A few fertilizer stocks still stand to gain ground amid shipping disruptions, according to Jefferies.

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 Fortune. “A bad decision this year could be…

A few fertilizer stocks still stand to gain ground amid shipping disruptions, according to Jefferies.