08/25/2026
People are talking about oil β at least a little. Nobody is talking about fertilizer. And that's the story that's actually going to hit you at the checkout line.
Here's what's happening right now:
One-third of all globally traded fertilizer passes through the Strait of Hormuz. The conflict has shut down or damaged major production facilities across Iran, Qatar, Saudi Arabia, and the UAE.
But here's the part that really concerns me β and that almost nobody is covering:
Fertilizer producers in India, Bangladesh, and Pakistan have had to shut down their own production. Not because of sanctions or politics. Because the natural gas they need to make fertilizer β which came from the Gulf β is gone.
It's not just that fertilizer can't get out. Countries that normally produce their own can't produce it either.
Here's the chain that follows:
β Less fertilizer means lower crop yields
β Lower crop yields mean less food
β Less food means higher prices at every grocery store in the developed world
β And in some parts of the world β real hunger
This is a slow-moving crisis that is already in motion. It will show up on your grocery bill before most people understand what caused it.
π¬ Comment FOOD below and I'll send you the full picture of what's happening to the global food supply right now.