全球农业策略师_地缘政治推高食品通胀；海湾能源冲击率先影响物流与化肥行业-Global Agriculture Strategist_ Geopolitics feeding food inflation; Gulf energy shock hits logistics and fertilizers first

Accessible version Gulf energy shock hits logistics and fertilizers first Agriculture is closely linked to energy supply and demand dynamics as rising oil and natural gas prices quickly feed into higher production, logistics, and biofuel feedstock inputs, lifting food prices. Many ag commodities are up since the Iran war began but price increases have not been even. Urea is up 30-40% across regions amid risks to 65- 70% of global supplies, underscoring how today's fertilizer shortfall is more global in scal ...