Fertilizer Shock: Why Farmers Are Getting Crushed First

Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard.

Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China’s fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027.

Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets.

💡Josh Linville breaks down why fertilizer could be the next major real-assets risk hiding in plain sight. Join Wealthion’s Real Assets Community for exclusive research and interviews: bit.ly/49ZtdF2

💡Josh Linville says the fertilizer panic may be overblown — but farmers are already getting squeezed, and the impact could ripple through food prices and portfolios. Get a free review with Wealthion’s trusted financial advisors at bit.ly/4vnNqNj

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Chapters:
00:00 — Fertilizer Panic vs. Reality
00:38 — Why Fertilizer Suddenly Matters to Investors
00:59 — Are We Facing a Global Food Shortage?
01:13 — Why the Famine Headlines Are Overblown
02:28 — No Food Crisis, But Major Disruptions
03:02 — Fertilizer Prices Surge While Grain Prices Lag
03:58 — How Farmers Are Adjusting Fertilizer Use
05:12 — When Do Supply Chain Workarounds Break?
06:08 — Why This Shock Is So Hard to Forecast
06:36 — Urea Supply Risk and the Spring 2027 Warning
08:17 — Why Fertilizer Prices May Stay Higher
09:48 — China’s Underappreciated Fertilizer Risk
11:48 — Is Fertilizer Protectionism Spreading?
13:30 — Why the Choke Point Is Production and Shipping
14:27 — Could Government Intervention Become Structural?
15:43 — Why U.S. Urea Dependence Is a Problem
17:10 — Can America Ramp Up Fertilizer Production?
19:18 — Where Are the Fertilizer Entrepreneurs?
21:56 — Russia, Ukraine, and the Fertilizer Supply Chain
23:45 — Is There an Investment Play in Fertilizer?
24:47 — Could Fertilizer Costs Hit Food Prices?

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