Send us Fan Mail The story you're not seeing in the mainstream coverage of the Strait of Hormuz crisis: one-third of the world's fertilizer supply was disrupted at the exact moment of spring planting. The FAO has warned this will reduce crop yields and tighten food supplies in the second half of 2026 and into 2027. That window starts now. I spent time going through the institutional reports — the FAO, the World Economic Forum, agricultural economists at the University of Illinois, and i...