John Bartman knows the challenges of being a farmer. His family has been tilling Illinois soil since James K. Polk sat in the Oval Office, weathering droughts, trade disputes, market crashes and a Civil War in the process.
But now, with Donald Trump behind the Resolute Desk, fertilizer shipments have been halted through the Strait of Hormuz — a choke point for roughly one-third of the world’s fertilizer supply — and the resulting price spike is causing Bartman’s profits to disappear.
After years of turmoil for American farmers, “it’s just another straw that breaks the camel’s back,” Bartman said.
New data from the American Farm Bureau Federation, an agricultural lobbying firm, warns that Bartman isn’t alone: Some 70% of American farmers may be unable to afford all the fertilizer their fields require.
It’s the latest in a series of economic headwinds that have slammed the U.S. agricultural industry over the past decade, causing farm bankruptcies to jump 46% from 2024 to 2025. The AFBF reported that this year 58% of its members said their financial situation had worsened since early 2025, while just 6% reported improvement.
Map: Carson Elm-Picard / MS NOW; Source: American Farm Bureau Federation
“Many farms were broadly in a situation of net negative margins, where they’re losing money, and this just compounds the problem,” Shawn Arita, the associate director of North Dakota State University’s Agricultural Risk Policy Center, said of the fertilizer shortage. “It was a very difficult situation before March 1, and now it’s certainly a lot more challenging.”
The shortage has caused the price of fertilizer jump from around $400 per ton in January to more than $600 per ton this week, according to the U.S. Department of Agriculture. The impact of those high prices won’t be felt evenly across the U.S. — only 19% of Southern farmers preordered fertilizer before the price increased, compared with 30% in the Northeast, 31% in the West and 67% in the Midwest, according to the AFBF.
Chart: Carson Elm-Picard / MS NOW; Source: American Farm Bureau Federation
Trump administration officials, including Vice President JD Vance, Secretary of State Marco Rubio and Agriculture Secretary Brooke Rollins, have sought to downplay the severity of the inflation.
Rollins told Fox Business that “America has plenty of fertilizer” for its farmers, and Vance acknowledged the shortage but dismissed the conflict behind the inflation as “a little blip in the Middle East” during a speech on Tuesday. That same day, Rubio echoed Rollins’ claim, saying that it was only Iran’s fertilizer, not the United States’, that was stranded in the Persian Gulf.
While the U.S. is a major exporter of fertilizer globally, it still produces only about 9% of the global supply and remains a net importer of the good, according to the USDA, meaning that supply chain disruptions on the other side of the world still affect domestic market prices.
That could be why Rollins is now considering reviving a Biden-era initiative that pledged $900 million to funding the construction of new fertilizer plants in the U.S. That initiative, the Fertilizer Production Expansion Program, was eliminated during Trump’s second term “due to Presidential Executive Orders,” according to the USDA website.









