Uploaded July 2026 | Updated September 2026, 2 weeks ago

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Geopolitics, from the Strait of Hormuz to Russia’s shadow fleet, is now doing as much to set fertilizer prices as supply and demand.

Josh Linville, VP of Fertilizer at StoneX, explains that fertilizer products most exposed to Middle East and Russian supply route disruption include urea, anhydrous ammonia, sulfur, natural gas and phosphate, all of which move through the same threatened corridors.

View his full report in the related video.