The Hormuz Dilemma

The Hormuz Dilemma

March 23, 2026 · 12 min · Season 3 · Episode 164

About this episode

The episode discusses the challenges growers face in obtaining key inputs through the Strait of Hormuz amid the Iran War, highlighting price spikes and supply uncertainty.

Among the watchouts from the Iran War is the supreme challenge of getting key inputs for growers through the Strait of Hormuz. This has caused price spikes and supply uncertainty during planting season- a crucial period of fertilizer use. Josh Linville of StoneX has spent nearly a quarter century tracking the fertilizer market. He said the situation is terrible in terms of price, but there also have been some overly dramatic reporting. As with many big issues, the truth lies somewhere i...

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