CF+49.87%20.0%
LXU+35.78%20.0%
NTR+32.37%20.0%
UAN+46.23%20.0%
YAR.OL+29.72%20.0%
As of Aug 24, 2026, 4:53 AM ET
Supply Shock in MidEast Long '26: Urea & Nitrogen Constituents
CF Industries Holdings, Inc.CF | 20.0% | 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 | 20.0% | 1.13% | 4.77% | 2.31% | -2.40% | 23.29% | 26.93% | 83.90% | 107.53% | 365.20% | 46.23% | $1.33B |
LSB Industries, Inc.LXU | 20.0% | 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 | 20.0% | 2.94% | 11.88% | 10.53% | 8.98% | 21.95% | 0.27% | 54.89% | 65.99% | 45.40% | 32.37% | $36.13B |
Yara International ASAYAR.OL | 20.0% | 3.95% | 8.10% | 1.05% | 2.00% | 17.16% | -4.76% | 64.86% | 68.45% | 31.38% | 29.72% | $12.34B |
| Theme return | — | 3.04% | 9.34% | 4.76% | 2.75% | 34.60% | 10.69% | 75.04% | 80.55% | 168.47% | 45.80% | — |
| Average | 20.0% | 3.04% | 9.34% | 1.68% | 2.87% | 32.17% | 9.68% | 67.11% | 68.72% | 144.34% | 38.79% | $14.10B |
| Median | 20.0% | 3.14% | 10.63% | 2.31% | 2.21% | 23.29% | 0.27% | 64.86% | 65.99% | 68.68% | 35.78% | $12.34B |
| Std Dev | 0.0% | 1.04% | 2.62% | 6.33% | 3.65% | 18.27% | 15.58% | 9.63% | 22.18% | 127.67% | 7.88% | $13.13B |
| Min | 20.0% | 1.13% | 4.77% | -9.15% | -2.40% | 17.16% | -4.76% | 54.89% | 38.48% | 31.38% | 29.72% | $800.0M |
| Max | 20.0% | 4.02% | 11.88% | 10.53% | 8.98% | 67.64% | 30.25% | 83.90% | 107.53% | 365.20% | 49.87% | $36.13B |
| % Positive Tickers | 100.00% | 100.00% | 80.00% | 80.00% | 100.00% | 60.00% | 100.00% | 100.00% | 100.00% | 100.00% |
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About this theme
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.