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   Climate: The global shortages from the Iran war
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   Many countries are still struggling with shortages of fertilizer, oil and other commodities.
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             June 2, 2026
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        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
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          Before we explain more about the fallout from the war in Iran — and before you listen to the sounds of rare whales — let’s get caught up:
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span style="font-weight:700">
          The Trump Administration will dismantle an ocean monitoring system
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         <span>
          : The administration is
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          planning to remove a $368 million deep-ocean observation system
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         <span>
          that was put in place a decade ago to monitor coastal environments, marine ecosystems, warming waters and powerful currents.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span style="font-weight:700">
          Cash back for replacing a gas stove with an electric one? Not anymore
         </span>
         <span>
          : The Energy Department has issued
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          new guidance that could prevent people from receiving rebates
         </a>
         <span>
          for replacing gas appliances with electric ones. It would prevent states from offering rebates to people who buy an electric stove to replace a gas range and end rebates for similar swaps of ovens, dryers, heat pumps and water heaters.
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              Villagers in Halvad, Gujarat, India, lined up for fuel to power their water pumps last month.
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             <span style="margin:0;font:11px/11px georgia,serif;color:#888;letter-spacing:.01em">
              Amit Dave/Reuters
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        <h1 style="color:#000;font:400 30px/37.5px georgia,serif;margin:0 0 12px">
         <span>
          The Iran war’s long, troubling fallout
         </span>
        </h1>
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             <p style="font:13px/18px arial,sans-serif;letter-spacing:.2px;color:#000;font:600 13px/18px arial,sans-serif;margin-bottom:3px">
              By
              <a class="css-nanfcg" style="-webkit-text-decoration:underline;text-decoration:underline;-webkit-text-decoration:none;text-decoration:none;border-bottom:1px solid #ccc;color:inherit">
               David Gelles
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        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The American stock market continues to roar and gas prices briefly dipped in recent days on hopes of a deal to end the war in Iran.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          But across much of the rest of the world, the closing of the Strait of Hormuz continues to disrupt energy markets, agriculture and the basic functioning of daily life.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Large portions of the global supply of oil, gas and fertilizer have been effectively shut off since March, when the United States and Israel attacked Iran. And as
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          The Times reported last week
         </a>
         <span>
          , the fallout is spreading, with developing countries bearing the brunt of the shortfall.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          “It’s not just a price shock, it’s explicit shortages,” Krishna Srinivasan, a director at the International Monetary Fund, told The Times.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Companies with strategic reserves of oil and gas are tapping them, while countries without backup are conserving energy. Tech companies and drugmakers are paying higher prices for helium. Crops are being planted in depleted soil as fertilizer runs short. Businesses, restaurants and hotels are closing for lack of fuel. Airfares are rising sharply.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          “The Strait of Hormuz is the most critical choke point in global energy markets, and a prolonged closure would become far more than an energy crisis,” Peter Martin, head of economics at Wood Mackenzie, a research firm, said upon the release of
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          a new report on the
         </a>
         <span>
          ramifications of the strait’s closure. “The longer disruption persists, the greater the impact on energy prices, industrial activity, trade flows and global economic growth.”
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          In the report, Wood Mackenzie predicted that without a near immediate reopening of the vital shipping passage, the world would slip into a shallow recession in the second half of this year, with global gross domestic product growth dipping below 2 percent.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          A longer disruption is expected to throttle economic growth in the Middle East and depress economic activity across Europe, the United States and Asia.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The International Energy Agency is tracking the myriad ways in which countries around the world have been
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          trying to conserve energy
         </a>
         <span>
          .
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Bangladesh has limited the use of air-conditioning and instituted rolling blackouts. Egypt has told public sector employees to work remotely for one day a week. India has capped the use of natural gas. Zimbabwe has increased the ethanol content in gasoline.
         </span>
        </p>
        <h3 style="color:#000;font:400 20px/27.5px georgia,serif;margin:0 0 10px">
         <span style="font-weight:700">
          No clear fix
         </span>
        </h3>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          As The Times reported, “before the war, roughly a quarter of the world’s seaborne crude oil and a fifth of the world’s liquefied natural gas passed through the strait.”
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The strait was also a main passageway for essential components for fertilizer and plastics,
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          including naphtha
         </a>
         <span>
          , a liquid made from petroleum that is a linchpin for many industrial products.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          There is no easy replacement for all that supply.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Speaking at a conference last week, Chevron chief executive Mike Wirth said that the initial disruption in energy prices had been less intense than some had expected because the industry had better than usual inventory coming into the crisis, and because a substantial amount of oil was already in transit.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          But Wirth said he expected sharper price increases to hit as early as this month.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          “The buffers and the shock absorbers are being steadily drawn down and the ability for the market to absorb this imbalance is drastically diminished today versus where we started,”
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          he said
         </a>
         <span>
          .
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The effect on agricultural prices have been more acute.
         </span>
        </p>
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              A farmer throwing organic compost on his fields in Rufisque, Senegal, last month. Some farmers are giving up chemical fertilizers in favor of natural alternatives.
             </span>
             <span style="margin:0;font:11px/11px georgia,serif;color:#888;letter-spacing:.01em">
              Caitlin Kelly/Associated Press
             </span>
            </span>
           </td>
          </tr>
         </tbody>
        </table>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Wheat price futures have jumped nearly 30 percent, as fertilizer shortages, along with drought, have resulted in the
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          lowest U.S. wheat stocks in more than a half century
         </a>
         <span>
          . The impending arrival of
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          a particularly strong El Niño
         </a>
         <span>
          is expected to worsen the situation.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Josh Linville, vice president of fertilizer with StoneX, a financial services company,
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          told AgWeb
         </a>
         <span>
          that the near record-high fertilizer prices will persist through the end of this year and possibly into the spring of 2027, in the United States and abroad.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          That is already leading to predictions of lower harvests and fertilizer shortages in the years ahead.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          As the shortfalls continue, experts are warning that food security could become an issue for developing nations. “The clock is ticking very hard,” Máximo Torero, chief economist at the U.N.’s Food and Agriculture Organization,
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          told
         </a>
         <span>
          The Associated Press.
         </span>
        </p>
        <h3 style="color:#000;font:400 20px/27.5px georgia,serif;margin:0 0 10px">
         <span style="font-weight:700">
          Adapting
         </span>
        </h3>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Beyond simply rationing energy, the world is scrambling to adapt.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Many countries are turning to China for cheap solar panels. Chinese exports of solar panels reached a record 68 gigawatts of capacity in March, roughly equivalent to the entire solar capacity of Spain,
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          according to Ember
         </a>
         <span>
          . Fifty countries, including Australia, India, Egypt and even the United States, have set monthly records for the highest Chinese solar imports.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          In April, Belgium said it would
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          nationalize its nuclear power plants
         </a>
         <span>
          , the BBC reported, to ensure they keep running.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Farmers are looking for new solutions as well. In countries including Brazil and Senegal, The Associated Press reported, some farmers are
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          giving up chemical fertilizers
         </a>
         <span>
          in favor of compost and natural alternatives. And in India, the government is encouraging the use of natural farming practices.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          But with no end to the crisis in sight, countries around the world are bracing for more disruptions ahead.
         </span>
        </p>
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            <div style="width:100%;text-align:center;line-height:0">
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            <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
             <img alt="A map of the Gulf of Mexico and a GIF which shows the sound radius of an underwater air gun blast. " class="css-18ei5jy" height="500" src="https://inboxflows.com/_/image/https%253A%252F%252Fstatic01.nyt.com%252Fimages%252F2026%252F06%252F02%252Fclimate%252F02cli-newsletter-Iran-shortages-03%252F02cli-newsletter-Iran-shortages-03-jumbo.gif/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZzdGF0aWMwMS5ueSIsInRpbWUiOjE3ODA0MjkxMDQuODEzNzA2Nn0:1wUUwS:1_Qd059yx67qmmbSnsZlYBiMhrrZukEbVcR3qL71K4A" style="display:inline-block;width:83%;max-width:500px;height:auto;padding-top:10px;padding-bottom:8px" width="500"/>
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            <span class="css-14cus5q" style="display:inline-block;width:83%;max-width:500px;text-align:left">
             <span style="color:#666;font:normal 14px georgia,serif">
              The Gulf of Mexico is one of the noisiest bodies of water in the United States
             </span>
             <span style="margin:0;font:11px/11px georgia,serif;color:#888;letter-spacing:.01em">
              The New York Times
             </span>
            </span>
           </td>
          </tr>
         </tbody>
        </table>
        <p style="color:#000;font:700 12px/15px arial,sans-serif;padding-bottom:2px;letter-spacing:.8px;margin:0">
         LISTEN
        </p>
        <h2 style="color:#000;font:400 25px/32.5px georgia,serif;margin:0 0 10px">
         <span>
          Dive into a noisy sea with some very rare whales
         </span>
        </h2>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Fewer than 100 Rice’s whales remain on Earth. They live only in the Gulf of Mexico,
         </span>
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          where air guns firing sonic blasts
         </a>
         <span>
          are used to survey the ocean floor for oil and gas. The low frequency of the blasts overlaps with the frequency of the calls of the whales.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The Gulf of Mexico, which the Trump administration calls the Gulf of America, is one of the noisiest bodies of water in the United States. Air gun blasts are the loudest element there, according to research by scientists who monitor underwater acoustics. Shipping traffic is another major contributor.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The noise could affect the ability of Rice’s whales to find food and mates, scientists say. The chronic stress of living in a loud environment could be detrimental to their health.
         </span>
         <span style="font-style:italic">
          — Katherine Chui and Catrin Einhorn
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline;font-weight:700">
          Here’s what they sound like when they communicate
         </a>
         <span>
          .
         </span>
        </p>
        <table width="100%">
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           <td class="css-36ugzx" style="padding-bottom:15px">
           </td>
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           </td>
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         </tbody>
        </table>
        <p style="color:#000;font:700 12px/15px arial,sans-serif;padding-bottom:2px;letter-spacing:.8px;margin:0">
         CLIMATE LAW
        </p>
        <h2 style="color:#000;font:400 25px/32.5px georgia,serif;margin:0 0 10px">
         <span>
          Blue states sue Trump administration over offshore wind deal
         </span>
        </h2>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Seven Democratic-controlled states sued the Trump administration on Tuesday over its move to block a planned wind farm off the coast of New York.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          The lawsuit seeks to overturn an extraordinary deal that the Trump administration reached in March with the French energy giant TotalEnergies. That agreement saw the government pay TotalEnergies $928 million to abandon plans to build the wind project off New York and another one off North Carolina.
         </span>
         <span style="font-style:italic">
          — Maxine Joselow
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline;font-weight:700">
          Read more
         </a>
         <span>
          .
         </span>
         <br/>
        </p>
        <table width="100%">
         <tbody>
          <tr>
           <td class="css-36ugzx" style="padding-bottom:15px">
           </td>
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           </td>
          </tr>
         </tbody>
        </table>
        <p style="color:#000;font:700 12px/15px arial,sans-serif;padding-bottom:2px;letter-spacing:.8px;margin:0">
         NUMBER OF THE DAY
        </p>
        <h3 style="color:#000;font:400 20px/27.5px georgia,serif;margin:0 0 10px">
         <span style="font-weight:700">
          At least $54 billion in insured losses
         </span>
        </h3>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Last year was the most economically damaging wildfire year on record, according to a new analysis published on Sunday.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          It happened even though the total area that burned was relatively small. The Los Angeles fires and a handful of severe blazes in other countries, including South Korea and Spain, drove up losses worldwide to at least $54 billion, the study estimates. It was the highest level of insured losses on record.
         </span>
         <span style="font-style:italic">
          — Rebecca Dzombak
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline;font-weight:700">
          Read more
         </a>
         <span>
          .
         </span>
        </p>
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        </table>
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           <td style="text-align:center">
            <img alt="A person dumps trash on a larger pile of trash stretching across a street. " class="css-18ei5jy" height="333" src="https://inboxflows.com/_/image/https%253A%252F%252Fstatic01.nyt.com%252Fimages%252F2026%252F06%252F02%252Fmultimedia%252F02cli-newsletter-Iran-shortages-03-mqpz%252F02cli-newsletter-Iran-shortages-03-mqpz-jumbo.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZzdGF0aWMwMS5ueSIsInRpbWUiOjE3ODA0MjkxMDQuODEzODUyOH0:1wUUwS:qXrIV26m4oPRdN3rOpZEBFqFi1pPhtvBwV-UUwd2Zy8" style="display:inline-block;width:83%;max-width:500px;height:auto;padding-top:10px;padding-bottom:8px" width="500"/>
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            <span class="css-14cus5q" style="display:inline-block;width:83%;max-width:500px;text-align:left">
             <span style="color:#666;font:normal 14px georgia,serif">
              A trash heap in Havana in February.
             </span>
             <span style="margin:0;font:11px/11px georgia,serif;color:#888;letter-spacing:.01em">
              Norlys Perez/Reuters
             </span>
            </span>
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        <p style="color:#000;font:700 12px/15px arial,sans-serif;padding-bottom:2px;letter-spacing:.8px;margin:0">
         ONE LAST THING
        </p>
        <h2 style="color:#000;font:400 25px/32.5px georgia,serif;margin:0 0 10px">
         <span>
          Cuba’s growing trash problem
         </span>
        </h2>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline">
          Mounting heaps of trash
         </a>
         <span>
          have become one of the most visible signs of crisis in Cuba as the government says its oil reserves have run dry. With little gasoline to run garbage trucks, piles of rubbish — some four feet high and half a block long — have increasingly become part of the landscape in Havana, the Cuban capital.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          To cope, people have started setting garbage on fire.
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <span>
          Trash piles have come to symbolize the extreme consequences of the Trump administration’s oil blockade on Cuba. But the issue has persisted for more than a decade and reflects Cuba’s struggle to provide basic services.
         </span>
         <span style="font-style:italic">
          — Ed Augustin and Frances Robles
         </span>
        </p>
        <p style="font:normal 17px/25px georgia,serif;color:#333;margin:0 0 15px">
         <a class="css-sdwaa1" style="color:#286ed0;-webkit-text-decoration:underline;text-decoration:underline;font-weight:700">
          Read more
         </a>
         <span>
          .
         </span>
        </p>
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            <h2 class="css-hjhb8p" style="letter-spacing:.4px;font:700 17px/25px arial,sans-serif;color:#000;margin:0;padding:0">
             OTHER NYT CLIMATE NEWS
            </h2>
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                 <img alt="Article Image" class="css-7y77sk" src="https://inboxflows.com/_/image/https%253A%252F%252Fstatic01.nyt.com%252Fimages%252F2026%252F06%252F01%252Fmultimedia%252F01pol-gas-trump-voters-top-lpqh%252F01pol-gas-trump-voters-top-lpqh-square640.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZzdGF0aWMwMS5ueSIsInRpbWUiOjE3ODA0MjkxMDQuODEzOTgwM30:1wUUwS:bIt3kQykTgn8U9OrScbMEzmFN2uu2eena21_7ts6xQU" style="width:291px;box-sizing:border-box;vertical-align:top" width="291"/>
                 <p style="color:#888;font:11px/17px georgia,serif;margin:2px 0 0;text-align:right">
                  Kevin Mohatt/Reuters
                 </p>
                </a>
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                <a class="css-sdwaa1" style="-webkit-text-decoration:underline;color:#000;text-decoration:none;display:block">
                 <h3 style="color:#000;margin:0;padding:0 0 5px;font:700 20px/25px georgia,serif">
                  They Voted for Trump. Here’s How They Feel About High Gas Prices.
                 </h3>
                 <p class="css-1bi319l" style="color:#333;font:17px/22.5px georgia,serif;margin:0;margin-bottom:10px">
                  With the midterm elections five months away, many Americans who backed President Trump are wrestling with pain at the pump and the war in Iran.
                 </p>
                 <p style="color:#000;font:600 13px/18px arial,sans-serif;margin:0;letter-spacing:.2px">
                  By Tim Balk, Rachel Richardson and Sam Easter
                 </p>
                </a>
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                 <img alt="Several people, many in suits, observe two large, colorful birds with long beaks fly. One rises from a wooden box, and the other hovers above." class="css-7y77sk" src="https://inboxflows.com/_/image/https%253A%252F%252Fstatic01.nyt.com%252Fimages%252F2026%252F06%252F01%252Fmultimedia%252FJapan-Ibis-zfkm%252FJapan-Ibis-zfkm-square640.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZzdGF0aWMwMS5ueSIsInRpbWUiOjE3ODA0MjkxMDQuODE0MDg2Mn0:1wUUwS:0DR7tGJrbrYaZNFd58Kd1Gjy9HmZwSsVp11DSjiUMPo" style="width:291px;box-sizing:border-box;vertical-align:top" width="291"/>
                 <p style="color:#888;font:11px/17px georgia,serif;margin:2px 0 0;text-align:right">
                  Pool photo by Kyodo News
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                </a>
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                 <h3 style="color:#000;margin:0;padding:0 0 5px;font:700 20px/25px georgia,serif">
                  Crested Ibises Get the Royal Treatment in Japan as They Fly Again
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