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Potash and phosphate-based fertilizers remain mostly unaffected, but nitrogen-based fertilizers that rely on natural gas are the problem. Global urea and ammonia supplies are already being hit hard. #fertilizer #foodsupply #geopolitics

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Peter Zeihan

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28,677 просмотров • 4 месяцев назад •via X (Twitter)

Новости и политика#fertilizer#foodsupply#geopolitics
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With the closure of the Strait of Hormuz and disruptions to global trade routes, the world is facing a major fertilizer crisis that could trigger serious food and energy shortages. Without nitrogen-based fertilizers, planting seasons will be severely affected. The world is heading toward a famine, driven by a deliberately engineered collapse. We discuss this and more with HealthRanger.
2:46

With the closure of the Strait of Hormuz and disruptions to global trade routes, the world is facing a major fertilizer crisis that could trigger serious food and energy shortages. Without nitrogen-based fertilizers, planting seasons will be severely affected. The world is heading toward a famine, driven by a deliberately engineered collapse. We discuss this and more with HealthRanger.

Redacted

18,804 просмотров • 3 месяцев назад

💢 A “food security timebomb” is unfolding, the IRC warns, as disruptions in the Strait of Hormuz threaten global fertilizer supplies. The Guardian reports: 🔸 Roughly half of global food production depends on synthetic fertilizer. Prices are already rising, with benchmark urea up more than 60%. 🔸 About one-third of globally traded fertilizer raw materials pass through Hormuz, along with key inputs like ammonia, sulphur, and nitrogen. 🔸 Qatar’s QAFCO, which supplies 14% of global urea, has been offline for weeks after strikes, tightening supply. 🔸 The disruption risks driving up costs for staples like bread, rice, and animal feed, with poorer countries most exposed. 🎥 David Miliband, the president and CEO of the International Rescue Committee (IRC) on Sky News.
0:49

💢 A “food security timebomb” is unfolding, the IRC warns, as disruptions in the Strait of Hormuz threaten global fertilizer supplies. The Guardian reports: 🔸 Roughly half of global food production depends on synthetic fertilizer. Prices are already rising, with benchmark urea up more than 60%. 🔸 About one-third of globally traded fertilizer raw materials pass through Hormuz, along with key inputs like ammonia, sulphur, and nitrogen. 🔸 Qatar’s QAFCO, which supplies 14% of global urea, has been offline for weeks after strikes, tightening supply. 🔸 The disruption risks driving up costs for staples like bread, rice, and animal feed, with poorer countries most exposed. 🎥 David Miliband, the president and CEO of the International Rescue Committee (IRC) on Sky News.

Drop Site

91,134 просмотров • 4 месяцев назад

We are working every day on solutions to address the rising costs of fertilizer. Bottom line: we cannot rely on the foreign supply of fertilizers from adversarial nations like Russia and China. We need to reshore and bolster domestic fertilizer production to secure national farm independence. Here’s what we’ve already done: ✅ Added phosphate & potash to the 2025 Critical Minerals List ✅ Suspended the Jones Act for 60 days ✅ Expanded fertilizer exports from Venezuela ✅ Eliminated Diesel Exhaust Fluid (DEF) requirements ✅ Working with great American companies like CF who are deferring maintenance to keep costs as low as possible ✅ Working to make fertilizer production permitting easier And there is so much more to do! #FarmSecurityIsNationalSecurity
1:00

We are working every day on solutions to address the rising costs of fertilizer. Bottom line: we cannot rely on the foreign supply of fertilizers from adversarial nations like Russia and China. We need to reshore and bolster domestic fertilizer production to secure national farm independence. Here’s what we’ve already done: ✅ Added phosphate & potash to the 2025 Critical Minerals List ✅ Suspended the Jones Act for 60 days ✅ Expanded fertilizer exports from Venezuela ✅ Eliminated Diesel Exhaust Fluid (DEF) requirements ✅ Working with great American companies like CF who are deferring maintenance to keep costs as low as possible ✅ Working to make fertilizer production permitting easier And there is so much more to do! #FarmSecurityIsNationalSecurity

Secretary Brooke Rollins

11,905 просмотров • 4 месяцев назад

Everyone is talking about oil prices. Nobody is talking about the rest. Seven things are being blocked in the Strait of Hormuz right now. Oil. Gas. Phosphate. Ammonium. Sulfur. Urea. Helium. Four of those are fertilizers. No fertilizers. No food. One is used for semiconductors. No semiconductors. No AI. JP Morgan says: The world runs out of oil by mid-April. This isn't an energy crisis. It's a food crisis. It's a technology crisis. It's everything at once.
1:51

Everyone is talking about oil prices. Nobody is talking about the rest. Seven things are being blocked in the Strait of Hormuz right now. Oil. Gas. Phosphate. Ammonium. Sulfur. Urea. Helium. Four of those are fertilizers. No fertilizers. No food. One is used for semiconductors. No semiconductors. No AI. JP Morgan says: The world runs out of oil by mid-April. This isn't an energy crisis. It's a food crisis. It's a technology crisis. It's everything at once.

Predictive History

20,260 просмотров • 4 месяцев назад

In Russia, an attack has reportedly targeted one of Europe’s largest phosphate fertilizer plants A fire broke out at the Apatit in Cherepovets, Vologda region. The cause is reported to be a drone strike on the facility. The plant is one of the major producers of ammonia and nitrate fertilizers, materials that can also be used in the production of explosives and gunpowder.
0:50

In Russia, an attack has reportedly targeted one of Europe’s largest phosphate fertilizer plants A fire broke out at the Apatit in Cherepovets, Vologda region. The cause is reported to be a drone strike on the facility. The plant is one of the major producers of ammonia and nitrate fertilizers, materials that can also be used in the production of explosives and gunpowder.

Visegrád 24

66,622 просмотров • 4 месяцев назад

$200 oil will plunge the world into a global recession. Iran just threatened to cut off the Strait of Hormuz completely, and Goldman Sachs, Bank of America, and Macquarie all say it's now a real possibility. Here's what that does to your life: Gas hits $7 a gallon in the U.S., shattering every record. But that's just the start. Oil powers the tractors, the fertilizers, the trucks that move your food from field to shelf. A third of the world's fertilizer trade passes through Hormuz and it's already been cut off. Urea prices are up 50%. U.S. fertilizer supply dropped to 75% of normal levels right at planting season. Less fertilizer means less corn. Higher prices for everything the American food system touches. At $200 oil, this stops being a Middle East problem and becomes everyone's problem. Source: BusinessBasicsYT
2:55

$200 oil will plunge the world into a global recession. Iran just threatened to cut off the Strait of Hormuz completely, and Goldman Sachs, Bank of America, and Macquarie all say it's now a real possibility. Here's what that does to your life: Gas hits $7 a gallon in the U.S., shattering every record. But that's just the start. Oil powers the tractors, the fertilizers, the trucks that move your food from field to shelf. A third of the world's fertilizer trade passes through Hormuz and it's already been cut off. Urea prices are up 50%. U.S. fertilizer supply dropped to 75% of normal levels right at planting season. Less fertilizer means less corn. Higher prices for everything the American food system touches. At $200 oil, this stops being a Middle East problem and becomes everyone's problem. Source: BusinessBasicsYT

Mario Nawfal

162,122 просмотров • 4 месяцев назад

CNN: CNN independently took the sample of water and consulted with the pool store that regularly tests water to help read the results. It showed phosphate levels far higher than what is recommended to keep algae at bay, based on estimates for a pool that holds 6.5 million gallons of water. “If there's already some phosphate fertilizer in the water, that's really opportunistic, especially for the blue green algae that can fix nitrogen. So they are having a field day out here.”
0:49

CNN: CNN independently took the sample of water and consulted with the pool store that regularly tests water to help read the results. It showed phosphate levels far higher than what is recommended to keep algae at bay, based on estimates for a pool that holds 6.5 million gallons of water. “If there's already some phosphate fertilizer in the water, that's really opportunistic, especially for the blue green algae that can fix nitrogen. So they are having a field day out here.”

Acyn

6,636,508 просмотров • 2 месяцев назад

𝐁𝐨𝐨𝐬𝐭𝐢𝐧𝐠 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐭𝐨 𝐞𝐦𝐩𝐨𝐰𝐞𝐫 𝐨𝐮𝐫 𝐟𝐚𝐫𝐦𝐞𝐫𝐬. #NIPU-2026 will drive fresh investments in gas-based urea manufacturing, ensuring that farmers in Telangana and across India get a reliable, timely supply of fertilizers right when they need it. Watch to learn how this policy strengthens our agricultural self-reliance! 👇
1:39

𝐁𝐨𝐨𝐬𝐭𝐢𝐧𝐠 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐭𝐨 𝐞𝐦𝐩𝐨𝐰𝐞𝐫 𝐨𝐮𝐫 𝐟𝐚𝐫𝐦𝐞𝐫𝐬. #NIPU-2026 will drive fresh investments in gas-based urea manufacturing, ensuring that farmers in Telangana and across India get a reliable, timely supply of fertilizers right when they need it. Watch to learn how this policy strengthens our agricultural self-reliance! 👇

G Kishan Reddy

12,330 просмотров • 1 месяц назад

Urea Fertilizer Plant and Gode Oil Refinery - The Gode Oil Refinery will have a production capacity of 3.5 million tons per year, utilizing crude oil and condensate from the Hilala oil field. - The fertilizer plant, with a capacity of 3 million tons annually, will rely on natural gas from the Calub gas fields, delivered through a 108 km pipeline. #PMOEthiopia
2:04

Urea Fertilizer Plant and Gode Oil Refinery - The Gode Oil Refinery will have a production capacity of 3.5 million tons per year, utilizing crude oil and condensate from the Hilala oil field. - The fertilizer plant, with a capacity of 3 million tons annually, will rely on natural gas from the Calub gas fields, delivered through a 108 km pipeline. #PMOEthiopia

Office of the Prime Minister - Ethiopia

16,392 просмотров • 10 месяцев назад

🚨 FOOD CRISIS ALERT 🚨 This is NOT about fertilizer anymore… this is about GLOBAL FOOD SUPPLY COLLAPSE. • Europe urea production ↓ 3.5 MT • China export bans → 5.5 MT gone • Strait of Hormuz disruption → 13.5 MT wiped out • Middle East war choking gas → fertilizer plants shutting And now? 🇮🇳 India’s urea plants are cutting output as LNG dries up (India Manufacturing Review) ⚠️ What happens next: ❌ Farmers CUT fertilizer use ❌ Crop yields DROP ❌ Sowing decisions change ❌ Food production SHRINKS 📉 Less fertilizer = LESS FOOD Wheat. Rice. Corn. Soybean. ALL at risk. Even a 10–20% fertilizer cut can slash yields sharply 🔥 This is how it spirals: Fertilizer shortage → Lower yields → Supply shock → Food inflation → Panic And we are heading straight into kharif season. 💥 The scary part? Over 30% of global fertilizer trade flows through Hormuz — now disrupted (Reuters) China is restricting exports. Russia is banning shipments. Supply chains are BREAKING. 🚨 This is not price inflation… This is FOOD AVAILABILITY RISK If this continues: 👉 Lower harvests 👉 Export bans 👉 Empty shelves in vulnerable regions ⚠️ Watch fertilizers. Because when fertilizers collapse… Food collapses next.
2:19

🚨 FOOD CRISIS ALERT 🚨 This is NOT about fertilizer anymore… this is about GLOBAL FOOD SUPPLY COLLAPSE. • Europe urea production ↓ 3.5 MT • China export bans → 5.5 MT gone • Strait of Hormuz disruption → 13.5 MT wiped out • Middle East war choking gas → fertilizer plants shutting And now? 🇮🇳 India’s urea plants are cutting output as LNG dries up (India Manufacturing Review) ⚠️ What happens next: ❌ Farmers CUT fertilizer use ❌ Crop yields DROP ❌ Sowing decisions change ❌ Food production SHRINKS 📉 Less fertilizer = LESS FOOD Wheat. Rice. Corn. Soybean. ALL at risk. Even a 10–20% fertilizer cut can slash yields sharply 🔥 This is how it spirals: Fertilizer shortage → Lower yields → Supply shock → Food inflation → Panic And we are heading straight into kharif season. 💥 The scary part? Over 30% of global fertilizer trade flows through Hormuz — now disrupted (Reuters) China is restricting exports. Russia is banning shipments. Supply chains are BREAKING. 🚨 This is not price inflation… This is FOOD AVAILABILITY RISK If this continues: 👉 Lower harvests 👉 Export bans 👉 Empty shelves in vulnerable regions ⚠️ Watch fertilizers. Because when fertilizers collapse… Food collapses next.

Gaurav kochar

18,637 просмотров • 4 месяцев назад

🇺🇸🇮🇷Friedberg outlined what was likely an unintended consequence of the Iran war: Urea, the main solid nitrogen fertilizer farmers spread on their fields, is now in serious global shortage. 35% of the world’s nitrogen supply normally passes through the Strait of Hormuz. When the strait shut down and China cut its exports at the same time, Urea prices more than doubled in just days, surging from around $350 to over $700 per ton. Farmers across Africa and South Asia are already running short, while American corn growers are getting squeezed hard because the spike has made their crop unprofitable. This is quietly developing into a major global food crisis! Source: The All-In Podcast david friedberg
4:13

🇺🇸🇮🇷Friedberg outlined what was likely an unintended consequence of the Iran war: Urea, the main solid nitrogen fertilizer farmers spread on their fields, is now in serious global shortage. 35% of the world’s nitrogen supply normally passes through the Strait of Hormuz. When the strait shut down and China cut its exports at the same time, Urea prices more than doubled in just days, surging from around $350 to over $700 per ton. Farmers across Africa and South Asia are already running short, while American corn growers are getting squeezed hard because the spike has made their crop unprofitable. This is quietly developing into a major global food crisis! Source: The All-In Podcast david friedberg

Mario Nawfal

188,199 просмотров • 4 месяцев назад

Almost half of the world's food supply relies on synthetic fertilizer. That fertilizer is made using the Haber–Bosch process, which requires vast amounts of natural gas to create ammonia. Without it, global food production would collapse. Of today's 8 billion people, over 4 billion are fed directly by synthetic fertilizer. Without it, the sustainable population would fall to about 3.5 billion. Natural gas isn't just a fuel, it's food. Eliminating it in the name of Net Zero isn't 'climate policy', it's population control.
0:30

Almost half of the world's food supply relies on synthetic fertilizer. That fertilizer is made using the Haber–Bosch process, which requires vast amounts of natural gas to create ammonia. Without it, global food production would collapse. Of today's 8 billion people, over 4 billion are fed directly by synthetic fertilizer. Without it, the sustainable population would fall to about 3.5 billion. Natural gas isn't just a fuel, it's food. Eliminating it in the name of Net Zero isn't 'climate policy', it's population control.

Electroverse

31,681 просмотров • 5 месяцев назад

Iowa farmer says this planting season the price of fertilizer has shot up so high, “She's now facing her toughest year yet as a farmer” “For the amount of fertilizer I was gonna buy. It had gone up about $13,000 in 2 days” “Iran's closure of the Strait of Hormuz, a critical transit point for a third of the world's fertilizer, sent the price soaring the cost of two widely used nitrogen fertilizers shot up by 20-50% in the first few weeks” Farmers say they are looking to lose roughly $58,000 and margins are already very thin
4:08

Iowa farmer says this planting season the price of fertilizer has shot up so high, “She's now facing her toughest year yet as a farmer” “For the amount of fertilizer I was gonna buy. It had gone up about $13,000 in 2 days” “Iran's closure of the Strait of Hormuz, a critical transit point for a third of the world's fertilizer, sent the price soaring the cost of two widely used nitrogen fertilizers shot up by 20-50% in the first few weeks” Farmers say they are looking to lose roughly $58,000 and margins are already very thin

Wall Street Apes

358,204 просмотров • 4 месяцев назад

Kenneth Smith will be the first human being in the United States put to death using nitrogen gas, a method that is not based on any scientific evidence. Alabama should stop Smith’s execution and scrap the death penalty completely.
0:39

Kenneth Smith will be the first human being in the United States put to death using nitrogen gas, a method that is not based on any scientific evidence. Alabama should stop Smith’s execution and scrap the death penalty completely.

Human Rights Watch

38,045 просмотров • 2 лет назад

Great primer on Fertilizers by Koh(・ur)aYama in The All-In Podcast (and the war’s implications for $AGRO): - 35% of the world’s fertilizers goes through the Straight of Hormuz. - China is the swing producer, with 15% of the worlds production. They just shut down exports. - At current Urea prices, planting $CORN in the US is unprofitable. AND China stopped importing corn from the US, keeping its price artificially low. US farmers in a lot of pain. - KEY: Fixing a fertilizer facility that has broken takes 3-5 years! (What happened in the middle east). Basically, the largest facility of Urea in the world will be out for multiple years. And constructing one from scratch takes about 7 years! - There is no possible excess production, every facility runs 24/7/365. With a supply shock, the only way to balance the market is to destroy demand through price spikes. Not covered on the video but worth mentioning: - Russia stopped its Ammonia exports (previous step to turn it into Urea) - Australia’s largest Urea facility is down till ~June bc of repairs. - All of Bangladesh’s fertilizer plants are fully shut Bc of supply shock and deficit in natural gas. - Financial Times reporting Urea prices up to $800/ton. Not sure where fertilizer prices normalize, but seems likely that: - They can stay higher for longer due to long lead times of bringing capacity online. - No clear top in the short term due to incredible supply/demand imbalance. - Second derivative effects will lead to higher agricultural commodity prices. $AGRO will be a beneficiary of all this. With their 1.3M metric tonnes of Urea production facility, and >250,000 acres of farmland, they will benefit from both: fertilizer price increases, and commodities prices increases. (Im always asked the same question, so clarifying it again: $AGRO has fixed production costs till end of 2027 for fertilizer. ~$200/ton. Long term contracted gas supply agreements from Argentina’s Vaca Muerta gas reservoir. Not affected by price increases in oil/gas. It all flows down directly to their margin). If interested in $AGRO, please join the X community!
6:58

Great primer on Fertilizers by Koh(・ur)aYama in The All-In Podcast (and the war’s implications for $AGRO): - 35% of the world’s fertilizers goes through the Straight of Hormuz. - China is the swing producer, with 15% of the worlds production. They just shut down exports. - At current Urea prices, planting $CORN in the US is unprofitable. AND China stopped importing corn from the US, keeping its price artificially low. US farmers in a lot of pain. - KEY: Fixing a fertilizer facility that has broken takes 3-5 years! (What happened in the middle east). Basically, the largest facility of Urea in the world will be out for multiple years. And constructing one from scratch takes about 7 years! - There is no possible excess production, every facility runs 24/7/365. With a supply shock, the only way to balance the market is to destroy demand through price spikes. Not covered on the video but worth mentioning: - Russia stopped its Ammonia exports (previous step to turn it into Urea) - Australia’s largest Urea facility is down till ~June bc of repairs. - All of Bangladesh’s fertilizer plants are fully shut Bc of supply shock and deficit in natural gas. - Financial Times reporting Urea prices up to $800/ton. Not sure where fertilizer prices normalize, but seems likely that: - They can stay higher for longer due to long lead times of bringing capacity online. - No clear top in the short term due to incredible supply/demand imbalance. - Second derivative effects will lead to higher agricultural commodity prices. $AGRO will be a beneficiary of all this. With their 1.3M metric tonnes of Urea production facility, and >250,000 acres of farmland, they will benefit from both: fertilizer price increases, and commodities prices increases. (Im always asked the same question, so clarifying it again: $AGRO has fixed production costs till end of 2027 for fertilizer. ~$200/ton. Long term contracted gas supply agreements from Argentina’s Vaca Muerta gas reservoir. Not affected by price increases in oil/gas. It all flows down directly to their margin). If interested in $AGRO, please join the X community!

Lucas Sacerdote🔋

21,702 просмотров • 4 месяцев назад

Supplies of crude oil, LPG and Natural gas remain stable. Adequate stocks of petrol and diesel are available in the country and refineries are operating at optimum levels. Around 99% of LPG bookings are being made online, while 96% of deliveries are being completed through the Delivery Authentication Code system. Over the last three days, 1.43 crore cylinders were delivered against 1.5 crore bookings, while 19,372 tonnes of commercial #LPG was sold. -Sujata Sharma, Joint Secretary, Ministry of Petroleum and Natural Gas #MoPNG
3:55

Supplies of crude oil, LPG and Natural gas remain stable. Adequate stocks of petrol and diesel are available in the country and refineries are operating at optimum levels. Around 99% of LPG bookings are being made online, while 96% of deliveries are being completed through the Delivery Authentication Code system. Over the last three days, 1.43 crore cylinders were delivered against 1.5 crore bookings, while 19,372 tonnes of commercial #LPG was sold. -Sujata Sharma, Joint Secretary, Ministry of Petroleum and Natural Gas #MoPNG

PIB India

18,042 просмотров • 2 месяцев назад

Jennings: Are you suggesting that the elected president should run American foreign policy and national security based on the daily podcast rantings of Alex Jones? Palmeri: He already runs it based on Fox News
2:28

Jennings: Are you suggesting that the elected president should run American foreign policy and national security based on the daily podcast rantings of Alex Jones? Palmeri: He already runs it based on Fox News

Acyn

74,301 просмотров • 4 месяцев назад

The US is currently the world’s largest producer of oil and natural gas, putting the country in a strong position as the war on Iran disrupts global supplies. But many Americans are asking why they are still paying so much at the pump. Al Jazeera’s Um-e-Kulsoom Shariff explains.
1:54

The US is currently the world’s largest producer of oil and natural gas, putting the country in a strong position as the war on Iran disrupts global supplies. But many Americans are asking why they are still paying so much at the pump. Al Jazeera’s Um-e-Kulsoom Shariff explains.

Al Jazeera English

188,145 просмотров • 4 месяцев назад