CF+49.87%9.1%
ICL-5.67%9.1%
IPI+38.47%9.1%
LXU+35.78%9.1%
MOS-23.16%9.1%
NTR+32.37%9.1%
OCI.AS-19.56%9.1%
SDF.XETRA+37.42%9.1%
SQM+76.75%9.1%
UAN+46.23%9.1%
YAR.OL+29.72%9.1%
As of Aug 24, 2026, 4:53 AM ET
Supply Shock in MidEast Long '26: Fertilizers Constituents
CF Industries Holdings, Inc.CF | 9.1% | 3.14% | 10.63% | 3.66% | 3.56% | 67.64% | 30.25% | 62.41% | 63.12% | 211.04% | 49.87% | $19.91B |
CVR Partners, LPUAN | 9.1% | 1.13% | 4.77% | 2.31% | -2.40% | 23.29% | 26.93% | 83.90% | 107.53% | 365.20% | 46.23% | $1.33B |
ICL Group LtdICL | 9.1% | 5.07% | 8.61% | 9.85% | 14.62% | 2.48% | 21.91% | 3.85% | 40.22% | 12.22% | -5.67% | $7.49B |
Intrepid Potash, Inc.IPI | 9.1% | 1.83% | 5.69% | 13.91% | 14.78% | 40.57% | 5.44% | 30.32% | 69.18% | 29.33% | 38.47% | $523.6M |
K+S AGSDF.XETRA | 9.1% | 5.41% | 14.31% | 16.86% | 13.97% | 31.08% | 8.10% | 42.96% | 61.96% | 61.07% | 37.42% | $3.43B |
LSB Industries, Inc.LXU | 9.1% | 4.02% | 11.31% | -9.15% | 2.21% | 30.82% | -4.30% | 69.51% | 38.48% | 68.68% | 35.78% | $800.0M |
Nutrien Ltd.NTR | 9.1% | 2.94% | 11.88% | 10.53% | 8.98% | 21.95% | 0.27% | 54.89% | 65.99% | 45.40% | 32.37% | $36.13B |
OCI N.V.OCI.AS | 9.1% | -0.39% | 0.99% | 2.08% | 1.01% | 31.35% | 10.51% | 4.99% | -4.94% | 67.58% | -19.56% | $996.5M |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 9.1% | 4.47% | 13.49% | 19.25% | 22.22% | 19.13% | 7.42% | 106.08% | 112.11% | 96.24% | 76.75% | $23.41B |
The Mosaic CompanyMOS | 9.1% | 4.54% | 5.67% | 9.46% | 10.35% | 2.18% | -11.58% | -4.94% | -9.56% | -12.87% | -23.16% | $7.76B |
Yara International ASAYAR.OL | 9.1% | 3.95% | 8.10% | 1.05% | 2.00% | 17.16% | -4.76% | 64.86% | 68.45% | 31.38% | 29.72% | $12.34B |
| Theme return | — | 3.28% | 8.68% | 9.22% | 8.37% | 30.51% | 11.11% | 54.83% | 68.79% | 126.01% | 32.69% | — |
| Average | 9.1% | 3.28% | 8.68% | 7.26% | 8.30% | 26.15% | 8.20% | 47.17% | 55.69% | 88.66% | 27.11% | $10.37B |
| Median | 9.1% | 3.95% | 8.61% | 9.46% | 8.98% | 23.29% | 7.42% | 54.89% | 63.12% | 61.07% | 35.78% | $7.49B |
| Std Dev | 0.0% | 1.71% | 3.91% | 7.83% | 7.26% | 17.30% | 12.85% | 33.84% | 36.79% | 103.54% | 29.34% | $11.08B |
| Min | 9.1% | -0.39% | 0.99% | -9.15% | -2.40% | 2.18% | -11.58% | -4.94% | -9.56% | -12.87% | -23.16% | $523.6M |
| Max | 9.1% | 5.41% | 14.31% | 19.25% | 22.22% | 67.64% | 30.25% | 106.08% | 112.11% | 365.20% | 76.75% | $36.13B |
| % Positive Tickers | 90.91% | 100.00% | 90.91% | 90.91% | 100.00% | 72.73% | 90.91% | 81.82% | 90.91% | 72.73% |
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About this theme
Supply Shock in MidEast Long '26: Fertilizers tracks 11 publicly listed stocks in this theme: CF, ICL, IPI, LXU, MOS, NTR, OCI.AS, SDF.XETRA, SQM, UAN, YAR.OL. See the constituent table for details.