Persian Gulf

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 14, 2026 by Josh Linville · said 7 times in 1 episodes since 2026 · across every show →

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brought up most by Josh Linville (6), Shayle Kann (1)

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2026 7 mentions in 1 episode

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Everything said about Persian Gulf, oldest first

May 14, 2026
Assertion Supported
Linville: Persian Gulf Disruption Cut Indian Urea Production Up to 50%
“India is very reliant on those LNG exports from the Persian Gulf. That's how they feed their nitrogen plants. And just to give you a scope of size, they produce over thirty million tons of urea every single year. And at one point at their worst spot, their pro…”
Josh Linville May 14, 2026 ▶ 16:50 Inside the global fertilizer crunch
May 14, 2026 neutral
Assertion Partly supported
Linville: Over 900,000 tons of urea are trapped behind Strait of Hormuz
“Our estimates are somewhere between 900 to a million tons are sitting on vessels right now, literally just sitting in the Persian Gulf waiting, waiting for somebody to give them the go ahead.”
Josh Linville May 14, 2026 ▶ 25:05 Inside the global fertilizer crunch
May 14, 2026 negative
Opinion
Linville: Global Fertilizer Crunch Is Unprecedented and Directly Threatens Food Supply
“Everybody focuses on oil and gas and things like that coming from the Persian Gulf. You can't eat or drink those products. End of the day, and this is why I think fertilizer becomes such an important topic. It grows the food that we need to eat. It impacts the…”
Josh Linville May 14, 2026 ▶ 36:41 Inside the global fertilizer crunch
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