Summary:

On 17 March 2026, the US administration announced it is willing to seek alternative fertilizer sources amid supply disruptions caused by the Iran war, including establishing production licenses in Venezuela and holding talks with Morocco. 

White House economic adviser Kevin Hassett described the move as an “insurance policy” to minimize the impact of shipping constraints on American farmers, although it will not fully eliminate current shortages. 

The conflict has sharply reduced nitrogen fertilizer flows from the Gulf, driving prices up by more than one-third and prompting broader discussions on securing alternative supply routes, including potential UN-backed export mechanisms similar to those used for Ukrainian grain.

Outlook: 

As the US-Iran conflict continues with both sides continuing to conduct strikes, the risk of a prolonged war is fueling global economic uncertainty and market volatility. 

Morocco’s close ties with Washington and Israel position it to become a key supplier of fertilizer to the United States. This opportunity could bolster Morocco’s economic standing and enhance its regional strategic role, especially given its ongoing tensions with Algeria, whose foreign policy priorities diverge significantly from Rabat’s.  

Moreover, Tehran’s recent threat to close the Strait of Hormuz further increases the likelihood that Morocco will play a critical role in ensuring stable fertilizer supplies. 

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