Is there a global food crisis coming?
About this episode
The episode discusses the impact of the Middle East conflict on fertilizer prices and global agricultural production.
Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of the conflict and nearly 80% year‑to‑date, putting intense pressure on farm economics. In several regions, farmer margins are now razor‑thin – or outright negative – raising the risk of reduced fertilizer use and significant cuts in planted wheat area ahead of the upcoming Southern Hemisphere wheat planting season. Join Carlos Mera and Sam Taylor as they discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops – and what that could mean for global agricultural production and food prices. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
People in this episode
Host: Carlos Mera
Guest: Sam Taylor
Topics covered
- global food crisis
- fertilizer prices
- agricultural production
- Middle East conflict
- wheat planting
Keywords
- food crisis
- fertilizer prices
- wheat planting
- Middle East
- agriculture
Mentioned in this episode
Organizations: Rabobank RaboResearch Food & Agribusiness
Places: Iran, US Gulf, Strait of Hormuz
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