brown, non-viable wheat heads and reduced harvestable acres.
61. https://www.producer.com/markets/u-s-acreage-estimates-show-corn-down-soybeans-up/ - * US wheat area dropped to 43.8 million acres, the smallest since 1919, driven by reductions in both winter and spring wheat. * Winter wheat area is expected to fall to 32.4 million acres, while spring wheat dropped by six per cent due to lower prices and higher input costs. * Hard red spring wheat area is currently the lowest since records began in the 1980s, with significant reductions in Minnesota and North Dakota. * Durum acres decreased by 11 per cent to 1.95 million acres, mirroring a similar decline in Canadian wheat and durum area. * Total US planted acreage for 2026 is forecast to reach 310 million acres, down from 312 million acres last year, as farmers cope with higher fertilizer prices.
62. https://easternherald.com/2026/04/13/sudan-civil-war-starvation-global-failure-famine-2026/ - * Nearly 28 million people, over half of Sudan's population, face acute food insecurity due to the ongoing civil war between the Sudanese Armed Forces and the Rapid Support Forces. * Humanitarian access is severely restricted by checkpoints and attacks, leading to the shutdown of community kitchens and the weaponization of starvation in regions like Darfur and Kordofan. * Parts of North Darfur have crossed internationally recognized famine thresholds, causing a surge in child malnutrition and the collapse of the healthcare system. * Over 12 million people have been displaced, with refugees in neighboring countries like Chad struggling with severe shortages of food and clean water. * International response is criticized as inadequate, with funding levels far below requirements and Western governments offering limited tangible intervention.
63. https://www.americanagnetwork.com/2026/04/13/geopolitics-and-weather-drive-early-week-grain-trade/ - * Grain markets reacted to reports of a Ukrainian attack on a Russian fertilizer facility. * Weather conditions in the western U.S. and eastern Corn Belt are impacting production outlooks. * Failed US-Iran negotiations led to a targeted blockade of Iranian-linked shipping by Donald Trump. * Global trade tensions and market uncertainty remain elevated due to these geopolitical developments. * The article covers sector-wide impacts on grain trade driven by both weather and geopolitical events.
64. https://www.allagnews.com/energy-volatility-drives-crop-prices-shifts-2026-planting-decisions/ - * Energy market volatility and rising input costs are reshaping 2026 planting decisions in the US. * Tanner Ehmke, an economist with Terrain, reports that producers are shifting acreage from corn and wheat toward soybeans. * Wheat prices rebounded by more than 20% in the first quarter, yet expanding drought across key growing regions adds pressure to the sector. * Higher fertilizer costs and the input-intensive nature of corn production are reducing profitability relative to soybeans. * Future wheat yields and supply projections remain uncertain due to ongoing weather patterns and global energy market fluctuations.
65. https://www.spokesman.com/stories/2026/apr/13/a-summerlike-heat-wave-will-hit-the-east-this-week/ - * An early heat wave is forecast to bring summerlike temperatures to the US East this week, with highs reaching the 90s in the Mid-Atlantic and Southeast. * The extreme heat is expected to worsen an already severe drought affecting 79 percent of the United States, particularly in the South where little rain is predicted. * Record-breaking temperatures are anticipated in over 600 locations, with the nation's capital potentially seeing its highest April temperature since 2002. * Scientists attribute the unusually warm March and current heat patterns to climate change, while a potential super El Niño may bring rain later in the year. * The drought is intensifying in states including Florida, North Carolina, Arkansas, and Georgia, coinciding with the start of the growing season.
66. https://www.brownfieldagnews.com/news/5-of-u-s-corn-6-of-soybeans-planted/ - * The USDA reports that 5% of US corn has been planted, exceeding the five-year average of 4%, with activity moving into the Corn Belt. * Soybean planting reached 6%, significantly ahead of the 2% five-year average, primarily in the south and southeast regions. * Winter wheat conditions have worsened, with the percentage rated good to excellent dropping to 34% and poor to very poor conditions rising to 32% due to drought in the Plains. * Spring wheat planting is slightly behind the usual rate at 6%, while rice planting and emergence are well ahead of normal paces. * The USDA's weekly national crop progress and condition report continues through the end of November.
67. https://www.brownfieldagnews.com/market-news/wheat-posts-gains-on-drought-concerns-risk-premium/ - * Wheat prices increased due to concerns over warm and dry weather in the hard red winter wheat growing region. * The crop rating for hard red winter wheat dropped to 34% good to excellent, down 1% from the previous week. * A risk premium was added to prices due to potential delays in fuel and fertilizer movement caused by Middle East military action. * APK-Inform lowered Ukraine's 2026 wheat crop estimate to 19.9 million tons and cut 2025/26 export projections to 13 million tons. * Russia raised its 2025/26 grain export quota by 5 million tons to a total of 25 million tons.
68. https://whbl.com/2026/04/13/russia-calls-for-joint-food-reserves-with-brics-to-counter-middle-east-crisis-risks/ - * Russian Security Council deputy secretary Alexander Maslennikov called for creating joint food reserves with BRICS members and former Soviet neighbours to address global food security risks. * The proposal aims to counter potential disruptions caused by the conflict in the Middle East, which has largely closed the Strait of Hormuz, a key shipping lane for one-third of global fertilizer trade. * Maslennikov warned that a persistent fertilizer shortage could halve major crop yields by early summer, potentially increasing the number of hungry people worldwide to a record 673 million. * While acknowledging risks, the official stated the situation creates long-term opportunities for Russia to increase agricultural exports to the Middle East, Asia, Africa, and Latin America. * The World Bank, IMF, and UN World Food Programme previously warned that rising oil, gas, and fertilizer prices triggered by the war will inevitably cause rising food prices and insecurity.
69. https://www.aljazeera.com/news/2026/4/14/fao-warns-strait-of-hormuz-disruption-risks-triggering-a-global-food-crisis?traffic_source=rss - * The Food and Agriculture Organization (FAO) warns that a prolonged disruption in the Strait of Hormuz could cause a global food catastrophe due to blocked shipments of critical agricultural inputs. * FAO chief economist Maximo Torero and agrifood economics director David Laborde state that while current food stocks absorb the shock, energy and fertiliser market disruptions will raise commodity and retail prices later this year and into 2027. * Nearly half of the world's traded urea and significant volumes of other fertilisers are exported from Gulf countries via the strait, with recent supply cuts forcing plants to shut or reduce output. * Poorer countries face the highest risk as delays in accessing inputs threaten planting calendars, leading to lower output, higher inflation, and slower global growth. * The crisis stems from the US-Israel war on Iran, which has halted traffic, doubled energy prices, and triggered a naval blockade by the US on Iranian ports.
70. https://www.farms.com/ag-industry-news/agriculture-commodities-caught-between-war-and-weather-668.aspx - * Wheat prices declined as higher global supply numbers from the USDA offset concerns about weather stress in key US growing regions. * Winter wheat conditions are among the weakest in years in Texas, Kansas, and Oklahoma due to drought stress and frost risks. * Grain markets faced downward pressure led by weaker corn prices and technical breakdowns ahead of contract expiration. * Energy markets reacted to geopolitical developments with crude oil prices falling following a temporary ceasefire linked to Middle East tensions. * Livestock markets stood out with live cattle futures trading to new record highs on continued tight supplies and strong cash markets.
71. https://www.elfinanciero.com.mx/opinion/enrique-quintana/2026/04/14/la-guerra-ya-llego-a-tu-mesa/ - The IMF, World Bank, and WFP warn that rising energy and fertilizer costs from the Middle East conflict will push 45 million more people into food insecurity. FAO reports a 2.4% rise in global food prices, with wheat up 4.3%, driven by supply chain disruptions and potential reduced planting. Mexico faces significant risks as over 70% of its fertilizers are imported, with key inputs like urea and diammonium phosphate seeing price hikes of 46% to 57%. The cost of the basic food basket in Mexico rose 8.1% annually, with tortilla prices already increasing due to higher production costs.
72. https://www.radiotamazuj.org/en/news/article/wfp-warns-that-sudans-people-are-abandoned-hungry-after-a-3-year-war - * The UN World Food Programme (WFP) warns that over 19 million people in Sudan face acute hunger following three years of conflict. * Famine is confirmed in Darfur and Kordofan, where two-thirds of the population requires urgent assistance. * Regional conflict disruptions in the Red Sea have increased fuel and food prices, hindering aid delivery and local wheat production. * WFP food assistance has dropped by 14 percent due to funding shortages, with the agency requesting over USD 600 million for the next six months. * Carl Skau, WFP Deputy Executive Director, highlights the need for safe humanitarian access and increased funding to prevent further deterioration.
73. https://www.zawya.com/en/economy/north-africa/egypt-sets-4761-per-ardeb-as-wheat-procurement-season-targets-5mln-tons-qw2bmphf - Egypt's Ministry of Supply and Internal Trade has set the 2026 local wheat procurement price at EGP 2,500 per ardeb with a target of 5 million tons. Minister Sherif Farouk directed payments within 48 hours to support farmer liquidity and boost production. The season runs from April 15 to August 15, supported by over 400 receiving points nationwide. USDA forecasts a 6.5% increase in Egypt's wheat production to 9.8 million tons for the 2026/2027 season.
74. https://www.egyptindependent.com/economists-are-putting-a-price-on-the-iran-war-fallout-in-asia-it-doesnt-look-good/ - * A United Nations report estimates military escalation in the Middle East could cost the Asia-Pacific economy between $97 billion and $299 billion and put 8.8 million people in the region at risk of falling into poverty. * The UN Food and Agricultural Organization warns that disruptions to supplies of oil, natural gas, urea, and fertilizers from the Middle East could lead to catastrophic food shortages and require financial assistance to avoid a global food crisis. * The International Monetary Fund and Asian Development Bank have downgraded economic growth forecasts for the region, citing persistent high energy and food prices and supply disruptions as the single biggest risk to the outlook. * Despite ongoing peace talks, analysts warn that even an immediate reopening of the Strait of Hormuz would not restore normal market conditions for several months, prolonging the threat to food security and economic stability.
75. https://www.zawya.com/en/economy/global/wheat-futures-rise-as-dry-weather-threatens-us-production-jbxd7i7b - * Chicago wheat futures rose for a second day as an expanding drought in the US wheat belt threatened to reduce production. * The US Department of Agriculture rated 34% of the winter wheat crop in good or excellent condition, down from 35% the previous week. * Forecaster Commodity Weather Group stated that two-thirds of wheat in the US Plains were at risk of yield loss due to dry conditions. * Gains were limited by falling oil prices and hopes for a diplomatic solution to the war in Iran, which could ease fuel and fertiliser supply disruptions. * Consultants APK-Inform, Argus, and IKAR trimmed their forecasts for Ukraine's 2026 wheat harvest and Russia's wheat exports.
76. https://www.italiaatavola.net//flash/attualita-mercato/2026/4/14/fao-se-continua-blocco-dello-stretto-d-hormuz-effetti-simili-alla-pandemia-covid/118610/ - * The Fao urges the immediate resumption of agricultural product shipments through the Hormuz Strait to prevent global food supply chain disruptions. * A prolonged blockade of the strait, which handles 20% to 45% of global agro-food exports, risks causing raw material price pressures by year-end similar to the Covid-19 pandemic. * The organisation highlights that such interruptions threaten ongoing planting cycles and could destabilise markets for cereals, vegetable oils, and other food commodities. * Rising input costs are expected to cascade through the value chain, increasing pressure on margins for the food and Horeca sectors and leading to higher consumer prices. * The Fao emphasises the strategic importance of maintaining logistical continuity to avoid speculative tensions and supply-demand imbalances.
77. https://www.producer.com/am-market-reports/am-market-report-april-14-2026/ - * US hard red winter wheat markets face continued pressure from dry conditions in western production regions, with forecasts predicting limited rain relief for the next ten days. * USDA crop progress data indicates winter wheat conditions have deteriorated, with only 34% rated good to excellent and 32% poor to very poor due to ongoing drought in the Plains. * India's government forecasts a below-average monsoon for 2026, with expected rainfall at 92% of the long-period average, raising concerns for farm output in Asia's third-largest economy. * Meteorologists warn that El Niño conditions are likely to develop after June, potentially bringing hotter and drier weather to Southeast Asia and impacting regional agriculture. * While Canadian Prairie moisture conditions have improved significantly with widespread spring seeding approaching, localized severe drought persists in southwestern Saskatchewan and southern Alberta.
78. https://www.worldpoliticsreview.com/sudan-hunger-crisis-deepening/ - * International NGOs report a deepening food crisis in Sudan's North Darfur and South Kordofan regions amid civil war. * Millions of people can now access only one meal per day due to destroyed seed stocks and agricultural disruption. * The crisis affects 65 percent of the population who relied on agriculture for livelihoods, compounding food supply and income losses. * Farmers face severe shortages of staple seeds and grain, with poor seed quality caused by reuse or pest damage.
79. https://www.americanagnetwork.com/2026/04/14/agmarket-net-early-morning-market-analysis-4-14-26/ - * Wheat prices rose 3-4c as dry conditions in western Kansas and Oklahoma worsened crop conditions. * Winter wheat conditions slipped 1% in the 'Good/Excellent' category while spring wheat acres are projected to be lower. * Corn export inspections are running ahead of pace, but soybean and wheat inspections remain sluggish. * Analysts predict a choppy trading day with May Kansas City wheat trading above $6.00 and heading toward $6.30-$6.40 resistance. * Geopolitical tensions in the Strait of Hormuz continue to impact crude oil and soybean markets.
80. https://www.wwbl.com/2026/04/13/blockade-could-further-hit-fertilizer-prices/ - * A proposed naval blockade of the Strait of Hormuz by President Donald Trump could severely disrupt global fertilizer supplies. * The United Nations reports that approximately one-third of the world's fertilizer supply moves through the strait, including nitrogen and phosphate fertilizers. * Fertilizer prices have already risen over 40 percent compared to last year, and the blockade could exacerbate this increase alongside rising energy costs. * Experts warn that higher fertilizer prices will lead to skyrocketing food production costs, impacting crops such as wheat, rice, and corn. * Current transit levels in the strait are critically low, with only single-digit daily transits compared to over 100 in peacetime.
81. https://nypost.com/2026/04/13/opinion/how-the-strait-of-hormuz-saves-the-world-from-starvation/ - * The blockade of the Strait of Hormuz by US forces and Iran is restricting the flow of artificial fertilizers derived from natural gas, which are crucial for global wheat and food production. * UN estimates suggest the conflict could drive fertilizer prices up by 15% to 20% and push at least 45 million more people into acute hunger. * Approximately 25% of the world's fertilizer supply normally passes through the Strait, and disruptions could severely impact crop yields for the coming year. * The article argues that fossil fuel-based fertilizers are essential for food security, contrasting this with climate change narratives that claim to threaten the food supply.
82. https://americanbazaaronline.com/2026/04/13/hormuz-blockade-triggers-food-price-fears-in-us-478869/ - * The closure of the Strait of Hormuz has disrupted global shipping of fertilizer feedstock, including ammonia, sulfur, and natural gas, which are critical for wheat and other crop cultivation. * US farmers face rising input costs and market volatility during the spring planting season, with nearly a quarter failing to lock in costs previously. * Analysts warn that supply disruptions could lead to a 1% to 3% increase in grocery prices and potential fresh food shortages worldwide. * Rising fuel prices associated with the blockade are compounding costs for American farmers, forcing difficult decisions on planting acreage. * The situation highlights the fragility of global agricultural supply chains and the risk of a slow-moving food crisis affecting production volumes.
83. https://www.df.cl/internacional/economia/la-fao-advierte-que-el-bloqueo-del-estrecho-de-ormuz-podria-provocar-una - * The FAO warns that a blockade of the Strait of Hormuz could disrupt 20% to 45% of key agricultural input exports reliant on maritime transport. * FAO forecasts the Food Price Index will rise in April and intensify in May, coinciding with critical fertiliser availability for farmers. * Reduced margins and input shortages are expected to lower crop yields by year-end and in 2027, driving up food prices and retail inflation. * FAO economists caution that market isolation and export restrictions would worsen global conditions and force higher interest rates, slowing economic growth. * Current risks are deemed higher than in 2022, with a potential 'perfect storm' if El Niño conditions compound the conflict.
84. https://ultimasnoticias.com.ve/mundo/onu-alerta-sobre-catastrofe-alimentaria-por-bloqueo-de-ormuz/ - * The UN Food and Agriculture Organization (FAO) warns that a blockade of the Strait of Hormuz threatens to cause a food crisis comparable to the pandemic due to disrupted fertiliser and agricultural input supply chains. * FAO Chief Economist Máximo Torero states that 20% to 45% of key agro-food input exports depend on the strait, with planting calendars leaving poor nations highly vulnerable to shortages and rising energy costs. * The agency urges governments to resolve the navigation issue immediately to prevent reduced crop yields, higher food prices, and severe inflation in the coming years. * FAO Director David Laborde calls for anticipatory financial support from multilateral institutions for countries at risk of losing access to basic fertiliser inputs. * Secretary-General António Guterres emphasises that all parties must respect freedom of navigation in accordance with international law.
85. https://whbl.com/2026/04/13/russia-calls-for-joint-food-reserves-with-brics-to-counter-middle-east-crisis-risks/ - * Russian Security Council deputy secretary Alexander Maslennikov called for joint food reserves with BRICS members and former Soviet neighbours to address global food security risks. * The official warned that a persistent global fertilizer shortage could halve major crop yields by early summer, driving the sharpest rise in world food inflation in recent years. * Maslennikov noted that while the situation poses risks, it creates long-term opportunities for Russia to increase agricultural exports to the Middle East, Asia, Africa, and Latin America. * The World Bank, IMF, and UN World Food Programme previously warned that rising oil, natural gas, and fertilizer prices triggered by the Middle East war will cause rising food prices and insecurity. * Russia, the world's largest wheat exporter, lacks the capacity to significantly increase fertilizer output this year despite seeking to raise agricultural exports by half by 2030.
86. https://businessday.ng/news/article/imf-world-bank-iea-warn-of-prolonged-global-fallout-as-middle-east-conflict-drives-energy-shock/ - The IMF, World Bank Group, and International Energy Agency issued a joint warning that economic and energy disruptions from the Middle East war will persist, keeping global prices elevated. Low-income countries face the highest exposure due to reliance on imported fuel, gas, and fertilizer. Sharp rises in oil, gas, and fertilizer prices have raised concerns about food security and inflation. Uncertainty regarding shipping through the Strait of Hormuz threatens to delay the recovery of global supply chains for critical agricultural and energy inputs.
87. https://zn.ua/ECONOMICS/ukrainskij-rynok-udobrenij-rastet-rol-polshi.html - * Poland has become the top supplier of mineral fertilisers to Ukraine, holding a 25% market share and surpassing Bulgaria, Morocco, and China. * Ukraine's fertiliser import volume reached 3.285 million tonnes in the previous year, a 13% increase, driven by high demand for wheat, corn, and other crops. * The country faces a significant fertiliser deficit in 2024, with total demand exceeding 5 million tonnes against imports of 1.27 billion dollars. * Polish fertiliser exports to Ukraine grew from 251 million dollars in 2022 to over 350 million dollars in the previous year, filling the gap left by Russian products. * Ukraine's agricultural export sector faces challenges including port attacks and reduced global market access, prompting a search for new markets.
88. https://www.brownfieldagnews.com/market-news/wheat-posts-gains-on-drought-concerns-risk-premium/ - * Russia increased its 2025/26 grain export quota by 5 million tons to a total of 25 million. * Wheat prices gained due to drought concerns in the US and a risk premium linked to Middle East instability affecting fuel and fertilizer movement. * APK-Inform lowered its forecast for Ukraine's 2025/26 wheat exports to 13 million tons. * US wheat export inspections remained above USDA projections for the 2025/26 marketing year, with Mexico and Taiwan as top destinations.
89. https://www.aljazeera.com/news/2026/4/14/fao-warns-strait-of-hormuz-disruption-risks-triggering-a-global-food-crisis?traffic_source=rss - * The FAO warns that a prolonged disruption in the Strait of Hormuz could cause a global food catastrophe due to blocked shipments of critical agricultural inputs. * FAO economists Maximo Torero and David Laborde state that while current food stocks absorb the shock, energy and fertiliser market disruptions will raise commodity and retail prices later this year and into 2027. * Nearly half of the world's traded urea and large volumes of other fertilisers are exported from Gulf countries via the strait, with recent gas supply disruptions forcing plants to shut or cut output. * The US-Israel war on Iran has halted traffic, doubled oil and gas prices, and triggered a naval blockade by the US, threatening planting calendars and crop yields in poorer countries. * Without a ceasefire and resumption of vessel movement, farmers may be forced to produce with less fertiliser or increase product costs, leading to lower output and higher inflation.
90. https://www.standartnews.com/svyat/oon-hranite-shte-poskapnat-oshte-zaradi-ormuzkiya-protok-630189.html - * The UN Food and Agriculture Organization (FAO) urges states to avoid restricting energy and fertiliser supplies to prevent a resource crisis from escalating into a catastrophe. * Global food prices face increased volatility as nations compete for limited fertiliser stocks, with farmers adjusting planting decisions based on availability. * China is expected to halt sulphuric acid exports from May, while Russia has temporarily suspended ammonium nitrate exports to protect domestic supplies. * Although the FAO food price index remained stable in March, pressure is anticipated to intensify as geopolitical tensions in the Middle East deepen.
91. https://www.businesstoday.in/bt-tv/whats-hot/video/iea-chief-fatih-birol-warns-of-historic-energy-crisis-says-no-country-immune-to-impact-525537-2026-04-14?utm_source=rssfeed - * IEA Chief Fatih Birol declared the current global energy crisis the most severe in history, affecting oil, gas, and fertiliser production. * Supply constraints and halted cargo loadings are expected to worsen in April, potentially disrupting agricultural inputs crucial for wheat cultivation. * Damage to energy infrastructure, including oil fields and refineries, has deepened the crisis, threatening global energy security and economic stability. * The IEA emphasised the need for coordinated global action to mitigate prolonged disruptions that could drive inflation and impact farmer planting decisions.
92. https://www.elfinanciero.com.mx/opinion/enrique-quintana/2026/04/14/la-guerra-ya-llego-a-tu-mesa/ - Mexico's food basket prices rose 8.1% annually in March, with tomatoes accounting for nearly half of the rural increase. Global fertilizer prices surged due to Middle East conflict, with urea jumping 46% in one month and diammonium phosphate rising 57% in Mexico. Over 70% of Mexico's fertilizer consumption is imported, increasing production costs for maize by 10,000 pesos per hectare. The National Tortilla Council warns of potential additional price increases of 2 to 4 pesos per kilo due to rising input costs. International bodies warn that prolonged conflict could reduce global crop yields and exacerbate food insecurity.
93. https://www.elfinanciero.com.mx/economia/2026/04/14/advierte-onu-serios-conflictos-por-guerra-en-medio-oriente/ - * The UN Food and Agriculture Organization (FAO) warns that disruptions in the Strait of Hormuz could halt up to 30% of global fertiliser trade. * Economist Máximo Torero states that without restored input flows, farmers will operate with fewer resources, leading to lower yields and price pressures. * FAO director David Laborde notes that halving global fertiliser trade could more than double prices due to the market's inelastic nature. * Experts predict a 'perfect storm' combining energy cost inflation and fertiliser supply shocks, threatening global wheat cultivation and supply forecasts. * Analysts warn that current reserves may not be sufficient to prevent a food crisis in the second half of the year.
94. https://www.zawya.com/en/economy/global/wheat-futures-rise-as-dry-weather-threatens-us-production-jbxd7i7b - Chicago wheat futures rose as drought in the US wheat belt threatens to reduce production. Analysts warn that high fuel and fertiliser prices will further tighten wheat supply. The US Department of Agriculture reported a decline in winter wheat crop conditions. A weakening US dollar and hopes for a diplomatic solution to the war in Iran may ease global fuel and fertiliser supply disruptions.
95. https://whbl.com/2026/04/13/russia-calls-for-joint-food-reserves-with-brics-to-counter-middle-east-crisis-risks/ - * Russian Security Council deputy secretary Alexander Maslennikov called for creating joint food reserves with BRICS members and former Soviet neighbours to address global food security risks. * The proposal aims to counter potential disruptions to fertilizer trade through the Strait of Hormuz caused by the Middle East conflict, which could halve global crop yields. * Russia, a major wheat and fertilizer exporter, sees the crisis as a long-term opportunity to increase exports to the Middle East, Asia, Africa, and Latin America. * The World Bank, IMF, and UN World Food Programme warned that rising input prices from the conflict will inevitably drive up food prices and hunger levels. * Russia plans to raise agricultural exports by half by 2030 despite currently lacking capacity to significantly increase fertilizer output this year.
96. https://www.ilfattoquotidiano.it/2026/04/14/stretto-hormuz-crisi-alimentare-fertilizzanti-notizie/8355303/ - * The FAO warns that a prolonged crisis in the Hormuz Strait could trigger a global food catastrophe, with 20-45% of essential agro-food input exports currently dependent on the route. * Fertiliser prices have surged, with urea prices from the Middle East rising 70% in weeks, as production halts in Qatar, Iran, and other Gulf states due to the conflict. * The FAO predicts global fertiliser prices could rise 15-20% by mid-2026, threatening crop yields in the Northern Hemisphere where planting seasons are already underway. * UN officials and the IMF highlight that the lack of strategic fertiliser reserves exacerbates food insecurity for millions, prompting calls for multilateral funding mechanisms to support affected nations.
97. https://azertag.az/en/xeber/clock_is_ticking_hormuz_disruption_raises_fears_of_global_food_crisis-4123859 - Disruptions in the Strait of Hormuz are constraining the flow of natural gas and fertilizers required for the upcoming planting season. FAO economists warn that delayed shipments will force farmers to reduce input use, leading to lower yields and higher food prices. The situation poses significant risks to wheat cultivation globally, particularly for import-dependent nations in Africa and Asia. Rising energy costs and potential export restrictions further exacerbate the threat to global food security.
98. https://www.heavyliftpfi.com/editorial/2026/04/14/tariff-baseline-redraws-trade-dynamics/ - * The rollout of US tariffs in 2025 caused market volatility, with EU exports to the USA declining by 4.1% excluding Ireland despite temporary front-loading. * Tariffs are expected to converge at around 15% for most countries by 2026, eroding the EU's relative advantage against competitors like China, India, and Indonesia. * The Turnberry trade agreement locks in a 15% tariff rate for EU exports, representing a higher effective rate than the 8.5% average seen in 2025. * Project forwarders report delays in sourcing decisions and accelerated timelines as firms realign trade lanes towards origins less exposed to tariffs. * Increased workload for customs brokers reflects the disruption and lack of predictability caused by shifting trade dynamics and policy uncertainty.
99. https://www.just-food.com/news/hormuz-blockage-agri-food-catastrophe/ - The UN Food and Agriculture Organization (FAO) warns that prolonged disruption to the Strait of Hormuz could trigger a global agri-food crisis and surge in food inflation. Up to 45% of key agri-food input exports rely on the strait, with fertiliser exports from the Middle East accounting for roughly 40% of global volumes. FAO economists predict that if farmers cut input use, crop yields will decline through 2027, raising commodity prices. The agency urges governments to avoid export restrictions on energy and fertilisers and reassess biofuel mandates to prevent further supply chain strain.
100. https://northafricapost.com/96257-global-fertilizer-crisis-highlights-moroccos-central-role-in-worlds-food-security.html - * Geopolitical tensions in the Middle East and export restrictions by China have disrupted global fertiliser supplies, driving up costs and threatening agricultural production. * Morocco has increased exports to the US, Europe, Latin America, and Africa, with India signing a long-term deal for 2.5 million tonnes of phosphate fertilisers to offset reduced Chinese imports. * Despite its strategic position and phosphate reserves, Morocco remains partially dependent on Gulf imports for ammonia and sulphuric acid, prompting a $14 billion investment in green hydrogen and green ammonia projects. * Over 40 US agricultural organisations in March 2026 called for the removal of countervailing duties on Moroccan fertilisers to alleviate price pressures on farmers during the global shortage.
101. https://ceo-na.com/opinion/geopolitics-is-the-market-force-so-what-comes-next/ - * Conflict in the Middle East has interrupted oil flows through the Strait of Hormuz, causing shortages and double-digit price increases for fertilizers, chemicals, and plastics. * The disruption highlights a structural shift from globalization to security networks, where geopolitics and commerce are increasingly intertwined. * Companies are adopting antifragile strategies to balance cost with resilience, including diversifying supply chains and securing reliable energy inputs. * A multi-year global capital expenditure cycle has begun as firms reconfigure production, relocate facilities, and build redundancy in Asia, Mexico, and the US. * Investors are shifting from passive exposure to active positioning in capital goods, engineering, logistics, and energy sectors to capture divergence across regions.
102. https://cryptoslate.com/bitcoin-eyes-bullish-setup-as-new-china-trade-and-us-inflation-data-means-irans-economic-contagion-shock-is-already-spreading/ - * The Iran conflict is disrupting the 'hidden plumbing' of global trade, including shipping, natural gas, fertiliser, and aviation, beyond just oil prices. * UNCTAD reports vessel traffic through the Strait of Hormuz has collapsed to single digits, while one-third of global seaborne fertiliser trade passes through the region. * Disruptions to ammonia and urea feedstocks are raising pressure on food systems and industrial production, with potential impacts on crop yields and farmer planting decisions. * The International Air Transport Association and European airport sectors warn of airspace restrictions and potential jet-fuel shortages affecting freight capacity. * Analysts suggest these supply-side impairments could lead to tighter financial conditions and persistent inflation, altering macroeconomic outlooks.
103. https://www.farms.com/ag-industry-news/agriculture-commodities-caught-between-war-and-weather-668.aspx - * Wheat prices declined as higher global supply numbers from the USDA offset concerns about weather stress in key US growing regions. * Winter wheat conditions are among the weakest in years in Texas, Kansas, and Oklahoma due to drought stress and frost risks. * Grain markets faced downward pressure led by weaker corn prices, while livestock markets saw live cattle futures trade to new record highs. * Energy markets reacted to geopolitical developments with crude oil prices falling following a temporary ceasefire linked to Middle East tensions. * Investors maintain large long positions in grains and oilseeds despite ongoing weather and political risks.
104. https://www.chinimandi.com/kharif-season-faces-double-whammy-from-el-nino-risk-and-gulf-tensions-experts/ - * India’s upcoming Kharif season faces impacts from likely below-normal monsoon linked to El Nino and regional tensions. * Experts highlight risks of reduced crop yields, food inflation, and rural demand due to climatic and geopolitical factors. * Policy measures such as increased fertilizer subsidy may cushion some effects. * Rainfall quality and distribution, along with Gulf tensions, will influence crop output and market dynamics. * Buffer stocks are recognised as a mitigating factor, but risks persist depending on monsoon and geopolitical developments.
105. https://www.middleeasteye.net/news/gaza-heading-famine-bread-shortages-deepen-israel-curbs - Significant shortages of bread and essential supplies have returned to the Gaza Strip as Israel tightens restrictions on goods entry. Residents report long queues for subsidised bread, rising vegetable prices, and the near disappearance of meat and eggs. The World Food Programme has been forced to pause or limit food deliveries due to these disruptions. Gaza officials describe the situation as 'engineered starvation' and warn of an impending famine affecting the 2.2 million residents. Doctors Without Borders (MSF) states that life remains 'catastrophic' with basic living standards undermined by systematic aid restrictions.
106. https://www.checkout.ie/supply-chain/wheat-rises-1-5-as-us-prepares-to-blockade-strait-of-hormuz-225400 - * Chicago wheat futures increased by 1.5% following the collapse of US-Iran talks and heightened concerns over a potential US blockade of the Strait of Hormuz. * Rising oil prices, which jumped above $100 a barrel, are driving up fuel and fertiliser costs, raising the possibility of reduced global wheat planting. * The US winter wheat crop was rated 35% good-to-excellent, a three-year low, while drought conditions persist across swathes of the US wheat belt. * Despite ample global supply stocks keeping a lid on gains, high input costs and weather concerns are creating pressure on production. * Analysts note that high input costs could crimp wheat production over the longer term despite current stock levels.
107. https://www.beveragedaily.com/Article/2026/04/13/iran-conflict-oil-energy-prices-hit-food-and-beverage/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - * The US blockade of Iranian ports and rising oil prices threaten global food and beverage supply chains. * Iran accounts for 49% of global urea exports and 30% of global ammonia exports, critical for wheat cultivation. * Energy-intensive sectors like dairy, meat, and baking face significant risks due to soaring oil and LNG costs. * Packaging raw materials, including polyethylene and aluminium, have seen dramatic price increases due to Strait of Hormuz disruptions. * Industry leaders warn that these cost pressures will ultimately drive inflation and force difficult pricing decisions.
108. https://www.producer.com/am-market-reports/am-market-report-april-13-2026/ - Diesel prices in Canada have surged 60% year-over-year, increasing costs for grain movement and ocean freight. In Australia, doubled diesel and nitrogen fertilizer prices are projected to cut canola production by 19% and planted area by 6.8%. Ukraine's wheat and corn crop estimates were reduced due to risks tied to fertilizer and fuel supply constraints. A US blockade of the Strait of Hormuz has disrupted shipping and raised energy costs globally.
109. https://www.realinstitutoelcano.org/en/commentaries/russia-capitalises-on-chaos-fertilisers-in-the-context-of-the-war-in-iran/ - * The war in Iran has disrupted shipping through the Strait of Hormuz, causing urea prices to rise by almost 40% and cutting fertiliser trade by 90%. * Russia and Belarus, accounting for 40% of global potash exports and significant shares of ammonia and urea, are unaffected by the Strait of Hormuz disruptions. * Countries such as Nigeria and Ghana are increasing orders from Russia and Belarus as alternative suppliers, strengthening Moscow's market share and geopolitical influence. * The crisis highlights Russia's structural advantage in fertiliser production due to cheap gas and diversified logistics, challenging Western sanctions efforts. * Experts warn that food inflation and humanitarian crises in vulnerable regions are inevitable as Russia leverages its role as an indispensable global food supplier.
110. https://www.theverge.com/science/910326/iran-strait-hormuz-fertilizer-feedstock-food-crisis - * The closure of the Strait of Hormuz due to the Iran-US conflict has caused a five-week crisis, restricting the flow of fertiliser feedstock exports vital for global food production. * Fertiliser prices in the US have risen by 30 to 40 percent in the last four weeks, with nitrogen costs increasing by over 35 percent locally, forcing farmers to scramble for coverage. * Experts warn that the disruption could lead to a 1 to 3 percent increase in grocery store food prices and potential fresh food shortages if the closure extends into the Northern Hemisphere growing season. * The Haber-Bosch process, which relies heavily on natural gas, faces supply constraints as LNG futures rise, while alternative green ammonia production remains offline to absorb the shock. * Restoring normal shipping capacity through the strait is expected to take months, potentially causing long-term behavioural changes in farming such as reduced yields and crop switching.
111. https://www.checkout.ie/supply-chain/wheat-rises-1-5-as-us-prepares-to-blockade-strait-of-hormuz-225400 - * Chicago wheat futures rose 1.5% amid fears that a potential US blockade of the Strait of Hormuz will disrupt global fuel and fertiliser supplies. * High oil prices, which jumped 8% above $100 a barrel, are driving up fertiliser costs, raising concerns that farmers worldwide will reduce wheat planting. * US wheat acreage is already at a record low since 1919, and the winter wheat crop is rated 35% good-to-excellent, a three-year low, due to drought conditions. * Analysts warn that high input costs will crimp wheat production over the longer term despite currently ample global export stocks.
112. https://warontherocks.com/a-closed-strait-of-hormuz-risks-a-global-food-security-crisis/ - * The war in Iran and blockade of the Strait of Hormuz threaten global nitrogen fertiliser supplies, critical for crop yields. * Disruption could lead to higher fertiliser prices, crop yield reductions, and food insecurity, especially in developing countries. * Prices for urea at the US Gulf Coast rose over 30% amid supply risks, impacting planting seasons globally. * Countries like India, Bangladesh, and Kenya are highly exposed to fertiliser supply shocks. * Geopolitical strategies may involve Russia, China, and Iran manipulating fertiliser and grain exports for geopolitical leverage. * US policymakers are urged to improve industrial supply chain intelligence to mitigate risks to food security.
113. https://www.straitstimes.com/asia/russia-calls-for-joint-food-reserves-with-brics-to-counter-middle-east-crisis-risks - * Russia, the world's largest wheat exporter, advocates for joint food reserves with BRICS and former Soviet neighbours to address Middle East conflict risks to global food security. * The Middle East crisis is said to threaten global food security and could cause a significant rise in hungry people worldwide. * Russian security official highlights the importance of cooperation with BRICS and Eurasian Economic Union countries. * Russia, a major fertiliser producer, faces a global fertiliser shortage that may reduce crop yields by half. * Russia aims to increase agricultural exports by 50% by 2030 and sees long-term opportunities in expanding food exports to the Middle East, Asia, Africa, and Latin America.
114. https://www.aljazeera.com/news/2026/4/13/millions-in-war-ravaged-sudan-surviving-on-one-meal-a-day-say-ngos?traffic_source=rss - * Millions of people in Sudan are surviving on just one meal a day due to ongoing war and food shortages. * The conflict between the Sudanese army and the Rapid Support Forces has caused widespread hunger and displacement. * Nearly 28.9 million people face acute food shortages, with famine conditions confirmed in some areas. * The crisis is worsened by economic downturn and climate change. * NGOs report food system erosion, with some resorting to eating leaves and animal feed. * Sudan's government denies famine; the UN reports atrocities and violence impacting food security.
115. https://aif.ru/money/economy/deficit-k-sentyabryu-sovbez-rf-voyna-v-irane-vedet-k-vzryvu-cen-na-edu - * The actions of the US in the Persian Gulf and continued closure of the Strait of Hormuz could cause a global food deficit by September. * The Middle East, especially Saudi Arabia, Jordan, and Egypt, will be most affected. * Europe's fertiliser production is impacted by rising natural gas prices, raising costs for farmers. * Disruptions may reduce crop yields by up to 50%, potentially increasing global food prices and shortages by late 2026. * Russia’s role as an exporter of wheat and fertilisers is strong, but global price volatility could cause local fluctuations.
116. https://www.zawya.com/en/business/commodities/wheat-rises-nearly-2-as-us-prepares-to-blockade-strait-of-hormuz-rpxo5h1s - * Wheat futures rose nearly 2% supported by higher oil prices and geopolitical tensions involving the US and Iran. * U.S.-Iran talks collapsed, raising fears of a US blockade of the Strait of Hormuz, affecting global fuel and fertiliser supplies. * Oil prices jumped approximately 8% above $100 a barrel as the US Navy prepared to blockade the Strait. * The USDA forecasted minimal wheat planting in the US for 2023, compounded by droughts and poor crop ratings. * Rising fuel and fertiliser costs may lead to decreased wheat planting worldwide, threatening crop yields and supply.
117. https://www.indiasnews.net/news/278980574/dual-risks-of-monsoon-deficit-and-rising-input-costs-threaten-india-rural-economy-in-2026-report - * India’s rural economy faces a dual threat in 2026 from potential monsoon shortfall and increased input costs, impacting agricultural output and incomes. * The report by Systematix highlights below-normal monsoon and global conflicts affecting agro-input costs. * It forecasts a southwest monsoon at 94% of the long-term average, with uneven rainfall distribution posing risks to northern, western, and central India. * US-Iran conflict disrupts shipping routes, leading to higher global fertilizer prices and supply chain strains. * Rising fertilizer and food subsidy costs could put additional financial pressure on the Indian government in FY27.
118. https://www.indiandefensenews.in/2026/04/shell-strengthens-indias-lng-supply.html - * Shell increased LNG deliveries to India following supply disruptions caused by regional hostilities in West Asia. * Shell secured major procurement tenders during India's recent LNG procurement drive, supplying 4 trillion BTUs out of 6 TBUs tendered. * The company responded to Qatar's export disruptions by importing record LNG volumes in March and establishing itself as the largest LNG supplier in India. * Shell's infrastructure, including its Hazira terminal, and its global LNG portfolio allowed rapid supply diversifications from regions including Oman, Australia, and Nigeria. * The supply disruptions and Shell's interventions supported a recovery in gas supply to Indian fertiliser plants from 70% to nearly 95% of requirements by April 9, ensuring continued fertiliser production.
119. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5261675-%D8%AA%D8%A3%D9%87%D8%A8-%D8%A3%D9%85%D9%8A%D8%B1%D9%83%D9%8A-%D9%84%D8%AD%D8%B5%D8%A7%D8%B1-%D9%87%D8%B1%D9%85%D8%B2-%D9%8A%D9%84%D9%87%D8%A8-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%82%D9%85%D8%AD-%D9%88%D8%A7%D9%84%D9%85%D8%AD%D8%A7%D8%B5%D9%8A%D9%84-%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A9 - * US military alerts for potential blockade of Strait of Hormuz following tensions with Iran, impacting global energy and fertiliser supply chains. * Wheat prices on CBOT increase by 1.5%, corn by 0.7%, soy by 0.1%, driven by rising energy and input costs. * Increased energy costs threaten fertiliser production and transportation, affecting global agriculture. * US wheat sector faces drought conditions, with the lowest crop conditions in three years and declining planted areas. * Rising input costs and supply disruptions could lead to long-term reductions in wheat production and global food inflation.
120. https://www.business-standard.com/markets/news/fertiliser-stocks-slide-as-us-hormuz-blockade-china-ban-hits-sentiment-126041300244_1.html - * Fertiliser stocks declined up to 5% following US Navy announcement of a blockade in the Strait of Hormuz and China's plan to ban sulphuric acid exports from May 2026. * The US blockade aims to involve all Iranian ports, raising fears of global supply disruptions. * India, the world's second-largest fertiliser consumer, heavily relies on imports passing through the Strait. * China's export ban on sulphuric acid could affect global metals and fertiliser industries, adding to supply chain disruptions. * Industry experts highlight potential raw material bottlenecks and increased costs for fertiliser producers due to these geopolitical developments.
121. https://www.independent.co.uk/news/midwest-iran-brazil-china-donald-trump-b2956326.html - * Midwest soybean farmers, such as Doug Bartek in Nebraska, experience increased input costs due to fuel, fertilizer, and equipment prices. * Tariffs, trade wars with China, and the Iran conflict have worsened market conditions, leading to low soybean prices and high costs. * The Iran war disrupted fertilizer supplies from the Persian Gulf, increasing fertiliser prices, impacting crop production. * Farmers face financial strain, rising land rents, and potential bitcoin market losses; farm bankruptcies are increasing. * Despite initial trade deal success, US soybean exports remain depressed, and global competition from Brazil persists.
122. https://gcaptain.com/australia-acts-to-secure-urea-amid-supply-risk-from-iran-war/ - * Australia established a government working group with the fertilizer industry to protect urea supplies affected by the war in Iran. * Approximately 60% of Australia's urea passes through the Strait of Hormuz, with supply risks due to ongoing disruptions. * Domestic production of urea expected to begin in mid-2027 at the Perdaman Urea Plant in Western Australia. * Fertiliser costs may cause grocery prices to rise by 3% to 4%, impacting inflation. * The government is developing fuel reserves and supporting measures to mitigate supply disruptions and economic effects.
123. https://endtimeheadlines.org/2026/04/get-ready-for-grocery-price-hikes-as-hormuz-closure-threatens-global-food-supply/ - * The closure of the Strait of Hormuz disrupts energy and fertilizer shipments, impacting global food supply.* Fertiliser prices have increased globally due to supply constraints and rising natural gas costs.* Disruptions may lead farmers to reduce fertiliser use or switch crops, lowering productivity.* Food prices, including corn, wheat, and rice, are expected to rise as a result.* Supply chain recovery may be delayed, keeping food costs high for an extended period.
124. https://www.aljazeera.com/video/inside-story/2026/4/12/could-the-iran-war-pose-lasting-risks-to-global-food-security - * The Iran war has created risks to food security from higher energy costs and shipping restrictions. * The world’s fertiliser production has been badly hit due to attacks on Gulf chemical plants. * The impact could last well beyond the conflict. * The article discusses where food supply is most at risk and potential lasting effects. * Organisations involved include the United Nations and the International Food Policy Research Institute.
125. https://orient.tm/en/post/98324/fragile-silence-and-echo-resource-scarcity-table-common-man - * Oil prices declined to $96.40 per barrel for Brent and $91.20 for WTI amid geopolitical tensions and supply disruptions.* Middle Eastern oil production has been cut, with Saudi Arabia reducing output by 600,000 barrels per day.* Gas prices have increased significantly, with liquefied natural gas reaching $1,200.* Shipping and logistics are disrupted, affecting the availability of goods and food supplies.* Prices of nitrogen fertilisers have risen by 22% globally, threatening crop planting and harvests.* Discussions about LNG projects in Pakistan highlight strategic energy diversification efforts.
126. https://www.etoday.co.kr/news/view/2574958 - - Trump expresses concern over fertiliser prices during Iran-related tensions and criticises US fertiliser companies for price gouging. - Fertiliser prices, specifically for urea, surged by 54% in March, reaching the highest since April 2022. - The surge is linked to the blockade of the Hormuz Strait, with urea prices at $726 per tonne, up from $472, the highest since April 2022. - Up to 30% of global fertiliser trade passes through Hormuz; key energy resources such as LNG and crude oil also transit this strait. - UN and international organisations warn of increased risks of global food insecurity if conflict continues in the Middle East.
127. https://www.thehindubusinessline.com/newsletter/pick-of-bl-commodities/pick-of-bl-commodities-april-12-2026/article70851997.ece - • Unseasonal rain and hailstorms in March and April affect wheat across 111 districts in nine states, causing 5-10% drop in production and quality degradation up to 30%. • India’s Skymet predicts a below-normal monsoon at 94% of the long-period average due to El Niño, affecting agricultural prospects. • The European Climate Change Service reports March 2026 as the fourth-warmest month globally, with temperatures 1.48°C above pre-industrial levels.
128. https://www.indexbox.io/blog/fertilizer-shortage-and-inflation-risks-from-2026-strait-conflict/ - * The article reports on rising fertiliser costs, trade disruptions, and supply issues affecting the US urea industry amid global conflicts and geopolitical tensions. * It discusses the impact of strait closures, war-related trade restrictions, and energy costs on fertiliser prices and supply chain dynamics. * The report forecasts demand, supply, and trade flows in the US until 2035, emphasising risks and investment opportunities. * It covers price benchmarks, trade data, and the roles of key producers and exporters. * The analysis supports strategic planning, market entry, and risk management for agricultural inputs in the US.
129. https://www.deccanchronicle.com/west-asia/war-disruptions-to-fertiliser-supply-raise-alarm-among-food-producers-1949858 - * The war has impacted fertiliser supplies, causing price increases and supply disruptions. * Gulf countries' fertiliser exports are affected, with 1.9 million tonnes trapped on vessels. * Production has decreased at plants in Qatar, UAE, Saudi Arabia, Iran, Jordan, and Qatar. * Fertiliser prices are forecasted to be 15-20% higher in early 2026. * Crop planting decisions already missed in several countries, risking reduced yields.
130. https://lequotidien.lu/monde/une-crise-aussi-pour-les-engrais/ - * The Gulf region supplies 30% of global fertilisers, with disruptions caused by war affecting supply chains. * Prices of fertilisers, especially urea, increased significantly, with a 70% rise in the Middle East. * Limited shipping from the Gulf and damage to infrastructure hamper the return to normal supply. * Production halts and reductions in Gulf countries, including Qatar, Saudi Arabia, Iran, and the UAE, impact global supply. * Rising energy costs and supply chain disruptions influence fertiliser prices and availability, threatening agricultural productivity in dependent regions.
131. https://www.lanacion.com.ar/economia/campo/agricultura/por-los-buenos-precios-a-cosecha-recomiendan-tomar-coberturas-para-el-trigo-nuevo-nid11042026/ - * International wheat market shows positive signals due to increased demand and geopolitical tensions in the Middle East. * FOB Gulf prices increased by 25 USD/t in March; Argentine port prices rose to around 224 USD/t. * Adverse weather conditions in the US threaten winter wheat yields, supporting bullish market trends. * Argentine 2025/26 wheat crop of 28 million tonnes; half remaining unmarketed. * Current prices for the upcoming 2026/27 campaign are attractive, with January 2027 wheat at 221 USD/t. * Local wheat surplus could pressure prices; producers advised to take advantage of reaching beneficial prices for hedging.
132. https://correodelcaroni.com/mundo/onu-guerra-en-el-libano-puede-generar-grave-crisis-alimentaria/?utm_source=rss&utm_medium=rss&utm_campaign=onu-guerra-en-el-libano-puede-generar-grave-crisis-alimentaria - * Five weeks of Israeli attacks in Lebanon have caused a displacement crisis with over one million people fleeing their homes. * The World Food Programme (WFP) warns this is turning into a serious food crisis, with rising food prices and supply restrictions. * Food prices have increased by over 20% for vegetables and 17% for bread in one month. * Over 80% of food markets in southern Lebanon are closed, with limited supplies available. * More than 900,000 people already faced food insecurity before the conflict, likely worsened by recent hostilities.
133. https://modern.az/en/dunya/593128/due-to-the-hormuz-crisis-fertilizer-is-also-getting-more-expensive-worldwide/ - * The Strait of Hormuz crisis affects the global fertilizer supply chain. * Approximately one-third of seaborne fertilizers and half of urea exports pass through the strait. * The crisis has led to a 19% increase in urea prices in early March 2026. * Fertiliser prices may rise by 15–20% in the first half of 2026, according to FAO forecasts. * The situation risks impacting spring planting, especially in import-dependent Southeast Asia and Africa.
134. https://www.newsofbahrain.com/bahrain/130352.html - * The IMF will lower global growth forecasts because of the Middle East conflict, warning of economic 'scarring effects' * Food insecurity is projected to affect at least 45 million people * The IMF plans to provide up to $50 billion in financial support to affected countries * The war has caused surging oil prices and supply chain disruptions * The situation is expected to slow regional growth to 1.8% in 2026
135. https://www.brownfieldagnews.com/news/u-s-iran-ceasefire-does-little-for-fertilizer-availability-prices/ - - A market specialist states the ceasefire in Iran-U.S. conflict will not quickly impact fertiliser availability or prices. - It will take time to normalise trade through the Strait of Hormuz, with supply chain disruptions expected to persist. - About 930,000 tons of fertiliser are awaiting shipment, short of India’s demand of 600,000 tons, affecting global supply. - Farmers are advised to discuss fertiliser purchases early, including for 2027. - The article was discussed on Brownfield, featuring insights from Josh Linville of Stone X Group.
136. https://farmtario.com/crops/how-start-variable-rate-fertilizer-application/ - * Shortages of fertiliser and petroleum products due to Strait of Hormuz shipping disruptions impact global markets. * Variable-rate fertiliser application is considered as a cost-saving measure amid potential scarcity and price spikes. * Soil sampling and soil scanning technologies like SoilOptix and SWAT Maps are used to tailor fertiliser application. * Phosphorus and potassium are primary nutrients targeted for variable rate application, with nitrogen remaining uncertain due to trade disruptions. * Equipment capability to vary the fertiliser rate on-the-go is increasing, with some challenges in smaller, precise applications. * Variable-rate fertiliser use tends to improve yield consistency rather than significantly reducing overall fertiliser usage.
137. https://businessjournaldaily.com/pay-increases-outpaced-by-inflation-ohio-farms-adjust-to-rising-costs/ - * Low- to middle-income workers' nominal wages increased post-pandemic, but inflation offset these gains, according to the Federal Reserve Bank of Cleveland. * Rising fertilizer prices and other pressures are impacting Ohio farmers. * Global instability has led to higher fertilizer and fuel costs, straining local farms. * Farmers are adjusting by reducing inputs or delaying investments to manage costs. * Intellectual property restrictions are limiting farmers' ability to repair equipment, increasing expenses.
138. https://www.thefencepost.com/news/western-snowpack-record-low-hopes-resting-on-april-and-el-nino-moisture/ - * Climatologists report the Intermountain West's snowpack is at a critical record-low, with less than 50% of average snowpack at the start of April. * March temperatures caused early snowmelt, impacting water resources, agriculture, and streamflow. * Severe water restrictions imposed across Colorado, Utah, New Mexico, and other states; Lake Powell's inflow forecast of just 22% of normal. * Forecasts predict extremely diminished summer runoff (<50%) and potential record dryness in the Upper Colorado River Basin. * Variability expected from weather patterns, with possible above-normal precipitation in 8-14 days and uncertain effects from transitioning El Nino conditions.
139. https://www.washingtonexaminer.com/policy/economy/4524657/china-halt-export-sulfuric-acid-fertilizer-shortage-hormuz-blockade/ - * China plans to stop its sulphuric acid exports in May to conserve domestic resources. * The move is expected to impact the global fertiliser industry. * The backdrop includes a fertilizer shortage caused by the Strait of Hormuz blockade and Iran's war-related closures. * Sulfuric acid is essential for phosphate-based fertilisers. * The global fertiliser market faces volatility due to geopolitical disruptions.
140. https://www.coloradovirtuallibrary.org/resource-sharing/state-pubs-blog/colorados-record-low-snowpack/ - * Colorado's 2026 snow water equivalent (SWE) on April 1 is at 3.3 inches, significantly below the typical 15 inches, marking a historic low.* * The low snowpack results from low winter precipitation and a record-breaking heatwave in March.* * Drought conditions across Colorado lead to activation of Phase 2 of the Drought Response Plan by Governor Polis.* * Water restrictions likely to be imposed to preserve the state's water supply.* * Historical drought lessons are referenced, including effects on agriculture and water management strategies.*
141. https://www.middleeasteye.net/live-blog/live-blog-update/experts-warn-damage-already-done-food-production-hormuz-closure - * The UN warns that damage to fertiliser supplies caused by the Strait of Hormuz closure has already impacted global food production. * About 1.9 million tonnes of fertiliser are trapped on vessels, representing 12% of all exports from the Strait in 2024. * The FAO forecasts fertiliser prices could rise by 15-20% in the first half of 2026. * Countries reliant on Gulf fertilisers, including India, Bangladesh, Pakistan, and Turkey, are expected to face lower harvest yields. * India has increased farming fertiliser subsidies by 11% due to rising prices linked to the Iran war.
142. https://www.agweek.com/business/markets/grain-market-volatility-spills-over-from-iran-war-headlines - * Grain market volatility linked to ceasefire talks in the Middle East, affecting crude and energy prices. * Heavy snow and rain delay planting in northern Plains, impacting crop progress. * Drought issues observed in Oklahoma, Texas, Kansas, Colorado and Nebraska, affecting wheat acres. * Winter wheat 68% in drought-affected stages, with potential decline without rain. * Fertiliser market stability depends on ceasefire progress, with slow supply response expected.
143. https://tass.com/economy/2115169 - * The Russian government approved an extra tariff quota of 5 million tons for wheat, meslin, barley, and corn exports until 30 June 2026. * The measure applies to exports outside the Eurasian Economic Union (EAEU). * The decision aims to support farmers by allowing additional exports and will be managed by the Agriculture Ministry. * The move is not expected to affect the domestic market, with an upward revision of the grain harvest forecast to 141.2 million tons. * The main export quota remains at 20 million tons, introduced in 2021, with a floating duty within the quota and a 50% customs duty outside it.
144. https://tass.com/economy/2115169 - * The Russian government approved an extra tariff quota of 5 million tons for wheat, meslin, barley, and corn exports, effective until 30 June 2026. * The measure applies outside the Eurasian Economic Union and aims to support farmers. * The quota will be distributed by the Agriculture Ministry based on applications. * The move is not expected to affect the domestic market; Russia's grain harvest forecast was revised upward to 141.2 million tons. * The main export quota established last year is 20 million tons, with a floating duty within the quota and a 50% customs duty outside it.
145. https://stratnewsglobal.com/business/imf-expects-war-to-trigger-fund-support-for-up-to-50-bln/ - * The IMF anticipates demand for financial support to rise to between $20 billion and $50 billion due to spillovers from the Middle East war. * The war has disrupted energy supplies, causing soaring oil and gas prices and supply shocks. * The IMF has downgraded its global growth forecast because of the war's economic impact. * Over 360 million people face food insecurity as a result of ongoing supply chain disruptions. * The IMF plans to release new scenarios in its upcoming World Economic Outlook addressing these shocks.
146. https://hpj.com/2026/04/09/continued-drought-degradation-noted-in-much-of-the-high-plains/ - * The US Drought Monitor reports degradation in drought conditions across the West, Wyoming, Montana, and New Mexico, with improvements in Texas, Oklahoma, Arkansas, Minnesota, Iowa, Missouri, Illinois, Indiana, Ohio, Kansas, and Nebraska due to recent rainfall. * March 2026 was the warmest on record for the contiguous US with average temperatures 9.4°F above the 20th-century average; the January-March period was also the driest for the US on record. * Mountain snowpack remains well below normal despite recent uplift, with Colorado's snow water equivalent at its lowest on record. * Forecasts predict above-normal temperatures across nearly the entire US from mid-April, with above-normal precipitation expected in the West, Rockies, Texas, and the Midwest, while dry conditions persist in the Southwest.
147. https://www.business-standard.com/industry/agriculture/unseasonal-rains-damage-rabi-crops-on-249k-hectares-shivraj-singh-chouhan-126041000461_1.html - * Unseasonal rains and hailstorms have damaged standing rabi crops across 2.49 lakh hectares in India, primarily impacting wheat, with assessments ongoing. * The damage was reported by Agriculture Minister Shivraj Singh Chouhan in Madhya Pradesh, affecting multiple states including Madhya Pradesh, Rajasthan, Himachal Pradesh, among others. * IMD forecasted more rain from April 9-15 due to weather disturbances, threatening to further impact crops. * The government is taking measures to support farmers, including nutrient subsidy hikes and improved fertiliser identification schemes. * Initiatives include expanding farmer outreach programmes and diversifying agricultural activities, amid concerns over landholding sizes and import dependence.
148. https://dailyrevelationzambia.com/russia-says-its-ready-to-supply-agricultural-products-fertilizers-during-global-crisis/ - ['*Russia states its readiness to supply agricultural products and fertilisers during the global crisis caused by conflicts in the Middle East and geopolitical instability.', '*The statement was made by the Russian Embassy in Lusaka, indicating support for African and Global South nations, and promoting multilateral cooperation.', '*Russia plans to host an international security forum in Moscow from May 26-29, 2026, against the backdrop of international conflicts.', '*The crisis is impacting global energy, food security, and fertiliser supplies, with disruptions caused by the blockade of the Strait of Hormuz and decreased oil production.', '*Prices for nitrogen fertilisers have increased by 30%, and approximately 50% of global fertiliser exports have been halted.']
149. https://businessamlive.com/geopolitical-tensions-push-up-energy-supply-chain-costs-for-african-manufacturers-pama/ - * PAMA warns that US–Israel–Iran conflict increases energy costs and disrupts global supply chains affecting African manufacturing. * Rising fertiliser supply disruptions, linked to reduced urea exports, elevate input costs for agro-processing firms. * Shipping costs and delivery times increase due to rerouted vessels around southern Africa amid security risks. * Rising tensions in the Persian Gulf and related geopolitical conflicts cause volatility in energy markets and trade routes. * PAMA recommends investment in domestic refining, regional manufacturing, and value chain localisation to enhance resilience.
150. http://www.adaderana.lk/news.php?nid=121036 - * The United Nations World Food Programme reports Lebanon is experiencing a food security crisis due to disruptions caused by the Iran war. * Lebanon's food supply is affected by damaged markets, rising food prices, and increasing demand among displaced families. * Some markets in southern Lebanon have fully collapsed, and food aid delivery to these areas is increasingly difficult. * The crisis is compounded by ongoing conflict and airstrikes, making supply routes harder to access. * The situation is deteriorating amid broader regional tensions and conflict impacts.
151. https://112.ua/en/rosia-atakue-zernovij-koridor-dron-vluciv-u-civilne-sudno-u-cornomu-mori-153386 - * Russian drone struck a civilian ship in the Black Sea on March 4, 2023, carrying corn from Ukraine. * The incident occurred near the port of Chornomorsk and involved injuries to crew members. * Additional attacks targeted the Odesa region on March 4 and 5, 2023, with casualties. * The strikes threaten Ukraine's grain export corridor and global food supply stability. * Officials describe the targeting of civilian vessels as a war crime, raising concerns about maritime safety and food security.
152. https://www.devdiscourse.com/article/headlines/3869275-ukrainian-farmers-battle-rising-costs-amidst-geopolitical-tensions - * Ukrainian farmer Mykola Maliienko experiences increased production costs due to geopolitical disruptions. * Fertilizer prices have surged following the war in Iran. * Diesel prices, essential for harvesting, have nearly doubled. * Ukraine's export landscape has shifted, reducing shipments to Asia and increasing focus on Europe. * Farmers expect cost rises of 10-15%, potentially up to 60%, if tensions persist. * The Ukrainian government offers cheap fuel to mitigate costs, amid warnings of prolonged high prices.
153. https://112.ua/en/rosia-atakue-zernovij-koridor-dron-vluciv-u-civilne-sudno-u-cornomu-mori-153386 - * A Russian drone struck a foreign-flagged civilian ship carrying corn in the Black Sea near Chornomorsk on March 4, 2023. * The attack targeted Ukraine’s grain export route and resulted in injuries to crew members. * Additional Russian drone attacks occurred in the Odesa region on March 4 and 5, 2023, on ports and coastal areas. * The strikes jeopardise global food security by impacting Ukraine’s grain exports and increasing food prices. * Ukrainian officials describe the attacks as war crimes amid escalating regional tensions.
154. https://www.brecorder.com/news/40415753/wheat-faces-biggest-weekly-drop-in-eight-months-on-higher-inventories - * US government raises global wheat stocks forecast in monthly report, contributing to a weekly decline of 3.8% – the biggest since late July.* * Chicago wheat was marginally higher on Friday, with weekly losses influenced by improved US crop conditions and increased global supply.* * USDA projects world wheat stocks at 283.12 million metric tons, above analyst expectations, due to larger harvests in Russia and the EU.* * Corn inventories remain high at 2.127 billion bushels, while soybean stocks are unchanged at 350 million bushels.* * European Union's 2026/27 soft wheat harvest forecast increased, but export projections are cut due to better harvests in North Africa and the Middle East.*
155. https://www.business-standard.com/industry/agriculture/heavy-rains-hailstorms-damage-rabi-crops-in-249-000-hectares-chouhan-126041000337_1.html - • Unseasonal rainfall and hailstorms have damaged standing rabi crops, especially wheat, across approximately 2.49 lakh hectares in India. • The damage was reported till April 8 and assessment is ongoing. • The India Meteorological Department issued warnings of Western Disturbance affecting northwest India from April 7 with rainfall, thunderstorms, and hailstorms. • Agriculture Minister Shivraj Singh Chouhan discussed the damage with officials and farmers' support was reaffirmed. • The affected regions include Jammu and Kashmir, Himachal Pradesh, Uttarakhand, Punjab, Haryana, Delhi, and Uttar Pradesh.
156. https://keyt.com/news/national-world/cnn-world/2026/04/09/the-iran-truce-may-be-too-late-for-many-african-countries/ - * The ceasefire between the US and Iran offers hope, but many African countries remain vulnerable to rising costs and supply disruptions. * Africa relies heavily on imported fuel, food, and fertiliser, with increased prices and shipping delays impacting agriculture. * The war affects global supply chains, especially the Strait of Hormuz, crucial for fertiliser and oil imports. * Aid efforts and humanitarian supplies in Africa are disrupted due to shipping delays and conflict-related logistical challenges. * Long-term strategies include boosting intra-African trade and regional production to reduce vulnerability.
157. https://www.chinimandi.com/unseasonal-rains-hailstorms-may-cut-wheat-output-by-up-to-10/ - * Unseasonal rain and hailstorms across 111 districts in nine Indian states may reduce wheat output by 5–10%, according to Agriwatch report. * Damage varies from 3% to 25% across districts, with certain areas experiencing up to 30% grain quality loss. * Key wheat-producing states such as Uttar Pradesh, Punjab, Haryana, and Bihar report harvesting completion of only 10–15%. * Districts including Amritsar, Hoshiarpur, Rewari, and Bikaner are among the worst hit. * The government maintains a positive outlook on wheat production despite damage and is considering relaxations on procurement quality norms.
158. https://www.chinimandi.com/unseasonal-rains-hailstorms-may-cut-wheat-output-by-up-to-10/ - ['* Unseasonal rain and hailstorms across 111 districts in India have caused crop damage and quality issues in wheat farms.', '* Overall wheat production is projected to decline by 5–10% in the current season, despite a record forecast of 120.21 million tonnes.', '* Damage levels vary from 3% to 25% across districts, with the worst impact in Punjab, Haryana, Uttar Pradesh, Bihar, and West Bengal.', '* Authorities in Rajasthan and Haryana have requested relaxation of procurement quality norms to assist farmers.', '* The government has set a target to procure 303.36 lakh tonnes of wheat by June 30.']
159. https://www.wwbl.com/2026/04/09/usdas-latest-wasde-reveals-a-split-market-wheat-swells-corn-and-soybeans-hold-steady/ - * The USDA raised its forecast for U.S. wheat stocks for 2025–2026 to 938 million bushels, at their highest since 2019–2020. * Corn and soybean outlooks remained unchanged, with inventories holding steady. * Global wheat supplies increased, driven by higher production and exports from Russia. * U.S. soybean crush forecast increased by 35 million bushels; exports slightly trimmed. * Price forecasts for wheat, corn, and soybeans increased slightly, despite market little reacting. * Next USDA report scheduled for May 10, with first projections for the upcoming crop year.
160. https://indianexpress.com/article/cities/chandigarh/punjabsurplus-rain-in-a-week-concerns-crop-around-wheat-harvest-10628780/ - * Unseasonal rainfall in Punjab and Haryana exceeds normal levels by over 470% and 280% respectively during April 3-9. * Punjab recorded an average weekly rainfall of 21.7 mm against a normal of 3.8 mm. * Various districts in Punjab experienced exceptionally high rainfall, with Fazilka recording 50.8 mm (2018% surplus) and Moga 40 mm (1639% surplus). * Heavy rains have damaged standing wheat crops near harvest, raising concerns over yield and quality. * The intense early April rain spell is among the most significant in recent years.
161. https://tribune.com.pk/story/2601993/imf-may-lend-50b-to-war-hit-nations - * The IMF expects to provide up to $50 billion in financial aid to countries impacted by the Middle East war. * The crisis is expected to have lasting economic effects, with support demand between $20 billion and $50 billion. * Food insecurity affecting at least 45 million people due to supply chain disruptions. * Middle East region's growth forecast for 2026 downgraded to 1.8% from 4%. * Rising oil and food prices linked to conflict expected to increase global inflation. * IMF and World Bank discuss energy and food security impacts of the war.
162. https://sna.agr.br/agro-dos-eua-acumula-quatro-anos-no-vermelho-com-alta-de-custos-e-queda-de-precos/ - * The US agribusiness faces its fourth consecutive year of negative results due to rising costs and falling crop prices. * The situation worsened in 2023/24, with wheat harvesting expected to be the smallest since 1919. * Prices of commodities like soy and maize have significantly decreased from peak levels in 2022. * Costs increased sharply since 2021, including a 71% rise in loan interest, and increased fertiliser, fuel, and machinery expenses. * The USDA projects a US farm income of US$ 153.4 billion in 2026, down from a record US$ 182 billion in 2022, with accumulated losses nearing US$ 50 billion over three years. * Farmers are delaying investments, increasing credit use, and selling machinery due to economic pressures. * Bankruptcies and farm closures are rising, with recent increases in reorganisation filings. * The conflict with Iran has further raised fertiliser and fuel costs, impacting planting decisions. * Exports by Brazil are setting records, while US farmers express growing political dissatisfaction.
163. https://www.denver7.com/news/drought/eastern-colorado-farmers-face-dire-crop-conditions-as-severe-drought-continues-to-worsen-across-the-region - * Drought conditions are worsening in eastern Colorado, affecting crops including wheat. * Farmers report crops are drying out and yellowing earlier than usual. * Despite some forecasted moisture, farmers believe it will not significantly improve water availability. * The drought threatens farm livelihoods and crop yields. * Officials emphasise the need for substantial rainfall to mitigate drought effects.
164. https://www.producer.com/crops/market-watches-for-possible-spring-wheat-rally/ - * Farmers in the United States are expected to plant the smallest spring wheat crop since 1970, with 9.42 million acres forecasted by the USDA, down six per cent from last year. * US spring wheat planting is projected to decrease by 575,000 acres, with shifts towards canola and soybeans noted. * Wheat futures in Kansas City, Chicago, and Minneapolis are at their most bullish position since late 2022. * Drought impacts persist in Australia and southern Plains of the US, affecting crop prospects and input supplies. * Canada is forecasted to plant 18.78 million acres of spring wheat, slightly less than in 2025, with drought conditions potentially limiting production.
165. https://www.producer.com/crops/market-watches-for-possible-spring-wheat-rally/ - * Farmers in the US are expected to plant the smallest spring wheat crop since 1970, with 9.42 million acres forecasted by the USDA. * Wheat futures have recovered slightly due to geopolitical turmoil in the Middle East and drought conditions in US Plains. * Canadian spring wheat planting is forecasted to be slightly lower at 18.78 million acres, with drought impacting production prospects. * Australia’s wheat output is uncertain due to critical input shortages and weather conditions. * Market optimism is contrasted by ongoing drought and supply challenges, suggesting a cautious approach to trading.
166. https://www.grandforksherald.com/news/north-dakota/farm-group-seeks-policy-change-to-help-build-fertilizer-storage - * A North Dakota agricultural group urges federal policy change to expand the Farm Storage Facility Loan programme to cover on-farm fertiliser storage. * The initiative aims to improve fertiliser availability and utilisation amid global demand outpacing supply. * The proposed policy change requires congressional approval and is part of the next farm bill. * Disruptions in global supply chains caused by the US-Israeli war with Iran have increased fertiliser and fuel costs. * The war and shipping disruptions are expected to have a delayed impact on US fertiliser supplies and farming costs this year.
167. https://www.alternet.org/farming-cost/ - * U.S. farmers are experiencing financial strain due to trade tensions, increased input costs, and drought conditions. * The closure of the Strait of Hormuz has led to rising fuel and fertilizer costs. * Heavy drought in Texas has resulted in poor to very poor winter wheat ratings and increased beef prices. * Tariffs imposed by the Trump administration generated significant revenue from agricultural imports. * Farmers report being on the brink of something bad, with uncertainties affecting planting and harvesting.
168. https://fortune.com/2026/04/09/global-food-emergency-how-bad-strait-hormuz-grocery-prices-shortages/ - * The closure of the Strait of Hormuz disrupts the supply of fertilisers, increasing their cost and affecting global food production. * Fertilizer prices have risen globally due to reduced supply of nitrogen, phosphate, and potassium. * Reduced fertiliser availability impacts staple crops like corn, wheat, and rice, leading to lower yields and higher prices. * The war and sanctions have caused decreases in natural gas production, phosphate exports, and potash supplies. * Higher fertiliser costs and reduced crop yields raise prices of food, livestock, and related products.
169. https://www.arcstonefinancialpulse.com/worlds-fertilizer-supply-under-siege/ - * China, the largest phosphate exporter, imposed a comprehensive ban on fertilizer exports through August 2026. * The US entered conflict with Iran, leading to the closure of the Strait of Hormuz, affecting regional fertilizer exports. * Fertiliser prices, especially for diammonium phosphate and monoammonium phosphate, sharply increased in early 2026. * Potash prices rose from US$358 to US$488 per metric ton, reflecting market repricing. * The disruptions expose the structural vulnerability of global fertiliser supply chains dependent on geopolitically concentrated regions. * Brazil Potash Corp. is developing a domestic potash project to reduce import dependency amid these disruptions.
170. https://www.business-standard.com/markets/news/rising-input-costs-west-asia-war-risks-weigh-on-fertiliser-sector-margins-126040901227_1.html - * The Indian government approved higher nutrient-based subsidy rates for fertilisers in H1FY27, with 10% hikes on N, P, and S, while K remained unchanged. * Fertiliser prices for phosphorus are stable at $1,300/tonne; ammonia and sulphur prices increased sharply, impacting profit margins. * India imports significant quantities of ammonia, sulphur, urea, and DAP, predominantly from West Asia. * Prolonged conflict could disrupt supply chains, lowering fertiliser production by 10-15% and increasing working capital needs. * Backward-integrated companies like Coromandel and Paradeep are better positioned to withstand the crisis, while others are more vulnerable. * El Niño effects may reduce sowing and demand for fertilisers in the Kharif season. * The industry inventory of raw materials is estimated to last three months, with potential subsidy support increasing by 12-15% in FY27.
171. https://www.frozenfoodeurope.com/global-food-supply-chains-face-mounting-pressure/ - * The escalation of hostilities involving US, Israel, and Iran has disrupted global energy markets and shipping through the Persian Gulf. * A ceasefire has not yet improved supply chain conditions, with ongoing risks to trade and shipping activity. * The conflict has increased maritime insurance costs and decreased shipping, particularly through the Strait of Hormuz. * It has caused higher energy and fertiliser prices, impacting food security in Gulf nations and globally. * Reduced natural gas exports from Gulf producers have driven up fertiliser costs, affecting agricultural production. * The long-term impact on global food prices and supply chain resilience remains uncertain.
172. https://www.thehindubusinessline.com/economy/imf-warns-of-deepening-global-food-crisis-as-fertilizer-prices-surge/article70843164.ece - * The IMF warns that high fertiliser prices will worsen global food insecurity, potentially affecting over 360 million people in hunger. * IMF also notes the impact of crude supply disruptions and supply chain issues on inflation and demand. * IMF advises policymakers to avoid export and price controls, instead favouring alertness and targeted support. * Near-term IMF support demand is expected to range between $20 billion and $50 billion, depending on the ceasefire status.
173. https://www.thehindubusinessline.com/economy/agri-business/the-government-targets-to-buy-30336-lakh-tonnes-lt-of-wheat-for-the-central-pool-stock-by-june-30/article70843422.ece - * Unseasonal rain and hailstorms in March and April impacted wheat crops across 111 districts in nine Indian states. * Estimated 5-10% drop in overall wheat production; up to 30% quality degradation reported. * Maximum damage of 15-25% recorded in districts of Punjab, Haryana, Uttar Pradesh, Bihar, and West Bengal. * Total wheat production estimation for India is 120.21 million tonnes this year. * Government plans to purchase 303.36 lakh tonnes of wheat by June 30, with assessments underway for crop damage.
174. https://www.foodnavigator.com/Article/2026/04/08/iran-conflict-responding-to-fertiliser-shortages/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS - * The Strait of Hormuz's reopening after a ceasefire between the US and Iran lifted a supply chokepoint affecting fertiliser and oil trade. * During closure, fertiliser prices increased by 20-45%, threatening food security. * Crops such as maize, rice, and wheat are most affected by fertiliser shortages. * Crops like legumes, millet, and sorghum need fewer inputs and may be alternatives. * Experts emphasise transitioning to agroecological farming practices to reduce dependence on synthetic fertilisers. * Food sector advised to prepare for potential future supply shocks.
175. https://en.mercopress.com/2026/04/09/fao-food-commodities-prices-up-in-march-concern-with-energy-and-fertilizer-costs?utm_source=feed&utm_medium=rss&utm_content=brazil&utm_campaign=rss - * World food commodity prices increased in March due to higher energy costs linked to escalation in the Near East conflict, according to FAO. * The FAO Food Price Index rose 2.4% from February, with wheat prices up 4.3% due to drought in the US and expected production cuts in Australia. * Fertiliser costs are contributing to higher crop input costs, potentially affecting future wheat and maize production. * Global wheat harvest forecasted at 820 million tonnes, a 1.7% decline, with India reaching record plantings. * Overall cereal production projected for 2025 is expected to increase by 5.8% year-on-year, with global stocks rising 9.2%. * Uncertainty remains due to conflict, high input prices, and supply chain disruptions affecting crop yields and prices.
176. https://en.mercopress.com/2026/04/09/fao-food-commodities-prices-up-in-march-concern-with-energy-and-fertilizer-costs?utm_source=feed&utm_medium=rss&utm_content=brazil&utm_campaign=rss - * World food commodity prices increased in March, driven by higher energy prices linked to conflict escalation in the Near East, according to FAO. * The FAO Food Price Index rose 2.4% from February; wheat prices increased 4.3% due to drought and fertiliser cost expectations. * Global wheat harvest forecasted at 820 million tons, a 1.7% decline from the previous year, amid conflict-related uncertainties. * FAO also reported record wheat plantings in South Asia and expected global cereal production to rise in 2025. * Price increases in vegetable oils and sugar reflect energy price effects, while meat and dairy prices saw modest rises.
177. https://www.thearabianstories.com/2026/04/09/global-agencies-warn-war-driven-price-surge-could-trigger-food-crisis/ - * International Monetary Fund, World Bank, and World Food Programme warn of rising food prices due to war-driven energy and input costs. * The agencies highlight the risk of deepening food insecurity in low-income, import-dependent economies. * The warning follows disruptions in global energy markets amid ongoing conflicts in the Middle East. * Kristalina Georgieva from IMF emphasises cooperation with FAO to address food security threats.
178. 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.
179. 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.
180. 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.
181. 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.
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.
187. 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.
188. 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.
189. 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.']
190. 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.
191. 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.
192. 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.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.*
212. 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.
213. 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.
214. 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.
215. 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
216. 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.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.*
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.']
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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
260. 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.
261. 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.
262. 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.
263. 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.']
264. 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.*
265. 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."
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.']
298. 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.
299. 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.
300. 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.*
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.']
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.*
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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%.
351. 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.
352. 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.
353. 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.
354. 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.*
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.']
360. 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.
361. 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'.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.*
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.']
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.*
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.*
455. 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.
456. 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.
457. 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).
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.*
472. 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.
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.*
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.