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As Fertilizer Falls, Famine Will Follow

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Released on Patreon on Mar 19, 2025
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Now that the Strait of Hormuz is shut down due to the Iran war, the impact is beginning to hit global food systems. This is coming in the form of fertilizer production disruptions in the Persian Gulf.

Potash and phosphate-based fertilizers remain mostly unaffected, but nitrogen-based fertilizers that rely on natural gas are the problem. Global urea and ammonia supplies are already being hit hard.

Prices will begin to rise, and places like China and India will face chronic fertilizer shortages. This will reduce global food production, and I think you can guess what happens after that…
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