Shortly after the US‑Iran deal that could lift the blockade of the Strait of Hormuz, shipping firms remain wary. While the corridor’s reopening restore flows, vessels await confirmation that navigation will be secure. Vessel operators fear that without clear safety protocols, transits could expose crews to lingering threats. This uncertainty keeps freight rates elevated and delays resupply schedules across regions.

Months of conflict have choked the Strait, pushing fertilizer shipments onto longer, risk‑laden routes. With the cease‑fire in place, cargo owners expect a swift return of the narrow channel, yet the absence of a safety framework keeps them in limbo. Until shipping lines receive explicit guidelines, the backlog of undelivered fertilizer will linger. The rerouting has driven up costs significantly.

Consequently, fertilizer prices in the Gulf have spiked, and importers face higher freight fees. The delay also pressures downstream industries that rely on steady nitrogen supplies, from agriculture to petrochemicals. Until the safety details materialize, the market will likely see continued volatility and elevated costs across the supply chain. This instability pushes producers to seek sourcing, further tightening the market.