Anonymousabout 3 hours ago
The near-total closure of the Strait of Hormuz since February 2026 has cut off roughly 30% of global seaborne fertilizer trade, sending urea prices up 50% and triggering warnings from the UN, industry executives, and agricultural economists that crop yields across the developing world face steep declines if the disruption persists through the Northern Hemisphere planting season. While the food security risks are real and concentrated in Sub-Saharan Africa, South Asia, and Brazil, the fertilizer companies sounding the loudest alarms are simultaneously posting record earnings growth forecasts, raising questions about whose interests the warnings ultimately serve.