šØ 70% of U.S. farmers say they canāt afford enough fertilizer šØ
A growing crisis is unfolding in U.S. agriculture, as soaring fertilizer prices and supply disruptions threaten crop production heading into the 2026 season.
š Key points
š¹ 70% canāt afford full supply: A major survey found most U.S. farmers wonāt be able to buy all the fertilizer they need this year.
š¹ Prices surging fast: Key fertilizers like urea have jumped ~47% since February, driven by global supply shocks.
š¹ Geopolitical disruption: Conflict impacting the Strait of Hormuzāa critical trade routeāhas choked fertilizer shipments and raised costs.
š¹ Supply chain lag: Even as routes reopen, delays mean shortages and high prices could persist through planting season.
š¹ Farmers forced to cut usage: Many are reducing fertilizer application or switching crops, which risks lower yields.
š Why it matters
š¹ Food production risk: Less fertilizer = lower crop yields, especially for corn and other nutrient-heavy crops.
š¹ Higher food prices: Input cost spikes are already pushing up prices for beef, produce, and grain-based goods.
š¹ Economic pressure on farmers: Many are already operating on thin marginsāthis could push smaller farms to the brink.
š¹ Global ripple effects: Fertilizer shortages arenāt just U.S.-basedātheyāre part of a broader global supply crunch.
š¹ Longer-term impact: Even if supply stabilizes, the lag in production cycles could affect food markets into 2027.
šÆ Bottom line: This isnāt just a farming issueāitās a food supply chain warning signal. With fertilizer shortages hitting at planting time, the impact could ripple from farms⦠straight to grocery store prices in the months ahead.
https://www.zerohedge.com/geopolitical/70-us-farmers-say-they-wont-be-able-buy-all-fertilizer-they-need-2026