
LSB Industries reported third-quarter 2026 adjusted EBITDA of $62 million, up 55% year on year, driven by higher selling prices and lower costs. Management said Middle East and Black Sea conflicts are constraining nitrogen and energy supply, with ammonia producers curtailing 20% to 25% of output in Europe.
Curtailed European ammonia output and high gas costs keep nitrogen prices elevated into winter. This supports fertilizer costs for grain and feed producers.
After 76 past bullish report events, Urea moved a median 0.0% over 5 sessions (49% higher; middle half -2.2% to +2.9%), and -0.3% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.