The tension in the Strait of Hormuz seriously affects the global fertilizer supply chain.
Modern.az reports that, according to international analysts, approximately one-third of the world's seaborne fertilizers are transported through this strategic waterway under normal conditions. At the same time, half of global urea exports pass through this route.
According to the information, the strait also plays an important role in the transportation of raw materials essential for fertilizer production. Approximately 30% of the world's ammonia supply and almost 50% of sulfur trade fall on this route. In addition, 20% of liquefied natural gas (LNG) is transported from here, which is considered the main raw material in the production of nitrogen fertilizers.
It is reported that the crisis and possible blockade in the region have already led to price increases in the market. In the first week of March 2026, the price of urea increased by 19% in the region.
According to the forecasts of the UN Food and Agriculture Organization (FAO), if the situation continues, fertilizer prices may increase by an average of 15–20% in the first half of 2026.
Experts note that this situation creates more serious risks, especially during the spring planting season. The most affected countries are considered to be import-dependent states located in the Southeast Asia and Africa regions.
It is noted that the deepening of the crisis will not be limited to the fertilizer market, but may also lead to an increase in global food prices and a decrease in agricultural productivity.
