FAO
warns that a prolonged disruption in the Strait of Hormuz could escalate into a
global agrifood crisis, driven by fertilizer and energy supply constraints. The
organization urges immediate policy coordination to prevent input shortages
from triggering food inflation and yield losses worldwide.
FAO Chief Economist Máximo Torero stated that agricultural input flows must continue through the Strait of Hormuz without delay to avoid a sharp rise in food prices later this year. He warned that disruptions could significantly affect fertilizer and energy availability, particularly in import-dependent developing countries.

According to FAO, global markets are already facing tight input conditions, and farmers’ planting decisions in the coming weeks will be critical for 2026–2027 production outcomes. Reduced input use could lead to lower yields, tighter supplies, and higher food inflation.
The organization also highlighted risks linked to biofuel demand and potential export restrictions, which could further strain already sensitive markets. FAO emphasized the need for coordinated international action, including financial support mechanisms for vulnerable countries to secure fertilizer access during planting seasons.
Experts underline that fertilizer and energy markets are highly price-sensitive, meaning even small disruptions in shipping routes can quickly escalate into global price shocks.