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Fertiglobe CEO Ahmed El-Hoshy discussed how disruption to the Strait of Hormuz is affecting global fertilizer supplies. He said around 30% of global urea exports pass through the waterway.
The company has explored land routes and adjusted shipping to keep supplies moving.
With roughly a third of seaborne urea transiting Hormuz, supply disruption raises fertilizer costs and could reduce application rates, pressuring future crop yields and feed grain supply.
cnbc.comDan MurphyNov 14, 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.
