The Iran War has destroyed fertilizer markets and farmers everywhere, almost
Inside China Business | June 2, 2026
The War on Iran has left hundreds of thousands of tons of fertilizers stranded in the Persian Gulf, and destroyed years of forward natural gas production. Fertilizer supplies are collapsing, with billions of dollars’ worth of contracts to farmers voided. China enacted export curbs on fertilizers and upstream products in the opening days of the war, to ensure domestic farm production was not impacted.
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Resources and links:
- Strait of Hormuz shutdown leaves 1m tons of fertilizer stuck in Gulf https://asia.nikkei.com/business/mark…
- Farmers demand fertilizer ‘monopoly’ probe https://www.aol.com/news/farmers-dema…
- Fertilizer Prices Under Fire: Monopoly or Markets to Blame? https://www.agweb.com/news/policy/ag-…
- China Suspends Sulfuric Acid Exports, Global Copper and Fertilizer Supply Under Strain https://www.echemi.com/cms/2963199.html
- Fertilizer companies cash in while farmers struggle https://projects.wuft.org/priceofplen…
- Fertilizers ARE Critical Minerals https://www.tfi.org/wp-content/upload…
- Key suppliers of phosphate fertilizer to US face 10%-25% tariffs from Aug. 7 https://www.spglobal.com/energy/en/ne…
- Beef, Most Fertilizers Exempt from New Trump Tariffs https://farmpolicynews.illinois.edu/2…
- How the Middle East crisis is expanding China’s agrochemical influence https://www.scmp.com/economy/china-ec…
- China rushes to stabilise fertiliser market as Iran war chokes off imports https://www.scmp.com/economy/china-ec…
- Hormuz Blockade Propels China’s Fertilizer Dominance, Threatening Global Food Security https://finance.biggo.com/news/Yqmx-5…
- Most US ferts cleared under new import policy https://www.argusmedia.com/en/news-an…
- Mosaic to cut US phosphate production — despite calling for import duties https://www.michiganfarmnews.com/mosa…
- Mosaic Pulls Guidance, Cuts Spending as Fertilizer Costs Surge https://www.wsj.com/business/earnings…
- Chuck Grassley Leads Senate Judiciary Committee In Hearing On Fertilizer Industry Competition
• Chuck Grassley Leads Senate Judiciary Comm… - Farmers Face a Fertilizer Crisis at Spring Planting Time https://blog.ucs.org/omanjana-goswami…
- China’s grain production trends upward https://www.world-grain.com/articles/… China releases Agricultural Outlook 2026–2035 https://www.dcz-china.org/2026/04/29/…
- Iran War fallout: Russia and China quietly take over natural gas markets in Asia, with Qatar gone
• Iran War fallout: Russia and China quietl… - Farm Action
/ 1325465483043964 - Food Price Outlook – Summary Findings https://www.ers.usda.gov/data-product…
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