A widening conflict around Iran could send a shockwave from fertiliser plants to African food markets, and one of the industry’s biggest players now warns that the poorest countries may pay the highest price.
Svein Tore Holsether, chief executive of Yara International, says the risk goes beyond energy markets and shipping routes. He warns of a de facto global auction for fertiliser, where wealthier buyers lock in supply and vulnerable countries get pushed to the back of the line. That matters fast in parts of Africa, where farmers already face tight margins, fragile supply chains, and little room to absorb another jump in input costs.
Reports indicate that if fertiliser prices surge and supply tightens, the poorest countries could find themselves scrambling for products they simply cannot afford.
The warning lands at a moment when food systems already look strained. Fertiliser sits near the base of the global agriculture chain, and disruptions there can ripple into planting decisions, crop yields, and food prices months later. Sources suggest leaders now face a familiar but dangerous choice: intervene early to stabilize supply, or watch market pressure turn scarcity into a bidding war.
Key Facts
- Yara’s chief executive warns the Iran war could have dramatic consequences for food security.
- The company says fertiliser shortages and price spikes may hit Africa’s poorest countries hardest.
- Reports indicate a global scramble for supply could favor richer buyers over vulnerable markets.
- Higher fertiliser costs can feed into lower crop output and rising food prices.
The concern also underscores how tightly conflict, commodities, and hunger now connect. A disruption in one strategic region can quickly reshape costs for farmers thousands of miles away. For countries that import both food and farm inputs, the danger compounds: pricier fertiliser can weaken harvests just as higher global prices make imports harder to secure.
What happens next will depend on whether governments and major suppliers move before markets tighten further. If they fail, this warning may mark the start of a broader crisis in affordability and access, especially in vulnerable African communities. If they act, they may still blunt the worst effects of a conflict that threatens to spread far beyond the battlefield.