Agriculture Sector

[behappyalways]

Russia Halts Ammonium Nitrate Exports As Global Fertilizer Crisis Set To Worsen
https://www.zerohedge.com/commodities/r ... set-worsen

[behappyalways]

The Gulf War, which has strangled China's fertilizer supply, is igniting a global food shortage.

化肥咽喉遭掐 波灣戰火正引爆全球糧荒｜方念華｜FOCUS全球新聞20260331 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=VXVdumMRIxs

[behappyalways]

How ‘super’ El Niño could bring chaos to the world’s weather | BBC News
https://m.youtube.com/watch?v=UEseLvpl9ss

[behappyalways]

The UN’s Food and Agriculture Organization is publicly warning that a severe global food crisis could strike about 6 months from now if something really dramatic does not happen…

We Are 6 Months From Global Food Shortages Because Farmers Are Facing A Quadruple Whammy Crisis
https://www.zerohedge.com/personal-fina ... ple-whammy

[winston]

Morocco Controls 70% of the World's Phosphate Reserves. Here's Why That Makes It Vulnerable.

Morocco's OCP Group is the world's largest phosphate exporter but the Iran war just forced a 30% cut in fertilizer production because Gulf sulfur exports dried up.

Morocco has the rock but it needs ammonia, sulfur and natural gas from others to turn it into fertilizer. That dependency is now driving a major strategic overhaul.

Whether OCP's $1 billion green ammonia megaproject in Tarfaya will actually deliver

How Russia's block on Kazakh sulfur rail exports is reshaping OCP's supplier strategy

Why Morocco won't weaponize its phosphate dominance over Western Sahara disputes

How OCP's sub-Saharan Africa joint ventures build Morocco's diplomatic influence

The stakes are enormous: phosphate is irreplaceable in global food production, Morocco holds nearly 70% of global reserves, and the Iran war demonstrated how fragile the fertilizer supply chain really is.

With El Niño now building and food insecurity rising across South Asia and Africa, who controls the inputs to fertilizer production matters more than ever.

Source: RANE Worldview

[winston]

The coming food price shock: How war, weather and fuel, are colliding

Asia’s import-dependent economies are on the front line as fertiliser costs and diesel margins rise

Price increases are still working their way through the system, with much of the underlying cost pressures yet to show up on supermarket shelves.

by Vikram Khanna

In a comparable past strong El Nino in 2015-2016, South-east Asia lost around 15 million tonnes of rice production, or about 7 per cent of total output.

What makes 2026 different is the clustering – four shocks compounding at once rather than arriving one at a time: a fertiliser shock raises the cost of growing a crop, a fuel shock raises the cost of both growing and moving it, the Ukraine war cuts the supply of grain, and a weather shock threatens to cut the size of harvests.

The real test will come with the fourth quarter of 2026 and early-2027 harvest and planting seasons, when farmers who paid 2026’s fertiliser and fuel prices bring in, or fail to bring in, 2027’s crop.

Source: Business times

https://www.businesstimes.com.sg/intern ... -colliding