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EPISODE · May 22, 2026 · 14 MIN

Hormuz and the Fertilizer Fault Line

from Sustainability Now · host MSCI ESG Research LLC

When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers were hit far harder than others, revealing how location-based risk can emerge deep within a supply chain.Host: Gabriela de la Serna, MSCI Sustainability & ClimateGuest: Cole Martin, MSCI Sustainability & Climate

Episode metadata supplied by the publisher feed · Published May 22, 2026

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