A few fertilizer stocks still stand to gain ground amid shipping disruptions, according to Jefferies.
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If European and Asian producers pay more, CF Industries will benefit from significantly lower input costs.
Geopolitical turmoil is driving fertilizer prices up 30%, forcing tough crop choices, former USDA chief economist Seth Meyer told…
Fertiliser is another casualty of the closed Strait of Hormuz
Tanker stocks on average are up 50% in 2026, and Jefferies named their top picks in the space in a Friday note.
Liquid natural gas plays are set to win thanks to constrained supply, even if demand eases due to higher prices.
Iranian blockade of the strategic strait of Hormuz is hitting global fertiliser supply chain
