Relevance: primary · Type: event
Confidence95%
The war in Iran has disrupted global hydrocarbon markets and triggered a crisis in fertilizers derived from natural gas.
Relevance: primary · Type: event
Confidence95%
Marine traffic through the Strait of Hormuz has come to a virtual standstill, removing 50 percent of the world’s traded sulfur and 36 percent of the world’s traded urea from the market.
Relevance: supporting · Type: background
Confidence99%
Natural gas is used as the primary energy source for producing ammonia, which is a necessary component for all nitrogen-based fertilizers.
Relevance: supporting · Type: event
Confidence95%
Globally traded liquefied natural gas (LNG) supplies have been cut by 10 percent, affecting fertilizer production in countries like India and Pakistan that relied on Qatar for natural gas.
Relevance: supporting · Type: background
Confidence95%
The United States imports about 14 percent of its anhydrous ammonia supply and experiences price increases when global natural gas prices rise.
Relevance: supporting · Type: background
Confidence95%
Bahrain, Iran, Oman, Qatar, and Saudi Arabia contributed about 25 percent of the world’s globally traded ammonia in recent years.
Relevance: primary · Type: event
Confidence95%
Since March 12, ammonia shipments out of the Middle East, including from Oman’s port in the Arabian Sea, have completely halted.
Relevance: primary · Type: event
Confidence95%
Benchmark prices for anhydrous ammonia in the United States rose over 25 percent ($160 per ton) in the first month of the Iran conflict and have continued to rise.
Relevance: primary · Type: event
Confidence95%
The price of anhydrous ammonia in the United States increased by nearly $300 per ton between February 2026 and April 2026 due to the Iran conflict.
Relevance: supporting · Type: background
Confidence99%
Urea is produced by mixing nitric acid (from ammonia) with carbon dioxide and is the most widely used and globally traded fertilizer.
Relevance: supporting · Type: background
Confidence95%
The Persian Gulf provides 36 percent of the world’s urea exports.
Relevance: primary · Type: event
Confidence95%
The benchmark price of urea has risen by over 25 percent since the Iran conflict began.
Relevance: supporting · Type: background
Confidence95%
Urea and urea ammonium nitrate account for over 50 percent of the nitrogen-based fertilizer used in the United States.
Relevance: supporting · Type: background
Confidence95%
The United States imports over 50 percent of its urea and urea ammonium nitrate supply, mostly from Saudi Arabia, Qatar, Canada, Russia, and Algeria.
Relevance: primary · Type: event
Confidence90%
The Iran crisis alone could increase farmers’ urea costs by as much as $1.3 billion.
Relevance: supporting · Type: background
Confidence99%
Sulfur is used as a source of plant nutrition and for making sulfuric acid, a key input for phosphate-based and some potassium-based fertilizers.
Relevance: supporting · Type: background
Confidence99%
Sulfur is produced as a byproduct of oil and gas production.
Relevance: supporting · Type: background
Confidence95%
Saudi Arabia, Bahrain, the United Arab Emirates, Kuwait, and Qatar are major exporters of sulfur, and the Persian Gulf region provides about 50 percent of the world’s traded sulfur supply.
Relevance: primary · Type: event
Confidence95%
On May 1, China issued new restrictions banning the export of sulfuric acid.
Relevance: primary · Type: event
Confidence95%
The price of sulfuric acid in the United States is now $400 per metric ton, up from $155 per metric ton before the war began.
Relevance: primary · Type: event
Confidence95%
The price of sulfur in the United States was $650 per metric ton at the beginning of April 2026 and is now $1,060 per metric ton.
Relevance: supporting · Type: background
Confidence95%
The Persian Gulf region supplies 26 percent of the world’s traded diammonium phosphate (DAP) and 13 percent of the world’s traded monoammonium phosphate (MAP) fertilizers.
Relevance: supporting · Type: event
Confidence90%
Phosphate-based fertilizer prices have not increased as much as nitrogen-based fertilizers since the beginning of the Iran conflict, but hikes in sulfuric acid prices and other inputs are causing slow price increases.
Relevance: supporting · Type: background
Confidence90%
Most U.S. farmers, especially in the Midwest, purchased fertilizer before the global crises began.
Relevance: supporting · Type: background
Confidence90%
Farmers in the southern United States generally plant a wider variety of crops and do not typically pre-purchase fertilizer like Midwest farmers.
Relevance: supporting · Type: action
Confidence85%
Southern U.S. farmers planning to plant nitrogen-based fertilizer-dependent crops like corn may switch to crops that use phosphate-based fertilizers, such as soybeans.
Relevance: supporting · Type: background
Confidence90%
U.S. production of ammonia is slated to expand by 22.19 million metric tons per annum by 2030.
Relevance: supporting · Type: background
Confidence90%
The largest new U.S. ammonia production facility is not expected to be operational until 2028.
Relevance: primary · Type: action
Confidence95%
Congress is considering the Homegrown Fertilizer Act, a bipartisan bill that authorizes the Secretary of Agriculture to provide grants and loans to promote domestic fertilizer manufacturing, processing, and storage.
Relevance: primary · Type: action
Confidence85%
Expediting federal and state environmental reviews for fertilizer facilities ready for construction could make a difference for farmers in the next two years.
Relevance: supporting · Type: action
Confidence90%
Environmental and engineering permits could be expedited for the CF Industries Blue Point ammonia plant in Louisiana, Nueces Green Ammonia plant in Texas, and Atlas Agro Pacific Green Fertilizer plant in Washington state.
Brooke Rollins, Agriculture Secretary
Relevance: primary · Type: quote
Confidence95%
According to Agriculture Secretary Brooke Rollins, 106 fertilizer projects that received grants under the Biden administration’s Fertilizer Expansion Program never progressed to the building stage due to stalled climate permits.
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