The Hormuz Domino Effect: From Energy Shock To Food Crisis

VanEck5.25K FollowersFollow5ShareSavePlay(8min)CommentsSummaryStrait of Hormuz disruptions extend well beyond oil, impacting global supply chains.The most notable transmission is into agriculture, where constrained fertilizer supply is raising input costs and reshaping crop dynamics.Third-order commodity effects may drive broader inflation and create uneven sector outcomes. Alones Creative/iStock via Getty Images The Strait of Hormuz carries roughly one-fifth of the world's seaborne oil and LNG trade. When traffic through this corridor falls - as it has sharply since early March 2026 - the effects don't stay contained to energy markets. TheyThis article was written byVanEck5.25K FollowersFollowVanEck is a global asset management firm offering ETFs, mutual funds, private funds, model portfolios, institutional strategies, separately managed accounts, as well as UCITS funds. Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. VanEck has a long history of looking beyond financial markets to spot trends that create meaningful investment opportunities. We were one of the first U.S. asset managers to give investors access to international markets, which set the tone for identifying asset classes and themes such as gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 that later helped shape the investment industry. The firm oversees $161.7 billion in assets as of September 30, 2025. Disclosures: http://ow.ly/SZ9450N5qTJ.