Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Month's Exclusive News Not Just Oil: 3 Fertilizer Stocks Boosted by Hormuz ClosureWritten by Dan Schmidt. First Published: 3/19/2026. 
Key Points - Crude oil isn't the only commodity seeing its price soar due to the Strait of Hormuz closure.
- Many plant nutrients required for fertilizer, like nitrogen, phosphate, and potash, are produced in the Persian Gulf and shipped through the Strait.
- With an estimated 30% of global fertilizer stocks now stuck in transit, North American producers are reaping the benefits of high prices and low inputs.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Soaring gas prices are the most blunt, visible reminder of the war in Iran, but crude oil isn't the only commodity shipped through the world's crucial waterway. Fertilizer inputs such as urea, potash, ammonia and sulfur are produced throughout the Persian Gulf, and an estimated 30–35% of all plant nutrients rely on the contested Strait of Hormuz for transit. While fertilizer prices usually aren't top of mind for American consumers, they could create problems for the 2026 spring planting season in the Northern Hemisphere, which is just beginning. The disruption has also created a massive tailwind for domestic fertilizer producers, which can capture significant margin gains because of the supply cut-off. The Strait of Hormuz Crisis Is Reshaping Global Fertilizer Markets On a normal day, you could sail across the Strait of Hormuz in less time than it takes to drive through downtown Manhattan, but its small size is also why it has become such a chokepoint. It's a narrow, roughly 21-mile-long corridor between Iran, Oman and the UAE that serves as the only shipping exit from the Persian Gulf to the open ocean. I've worked for the CIA, personally met four US presidents, and spent 45 years studying the markets—calling Black Monday six weeks before it happened, predicting the fall of the Berlin Wall, and pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career. After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close. Click here to see how to claim your SpaceX access code Now that Iran has effectively made the Strait of Hormuz impassable, it is stranding about 20 million barrels of oil each day, 20% of the world's liquefied natural gas (LNG) supply and massive volumes of petrochemicals. While the energy sector gets the headlines, the closure has also left roughly a third of the global fertilizer supply stranded. Key affected chemicals include: - Nitrogen Fertilizers – Urea and ammonia are the two nitrogen-based fertilizers most impacted. About 10% of global urea production comes from a single facility in Qatar, and roughly 35% of traded urea and 30% of traded ammonia historically pass through the Strait; that traffic has now stalled. The supply shock is already being felt: New Orleans urea prices have reached as high as $680 per metric ton.
- Phosphate and Potash – Phosphate-based fertilizers require sulfur, another crucial input shipped through the Persian Gulf; sulfur prices have skyrocketed since the war began. Potash supplies have also been dwindling, with inventories down sharply year over year. The phosphorus shortage prompted the Trump administration to invoke the Defense Production Act to bolster domestic supplies of the chemical, which also has military uses.
3 Stocks That Benefit From Higher Fertilizer Prices With global supplies of these nutrients in disarray, companies that produce outside the Persian Gulf are positioned to benefit—especially those in North America, where natural gas costs aren't rising as quickly as fertilizer input prices. Three companies have already rallied on the shortage, and the longer the Strait remains closed, the more their earnings and stock prices could benefit. Nutrien Ltd.: The Safe and Diversified Fertilizer Investment Canadian fertilizer producer Nutrien Ltd. (NYSE: NTR) is probably the safest way to play the price shock. The company has a roughly $37 billion market cap and produces all three crucial plant nutrients: nitrogen, phosphate and potash. Controlling about 20% of the potash market and operating more than 1,500 locations across North America, Nutrien can capture margin regardless of which input price is spiking. Anticipating an extended supply shock, analysts at Wells Fargo and Jefferies upgraded NTR from Neutral to Buy last week, with price targets of $100 and $96, respectively. NTR shares are up more than 25% year-to-date (YTD), but recent profit-taking has created a pullback that might offer a buying opportunity. The uptrend remains intact, with support near the 50-day moving average, although the Relative Strength Index (RSI) recently entered overbought territory. 
CF Industries: Margin Boost From Nitrogen/Natural Gas Spread CF Industries Holdings Inc. (NYSE: CF) is a pure-play nitrogen producer, making urea, ammonia and urea ammonium nitrate (UAN). The company benefits from a structural advantage: its terminals allow it to use relatively cheap U.S. natural gas to produce nitrogen products, which it then sells into a tighter global market where higher LNG costs force sellers to charge more. That dynamic lets CF offer competitive prices abroad while expanding margins thanks to lower domestic input costs. CF shares are up more than 60% YTD, making the stock one of the S&P 500's top performers. The bullish technical momentum remains strong, and with the nitrogen price catalyst likely to persist, the recent 10% pullback appears to be profit-taking rather than a change in trend. 
Mosaic Co.: Risky Value Play With High Upside The Mosaic Company (NYSE: MOS) carries a riskier profile relative to its peers because of its dependence on sulfur, which is typically transported in high volumes through the Strait of Hormuz. Because sulfur is a primary component of phosphorus-based nutrients, Mosaic has less ability to expand margins solely from rising phosphate and potash prices. The company also faced a setback after a large EPS miss in its Q4 2025 earnings report, which sent the stock down about 5% the following day. MOS shares are trailing the rest of the industry, with an approximately 18% YTD gain. But the stock could still catch up if Mosaic addresses operational hurdles. Technical indicators point to a consolidation pattern, with the stock bouncing between the 50-day and 200-day moving averages; a bullish MACD crossover suggests MOS may be poised to bounce higher off the 50-day. 
| 
Post a Comment
Post a Comment