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BREAKING: CANADA WINS! Iran Blocks World's Fertilizer Supply — U.S. Farmers Are Begging for Canada

 


 
Mar 28, 2026  
 
BREAKING: CANADA WINS! Iran Blocks World's Fertilizer Supply — U.S. Farmers Are Begging for Canada 
 
 
 This is not a trade war story. It is a food story. Iran's near-closure of the Strait of Hormuz — the waterway that carries one-third of global seaborne fertilizer trade — has sent urea prices up 50%, ammonia up 20%, and DAP and MAP fertilizers above $700 per metric ton, right in the middle of spring planting season. Fifty-four American agricultural groups have written emergency letters to Trump demanding relief. And the world's largest producer of potash — one of the three critical crop nutrients every farm on Earth depends on — is Canada. Saskatchewan, Canada. The same country Trump has been waging a trade war against for the past year. 
 
 
We break down exactly why the Strait of Hormuz closure is more structurally dangerous for American food security than Russia's invasion of Ukraine in 2022, why Canada's Nutrien is the single largest potash provider on the planet and was already projecting record global shipments for 2026 before the crisis hit, what the Carnegie Endowment, the UN's UNCTAD, and Oxford Economics all confirmed about the cascading effects of the Hormuz blockage on fertilizer production from India to Egypt to Pakistan, why the Fertilizer Institute warned explicitly when Trump's tariffs were announced that "restrictions on cross-border fertilizer trade will drive up costs for farmers," and what the Seatrade Maritime analysis confirmed about who America actually depends on to feed itself: Canada or Russia — those are the two options left when the Middle East is on fire and China is hoarding domestic supply.

 

 

 

Source:  Geopolitical Brief Now 

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