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Saturday, July 25, 2026
Approximately 10% of the world's nitrogen based fertilizer comes through the Persian Gulf That supply line has been severed. We have already lost a crop yield. We have already lost a growing season with reduced fertilizer. This damaged to this growing season was slightly prevented by use of alternative fertilizers and the limited stockpiles The next growing season-September to November will see a major reduction in output. It is inevitable. The world lives on a "just in time" model of razor thin margins for food supply to the most vulnerable places on earth. Countries that were food poor even before this war relied heavily on donated food. The coming crop yield will be significantly lower meaning famine. This damage is unavoidable at this point. But the real harm comes in 2027 when these losses multiply. Keep in mind that the alternative fertilizer processes say for phosphorus based fertilizer uses sulfur which comes from LNG processing. |
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