AI Summary

Investors have been shifting their focus to fertilizer stocks due to concerns over the Iran war and its potential impact on global supply chains. This shift is largely driven by the fear of disruptions to the Strait of Hormuz, a critical waterway through which a significant portion of the world's oil and natural gas passes, and its potential effects on fertilizer production. However, a related risk that has gone largely unnoticed is the impact of China's growing fertilizer demand on global markets.

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