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

과거 상승 지정학 이벤트 205건 이후, 요소은 5거래일 동안 중앙값 +0.4% 변동(상승 53%; 중간 50% 범위 -2.1%~+3.0%), 20거래일 동안 -0.4%.

• 2026. 7. 14.The Strait of Hormuz Is Technically Still Open. So Why Are Fertilizer Prices Climbing? - AgWeb+1.6%
• 2026. 5. 1.Strait of Hormuz Closure Nears 10-Week Mark, Keeping Fertilizer Markets Tight Worldwide - RFD-11.0%
• 2026. 10. 25.Fertilizer’s Next Big Problem? It Goes Beyond the Strait of Hormuz-0.1%
• 2026. 4. 27.Mideast Urea Output Drops as Fertilizer Shipments Stall in Strait of Hormuz - Bloomberg-8.8%
• 2026. 4. 30.Fertilizer Use Already Falling as War Drives Up Costs, Yara Says-10.0%

과거 상승 지정학 이벤트 114건 이후, DAP은 5거래일 동안 중앙값 +0.0% 변동(상승 50%; 중간 50% 범위 -0.3%~+1.2%), 20거래일 동안 +0.3%.

• 2026. 9. 18.How are fertilizer markets coping with the continued closure of the Strait of Hormuz? | CGIAR System+0.3%
• 2026. 7. 14.The Strait of Hormuz Is Technically Still Open. So Why Are Fertilizer Prices Climbing? - AgWeb+1.4%
• 2026. 5. 1.Strait of Hormuz Closure Nears 10-Week Mark, Keeping Fertilizer Markets Tight Worldwide - RFD+4.8%
• 2026. 10. 25.Fertilizer’s Next Big Problem? It Goes Beyond the Strait of Hormuz-1.1%
• 2026. 7. 24.WTO data confirms Strait of Hormuz fertilizer trade disruption is easing as urea nears pre-war price — Fertilizer Daily+0.6%

과거 상승 지정학 이벤트 626건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +2.1% 변동(상승 62%; 중간 50% 범위 -2.3%~+8.5%), 20거래일 동안 +1.6%.

• 2026. 3. 3.Conflict in Iran Ripples Through Global Fertilizer Markets, Raises Prices Even Higher - AgWeb+33.1%
• 2026. 3. 12.Oil settles up 9% as Iran vows to keep Strait of Hormuz closed | Reuters+10.6%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+16.5%
• 2026. 4. 29.Crude oil price near three-week high as UAE leaves OPEC; Strait of Hormuz disruption, US-Iran tension persist | Stock Market News+2.2%
• 2026. 3. 2.Oil prices soar amid Strait of Hormuz fears as Iran war intensifies+35.6%