Fertilizer 101
From The Jacob Shapiro Podcast by Jacob Shapiro
April 22, 2026 · 52 min · Season 1 · Episode 338
About this episode
Jacob Shapiro interviews Josh Linville about the global fertilizer crisis and its implications for agriculture and food security.
Josh Linville,VP of Fertilizer at StoneX, chats with Jacob about the global fertilizer crisis triggered by disruption to the Strait of Hormuz. They cover why the Middle East dominates fertilizer supply, why the US can't easily fill the gap, which crops and regions are most at risk, and what farmers should do right now to protect themselves. -- Timestamps: (00:00) - Welcome (01:15) - War Context and Stakes (02:22) - Fertilizer 101 Big Three (03:36) - Why Hormuz Matters (04:55) - Middle East Gas Advantage (06:12) - Why US Lags Production (07:56) - Capacity Crunch Explained (10:47) - China and State Strategy (13:11) - Build Plants or Reserve (16:25) - Investment Reality Check (19:00) - Food Security Imperative (21:18) - Seasonality and Timing (23:36) - Global Impacts and Grain (25:33) - Fertilizer Booking Gaps (26:44) - Survey Skepticism (28:59) - Global Risk Hotspots (30:43) - Yield and Protein Impacts (32:35) - Fertilizer Supercycles (36:05) - New Normal or Oversupply (39:47) - Pinch Points Russia (41:38) - Beyond the Big Three (43:19) - Organic Alternatives Limits (46:33) - Carbon Premium Reality (48:32) - Key Takeaways Farmers (50:42) - Wrap Up and Credits -- Referenced in the…
People in this episode
Host: Jacob Shapiro
Guest: Josh Linville
Topics covered
- fertilizer crisis
- global supply chain
- agriculture
- food security
- Middle East
- investment strategies
Keywords
- fertilizer
- global crisis
- agriculture
- food security
- Middle East
- supply chain
- investment
- crops
- farmers
Mentioned in this episode
Organizations: StoneX
Places: Strait of Hormuz, Middle East, US, China, Russia
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