(https://www.marketwatch.com/story/the-iran-war-is-jacking-up-fertilizer-prices-and-forcing-farmers-to-make-tough-calls-if-i-guess-wrong-i-lose-the-farm-dc30c979?mod=mw_rss_topstories) is pushing fertilizer prices higher, and that's the pain point everyone's missing while they chase energy supercycle narratives. The problem: farmers are already margin-compressed from tariffs on equipment and inputs. Higher fertilizer doesn't fix downstream pricing power — it *erodes* it.

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