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Fertiglobe's CEO said about 30% of global urea exports pass through the Strait of Hormuz, and the company has rerouted shipments and explored land routes. Rising logistics costs may make fertilizer less affordable for farmers.
Disrupted urea flows through Hormuz tighten global nitrogen supply, raising costs for farmers and risking lower yields and higher food prices.
ainvest.comNov 15, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
