▶️ Gas, fertilizer, diesel: The looming triple shock for global food supplies
The blockage of the Strait of Hormuz threatens global food security in 2027 due to massive fertilizer shortages. | A decline in shipping traffic impacts urea, ammonia, and sulfur – key agricultural commodities. | Simultaneous disruptions to gas, diesel, and fertilizers create a triple shock to yields and logistics. | Fertilizer prices have already risen sharply, increasing production costs worldwide. | Farmers in South Asia, East Africa, and the Middle East could therefore experience crop failures in 2027. | There are few readily available substitutes or strategic fertilizer stockpiles, exacerbating the crisis. | Countries are seeking alternatives and supply contracts, but capacity and logistics are limited. | The consequences range from higher food prices to a growing humanitarian crisis. | | In the long term, the crisis demonstrates that fertilizer must be included as a strategic asset in security strategies. | | Swift action is crucial now to secure crop planning for 2027. [...]
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