Tweet: 2029509469516808578

Author: @glcarlstrom

Date: Thu Mar 05 10:48:58 +0000 2026

URL: https://x.com/i/status/2029509469516808578

Disruption from the war isn't just to the oil-and-gas industry:

"The Middle East is one of the world's largest fertiliser producers, while the Strait of Hormuz is a crucial shipping route for exports. About 35 per cent of global urea exports pass through the waterway... the route also handles 45 per cent of global sulphur exports."

"If the disruption continues, consumers could see higher prices for bread within six to 10 weeks, eggs within a few months and pork and broiler chicken within six months." https://t.co/1916Nwt71D

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