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International supply disruption

Iran War Disrupts Fertilizer Supply

Analysis based on 7 articles · First reported Mar 18, 2026 · Last updated Mar 19, 2026

Sentiment
-70
Attention
6
Articles
7
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard

The war in Iran, initiated by the United States and Israel, has severely disrupted global fertilizer supply chains, particularly through the Strait of Hormuz, leading to a significant spike in fertilizer prices and potential shortages for farmers in the United States. This situation, compounded by previous supply issues from the Ukraine-Russia war and China's export cuts, is increasing input costs for farmers like Todd Littleton and Tom Waters, potentially leading to higher food prices due to increased transportation and packaging costs, as noted by Chad Hart.

Agriculture Fertilizer Oil and gas

A recent war in Iran, sparked by an attack from the United States and Israel on February 28, has caused a significant slowdown in shipping through the Strait of Hormuz, a crucial chokepoint for global oil and natural gas. This disruption has led to a sharp increase in fertilizer prices and limited access to key fertilizer ingredients, severely impacting farmers in the United States. Farmers like Todd Littleton are facing a 40% increase in fertilizer costs, and there are concerns about the availability of fertilizer for spring planting, as highlighted by Zippy Duvall and Harry Ott. This situation exacerbates existing supply issues caused by the Ukraine-Russia war and China's phosphate export cuts. Experts like Jacqui Fatka do not expect a quick resolution to the high prices. The United States — United States Department of Agriculture and the Trump administration have taken some measures, including aid payments and efforts to increase imports from Venezuela, but these are seen as insufficient to fully offset the rising costs for farmers.

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Todd Littleton is a third-generation farmer in Gibson County, Tennessee, who expects to pay $100,000 more for fertilizer this season due to the war in Iran, representing a 40% spike from last year.
Importance 70.0 Sentiment -70.0
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Zippy Duvall, president of the American Farm Bureau Federation, warns that many farmers who haven't preordered fertilizer may not be able to obtain it for spring planting.
Importance 50.0 Sentiment -60.0
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Harry Ott, a farmer and leader of the South Carolina Farm Bureau, states that there isn't enough fertilizer stockpiled to meet demand in the coming months, describing it as a dire situation.
Importance 50.0 Sentiment -60.0
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Tom Waters, a farmer near Kansas City, highlights the difficulty of making a profit due to increased fertilizer and other costs when crop prices are low.
Importance 50.0 Sentiment -60.0
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Jacqui Fatka, a farm supply economist for CoBank, indicates that fertilizer prices will not quickly fall even if the Iran war is resolved due to existing supply issues.
Importance 40.0 Sentiment -50.0
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Nancy Martinez, director of public policy, trade and biotechnology for the National Corn Growers Association, expresses uncertainty about how the fertilizer supply situation will unfold.
Importance 30.0 Sentiment -40.0
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Anne Villamil, a professor of economics at the University of Iowa, explains that even domestically produced fertilizers will see price increases due to higher energy input costs.
Importance 20.0 Sentiment -30.0
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CoBank employs Jacqui Fatka, who provides expert analysis on farm supply economics and the outlook for fertilizer prices.
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The University of Iowa is where Anne Villamil, an economics professor, provides insights into the impact of energy prices on fertilizer costs.
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