Theme
Supply Shock in MidEast Long '26: Urea & Nitrogen☆
5 tickers$64.13B market cap
10D rank10D#656of 1,239 themes/1,239#8of 11 in Supply Shock in MidEast Long/11 Supply Shock in MidEast Long

CF+28.18%20.0%

LXU+13.57%20.0%

NTR+15.34%20.0%

UAN+38.70%20.0%

YAR.OL+15.43%20.0%
As of Oct 9, 2026, 4:27 AM ET
Supply Shock in MidEast Long '26: Urea & Nitrogen Constituents
CF Industries Holdings, Inc.CF | 20.0% | -0.79% | -1.67% | -17.76% | -0.84% | 46.86% | 14.10% | 42.28% | 28.18% | 32.42% | 100.00% | $17.45B |
CVR Partners, LPUAN | 20.0% | 0.43% | 1.81% | -5.51% | 1.00% | 23.21% | 26.85% | 83.79% | 38.70% | 112.85% | 216.60% | $1.33B |
LSB Industries, Inc.LXU | 20.0% | -0.69% | 2.95% | -13.42% | 3.79% | 19.18% | -12.82% | 54.42% | 13.57% | 23.84% | 5.86% | $728.7M |
Nutrien Ltd.NTR | 20.0% | -0.14% | -2.18% | -13.44% | 0.20% | 13.20% | -6.93% | 43.78% | 15.34% | 51.34% | 15.11% | $33.54B |
Yara International ASAYAR.OL | 20.0% | 0.99% | -4.59% | -15.09% | 1.30% | 6.11% | -13.74% | 49.32% | 15.43% | 38.52% | 16.79% | $11.09B |
| Theme return | — | -0.04% | -0.74% | -11.76% | 1.12% | 24.84% | 2.66% | 62.33% | 27.23% | 59.24% | 82.34% | — |
| Average | 20.0% | -0.04% | -0.74% | -13.04% | 1.09% | 21.71% | 1.49% | 54.72% | 22.24% | 51.79% | 70.87% | $12.83B |
| Median | 20.0% | -0.14% | -1.67% | -13.44% | 1.00% | 19.18% | -6.93% | 49.32% | 15.43% | 38.52% | 16.79% | $11.09B |
| Std Dev | 0.0% | 0.67% | 2.75% | 4.09% | 1.54% | 13.83% | 16.18% | 15.16% | 9.75% | 31.81% | 80.43% | $12.10B |
| Min | 20.0% | -0.79% | -4.59% | -17.76% | -0.84% | 6.11% | -13.74% | 42.28% | 13.57% | 23.84% | 5.86% | $728.7M |
| Max | 20.0% | 0.99% | 2.95% | -5.51% | 3.79% | 46.86% | 26.85% | 83.79% | 38.70% | 112.85% | 216.60% | $33.54B |
| % Positive Tickers | 40.00% | 40.00% | 0.00% | 80.00% | 100.00% | 40.00% | 100.00% | 100.00% | 100.00% | 100.00% |