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CF Industries reported third-quarter adjusted EBITDA of $833 million and about $3.0 billion for the first nine months of 2026, with ammonia capacity utilization at 97% year to date. Management expects nitrogen fertilizer supply-demand conditions to remain constructive into 2027, citing Middle East disruptions that it estimates removed about 9 million tonnes of urea supply, European capacity curtailments and low inventories.
The reported supply disruptions and low inventories point to a tighter global nitrogen balance, which could support urea and related fertilizer prices. Strong output and shipments from CF provide some offset to that tightness.
tradingkey.comNov 6, 2026Not 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.
