26/06/2026
The Strait of Maritime Crisis and the 46% Global Urea Supply Bottleneck
Most people think a shipping crisis in the Middle East only threatens the price of oil. The reality is far more brutal because the Strait of Hormuz controls 46 percent of the global supply of urea, a critical building block for . With maritime traffic collapsing by 95 percent through this chokepoint, the food on your shelves is about to become a luxury asset long before it even leaves the farm.
A single 21-nautical-mile maritime chokepoint is currently dictating the survival rate of next season’s harvests. When global fertilizer distribution chains contract by a third overnight, the physics of food production change completely.