Global fertilizer supply chains are shifting as tensions in the Strait of Hormuz affect trade flows from Gulf Cooperation Council (GCC) countries. Brazil, a major agricultural producer, has sought to diversify its sources of critical fertilizer inputs.
Morocco, through its state-owned OCP Group, has significantly increased its fertilizer exports to Brazil in recent years. OCP is a leading global producer of phosphate-based fertilizers, a key component for crop nutrition.
While military tensions involving Iran and regional actors have periodically threatened shipping lanes like the Strait of Hormuz, no major, sustained disruption to fertilizer shipments was verified as of early 2026. However, the perceived risk has prompted importers like Brazil to broaden their supplier base.
The shift underscores the strategic importance of Morocco's phosphate reserves and its role in global food security. Brazil remains heavily dependent on fertilizer imports, with Morocco, Canada, and Russia among its top suppliers.