Hormuz and the Fertilizer Fault Line
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Hormuz and the Fertilizer Fault Line
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When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers were hit far harder than others, revealing how location-based risk can emerge deep within a supply chain.
Host: Gabriela de la Serna, MSCI Sustainability & Climate
Guest: Cole Martin, MSCI Sustainability & Climate
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