Post by Agriculture Capital

For conventional farmers, the Iran war is the fifth major supply disruption since 2022, landing on four consecutive years of negative returns. Fertilizer prices never fully recovered between shocks. Each disruption repriced the same inputs, on the same farms, with no buffer. Farms operating under regenerative practices have fared differently. By reducing dependency on synthetic fertilizer and fuel, they carry less exposure to the inputs that geopolitics keeps repricing, and that structural resilience is showing up on farm P&Ls during every major disruption. Here is what that five-year pattern has done to conventional farming profitability, and why input dependency is the defining variable. Read our latest newsletter, "Iran War Impact on US Farmers" to learn more here: https://lnkd.in/gZqR6v9S