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Hormuz

The closure of the Strait of Hormuz throws the global fertilizer market into a frenzy: roughly 33% of global fertilizer exports—including urea, ammonia, and sulphur—pass through the strait. For urea:

  • Qatar (~13% of global exports)
  • Saudi Arabia (~11%)
  • Iran (~10%, and recently shut down completely due to the conflict)
  • Oman (~8%)
  • UAE (~4%)

In 2024 China slashed its urea exports by 83% YoY due to new export restrictions.

The net effect of these is that about 40% of the world nitrogen fertilizer supply is suddenly no longer available for export, which has traders at major importers (India, Brazil) panic buying to secure theirs.

Not only does this translate to very real impact on food supply and prices — it conveniently aligns with the WEF/UN agenda to "reduce nitrogen pollution..."

  • @iceagefarmer
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All,

Well, that didn't take long. We are now in the week after Trump ordered MIDNIGHT HAMMER execution. It looks like the mission was accomplished. Aerial photos clearly show impact locations and apparent collapse of underground structures. The psychological aftermath will be more devastating for Iran.

I am thoroughly impressed with the execution. Only account/media I saw that called it has been calling it everyday since Israel started hostilities with Iran. He's a broken clock, so I know he didn't know anything. The operational security was outstanding creating a sense of complete shock around the world that it was pulled off. This is what you get with serious people in charge and demonstrated consequences for leaking. And, people thought Pete Hegseth was a bad choice for Sec. Def. The operational control here demonstrates his impact of the culture of our military.

The other thing just as impressive is there appears to have been staunch disagreement among our leaders about taking this...

IRAN STRIKES US BASES

Secret channel: www.youtube.com/ @globalintelchannel DO NOT MENTION ANYTHING PREPPPERNOW
———
BIG: Senior U.S. officials told the NYT “they don’t know where Iran’s near-weapons-grade uranium stockpile is.”

Iran reportedly moved about 400 kg of 60% enriched uranium—just below weapons-grade—before the U.S. strikes.
————
Iran sent a message to Trump days before the strikes, warning it would activate sleeper-cell terror inside the U.S. if attacked.

Source: NBC
———-
Senator Graham:

I have 84 co-sponsors for a sanctions bill that’s an economic bunker buster targeting Russia, China, and India.

It’s time to vote — and I think it’ll pass.
————
NEW: Spanish FM:

I will ask the EU to approve an immediate suspension of the trade agreement with Israel.
————
Israeli Air Force struck a ready-to-fire Iranian ballistic missile, causing a massive secondary explosion that destroyed the missile.

IDF says Israeli Air Force struck six Iranian airbases, destroying 15 aircraft and helicopters, including F-14s, F-5s, and an aerial refueling plane.

Runways and underground hangars were also hit to degrade Iran’s air capabilities.
————
U.S. State Dept. Spox Tammy Bruce:

The U.S. is the greatest country on ...

Hormuz issues

Tankers Flee Strait of Hormuz

Following U.S. strikes on Iran, tanker traffic through the Strait of Hormuz has dropped sharply.

Two VLCCs—Coswisdom Lake and South Loyalty—made U-turns near the strait, reflecting rising tensions. Tanker entries and exits fell by 32% and 27%, respectively.

Iran’s parliament approved a resolution allowing potential closure of the strait, a key oil route handling 20% of global supply. Though not enforced yet, the threat has rattled markets—Brent crude surged over 9%.

Ship movements show zig-zagging, detours, and delays. Some resumed transit, but GPS jamming and electronic interference persist.

Despite the strait remaining open, risk to global energy and shipping remains high.

Source: Reuters

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