Wesfarmers fertiliser shock: CSBP flags delays as Iran war hits supply lines
CSBP warned customers of possible delays to ammonium phosphate and urea shipments as the Iran war disrupts Persian Gulf supply routes. March fertiliser collections will proceed, but April and later contracts cannot be brought forward. Analysts say Strait of Hormuz disruptions are driving up global fertiliser prices. Australia imported 64% of its urea from the Gulf in 2025, with domestic stocks lasting only until mid-April without new imports.