# CF Industries nine-month profit rises to $1.78 billion

> CF Industries reported net earnings of $1.78 billion for the first nine months of 2026, up from $1.05 billion a year earlier, and said ammonia output ran at 97% of available capacity. The company reported that Middle Eastern urea exports through the Persian Gulf remain below normal amid the Iran conflict, while European and Trinidadian ammonia capacity has also been curtailed.

- Date: 2026-11-10 · published 2026-11-11T06:13:44.678Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/93040-cf-industries-nine-month-profit-rises-to-1-78-billion
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Reduced fertilizer production and exports from the Middle East, Europe, and Trinidad tighten global nitrogen supply and could support urea prices. High utilization at CF’s plants helps meet deferred demand but does not fully offset those disruptions.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2026-07-29 | [Rising tensions in the Middle East cause urea to rise almost 14% in one month.](https://feedsoft.ai/events/18675-rising-tensions-in-the-middle-east-cause-urea-to-rise-almost-14-in-one-month.md) | +0.6% | -1.2% |
| 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 | 2026-05-06 | [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 | 2026-04-30 | [World Bank Warns Fertilizer Prices Could Rise More Than 30% in 2026 - Ecofin Agency](https://feedsoft.ai/events/7256-world-bank-warns-fertilizer-prices-could-rise-more-than-30-in-2026-ecofin-agency.md) | -10.0% | -17.6% |

## Sources

- fertilizerdaily.com: https://www.fertilizerdaily.com/20261110-cf-industries-earnings-nine-months-2026/

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