Domain

Supply.

Every signal GFO has published in this domain — classified by strength, evidenced by source.

Strait of Hormuz disruption severs fertiliser corridors as Northern Hemisphere planting begins

Over 30% of global urea exports transit the Strait of Hormuz. With maritime traffic severely disrupted at the start of the Northern Hemisphere planting window, yield consequences will become visible at harvest.

13 Apr 2026 ·2 min read

signals

Global beef supply contraction reaches decade-level depth — three major cattle systems are trough-phase simultaneously

Brazil, the US, and the EU are all in the contraction phase of their cattle cycles at the same time. This configuration has not occurred in the past decade. The supply consequences will extend through 2027.

6 Apr 2026 ·4 min read