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14.03.26 - 12:30
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Global food supplies could be badly hit if Iran war drags on, says fertiliser boss (The Guardian)
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Yara's Svein Tore Holsether says it would be 'catastrophic' if the strait of Hormuz was closed for a year The boss of one of the world's largest fertiliser companies has said global food supplies could be badly damaged this year if the Iran war becomes an extended conflict.Svein Tore Holsether, the chief executive of Norway's Yara International, has called on global leaders to consider the impact that soaring food prices will have in some of the world's poorest countries “before it is too late”. Continue reading......
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12.03.26 - 19:30
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Iran Threatens New Targets as US Aims to Tame Oil Prices | Open Interest 3/12/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Iran escalates the war, threatening to keep the Strait of Hormuz closed and open new fronts if US and Israeli strikes continue, rattling global energy markets. Meanwhile, cracks in private credit widen, with fresh warnings of 2008-style risks. Retail earnings from Dick's and Dollar General reveal how strained consumers really are. Plus, exclusive CEO insights: Mattel's Ynon Kreiz says the toy industry is strong and healthy, despite tariffs and rising oil prices, Ardian's Mark Benedetti says it isn't yet 2008 for private credit, but warns of more defaults to come. And Vista's Miguel Galuccio gives us an inside look at Argentina's shale surge, and Michael Dell joins the show with Energy's Dario Gil on AI's next frontier. (Source: Bloomberg)...
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07.03.26 - 06:39
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Cement, Drugs, And Oil - How The Iran Conflict Could Disrupt Global Supply Chains (ZeroHedge)
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Cement, Drugs, And Oil - How The Iran Conflict Could Disrupt Global Supply Chains
Authored by Andrew Moran via The Epoch Times (emphasis ours),
The conflict in Iran could have consequences for international trade that extend beyond oil and gas.
It has been less than a week since the start of the U.S.–Israeli operations in Iran, and oil tanker traffic in the Strait of Hormuz—a key global chokepoint for energy shipments—has come to a screeching halt. Approximately 200 oil tankers have been stranded in the Gulf, according to data from Lloyd's List Intelligence.
The strait handles an estimated 20 million barrels of crude oil and petroleum products per day, with a majority being directed to Asia.
While Tehran has not officially shuttered the narrow waterway, it has been effectively closed by Western insurers, which have canceled coverage or raised risk premiums.
It is not only maritime commerce and energy that are being adversely affected by the conflict.
Planes carrying air cargo out of the...
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