When Hormuz Closes: The Fertilizer Shock Threatening Global Food Security
A renewed Strait of Hormuz conflict endangers global urea shipments, driving fertilizer prices up and risking crop yields as planting windows tighten; with Gulf-origin urea comprising a large share of trade, shortages could threaten food security for billions, while China, Russia, and Iran could weaponize shipments for geopolitical leverage—requiring industrial intelligence and policy responses to treat supply chains as critical to national security.
