特朗普政府寻求替代肥料供应
Trump Admin Seeks Alternative Fertilizer Supplies

原始链接: https://www.zerohedge.com/commodities/trump-administration-seeks-alternative-fertilizer-supplies

特朗普政府正在主动应对中东冲突加剧可能导致美国农民面临的化肥短缺问题,特别是对霍尔木兹海峡航运的干扰——这是全球约20-30%化肥出口的关键航线。白宫经济顾问凯文·哈塞特宣布,将采取措施,包括授权委内瑞拉增加化肥生产,并与拥有全球最大钾盐储量的摩洛哥展开讨论。 这些努力旨在最大限度地减少对美国农业关键时期——春季播种的影响。虽然不能保证完全消除供应问题,但重点是优先满足国内需求。美国大量化肥,包括约20%来自卡塔尔的化肥,依赖复杂的进口/铁路网络。 官员预计冲突时间相对较短(4-6周),并正在密切监测经济影响,认为尽管燃料成本上升,美国经济仍然具有韧性。专家警告说,化肥短缺可能导致来年粮食短缺,凸显了确保替代供应的紧迫性。

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原文

Authored by Evgenia Filimianova via The Epoch Times (emphasis ours),

The Trump administration is working on securing alternative fertilizer supplies for U.S. farmers as conflict with Iran threatens shipping through the Gulf, White House economic adviser Kevin Hassett said on March 17.

A tractor spreads fertilizer on a field at a farm in Church Hill, Md., on March 20, 2025. Jim Watson/AFP via Getty Images

Washington had already taken steps to offset potential shortages, including authorizing increased production in Venezuela and opening discussions with Morocco, Hassett said, speaking on CNBC’s “Squawk Box.”

We’ve put established licenses for Venezuela to produce more fertilizer. We’ve had discussions with Morocco, which has the largest reserve of potash anywhere on Earth,” the White House adviser said.

“And so we’ve been all over the fertilizer problem. And I’m not saying that we can eliminate what disruption there is so far, but we can minimize it for sure.”

Fertilizer is critical to crop yields and the global food supply. Most fertilizers contain nitrogen, phosphorus, and potassium, the three primary nutrients needed for plant growth, according to the U.S. Environmental Protection Agency.

Because of its importance, fertilizer supply disruptions can ripple through food systems.

The effective closure of the Strait of Hormuz following the onset of the Iran war last month has led to a sharp disruption to global shipping, particularly for oil and energy flows, driving up prices and forcing importers to seek alternative routes.

A March 11 report by the Center for Strategic and International Studies said that 20 to 30 percent of global fertilizer exports, including about 35 percent, of urea shipments, transited the Strait of Hormuz in 2023. 

European Union foreign policy chief Kaja Kallas warned on March 16 that shortages could have long-term consequences.

If there is a lack of fertilizers this year, there’s going to be also food deprivation next year,” she said.

German Foreign Minister Johann Wadephul also cautioned on March 16 that shipping disruptions in the Gulf could drive up global food prices because fertilizers move through the region.

Hassett acknowledged disruptions could not be fully eliminated but said they could be reduced.

National Economic Council Director Kevin Hassett speaks to reporters at the White House in Washington on April 14, 2025. Kevin Lamarque/Reuters

Asked whether alternative supplies would be prioritized for domestic use, Hassett said the focus was squarely on U.S. agriculture. He said fertilizer supplies were a top concern, because U.S. farmers apply large quantities during the spring planting season.

He noted that common fertilizers include ammonia-, urea- and nitrogen-based products, as well as potash, which is typically applied in the fall but still crucial to crop yields.

“A lot of this stuff is made from liquid natural gas,” Hassett said, adding that one major facility in Qatar supplies a significant share of fertilizer used in the United States. “It supplies maybe about 20 percent of the fertilizer in the U.S.,” he said.

Supply Chains

Fertilizer distribution in the United States depends on a complex transportation network linking imports, domestic production, and inland distribution.

According to U.S. Department of Agriculture transportation data, imports typically arrive at major ports on dry bulk vessels or enter by rail from Canada, then move inland by barge, rail, pipeline, and truck.

In the Middle East region, Saudi Arabia accounted for 24 percent of U.S. phosphorus fertilizer imports and 4 percent of nitrogen fertilizer imports over the past year. Israel supplied 16 percent of U.S. phosphorus fertilizer imports, while Lebanon accounted for 5 percent.

Import volumes also follow a seasonal pattern tied to farming cycles. USDA data show shipments rise sharply in late winter and early spring ahead of planting, fall during the growing season, and increase again toward winter preparation.

Between February 2025 and January 2026, potassium imports were consistently the largest, at roughly 928,000 tons in April and about 573,000 tons in December.

Nitrogen imports peaked at around 923,000 tons in March 2025, then dropped from nearly 360,000 tons to around 309,000 tons in June and July, respectively, while phosphorus imports were far smaller and more variable.

War Outlook, Economic Impact

Hassett expressed confidence that the conflict would be relatively short, citing the administration’s planning and coordination with allies.

“We are basically getting briefed on every nuance of the war every day and then thinking through the economic implications,” he told CNBC on March 17, adding that officials had prepared for disruptions across sectors “from fertilizer to getting fuel to the West Coast.”

He said the administration believed the conflict would last weeks rather than months, consistent with President Donald Trump’s earlier timeline.

“The bottom line is that the timeline that President Trump has stated over and over is that it’s a four- to six-week war and that we’re ahead of schedule,” Hassett said.

Despite higher fuel costs, he said the U.S. economy remained resilient.

“The U.S. economy is fundamentally sound,” he stated, adding that Iran had not significantly damaged U.S. economic performance.

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