Urea shortage may last until 2027, North American fertilizer giants rise to power! But investors beware: the day the strait reopens may be the moment the bubble bursts.

Wisdom Financial App learned that against the backdrop of ongoing conflicts in the Middle East disrupting the global fertilizer supply chain, global farmers are facing tremendous pressure. Approximately one-third of urea (a widely used nitrogen fertilizer) in global trade comes from the Gulf region. With the Strait of Hormuz effectively blocked, urea prices have surged to multi-year highs. This has forced growers to make temporary adjustments before the autumn planting season, otherwise they may face reduced production, profit losses, and even the risk of interruption in global food supply.