# CF Industries (NYSE:CF) Earnings Climb as Nitrogen Supply Stays Tight

> 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.

- Date: 2026-11-10 · published 2026-11-10T15:13:10.727Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/91942-cf-industries-nyse-cf-earnings-climb-as-nitrogen-supply-stays-tight
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Conflict-related supply constraints and firm ammonia pricing point to a tighter nitrogen market, which may support fertilizer prices and increase crop input costs.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| 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 | 2026-05-04 | [Nitrogen surge to lift CF, Nutrien earnings; Mosaic faces headwinds \| Reuters](https://feedsoft.ai/events/19580-nitrogen-surge-to-lift-cf-nutrien-earnings-mosaic-faces-headwinds-reuters.md) | -4.4% | -26.5% |
| 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 | 2022-07-29 | [Gas supply issues in Europe cause havoc with Nitrogen prices.](https://feedsoft.ai/events/5032-gas-supply-issues-in-europe-cause-havoc-with-nitrogen-prices.md) | +17.6% | +13.4% |
| UREA | 2026-03-10 | [Nitrogen and Phosphate Markets Enter Supply Shock](https://feedsoft.ai/events/20101-nitrogen-and-phosphate-markets-enter-supply-shock.md) | +2.8% | +21.1% |

## Sources

- kalkine.com: https://kalkine.com/news/industrials/cf-industries-nysecf-earnings-climb-as-nitrogen-supply-stays-tight

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