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03-10-2026, 11:44 AM
This post was last modified: 03-10-2026, 11:48 AM by putnam6. 
(03-10-2026, 11:19 AM)cherokeetroy Wrote: "The global #fertilizer market’s worst fears are unfolding, with chaos enveloping the Middle East and rippling through commodity and financial markets. The halt in traffic via Hormuz has caused a surge in #urea export prices from Egypt.
At present, CRU’s central assumption is that major shipping disruption will persist for at least three weeks. This will have significant ramifications for #fertilizer importing markets heading into the spring planting seaso
Around 47% of global #sulphur, 43% of #urea, 27% of #ammonia and 24% of #phosphate fertilizer global traded supply is at risk. The industry is in paralysis, and the full implications are not yet known"
https://x.com/FertilizerWeek1/status/203...13171?s=20
Quote:Yes, the statement appears to be largely true and aligns with recent reports from March 2026 on the ongoing Middle East conflict (involving US, Israel, and Iran), which has led to a de facto halt in commercial shipping through the Strait of Hormuz.The conflict has caused major disruptions, with tanker and cargo traffic dropping dramatically (e.g., 90-97% reductions in some reports), due to attacks on vessels, Iranian warnings/threats to shipping, skyrocketing insurance premiums (making transits effectively uninsurable for many), and cancellations of war-risk coverage.This has triggered chaos in commodity markets, particularly fertilizers, as the Strait is a critical export route for key producers in the Persian Gulf/Middle East (e.g., Iran, Saudi Arabia, Qatar, UAE).Key elements from the statement match credible sources:Surge in urea export prices from Egypt — Egyptian granular urea (a benchmark) has surged significantly, with reports of jumps to $585–$625 per metric ton (up 20–33% or more in days/weeks), directly tied to the Hormuz issues and regional supply fears.
CRU’s central assumption of major disruption persisting for at least three weeks — CRU Group (a key fertilizer/commodity analyst) has been cited in multiple outlets discussing the Hormuz risk as the "key variable," with assumptions/warnings of prolonged impacts (e.g., beyond two weeks in some analyses) severely affecting markets. Their data/tracking shows price spikes and supply risks.
Ramifications for fertilizer importing markets heading into spring planting — Yes, timing is critical, as Northern Hemisphere (including US, Europe, parts of Asia) spring planting is underway/approaching, with farmers rushing to secure supplies amid price surges and potential shortages.
Percentages at risk — These are approximate but consistent with industry estimates:~47% of global traded sulphur (some reports say 44–50% from the region/transiting Hormuz).
~43% of urea (varied 30–50% for Middle East/Gulf exports/transits; e.g., ~31–35% in some, up to nearly 50% in others for exports originating west of the Strait).
~27% of ammonia (around 18–30% in estimates).
~24% of phosphate fertilizer (around 15% in some flows).
Variations exist (e.g., "around a third" of overall traded fertilizers or urea often cited), but the figures in the statement are within the range reported by analysts like CRU, Rabobank, Argus Media, and others. The Middle East/Gulf accounts for massive shares of these exports, all reliant on Hormuz transit.Overall, the industry is described as facing "paralysis," supply disruptions, plant halts (e.g., in Qatar), force majeures, and unknown full implications — with fears of rippling food price shocks and security issues.The core claim holds up based on current events; it's not exaggerated hype but reflects real-time market reactions and expert warnings as of early-mid March 2026.
His mind was not for rent to any god or government
Always hopeful yet discontent, knows changes aren't permanent
But change is
Professor Neil Ellwood Peart
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"Blumenthal after getting briefed on Iran: "We seem to be on a path toward deploying American troops on the ground in Iran to accomplish any of the potential objectives here. There's also the specter of active Russian aid to Iran putting in danger American lives ... China also may be assisting Iran"
https://x.com/atrupar/status/2031410138502819857?s=20
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"here's a brief rundown of state-owned or national companies with halted or reduced operations since February 28:
QatarEnergy: Stopped operations at its LNG facilities on March 2 and declared force majeure on March 4, affecting some of the world's largest plants and a source supplying about 20% of global LNG.
Saudi Aramco: Suspended output at its 550,000-bpd Ras Tanura refinery and began rerouting crude loadings from eastern ports to Yanbu on the Red Sea.
ADNOC (UAE): Said on March 7 it was actively managing offshore output levels to preserve "operational flexibility."
Iraq: Production from its main southern oilfields has fallen by 70% to just 1.3 million bpd, down from 4.3 million bpd before the war. In Iraqi Kurdistan, several companies have stopped output as a precaution.
Kuwait Petroleum Corporation (KPC): Declared force majeure, as the lack of available shipping insurance made it legally and financially impossible to fulfill long-term delivery contracts.
Bapco Energies (Bahrain): Declared force majeure on refinery operations following strikes on the Sitra refinery complex.
Oil majors ExxonMobil and TotalEnergies have already or are in the process of recalling their employees in the Middle East."
https://x.com/BrianTycangco/status/20313...58206?s=20
Today:
"The Abu Dhabi National Oil Company (ADNOC), the emirate's public oil company, has shut down the Ruwais refinery due to a fire caused by an Iranian drone strike."
https://x.com/pampam698/status/2031426165844398230?s=20
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(03-10-2026, 12:41 PM)cherokeetroy Wrote: "Blumenthal after getting briefed on Iran: "We seem to be on a path toward deploying American troops on the ground in Iran to accomplish any of the potential objectives here. There's also the specter of active Russian aid to Iran putting in danger American lives ... China also may be assisting Iran"
https://x.com/atrupar/status/2031410138502819857?s=20
That may be true, but it equally may not be true.
Blumenthal is an anti-Trump Democrat and he's said
some wild crap in the past. So ... maybe/maybe not.
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The market is totally manipulated
"The past 30 minutes have been wild. US Energy Secretary Chris Wright posted that a US Ship had officially gone through the Strait of Hormuz. Markets loved it, oil tanked, the idea that war was coming to an end started to have some legitimacy. Then, he deleted the tweet, which got markets to think things aren't actually going well. Now, Karoline Levitt confirms that a US Ship has NOT gone through the Strait and oil is now pumping again:"
https://x.com/amitisinvesting/status/203...98833?s=20
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"Reporter: Reuters has reported that about 150 U.S. Service members have been injured so far. Can you confirm that number and elaborate on that?
Leavitt: I can't confirm the exact number. I know it's within that ballpark"
https://x.com/Acyn/status/2031438632868000149?s=20
US is inacting a media blackout on this war
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"U.S. intelligence assets have begun to see indications Iran is taking steps to deploy some of its 2,000 to 6,000 naval mines of Iranian, Chinese and Russian-origin into shipping lanes across the Strait of Hormuz, utilizing smaller crafts that can carry 2 to 3 mines each,"
https://x.com/AshCrypto/status/2031453145147256879?s=20
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As a weak country citizen and obviously a Commie Liberal retard may I simply question whether Trump and his incompetent sycophant advisors have actually thought through what his objectives are?
'l'll just check my Giveashitometer....Nope. Nothing...
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(03-10-2026, 02:38 PM)cherokeetroy Wrote: "U.S. intelligence assets have begun to see indications Iran is taking steps to deploy some of its 2,000 to 6,000 naval mines of Iranian, Chinese and Russian-origin into shipping lanes across the Strait of Hormuz, utilizing smaller crafts that can carry 2 to 3 mines each,"
https://x.com/AshCrypto/status/2031453145147256879?s=20
This could cause all kinds of trouble in the short term.
"Denial is a common tactic that substitutes deliberate ignorance for thoughtful planning."
Charles Tremper
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(03-10-2026, 02:57 PM)Kurokage Wrote: This could cause all kinds of trouble in the short term.
There must be truth to it because here's Trump, trying to temper the markets, again
https://x.com/WhiteHouse/status/20314659...84575?s=20
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