Iran Conflict And China Export Curbs Create Perfect Storm For Fertilizer Stocks (CF, NTR, MOS)
Shares of major fertilizer producers have surged dramatically in 2026 as twin supply shocks from the Middle East and China rattle global agricultural markets. CF Industries (CF), Nutrien (NTR), and Mosaic (MOS) have each posted gains of between 5% and 35% since January, easily outpacing the broader S&P 500 index. U.S.-Israeli military strikes on Iran…