Disruptions to nitrogen fertilizer supply through the Strait of Hormuz could reduce global grain yields and shift planting decisions, potentially lifting grain prices, Goldman Sachs said in a report on Tuesday.
Hormuz-driven fertilizer shortage could raise grain prices, Goldman Sachs says
Russia stops ammonium nitrate exports for one month amid global supply crunch
Russia, which controls up to 40 per cent of the global trade in ammonium nitrate, said on Tuesday it will stop exports of the fertilizer for one month until April 21 to ensure sufficient supply during the spring planting season.
China restricts fertilizer exports, further crimping war-tightened supply
China is clamping down on fertilizer exports to protect its domestic market, a number of industry sources said, putting an additional strain on global markets that were already grappling with shortages caused by the U.S.-Israeli war on Iran.
Federal government funds Quebec organic fertilizer company
Québec-based Solugen, which makes organic nitrogen fertilizer from hog manure, has recieved $20 million in federal funding.
Gulf fertilizer plants go dark as Iran war chokes global supply ahead of spring planting
.
Strait of Hormuz closure halts Gulf fertilizer production, sending urea prices surging as global spring planting season begins.
China taps fertilizer reserves as Hormuz closure disrupts global supply
China will release fertilizers from national commercial reserves ahead of spring planting, it said on Friday, as the effective closure of the Strait of Hormuz due to the conflict in the Middle East disrupts global supplies.
Manitoba farmers not too likely to change planting plans
Manitoba farmers won’t be too inclined this spring to switch from planting cereals and oilseeds to soybeans or pulses, despite recent hikes in fertilizer prices said an official with Manitoba Agriculture.
Pulse Weekly: More Saskatchewan pulse acres very likely in 2026/27
Due to high fertilizer prices, there’s a strong possibility that Saskatchewan farmers will plant more pulses this spring, said Dale Risula, provincial specialist for pulse crops with the Saskatchewan Ministry of Agriculture.
Fertilizer markets tighten as Russian exports hit capacity limits
With Russian output constrained by infrastructure and domestic obligations, growers facing long-term supply crunch
Fertilizer producers in Russia, the world’s largest exporter, will not be able to make up for a potential global shortfall linked to the U.S.-Iran conflict as their ability to boost supply is constrained, industry sources told Reuters.
Farmers see fertilizer price surge as Iran war blocks exports, threatening losses
The world’s farmers face soaring fertilizer and fuel prices as the war in the Middle East escalates, leaving some scrambling for supplies as the spring planting season approaches.