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StoneX fertilizer VP Josh Linville says eight months of Strait of Hormuz disruption have passed without any expansion of Persian Gulf port loading capacity. Stored fertilizer tonnage reaches buyers only as fast as Gulf ports can load vessels once shipping resumes.
Even if the strait reopens, loading bottlenecks at Gulf ports slow the return of nitrogen, phosphate and sulfur supply, keeping fertilizer prices supported and feed-cost inflation elevated for livestock and feed buyers.
stonex.comJosh LinvilleNov 4, 2026stonex.comJosh LinvilleNov 4, 2026After 49 past bullish logistics events, Urea moved a median -0.3% over 5 sessions (45% higher; middle half -1.3% to +2.2%), and -0.4% over 20.
Not enough comparable past events yet for a historical read.
After 31 past bullish logistics events, DAP moved a median +0.5% over 5 sessions (58% higher; middle half -0.4% to +0.9%), and +1.6% 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.
