US security policy, supply-chain analysis
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CSIS · United States · Fertilizer prices fall 50% but US farmers face a 2027 wait for real relief
Links the Hormuz closure to global fertilizer supply disruption; finds Iran accounts for roughly 30% of global urea trade through Hormuz-zone shipping, and estimates 2-3 crop cycles before input-cost shocks fully roll through farm economics globally.
“Iran accounts for roughly 30% of global urea trade; the disruption of Hormuz shipping ripples through three crop cycles.”