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CF Industries released its Q3 2026 results after the close on Nov. 4, citing ongoing fertilizer supply constraints from the Middle East and Ukraine conflicts.
Nitrogen purchases rebounded in the Americas, Europe and India, while urea exports from the Middle East have been cut roughly in half since the Iran war began.
Tight urea and ammonia supply, with European ammonia capacity partly offline due to gas constraints, keeps nitrogen fertilizer prices elevated, raising input costs for feed grain production and supporting corn and wheat economics.
agnavigator.comRyan DailyNov 5, 2026After 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.
After 770 past neutral report events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.7% over 20.
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.
