The Fertilizer Crisis

Fertilizer prices have surged amid a global supply shock tied to the disruption of shipping through the Strait of Hormuz, creating new pressure on U.S. farmers already squeezed by weak commodity prices and high production costs. This POLITICO Pro analysis examines how the crisis took shape, the steps the Trump administration and lawmakers have taken in response, and what the fallout could mean for the next planting season.

What you’ll learn

• How the Strait of Hormuz disruption upended global fertilizer trade and drove up costs for U.S. producers
• Why emergency administration actions have not fully offset the supply squeeze facing farmers
• What the fall buying season, new legislation and domestic production proposals could mean for 2027 planting

Why this matters

Fertilizer costs shape farm economics, crop yields and food supply chains far beyond a single season. POLITICO Pro connects geopolitical developments, federal policy responses and agricultural market impacts to help professionals understand where this crisis could go next.

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