MARCH 22, 2026   |   READ ONLINE

$440 billion.

That’s how much Amazon, Google, Meta, and Microsoft are investing in AI this year. In a single year. From just four companies. That’s greater than the GDP of 168 countries.

And it’s on top of the estimated $400 billion they spent last year.

Now, I want you to sit with that for a moment because these are the four most powerful, most data-rich, most sophisticated companies on the planet. They don’t make $440 billion bets on “maybe.”

They are building the infrastructure of an entirely new economy.

And they’re doing it at a pace and scale that most people simply cannot comprehend but here’s the part of this story that almost nobody has connected…

The federal government is matching them stride for stride.

With Executive Order 14365, Trump effectively declared AI a national security imperative… on par with the Manhattan Project.

He established an AI Litigation Task Force at the DOJ with a singular mission: to steamroll any state, any regulator, and any law that tries to slow down the machine.

The government is no longer a referee. They are now the lead investor.

They’re taking equity stakes in companies like Intel and MP Materials. They’re stockpiling lithium and rare earth minerals like they used to stockpile oil.

We are no longer living in a free-market democracy.

We are living in what I call a Technological Republic.

A new system where the “Invisible Hand” of the market has been replaced by a “Visible Fist”… one that is picking winners and losers with the full weight of the White House, the Department of Justice, and the military behind it.

This is not a prediction. This is policy. It’s already in motion.

And if you are still investing by the old rules of the 1990s or 2000s… if you’re holding “safe” blue-chip stocks that belong to the old economy… you are standing directly in the path of the steamroller.

But for those who understand which companies are being chosen by this new power structure… the wealth potential is unlike anything we’ve seen since the Gilded Age.

Luke Lango and I have identified the chokepoints of this new economy… the assets that sit at the intersection of these unprecedented capital flows.

The stocks to buy… the stocks to sell… and the three money moves to ensure you and your loved ones end up on the winning side of this new economic reality.

It’s all laid out for you here.

➡ Click here to stream it at no cost.

Good investing,

Porter Stansberry

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Just For You

Not Just Oil: 3 Fertilizer Stocks Boosted by Hormuz Closure

By Dan Schmidt. Article Posted: 3/19/2026. 

KEY POINTS

• Crude oil isn’t the only commodity seeing its price soar due to the Strait of Hormuz closure.
• Many plant nutrients required for fertilizer, like nitrogen, phosphate, and potash, are produced in the Persian Gulf and shipped through the Strait.
• With an estimated 30% of global fertilizer stocks now stuck in transit, North American producers are reaping the benefits of high prices and low inputs.
• Special Report: You Missed Tesla in 2014—This Is Your Second Chance(From NXT Wave Research)

Soaring gas prices are the most blunt visual reminder of the war in Iran, but crude oil isn’t the only commodity shipped through the world’s crucial waterway. Fertilizer inputs such as urea, potash, ammonia and sulfur are produced throughout the Persian Gulf, and an estimated 30–35% of all plant nutrients rely on the contested Strait of Hormuz for transit. While fertilizer prices usually aren’t a top concern for most American consumers, disruptions could create problems for the 2026 spring planting season in the Northern Hemisphere, which is just getting started. The closure has also created a significant tailwind for domestic fertilizer producers, which can capture sizable margin gains from the supply cut-off.

The Strait of Hormuz Crisis Is Reshaping Global Fertilizer Markets

On a normal day you could sail across the Strait of Hormuz in less time than it takes to drive through downtown Manhattan, but its small size is also why it’s become such a chokepoint. The narrow, roughly 21-mile corridor between Iran, Oman and the UAE is the sole shipping exit from the Persian Gulf to the open ocean.

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Now that Iran has effectively made the Strait of Hormuz impassable, it is stranding about 20 million barrels of oil each day, about 20% of the world’s liquefied natural gas (LNG) supply, and large volumes of petrochemicals. While the energy sector gets the headlines, the closure has also left roughly a third of the global fertilizer supply stranded. The most affected chemicals include:

• Nitrogen fertilizers — Urea and ammonia are the two nitrogen-based fertilizers most affected. About 10% of global urea production comes from a single facility in Qatar, and roughly 35% of traded urea and 30% of traded ammonia must traverse the Strait; those shipments have now stalled. The supply shock is already being felt: New Orleans urea prices have reached as high as $680 per metric ton.
• Phosphate and potash — Phosphate-based fertilizers require sulfur, another crucial input shipped through the Persian Gulf, and sulfur prices have skyrocketed since the war began. Potash inventories have also declined sharply year over year. The phosphorus shortage prompted the Trump administration to invoke the Defense Production Act to increase domestic supplies of that chemical, which also has military applications.

3 Stocks That Benefit From Higher Fertilizer Prices

With global supplies of these nutrients in disarray, companies that produce outside the Persian Gulf — particularly those in North America, where natural gas costs aren’t rising as quickly — stand to benefit. Three firms have already begun to rally on this shortage, and the longer the Strait remains closed, the more upside their stock prices could see.

NUTRIEN LTD.: THE SAFE AND DIVERSIFIED FERTILIZER INVESTMENT

Canadian fertilizer producer Nutrien Ltd. (NYSE: NTR) is arguably the safest way to play the price shock. With a roughly $37 billion market cap, the company produces all three key nutrients: nitrogen, phosphate and potash.

Controlling around 20% of the potash market and operating more than 1,500 locations across North America, Nutrien has the footprint to capture margin regardless of which input is spiking. Anticipating an extended supply shock, analysts at Wells Fargo and Jefferies upgraded NTR from Neutral to Buy last week, with price targets of $100 and $96, respectively.

NTR shares are up more than 25% year-to-date(YTD), but recent profit-taking in the sector could present a new entry opportunity. The uptrend remains intact, with support at the 50-day moving average, although the Relative Strength Index (RSI) recently entered overbought territory.

CF INDUSTRIES: MARGIN BOOST FROM NITROGEN/NATURAL GAS SPREAD

CF Industries Holdings Inc. (NYSE: CF) is a pure-play nitrogen producer, making urea, ammonia and urea ammonium nitrate (UAN).

The company benefits from a structural advantage: its terminal locations let it use comparatively low-cost U.S. natural gas to produce nitrogen products, which it can sell into a global market where higher LNG prices have pushed supplier costs up. That spread between low domestic input costs and higher global prices can expand CF’s margins.

CF shares are up more than 60% YTD, making the stock one of the S&P 500’s top performers. Bullish technical momentum remains strong, and the nitrogen-price catalyst shows little sign of subsiding, so recent pullbacks may reflect short-term profit-taking rather than a trend reversal.

MOSAIC CO.: RISKY VALUE PLAY WITH HIGH UPSIDE

The Mosaic Company (NYSE: MOS) is a riskier profile in the group because it depends heavily on sulfur — an input typically moved in high volumes through the Strait of Hormuz.

Sulfur’s constrained availability limits Mosaic’s ability to expand margins fully, even as phosphate and potash prices rise. The company’s position was further pressured after a sizable EPS miss in its Q4 2025 earnings, which sent the stock down about 5% the following day.

MOS shares have lagged peers, rising roughly 18% YTD. However, the stock could catch up if Mosaic navigates its operational hurdles. Technical indicators point to consolidation between the 50-day and 200-day moving averages, and a bullish MACD crossover suggests the stock may be poised to rebound off the 50-day.

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