Memuat…
The US-Israel military conflict with Iran has closed the Strait of Hormuz, which normally carries about 20% of global oil demand and roughly a quarter of traded nitrogen fertilizer. Diesel futures hit a two-year high, and New Orleans urea barges traded $520-550/ton, up from $475.
Phosphate prices also rose about $30/ton.
Strait closure disrupts fertilizer and energy flows, raising farm fuel and nitrogen costs and supporting feed grain prices through higher input costs and tighter supply.
farmpolicynews.illinois.eduRyan Hanrahan1 Apr 2026Setelah 626 peristiwa geopolitik bullish sebelumnya, Minyak Mentah (WTI) bergerak median +2,1% selama 5 sesi (62% lebih tinggi; separuh tengah -2,3% sampai +8,5%), dan +1,6% selama 20 sesi.
Setelah 656 peristiwa geopolitik bullish sebelumnya, Minyak Mentah (Brent) bergerak median +1,9% selama 5 sesi (63% lebih tinggi; separuh tengah -2,7% sampai +6,6%), dan +0,7% selama 20 sesi.
Setelah 250 peristiwa geopolitik bullish sebelumnya, ULSD / Solar bergerak median +1,7% selama 5 sesi (58% lebih tinggi; separuh tengah -3,6% sampai +8,7%), dan +0,9% selama 20 sesi.
Setelah 205 peristiwa geopolitik bullish sebelumnya, Urea bergerak median +0,4% selama 5 sesi (53% lebih tinggi; separuh tengah -2,1% sampai +3,0%), dan -0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Dated on the move day, it reports the Strait of Hormuz closure, which cuts a quarter of traded nitrogen fertilizer supply and sent New Orleans urea barges up from $475 to $520-550/ton, directly explaining the 8.43% jump.
Hormuz closure from the Iran conflict lifted fertilizer and energy prices, with phosphate up about $30/ton, a supply and input-cost shock that plausibly drove DAP higher.
Dated 2026-04-01, the Hormuz closure raised phosphate prices about $30/ton, a supply and cost shock that plausibly fed into DAP strength in the window.
