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Supply Shock in MidEast Long '26: Fertilizers
11 tickers · $114.19B total market cap
Group: Supply Shock in MidEast Long
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.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Nutrien Ltd.NTR | 05/06/2026 | 05/06/2026 | 1.31% | -11.47% | 3.67% | 4.69% | $34.46B | 9.0909 |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 02/27/2026 (AMC) | 05/26/2026 (AMC) | 0.00% | — | 5.41% | — | $23.61B | 9.0909 |
CF Industries Holdings, Inc.CF | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 1.42% | -7.31% | 23.24% | 7.68% | $19.24B | 9.0909 |
Yara International ASAYAR.OL | 04/24/2026 (BMO) | 04/24/2026 (BMO) | -0.55% | 0.60% | 20.20% | -0.08% | $14.76B | 9.0909 |
ICL Group LtdICL | 05/13/2026 | 05/13/2026 | -1.27% | 2.98% | 26.71% | -1.22% | $8.29B | 9.0909 |
The Mosaic CompanyMOS | 05/11/2026 | 05/11/2026 | -4.67% | 0.90% | -19.10% | -4.42% | $6.81B | 9.0909 |
K+S AGSDF.XETRA | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 1.69% | -0.04% | -14.80% | -4.30% | $3.21B | 9.0909 |
CVR Partners, LPUAN | 04/29/2026 | 04/29/2026 | -6.66% | -4.04% | 32.71% | -1.54% | $1.34B | 9.0909 |
LSB Industries, Inc.LXU | 04/29/2026 | 04/29/2026 | 15.97% | 0.34% | 30.81% | -7.99% | $998.3M | 9.0909 |
OCI N.V.OCI.AS | 07/31/2025 | 05/19/2026 | 1.05% | — | -19.05% | — | $931.0M | 9.0909 |
Intrepid Potash, Inc.IPI | 05/06/2026 | 05/06/2026 | 17.94% | -3.74% | -11.43% | 6.99% | $553.3M | 9.0909 |
| Average | 2.39% | -2.42% | 7.12% | -0.02% | $10.38B | 9.0909 | ||
| Median | 1.05% | -0.04% | 5.41% | -1.22% | $6.81B | 9.0909 | ||
| Std Dev | 7.32% | 4.38% | 19.64% | 5.12% | $10.77B | 0.0% | ||
| Min | -6.66% | -11.47% | -19.10% | -7.99% | $553.3M | 9.0909 | ||
| Max | 17.94% | 2.98% | 32.71% | 7.68% | $34.46B | 9.0909 | ||
| % Positive Tickers | 54.55% | 44.44% | 63.64% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.