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So, there is about to be a huge problem with global food production.

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  • So, there is about to be a huge problem with global food production. The Strait of Hormuz carries one-third of globally traded fertilizer.

    Key fertilizer producers in the region have halted operations due to safety concerns and damage from drone strikes. has stopped production. With no strategic reserve for nitrogen fertilizer (unlike oil), the global market lacks buffers to absorb such a shock. This has led to a sharp spike in prices and a partial pause in fertilizer bidding across the U.S. and other major farming regions.

    Farmers, including the U.S., Brazil, and India, are facing uncertainty over whether they can secure enough fertilizer for the spring planting season. Analysts warn this could trigger a "fertiliser shock" that ripples through global food supply chains, increasing prices for staples like bread, pasta, and meat. The crisis is also affecting vegetable oils and sugar refining.

    Get your gardens going folks. There’s not much time.

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