Fertilizer shock is here—and worse than reported.
— Brandon Weichert (@WeTheBrandon) April 23, 2026
🇧🇩 Bangladesh has 5 of 6 urea plants offline.
🇨🇳 China’s export bans run through Aug 2026.
1/3 of global fertilizer flows through Hormuz.
Urea already +40%.
The 6-month food crisis lag?
It’s already baked in. pic.twitter.com/1kJa37DTZE
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