# Why Fertilizer Trade Is the New Geopolitical Weapon

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-fertilizer-trade-is-the-new-geopolitical-weapon
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-fertilizer-trade-is-the-new-geopolitical-weapon.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-12T18:06:47+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0110.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0110.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/why-fertilizer-trade-is-the-new-geopolitical-weapon
Duration seconds: 564

## Resource

This episode of Trade and Tariffs with Fexingo examines how fertilizer has become a strategic commodity in the global trade war. With the U.S. trade deficit widening to $77.6 billion in May 2026 and the dollar weakening to 120.7 on the trade-weighted index, Lucas and Luna explore the impact of tariffs on key fertilizer inputs like potash and urea. They discuss how Russia and Belarus are leveraging export restrictions to gain leverage, while the U.S. scrambles to secure domestic production and alternative suppliers like Canada and Morocco. The hosts tie in the recent airstrikes in the Strait of Hormuz, which threaten ammonia shipments from the Middle East, and explain why this matters for farmers, food prices, and national security. A specific focus on the price of DAP (diammonium phosphate) and how it has surged 18% year-over-year despite falling crop prices. #Fertilizer #TradeWar #Geopolitics #SupplyChain #Agriculture #Economics #Business #FexingoBusiness #BusinessPodcast #Tariffs #FoodSecurity #Russia #Belarus #Canada #Morocco #Potash #Urea #DAP Keep every episode free: buymeacoffee.com/fexingo

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