If the blockade of the Strait of Hormuz persists, will a fiercer agricultural commodities bull market than in 2022 emerge?

When the global energy hub falls into paralysis, a systemic inflation driven by the trinity of 'gas prices-fertilizer prices-grain prices' is lurking within the lagging pricing logic of the agricultural products market. According to information from the WindChaser Trading Platform, on March 17, Bank of America issued a global agricultural strategy report pointing out that as tensions with Iran escalated, the Strait of Hormuz had 'effectively ceased commercial traffic' in early March, with multiple vessel attacks occurring in the region. The importance of the Strait of Hormuz cannot be overstated. Approximately one-fifth of the world's oil transportation relies on this waterway. This conflict has caused a supply disruption exceeding 20 million barrels per day, marking the largest scale disruption in recent decades.

wallstreetcnMar 18 12:26

Not Just Oil Prices! UN Warns: Shipping Disruptions May Push Up Fertilizer and Food Prices

①Multiple vessel attacks indicate that the Strait of Hormuz is effectively in a state of closure, a situation that has shocked the global oil market; ②A United Nations report warns that rising energy, fertilizer, and transportation costs, along with increased shipping and insurance fees, could drive up food costs, intensify cost-of-living pressures, and severely impact the poorest countries.

cls.cnMar 11 03:45

Following energy metals, agricultural products are quietly taking the lead in a new round of commodity market trends.

Agricultural products are now driving the upward trend in commodities following the rally in energy and metals. Mark Newton, Head of Technical Strategy at Fundstrat, pointed out that as volatility in the U.S. stock market intensifies, capital is shifting toward agricultural commodities, which have already shown technical breakout signals. Corn, wheat, and soybeans are expected to continue their upward trajectory through 2026. Supply-side risks are simultaneously exacerbating the situation: 33% of global fertilizer trade originates from the Gulf region, and geopolitical conflicts could impact sowing season costs across Asia and Europe.

wallstreetcnMar 7 03:02

"Black Friday" truly unfolded! CME Group's sudden outage left global traders collectively stunned.

Due to a data center malfunction, all futures and options trading on the CME was suspended, with ripple effects spreading rapidly across multiple markets and impacting contracts with a notional value of trillions of dollars. The disruption encompassed S&P 500 Index futures, the EBS foreign exchange trading platform, as well as U.S. Treasuries, West Texas Intermediate (WTI) crude oil, gasoline, palm oil, and other asset classes.

Zhitong FinanceNov 28, 2025 21:34

Grains Rally Despite Uncertainties -- Market Talk

WSJNov 27, 2025 01:41

Grain Futures Gain Traction as Corn Leads -- Market Talk

WSJNov 27, 2025 00:06