PolicyGraph

Fertilizer Watch

Monitoring energy-driven fertilizer supply disruption

Monitor Detail

Hormuz Energy Disruption

elevated · 75

Hormuz shipping and energy stress can quickly spill into feedstock availability.

Current 68 index
Baseline 42 index
Sensitivity 0.4

Trend

2026-03-07 2026-03-08 2026-03-09 2026-03-10 2026-03-11

Linked Commodities

  • ammonia
  • urea

Linked Companies

  • SABIC Agri-Nutrients
  • OCI
  • Yara

Linked Chokepoints

Recent Events

  • 2026-03-10
    Routing friction rises near Hormuz

    Insurance and routing stress increased for vessels transiting Hormuz, raising energy-linked fertilizer disruption risk.