Related Insights
A Second Strait, a Second Shock: What Bab el-Mandeb Closure Would Do to Fertilizer Exports
A Bab el-Mandeb closure would cut global oil supply by another 7% on top of Hormuz disruptions, delivering a devastating second shock to fertilizer export routes.
EU Tariffs on Russian Fertilizer Redirect Global Trade Flows
The European Union’s new customs duties on Russian nitrogen, phosphate, and potash have forced farmers and traders worldwide to rethink sourcing, logistics, and pricing strategies. This article explores how the tariffs are reshaping global fertilizer markets, freight routes, and procurement decisions across the agricultural supply chain.
Helium and Fertilizer Caught in the Crossfire: Supply Chain Risks Beyond Energy Markets
Geopolitical tensions are disrupting more than oil and gas markets. Helium and fertilizer supply chains are also under pressure, making procurement planning increasingly important for manufacturers, distributors and agricultural suppliers.
Fertilizer Food Security: UN Update — 9.1 Million Food-Insecure People Risk Contingent on July Supply
The UN warns 9.1 million more people in Asia could face acute food insecurity if fertilizer supply disruptions continue through July. For agricultural procurement teams, ammonia and urea supply recovery is now an operational priority with direct consequences for global crop production.
Potash: Belarus and Russian Supply Cushion Market; MOP Prices Expected to Ease in 2027
Strong exports from Belarus and Russia are helping stabilize potash markets despite ongoing fertilizer demand growth.
Shifting Tides: Leading Agrochemical Suppliers in a Post-Hormuz World
The Hormuz crisis reshaped global fertilizer flows, accelerating growth in North America, India and China. This article examines the top agrochemical suppliers, their market shares, and emerging trends in urea, phosphate and potash distribution.
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