Chemicals
Price
$133.35
-3.24%Market Cap
$20.18B
Day High
$135.97
Day Low
$131.64
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.
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