# How Gulf Port Capacity Limits Hormuz Fertilizer Supply Recovery

> 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.

- Date: 2026-11-04 · published 2026-11-04T09:11:03.726Z
- Category: logistics · region Middle East · magnitude medium
- Page: https://feedsoft.ai/events/79522-how-gulf-port-capacity-limits-hormuz-fertilizer-supply-recovery
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [TSP](https://feedsoft.ai/c/TSP.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

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.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲
- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2026-09-14 | [Fertilizer shipments through the Strait of Hormuz remain near zero](https://feedsoft.ai/events/17416-fertilizer-shipments-through-the-strait-of-hormuz-remain-near-zero.md) | +1.9% | -5.2% |
| UREA | 2022-07-06 | [Fertiliser supply chain \| Maersk](https://feedsoft.ai/events/40414-fertiliser-supply-chain-maersk.md) | +2.2% | +13.7% |
| UREA | 2020-04-20 | [Precision ag softens fertiliser, chemical supply risk - Grain Central](https://feedsoft.ai/events/53564-precision-ag-softens-fertiliser-chemical-supply-risk-grain-central.md) | -1.8% | -19.6% |
| UREA | 2021-09-15 | [U.S. fertilizer prices soar as storms roil industry hub](https://feedsoft.ai/events/45369-u-s-fertilizer-prices-soar-as-storms-roil-industry-hub.md) | +0.4% | +41.4% |
| UREA | 2021-03-30 | [Fertilizer price surge shows signs of a top…](https://feedsoft.ai/events/48046-fertilizer-price-surge-shows-signs-of-a-top.md) | -0.9% | -0.9% |
| DAP | 2026-07-22 | [Fertilizer Supply Chains Face a Costly Turning Point](https://feedsoft.ai/events/18690-fertilizer-supply-chains-face-a-costly-turning-point.md) | +0.6% | +2.1% |
| DAP | 2026-09-14 | [Fertilizer shipments through the Strait of Hormuz remain near zero](https://feedsoft.ai/events/17416-fertilizer-shipments-through-the-strait-of-hormuz-remain-near-zero.md) | +0.3% | +0.3% |
| DAP | 2023-09-20 | [Earthquakes in Morocco Cause Supply Affliction for Phosphoric Acid, Impacting Global Fertilizer Market](https://feedsoft.ai/events/34431-earthquakes-in-morocco-cause-supply-affliction-for-phosphoric-acid-impacting.md) | +0.9% | +1.6% |

## Sources

- stonex.com: https://www.stonex.com/en/insights/how-gulf-port-capacity-limits-hormuz-fertilizer-supply-recovery/
- stonex.com: https://www.stonex.com/en-us/insights/how-gulf-port-capacity-limits-hormuz-fertilizer-supply-recovery/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.