Urea once topped $850 a ton, 80% higher.

Smallholders who pay cash at planting season can’t hedge, so they simply plant less.

Natural gas feeds the Haber-Bosch process that makes ammonia, so the war closing the Iran shipping route reaches food a season late.

Henry Hub gas sits 2.8% higher in a week, as of September 1.

How each outlet framed it

drawn from 250+ reports worldwide

MIT Technology Review
emphasizes natural gas's dual role (energy source and ammonia feedstock) and maps price volatility to Hormuz chokepoint concentration

Sources: MIT Technology Review