# CF Industries Nine-Month Profit Hits $1.78 Billion As Iran Conflict Squeezes Nitrogen Supply

> CF Industries said first-nine-months net earnings reached $1.78 billion, up from $1.05 billion a year earlier, with third-quarter earnings of $2.87 per share. Higher nitrogen prices, linked to tight global supply and the Iran conflict, offset a 5% fall in sales volumes. The Yazoo City, Mississippi, outage after a November 2025 incident reduced ammonium nitrate and UAN output.

- Date: 2026-11-04 · published 2026-11-05T03:12:15.166Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/81077-cf-industries-nine-month-profit-hits-1-78-billion-as-iran-conflict-squeezes
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Tight nitrogen supply linked to the Iran conflict keeps urea and ammonia prices firm, which raises fertilizer costs for grain and oilseed producers. Those costs can feed through to corn and feed-ingredient prices over the coming season.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2022-09-18 | [FitchRatings: Moroccan Fertilizer Prices to Increase Amid Supply Constraints](https://feedsoft.ai/events/39898-fitchratings-moroccan-fertilizer-prices-to-increase-amid-supply-constraints.md) | -2.6% | -7.8% |
| UREA | 2021-03-17 | [UAN28 Leads Fertilizer Prices Higher as Nitrogen Prices Spike](https://feedsoft.ai/events/48434-uan28-leads-fertilizer-prices-higher-as-nitrogen-prices-spike.md) | +0.4% | -1.9% |
| UREA | 2025-02-26 | [CF Industries and Nutrien Q4 market outlooks - Genesis Fertilizers](https://feedsoft.ai/events/26368-cf-industries-and-nutrien-q4-market-outlooks-genesis-fertilizers.md) | -2.9% | -4.9% |
| UREA | 2026-02-25 | [U.S. Fertilizer Prices Rise for Second Week as Urea Leads Nitrogen Rally](https://feedsoft.ai/events/20928-u-s-fertilizer-prices-rise-for-second-week-as-urea-leads-nitrogen-rally.md) | +28.3% | +35.4% |
| UREA | 2021-11-14 | [Fertilizer: “Supply Disruptions Push Prices to New Highs” \| Farm Policy News \| Illinois](https://feedsoft.ai/events/44342-fertilizer-supply-disruptions-push-prices-to-new-highs-farm-policy-news-illinois.md) | -0.6% | -1.8% |

## Sources

- bullished.co: https://www.bullished.co/cf-industries-nine-month-profit-hits-1-78-billion-as-iran-conflict-squeezes-nitrogen-952bb96b/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.