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Fertilizer 101
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About this episode
Josh Linville,VP of Fertilizer at StoneX, chats with Jacob about the global fertilizer crisis triggered by disruption to the Strait of Hormuz. They cover why the Middle East dominates fertilizer supply, why the US can't easily fill the gap, which crops and regions are most at risk, and what farmers should do right now to protect themselves. -- Timestamps: (00:00) - Welcome (01:15) - War Context and Stakes (02:22) - Fertilizer 101 Big Three (03:36) - Why Hormuz Matters (04:55) - Middle East Gas Advantage (06:12) - Why US Lags Production (07:56) - Capacity Crunch Explained (10:47) - China and State Strategy (13:11) - Build Plants or Reserve (16:25) - Investment Reality Check (19:00) - Food…