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Supply Shock in MidEast Long '26: Potash & Phosphate
9 tickers · $36.86B total market cap
Group: Supply Shock in MidEast Long
Supply Shock in MidEast Long '26: Potash & Phosphate tracks 9 publicly listed stocks in this theme: ATT.WAR, ICL, IFOS.V, IPI, MLP.V, MNB.AX, NPK.TO, SDF.XETRA, SQM. 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 |
|---|---|---|---|---|---|---|---|---|
Sociedad QuÃmica y Minera de Chile S.A.SQM | 02/27/2026 (AMC) | 05/26/2026 (AMC) | 0.00% | — | 5.41% | — | $23.61B | 11.1111 |
ICL Group LtdICL | 05/13/2026 | 05/13/2026 | -1.27% | 2.98% | 26.71% | -1.22% | $8.29B | 11.1111 |
K+S AGSDF.XETRA | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 1.69% | -0.04% | -14.80% | -4.30% | $3.21B | 11.1111 |
Grupa Azoty S.A.ATT.WAR | 11/19/2025 | — | -0.83% | — | 15.79% | — | $574.1M | 11.1111 |
Intrepid Potash, Inc.IPI | 05/06/2026 | 05/06/2026 | 17.94% | -3.74% | -11.43% | 6.99% | $553.3M | 11.1111 |
Itafos Inc.IFOS.V | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -21.08% | -11.73% | 4.91% | -14.30% | $385.4M | 11.1111 |
Millennial Potash Corp.MLP.V | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -9.82% | 21.85% | -34.63% | -9.41% | $188.6M | 11.1111 |
Verde AgriTech LtdNPK.TO | 05/15/2026 (BMO) | 05/15/2026 (BMO) | -5.64% | -0.22% | -13.38% | -7.84% | $36.9M | 11.1111 |
Minbos Resources LimitedMNB.AX | 07/28/2025 | — | 5.08% | — | -46.11% | — | $15.3M | 11.1111 |
| Average | -1.55% | 1.52% | -7.50% | -5.01% | $4.10B | 11.1111 | ||
| Median | -0.83% | -0.13% | -11.43% | -6.07% | $553.3M | 11.1111 | ||
| Std Dev | 10.02% | 10.20% | 22.02% | 6.74% | $7.35B | 0.0% | ||
| Min | -21.08% | -11.73% | -46.11% | -14.30% | $15.3M | 11.1111 | ||
| Max | 17.94% | 21.85% | 26.71% | 6.99% | $23.61B | 11.1111 | ||
| % Positive Tickers | 33.33% | 33.33% | 44.44% | 16.67% |
* 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%.