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Tidbits, Iran, Global Fertilizer Crisis, FOB 4/26/26

Tidbits


Iran: President Trump said yesterday Iran could telephone if it wants to negotiate an end to their two-month war, stressing that Tehran can never have a nuclear weapon, while Iran's foreign minister returned to ‌Pakistan for talks despite the absence of U.S. counterparts where he said Iran will never give-up its right to have nuclear weapons. 

 

Analysts say all of Iran’s oil storage will be full on Wednesday and they will have to shut down oil production.

 

Global fertilizer crisis: Craig Tindale is an Australian private investor, family office principal (Tindale Family Office), writer, and commentator based in the Sydney area. He has nearly four decades of experience in software development, business strategy, infrastructure planning, and supply chain management. His career includes leadership roles at major companies such as Telstra, Oracle, and IBM. He also served as CEO and Asia Regional Director for DataDirect Technologies, giving him hands-on experience with east-to-west supply chains, particularly involving Asia.

 

Tindale identifies "choke points" in global markets, especially related to critical metals (rare earths, etc.), material scarcity, supply chain vulnerabilities, and geopolitical tensions. The following are his key comments from an article published on Thursday:

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