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CF Industries reported higher third-quarter and year-to-date earnings and adjusted EBITDA compared with the prior-year periods. The article attributes the gains to stronger ammonia pricing and tight global nitrogen supply, and says the Yazoo City complex is expected to restart next year.
Conflict-related supply constraints and firm ammonia pricing point to a tighter nitrogen market, which may support fertilizer prices and increase crop input costs.
kalkine.comNitish KishorNov 10, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% 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.
