
Sven Hølsæter
CEO of Yara discussing the importance of the Strait of Hormuz for urea shipments and the potential impacts on fertiliser availability and global food production.
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Mar 3, 2026 • 9min
Strait talking: Energy markets rocked as conflict intensifies
Sven Hølsæter, CEO of Yara, warns one third of urea sails through the Strait of Hormuz and the hit to fertiliser could threaten crop seasons. Simone Taglia-Pietra, Bruegel research fellow, breaks down LNG supply shocks after Qatar’s shutdown and who feels the pain. Fiona Sincotta, City Index market analyst, tracks stock falls, oil gains, currency moves and inflation risks.


