Fertilizer Shock: Why Farmers Are Getting Crushed First

About this episode

Josh Linville discusses the impact of the fertilizer supply shock on farmers and the broader economy.

Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard. Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China’s fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027. Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets. 💡Josh Linville breaks down why fertilizer could be the next major real-assets risk hiding in plain sight. Join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/49ZtdF2 💡Josh Linville says the fertilizer panic may be overblown — but farmers are already getting squeezed, and the impact could ripple through food prices and portfolios. Get a free review with Wealthion’s…

People in this episode

Host: Maggie Lake

Guest: Josh Linville

Topics covered

• fertilizer crisis
• global economy
• farming challenges
• food prices
• supply chain risks
• real assets

Keywords

• fertilizer
• farmers
• global famine
• supply shock
• food prices
• China export restrictions
• real assets
• investors

Mentioned in this episode

Organizations: StoneX Financial

Places: China, Strait of Hormuz, Russia, Ukraine

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