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The deepening crisis in the Strait of Hormuz has transcended simple increases in freight and insurance costs, fundamentally altering the decision-making patterns of global grain market players.

Soaring nitrogen costs triggered by war-related energy disruptions are prompting European farmers to cut fertilizer use, scale back corn and wheat plans, and shift acreage toward less input-intensive crops, raising fresh concerns over grain supplies, yields, and import dependence, Platts, part of S&P Global Energy, reported.

Despite recent bumper crops in key origins, the global durum wheat sector remains fragile. At the World Durum and Pasta Forum 2025 in Rome, leading analysts and industry executives warned that weather shocks, shrinking premiums over soft wheat, rising logistics costs, and shifting consumption patterns are undermining stability.