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Fertilizer Flows Rise Through Hormuz
Fertilizer shipments through the Strait of Hormuz are surging after a U.S.-Iran interim deal, with sulfur and urea volumes jumping dramatically since June 15th—offering temporary relief to global food supply fears but falling short of restoring full pre-war production. Analysts warn most cargo is fulfilling old orders, and with massive port backlogs and damaged regional facilities, meaningful recovery may not arrive until August. A recent vessel attack has further destabilized the fragile peace, casting doubt on the timeline for full trade normalization. Support the show:Get a discount at…
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