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Supply Shock in MidEast Long '26: Urea & Nitrogen
5 tickers · $70.79B total market cap
Group: Supply Shock in MidEast Long
Supply Shock in MidEast Long '26: Urea & Nitrogen tracks 5 publicly listed stocks in this theme: CF, LXU, NTR, 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 | 20.0000 |
CF Industries Holdings, Inc.CF | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 1.42% | -7.31% | 23.24% | 7.68% | $19.24B | 20.0000 |
Yara International ASAYAR.OL | 04/24/2026 (BMO) | 04/24/2026 (BMO) | -0.55% | 0.60% | 20.20% | -0.08% | $14.76B | 20.0000 |
CVR Partners, LPUAN | 04/29/2026 | 04/29/2026 | -6.66% | -4.04% | 32.71% | -1.54% | $1.34B | 20.0000 |
LSB Industries, Inc.LXU | 04/29/2026 | 04/29/2026 | 15.97% | 0.34% | 30.81% | -7.99% | $998.3M | 20.0000 |
| Average | 2.30% | -4.38% | 22.12% | 0.55% | $14.16B | 20.0000 | ||
| Median | 1.31% | -4.04% | 23.24% | -0.08% | $14.76B | 20.0000 | ||
| Std Dev | 7.44% | 4.60% | 10.33% | 5.40% | $12.46B | 0.0% | ||
| Min | -6.66% | -11.47% | 3.67% | -7.99% | $998.3M | 20.0000 | ||
| Max | 15.97% | 0.60% | 32.71% | 7.68% | $34.46B | 20.0000 | ||
| % Positive Tickers | 60.00% | 40.00% | 100.00% | 40.00% |
* 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%.