Hormuz Blockade Threatens Global Food Supply, UN Warns

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- Máximo Torero Cullen, chief economist of the UN Food and Agriculture Organization, warned the blocked Strait of Hormuz has become "a critical failure point for global food security" and is delivering "an unprecedented shock to agricultural inputs" that could affect global food production through next year.
- UN Trade and Development reported that approximately one-third of the world's seaborne fertilizer trade previously transited the strait before Iran closed the shipping lane.
- The World Bank projects fertilizer prices could jump an average of 31 percent this year as a result of the conflict, per its analysis cited in the article.
- UN analysis warned that even moderate supply chain disruptions could mean increased hunger and poverty for tens of millions, and if problems extend into next year, global food consumption could be affected for at least the next four years.
- South Asia, East Africa and the Middle East were singled out as especially vulnerable regions where import-dependent countries are most likely to suffer acute impacts.
- Experts including Jasper Verschuur of Oxford and Benjamin Selwyn of Sussex urged structural transformation away from fossil-fuel-dependent agriculture, citing "green ammonia" fertilizer, agroecology, and more local food production as long-term resilience strategies.
- The UN FAO cautioned governments against boosting biofuel demand during fertilizer shortages to limit food-fuel competition, with WRI's Mike Badzmierowski noting corn for ethanol is among the most fertilizer-intensive crops.
- A compounding risk: the World Meteorological Organization projected unusually strong El Niño conditions brewing in the tropical Pacific could hit crop yields this year through extreme weather, stacking additional shock on the fertilizer crisis.
Why it matters: Roughly a third of seaborne fertilizer flows through a strait that is now largely closed, and the World Bank projects a 31% fertilizer price spike this year, directly threatening harvests and food access in import-dependent South Asia, East Africa, and the Middle East where tens of millions could face increased hunger. The crisis exposes how deeply global food production is wired to fossil fuels — for synthetic fertilizer and for shipping — and both the UN and outside researchers are now calling that structural dependence itself the core vulnerability.



