황과 같은 비료 재료를 포함, 세계 질소 비료 수출의 30% 이상이 호르무즈 해협을 통해 전 세계로 공급됨.
중국은 비료를 비축해놨지만, 미국을 포함 대부분 국가들 비료 저축량이 없음.
전국 미국 농민 연맹(the American Farm Bureau Federation-미국 전농) , 비료 공급 차질로, 식량 공급 우려.
1919년 창립, 2800개 전국 카운티에, 600만 회원 소속.
전쟁 발발 이후, 비료 가격이 32%나 급등. 정부 조사중.
비료 공급량 25%부족 상태. 봄 파종에 어려움.
트럼프 120억 달러 농민 지원금 (약 18조원) 준비, 의회 승인 대기.
Iran war deprives US farmers of affordable fertilizer as spring planting looms
By Ed White
March 13, 20262:18 PM EDTUpdated 1 hour ago
Mark Tuttle's tractor and soybean planter are parked on his soy farm in Somonauk, Illinois, U.S., May 30, 2024.
A drone view shows a tractor and a soybean planter parked on a soy farm in Somonauk, Illinois, U.S., May 30, 2024. REUTERS/Jim Vondruska/File Photo Purchase Licensing Rights, opens new tab
Summary
Fertilizer shortage due to Iran war alarming US and Canadian farmers
Fertilizer dealers could be 25-35% short of usual spring fertilizer supplies
Prices have surged since Iran war began
WINNIPEG, Manitoba, March 13 (Reuters) - Farmers in the U.S. and Canada, already worried about another year of low profits or losses, now could have spring planting disrupted as they struggle to find fertilizer.
Prices for any available supplies have spiked more than a third since the war in Iran paralyzed global trade.
The U.S., which in some years imports half of its urea fertilizer, is about 25% short of the usual supplies that farmers buy for spring planting, according to The Fertilizer Institute, which represents the U.S. fertilizer supply chain.
Supplies could grow still scarcer if fertilizer destined for the U.S. gets rerouted to other places willing to pay more for it, an analyst said.
Josh Linville, a fertilizer market analyst at StoneX, said the price offered in New Orleans, the port area where most offshore U.S. imports enter and prices are set, is as much as $119 less per metric ton than global prices.
"Not only am I worried about incoming vessels being turned around to other, better-paying destinations, there's an argument to be made, if somebody was willing to go and buy up (supply on) barges, to load them onto a vessel and export it," Linville said.
Farmers who do significant springtime fertilizer application and have not already purchased their supplies are finding retail centers empty, or stocked with supplies sold at such a premium that it's unaffordable.
"It sends shivers down your spine," said Saskatchewan, Canada farmer David Altrogge, whose broker told him that a local fertilizer dealer had stopped offering prices for fertilizer due to the shortage.
He bought his urea in December, but if he bought it today it would cost C$44,000 ($32,070) more. Some farmers in his area now face that price hike or may not even be able to buy any, he said.
CRITICAL SUPPLIES CUT OFF
The Iran war has cut off critical nitrogen fertilizer supplies from the Gulf to the world's farmers. More than 30% of world nitrogen fertilizer exports, as well as fertilizer components like sulfur, pass through the now effectively closed Strait of Hormuz.
황과 같은 비료 재료를 포함, 세계 질소 비료 수출의 30% 이상이 호르무즈 해협을 통해 전 세계로 공급됨.
중국은 비료를 비축해놨지만, 미국을 포함 대부분 국가들 비료 저축량이 없음.
Unlike China, most countries do not hold strategic reserves of fertilizer, and much of the U.S. fertilizer dealer system does not hold stocks, leaving it vulnerable to sudden supply shortages.
"It's not like there's a whole lot of fertilizer sitting on the shelf," said Veronica Nigh, an economist at The Fertilizer Institute. "It's very much a just-in-time business model."
The length of time that the Strait of Hormuz is closed is critical. Fertilizer loaded onto ships in the Gulf can take weeks to reach markets like the U.S., and then must be transferred to river barges, trucks or trains to reach farmland. Most fertilizer needs to be applied before the crop starts growing, so any supplies arriving too late cannot be used for the 2026 crop.
On Friday, U.S. Agriculture Secretary Brooke Rollins said the White House was planning to address the issue.
"The president is very aware of these challenges and these issues. We are very close to having an announcement on some solutions," said Rollins.
The administration is "looking at every potential avenue" to control fertilizer costs and having discussions with lawmakers about more aid for farmers.
The Trump administration is in the process of distributing $12 billion in aid to U.S. farmers. Farmer groups have urged Congress to approve additional aid.
전국 미국 농민 연맹(the American Farm Bureau Federation-미국 전농) , 비료 공급 차질로, 식량 공급 우려.
1919년 창립, 2800개 전국 카운티에, 600만 회원 소속.
전쟁 발발 이후, 비료 가격이 32%나 급등. 정부 조사중.
Earlier this week, the American Farm Bureau Federation warned that fertilizer supply shortages could hit the U.S. food supply.
On Thursday, Senator Josh Hawley asked Attorney General Pam Bondi to investigate whether fertilizer companies were involved in price-gouging. Hawley noted that prices have soared as much as 32% since the start of the war and said this was not reasonable.
He also sent a letter to the largest fertilizer companies demanding they explain the price hikes.
($1 = 1.3720 Canadian dollars)
Reporting by Ed White; Editing by David Gregorio
## 2. 가격의 폭등: 32%와 $119의 불일치
32% ~ 33% (가격 상승률): 전쟁 발발 불과 일주일 만에 비료 가격이 3분의 1이나 뛰었습니다. 이는 비료 회사들의 '가격 담합(Price-gouging)' 의혹까지 불러일으킬 정도의 비정상적인 폭등입니다.
$119 (역마진의 위험): 미국 뉴올리언스 항구의 비료 가격이 국제 시세보다 톤당 119달러나 낮게 형성되어 있습니다. 이 수치는 매우 위험한데, 비료를 실은 배들이 더 비싼 값을 쳐주는 다른 나라로 뱃머리를 돌리게 만드는(Rerouting) 원인이 되기 때문입니다. 즉, 돈을 줘도 비료를 못 구하는 상황이 올 수 있습니다.
## 3. 농가의 실질적 타격: C$44,000의 추가 비용
C$44,000 (약 4,300만 원): 캐나다 사스캐처원 농부의 사례입니다. 작년 12월에 비료를 미리 사두지 않았다면, 지금 같은 양을 사는 데 우리 돈 약 4,300만 원을 더 써야 합니다. 이는 농가의 1년 수익을 통째로 날려버릴 수 있는 거액입니다.
the American Farm Bureau Federation
