Closure of Strait of Hormuz: A Looming Threat to Already High Fertilizer Costs

過去の強気な地政学イベント205件の後、尿素 は5営業日で中央値 +0.4% 動き（53% が上昇。中央50%は -2.1% から +3.0%）、20営業日では -0.4% 動きました。

• 2026/07/14The Strait of Hormuz Is Technically Still Open. So Why Are Fertilizer Prices Climbing? - AgWeb+1.6%
• 2026/05/01Strait of Hormuz Closure Nears 10-Week Mark, Keeping Fertilizer Markets Tight Worldwide - RFD-11.0%
• 2026/10/25Fertilizer’s Next Big Problem? It Goes Beyond the Strait of Hormuz-0.1%
• 2026/04/27Mideast Urea Output Drops as Fertilizer Shipments Stall in Strait of Hormuz - Bloomberg-8.8%
• 2026/04/30Fertilizer Use Already Falling as War Drives Up Costs, Yara Says-10.0%

過去の強気な地政学イベント114件の後、DAP は5営業日で中央値 +0.0% 動き（50% が上昇。中央50%は -0.3% から +1.2%）、20営業日では +0.3% 動きました。

• 2026/09/18How are fertilizer markets coping with the continued closure of the Strait of Hormuz? | CGIAR System+0.3%
• 2026/07/14The Strait of Hormuz Is Technically Still Open. So Why Are Fertilizer Prices Climbing? - AgWeb+1.4%
• 2026/05/01Strait of Hormuz Closure Nears 10-Week Mark, Keeping Fertilizer Markets Tight Worldwide - RFD+4.8%
• 2026/10/25Fertilizer’s Next Big Problem? It Goes Beyond the Strait of Hormuz-1.1%
• 2026/07/24WTO data confirms Strait of Hormuz fertilizer trade disruption is easing as urea nears pre-war price — Fertilizer Daily+0.6%

過去の強気な地政学イベント626件の後、原油(WTI) は5営業日で中央値 +2.1% 動き（62% が上昇。中央50%は -2.3% から +8.5%）、20営業日では +1.6% 動きました。

• 2026/03/03Conflict in Iran Ripples Through Global Fertilizer Markets, Raises Prices Even Higher - AgWeb+33.1%
• 2026/03/12Oil settles up 9% as Iran vows to keep Strait of Hormuz closed | Reuters+10.6%
• 2026/03/05How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+16.5%
• 2026/04/29Crude oil price near three-week high as UAE leaves OPEC; Strait of Hormuz disruption, US-Iran tension persist | Stock Market News+2.2%
• 2026/03/02Oil prices soar amid Strait of Hormuz fears as Iran war intensifies+35.6%