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The Human Cost of the War Nobody Is Counting: Sulfur, Fertilizer and an Email from Florida, by Larry C. Johnson

8 October 2026 at 05:00
For seven months, the coverage of the war with Iran has been about oil: tanker counts, the price of Brent, how much is left in the Strategic Petroleum Reserve. Hardly anyone outside the fertilizer trade has noticed that the Strait of Hormuz also carries close to half of the world’s seaborne sulfur. Sulfur is not...

Sulfur and Urea: Their Role in the Global Economy and Who Is Hurt Most by the Persian Gulf Cutoff, by Larry C. Johnson

6 October 2026 at 05:20
The global economic damage caused by the closure of the Strait of Hormuz is generally not understood by most policymakers. Public and policy discussion of the Strait of Hormuz closure has fixated on crude oil: tanker counts, Brent prices, strategic petroleum reserves. That focus is understandable, but it misses much of the damage. The Persian...
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