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Fertilizer Supply Risks and Global Food Security | Josh Linville, StoneX

Josh Linville, Vice President of Fertilizer at StoneX

Josh Linville, Vice President of Fertilizer at StoneX, joins Mat Youkee on Mining Network to deliver a balanced, level-headed analysis of the global fertilizer market following the closure of the Strait of Hormuz. He addresses the sharp rise in urea prices, the lack of widespread shortages after nearly 13 weeks of closure, and why he…

The Growing Importance of Food Security | Christopher Ecclestone

Christopher Ecclestone, principal and mining strategist at Hallgarten & Company, analyzes the global fertilizer market amid geopolitical disruptions linked to war and potential shipping constraints through the Strait of Hormuz. He examines supply challenges for petrochemical-based fertilizers, particularly urea and nitrogen products, alongside knock-on effects affecting potash and phosphates. Ecclestone also discusses the vulnerability of…

Russia and Belarus Potash Conundrums in the Baltic Sea

Potash fertilizer is where the discussion gets even more complicated. Belarus is in court with the EU to undo the sanctions that were placed on the country’s potash fertilizer exports through the Baltic Sea. Lithuania is the key problem here. The Belarus government filed a lawsuit against a bulk cargo terminal in Lithuania, Biriu Kroviniu…

BRICS Momentum Outshines Canadian Potash Projects

The EU sanctions have caused a significant shift in Russian and Belarus-origin potash by rail to emerging markets. The BRICS countries have been a highlight in this new trend. The Russian Association of Fertilizer Producers (RAFP) claimed at the BRICS Business Forum in Brazil that Russia produced over 63 million tonnes of mineral fertilizers in…

Tensions Drive Fertilizer Action

Yara CEO, Svein Holsether, has been on a worldwide campaign to denounce Russia’s invasion of Ukraine, as well as the link between Europe’s fertilizer dependence and Russia’s geopolitical risk. He continued this campaign during the escalation of the Middle East Conflict in May to draw links between food security concerns and the EU’s dependence on…