When Fertilizer Supply Becomes a Geopolitical Risk

Fertilizer supply is shaped by more than agricultural demand. Production depends on energy, mineral resources, industrial processing, international trade, and transport networks, creating exposure to geopolitical events far beyond farming regions.

This analysis examines how disruptions to natural gas, industrial feedstocks, maritime routes, export controls, currency conditions, and working capital can affect fertilizer availability, agricultural costs, commercial margins, and the resilience of global food systems.