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| Synthetic urea-based fertilizers are commonly used to provide nitrogen to U.S. crops. American farmers worry that an extended war with Iran could make supplies scant. (Global Trade Tracker graph) |
Whether it's citrus crops in Florida, corn in the American heartland or wheat grown in the Dakotas, U.S. farms, which are thousands of miles from the Straits of Hormuz, are already feeling strained by the U.S.-Israeli war with Iran. The length and intensity of the conflict will determine how deeply American farms and the businesses and consumers that rely on them will be affected.
"Farmers are now feeling the impact in Iran with not only higher fertilizer prices, but the concern that farmers may not even be able to find enough fertilizer for spring," reports Tyne Morgan of Farm Journal. "As the situation unfolded over the past week, analysts say the reaction across commodity markets illustrated just how closely agriculture is tied to global energy and political dynamics."
The war has already led some U.S. farmers to shift the amount of corn they plan to grow. "Corn is far more fertilizer-intensive than soybeans, particularly when it comes to nitrogen," Morgan explains. "When fertilizer prices rise sharply, the relative profitability of soybeans often improves quickly." Most U.S. farmers use synthetic urea fertilizer or anhydrous ammonia to provide their crops with sufficient nitrogen for high-yield, healthy growth.
Beyond corn, wheat crop farmers generally use hefty amounts of urea-based fertilizer, so those farmers may change how many acres of spring wheat they decide to plant this April. Chip Nellinger, founder of Blue Reef Agri-Marketing, told Farm Journal, "There’s a lot of nitrogen that needs applied on U.S. wheat acres here over the coming three or four months ahead of us.”
U.S. farmers want to see the situation with Iran de-escalate and shipping lanes reopen. Morgan reports, "Much of the global focus right now remains on reopening critical energy shipping lanes and restoring stability to oil markets. . . . If that happens quickly, the agricultural ripple effects may prove temporary."




























