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: https://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 https://bit.ly/4vnNqNj

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

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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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

 

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