Good article on the fertilizer situation. I expect war-time style inflation as certain items dry up (it’s already here with masks, probably will be with cleaning products soon).
...and with the inflation (and gouging), expect some price controls, and, as always with price controls, shortages. Finally, rationing. The problem is that not everything will be hit...but figuring out what will and what will not is next to impossible.
Looks like US and UAE can make up the production loss difference. That’s good news for us and India.