Chemicals
CF Industries' Q2 FY2026 net income nearly doubled on soaring nitrogen prices fueled by global supply disruptions, though sales volumes fell due to the Yazoo City plant idling.
Key risk: Geopolitical Supply Disruptions
Conflict in the Middle East, including attacks and the shutdown of the Strait of Hormuz, severely disrupted nitrogen fertilizer exports from the region, causing price volatility. A ceasefire, settlement, or resumption of shipments could rapidly unwind the tight supply-demand balance and reduce selling prices.
Other Fertilizers & Agricultural Chemicals companies