# CF Industries Says Middle East Nitrogen Supply To Take Time To Flow Again Even If There Is Some Sort Of Resumption; Sees Robust Demand For UAN And Urea, Expects Positive Nitrogen Pricing Trajectory Through At Least H1 2027

> CF Industries said nitrogen supply from the Middle East will take a long time to return to normal, even if hostilities ease. The company sees robust demand for UAN and urea and expects positive nitrogen pricing through at least the first half of 2027.

- Date: 2026-11-05 · published 2026-11-05T21:09:53.622Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/82431-cf-industries-says-middle-east-nitrogen-supply-to-take-time-to-flow-again-even
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

A slow recovery of Middle East nitrogen exports supports urea and UAN prices into 2027, which raises feed grain production costs for farmers and can weigh on corn planting economics.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2022-08-02 | [Mosaic, CF Industries expect global fertilizer supply to remain tight \| Financial Post](https://feedsoft.ai/events/40373-mosaic-cf-industries-expect-global-fertilizer-supply-to-remain-tight-financial.md) | 0.0% | +17.2% |
| UREA | 2026-04-21 | [Global fertiliser market facing prolonged period of strain from Middle East disruption – industry report](https://feedsoft.ai/events/20020-global-fertiliser-market-facing-prolonged-period-of-strain-from-middle-east.md) | -0.3% | -15.4% |
| UREA | 2026-05-06 | [Nutrien posts higher profit as prices rise, flags tight nitrogen supply \| Reuters](https://feedsoft.ai/events/19582-nutrien-posts-higher-profit-as-prices-rise-flags-tight-nitrogen-supply-reuters.md) | -4.5% | -27.3% |
| UREA | 2024-10-05 | [Middle East tensions support urea price rally.](https://feedsoft.ai/events/9417-middle-east-tensions-support-urea-price-rally.md) | -0.1% | -4.4% |
| UREA | 2026-04-30 | [From surplus to strain: Iran war and El Nino threaten global rice supply - The Japan Times](https://feedsoft.ai/events/10153-from-surplus-to-strain-iran-war-and-el-nino-threaten-global-rice-supply-the.md) | -10.0% | -17.6% |

## Sources

- stockbabie.com: https://stockbabie.com/news/20261105-cf-industries-says-middle-east-nitrogen-supply-to-take-time-to-flow-ag

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