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Metals & Mining Theme, Fertilizers, Chemicals, Energy Transition, Maritime & Shipping, Renewables
June 25, 2025
By Matt Hoisch
Fertilizer markets face supply-side risks as the possibility of Iranian interference in the Strait of Hormuz, a key shipping route for many fertilizers and fertilizer feedstocks, persists.
While the probability of a full closure of the Strait has subsided since the June 24 ceasefire between Israel and Iran, concerns remain over more targeted interventions, such as electronic attacks impeding ship navigation.