The Hormuz Dilemma

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...

People in this episode

Guest: Josh Linville

Topics covered

• fertilizer market
• supply chain
• price spikes
• Iran War
• agriculture

Keywords

• fertilizer
• supply uncertainty
• price spikes
• agriculture
• Iran War

Mentioned in this episode

Organizations: StoneX

Places: Iran, Strait of Hormuz

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