Цены на удобрения в США упали до уровня, который наблюдался в последний раз перед войной в Иране
Цены на ключевые азотные удобрения резко упали, лишив всех столь высоких прибылей, поскольку конфликт в Иране перевернул глобальные цепочки поставок питательных веществ для сельскохозяйственных культур.
Сценарии цепочки
Escalation
Here are three scenarios based on the provided event trigger and cascade analysis data: ### Scenario A (Escalation) — 50% In 2026-06-15T00:00:00+00:00, a surge in tensions between Iran and its regional adversaries leads to a naval blockade of Iranian oil tankers. In 2026-06-20T12:00:00+00:00, the US imposes sanctions on several Iranian companies involved in the fertilizer industry. By 2026-07-01T16:00:00+00:00, global fertilizer prices rise by 15% due to reduced supply and increased demand. 1. Increase in naval patrols off Iranian coast. 2. US Secretary of State announces new sanctions package. 3. Fertilizer industry stocks experience significant losses. ### Scenario B (Status Quo) — 38% In 2026-06-08T17:22:20+00:00, a temporary decrease in fertilizer prices is attributed to a minor supply chain disruption. In 2026-06-15T12:00
Status Quo
Here are three scenarios based on the provided event trigger and cascade analysis data: ### Scenario A (Escalation) — 50% In 2026-06-15T00:00:00+00:00, a surge in tensions between Iran and its regional adversaries leads to a naval blockade of Iranian oil tankers. In 2026-06-20T12:00:00+00:00, the US imposes sanctions on several Iranian companies involved in the fertilizer industry. By 2026-07-01T16:00:00+00:00, global fertilizer prices rise by 15% due to reduced supply and increased demand. 1. Increase in naval patrols off Iranian coast. 2. US Secretary of State announces new sanctions package. 3. Fertilizer industry stocks experience significant losses. ### Scenario B (Status Quo) — 38% In 2026-06-08T17:22:20+00:00, a temporary decrease in fertilizer prices is attributed to a minor supply chain disruption. In 2026-06-15T12:00
De-escalation
Here are three scenarios based on the provided event trigger and cascade analysis data: ### Scenario A (Escalation) — 50% In 2026-06-15T00:00:00+00:00, a surge in tensions between Iran and its regional adversaries leads to a naval blockade of Iranian oil tankers. In 2026-06-20T12:00:00+00:00, the US imposes sanctions on several Iranian companies involved in the fertilizer industry. By 2026-07-01T16:00:00+00:00, global fertilizer prices rise by 15% due to reduced supply and increased demand. 1. Increase in naval patrols off Iranian coast. 2. US Secretary of State announces new sanctions package. 3. Fertilizer industry stocks experience significant losses. ### Scenario B (Status Quo) — 38% In 2026-06-08T17:22:20+00:00, a temporary decrease in fertilizer prices is attributed to a minor supply chain disruption. In 2026-06-15T12:00
Первичный источник: Bloomberg Markets
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