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SPECIAL REPORT: Will The Fertilizer Shortage Create A Global Food Crisis? | Bruce Sherrick

Adam Taggart | Thoughtful Money® Jun 3, 2026

Summary

Strait of Hormuz closure threatens 30-34% of global seaborne fertilizer trade, creating potential supply crisis for Northern Hemisphere harvests.

US benefits from cheap natural gas advantage for domestic ammonia production, while Brazil remains highly vulnerable to import disruptions.

Farmland and agricultural technology present resilient investment opportunities, while fertilizer companies like Nutrien may see price appreciation.